How to Register ACT CRM: A Complete Guide

Introduction

Welcome to our guide on how to register ACT CRM! ACT CRM is a powerful customer relationship management software that helps businesses manage their customer interactions and grow their revenue. But before you can use ACT CRM to its full potential, you need to register it first. In this guide, we will walk you through the entire process of registering ACT CRM, from purchasing the software to setting up your account. Let’s get started!

Purchasing ACT CRM

The first step in registering ACT CRM is to purchase the software. You can do this by visiting the ACT CRM website or contacting a sales representative. Once you have purchased the software, you will receive a confirmation email with a license key. Keep this key handy as you will need it to complete the registration process.

Creating an ACT CRM Account

After purchasing ACT CRM, the next step is to create an account. To do this, go to the ACT CRM login page and click on “Create an Account.” You will be asked to provide your name, email address, and a password. Once you have filled out the required information, click on “Create Account.”

Activating Your License Key

Once you have created your account, the next step is to activate your license key. To do this, log in to your ACT CRM account and click on “Register Product.” Enter your license key and click on “Activate.” Your license key should now be activated, and you should be able to use ACT CRM.

Setting Up Your ACT CRM Account

Now that your license key is activated, it’s time to set up your ACT CRM account. The first thing you should do is customize your dashboard to suit your needs. You can add or remove widgets, change the layout, and rearrange the elements to make it easier to navigate.

Adding Users to Your ACT CRM Account

As the account owner, you can add other users to your ACT CRM account. To do this, go to “Settings” and click on “Add User.” Enter the user’s name and email address, and select their user role (administrator, standard user, or read-only user). Once you have filled out the required information, click on “Send Invitation.” The user will receive an email with instructions on how to log in to their account.

Importing Data to ACT CRM

If you have been using another CRM software, you can import your data to ACT CRM. To do this, go to “Import Data” and select the source of your data (Excel, CSV, or another CRM software). Follow the instructions to map your data fields to the corresponding fields in ACT CRM. Once you have mapped the fields, click on “Import.” Your data should now be imported into ACT CRM.

Customizing Fields and Layouts

ACT CRM allows you to customize the fields and layouts to suit your needs. To do this, go to “Customize Fields” and select the object you want to customize (contacts, companies, opportunities, or groups). You can add or remove fields, rename fields, and change the field type. Once you have made your changes, click on “Save.”

Enabling ACT CRM Integrations

ACT CRM integrates with a variety of other software, such as email marketing tools, accounting software, and social media platforms. To enable integrations, go to “Integrations” and select the software you want to integrate with. Follow the instructions to connect your accounts. Once you have connected your accounts, you can use the integrations to streamline your workflow and improve your productivity.

How to Register ACT CRM: Step-by-Step

Step 1: Purchase ACT CRM

Action	Details
Go to the ACT CRM website	https://www.act.com/
Click on “Buy Now”	https://www.act.com/buynow
Select your version	ACT CRM has three versions: Pro, Premium, and Ultimate
Choose your payment plan	ACT CRM offers monthly and annual payment plans
Enter your billing information	You will need to provide your name, address, and payment method
Confirm your purchase	You will receive a confirmation email with your license key

Step 2: Create an ACT CRM Account

After purchasing ACT CRM, go to the ACT CRM login page and click on “Create an Account.”

Step 3: Activate Your License Key

Step 4: Customize Your Dashboard

Add or remove widgets, change the layout, and rearrange the elements to make it easier to navigate.

Step 5: Add Users to Your ACT CRM Account

Go to “Settings” and click on “Add User.” Enter the user’s name and email address, and select their user role (administrator, standard user, or read-only user).

Step 6: Import Data to ACT CRM

Go to “Import Data” and select the source of your data (Excel, CSV, or another CRM software). Follow the instructions to map your data fields to the corresponding fields in ACT CRM.

Step 7: Customize Fields and Layouts

Go to “Customize Fields” and select the object you want to customize (contacts, companies, opportunities, or groups).

Step 8: Enable ACT CRM Integrations

Go to “Integrations” and select the software you want to integrate with.

Frequently Asked Questions

Q1. How much does ACT CRM cost?

ACT CRM has three versions: Pro, Premium, and Ultimate. The Pro version starts at $25 per user per month, the Premium version starts at $45 per user per month, and the Ultimate version starts at $85 per user per month.

Q2. Can I try ACT CRM before purchasing it?

Yes, ACT CRM offers a free 14-day trial.

Q3. What payment methods does ACT CRM accept?

ACT CRM accepts credit cards and PayPal.

Q4. How many users can I add to my ACT CRM account?

The number of users you can add to your ACT CRM account depends on the version you have purchased. The Pro version allows up to 10 users, the Premium version allows up to 20 users, and the Ultimate version allows up to 50 users.

Q5. Can I import data from another CRM software to ACT CRM?

Yes, you can import data from Excel, CSV, or another CRM software to ACT CRM.

Q6. Does ACT CRM offer customer support?

Yes, ACT CRM offers customer support via phone, email, and live chat.

Q7. Can I integrate ACT CRM with other software?

Yes, ACT CRM integrates with a variety of software, such as email marketing tools, accounting software, and social media platforms.

Conclusion

Congratulations, you have successfully registered your ACT CRM account! We hope this guide has been helpful in walking you through the entire process, from purchasing the software to setting up your account. Remember to customize your dashboard, add users, import data, customize fields and layouts, and enable integrations to get the most out of ACT CRM. If you have any questions or feedback, feel free to contact customer support.

Take Action Now

Start using ACT CRM to manage your customer interactions and grow your revenue. Get started today!

Disclaimer

The information in this guide is intended for informational purposes only and should not be construed as legal or financial advice. The author and publisher disclaim any liability for any losses or damages incurred by the reader as a result of the reader’s reliance on the information in this guide.