The program allows for easy maintenance of the database as new data comes in, both for individual and for teams and workgroups. The systems admins can use the teams function to quickly and easily give access to data according to teams or groups. Furthermore, you can look up contacts based on which of your teams, groups, or individual users are working with them. There are features such as automatic database backup, automatic database synchronization, and automatic database maintenance. These features make it so that vital information about your clients and prospects never falls through the cracks or gets neglected. All that a remote user needs to do is make sure that their computer is turned on at the specific time of day when the backups, synchronizations, and database health maintenance actions take place.

You can also know that with Act CRM software, you have a very secure system. You can manage your system's security by contact, by user, or by field. Each one can have up to five security levels to permit access to data based on user need and user level. Contact data can be tagged as either Public or Private and can also be limited based on teams or groups as well as individuals. Field Level Security can also be chosen. This permits administrators to restrict access to certain fields of information. You can also give read-only access to teams, groups, and individuals so that they can view the data but cannot add or edit. You choose how much access, if any at all, to give to every group, team, and individual.

Act! CRM software lets you make customized views and operations in the program across the entire business. At once, once you have done this, individuals can still customize their own look and layout for maximizing their own efficiency based on their needs and personality. You can customize the way teams, groups, or individuals are to follow your tailored sales process to ensure that you know exactly what procedures are being followed with sales and marketing efforts and be able to more accurately track their efficacy.

When tracking the sales and marketing efforts, you can track products and services based on each opportunity, while at once costs for every product and service including discounts. You also have the ability to generate quotes on the spot without having to enter any more data. The follow-up alarms that the system has are a superior tool for keeping the sales pipeline flowing on every account.