Act!

Act!

Act! Premium helps businesses market better, sell more, and create lifelong customers. For insurance CRM, it includes dashboards, alerts, contact & lead management, quotes, analytics, pipeline tools, and integrations. Act! enables agents to store client data, follow-up on leads promptly, and manage policies efficiently. The result is improved productivity, enhanced conversions, and stronger relationships with policyholders.

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Activity Dashboard; Alerts/Notifications; Contact Management; Lead Capture; Lead Management; Quotes/Estimates; Reporting/Analytics; Sales Pipeline Management; Third-Party Integrations

Activity Dashboard; Alerts/Notifications; Contact Management; Lead Capture; Lead Management; Quotes/Estimates; Reporting/Analytics; Sales Pipeline Management; Third-Party Integrations

Keap

Activity Dashboard; Alerts/Notifications; Contact Management; Lead Capture; Lead Management; Quotes/Estimates; Reporting/Analytics; Sales Pipeline Management; Third-Party Integrations

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