How-to

Getting Started

Quick Start Guide (PDF)
Training Video Library
Getting Started Demo
Getting Started Resource Center
Act! Marketing Automation

Database Management

Learn how to make changes to your Act! CRM Classic account as well as set up the users who will access your database.

Customising Act! CRM

Learn how to customise your Act! CRM Classic database to meet your own specific business requirements including creating your own fields, amending your layouts and even creating your own new sections of the program.

Importing Data

Learn how you can import existing data from a number of sources, or how to import demo data to practice using the system’s features.

Integrating Email Systems

Learn how to integrate your Act! CRM Classic product with either Microsoft Outlook or Gmail in order to record emails automatically within your database Contact records.

Integrating With Third Party Programs

Learn how to integrate your Act! CRM Classic product with hundreds of other applications allowing your whole suite of business software to work side by side automatically.

Big results. Small investment.

Ready to take the first step?