Act! CRM Software Tips & Tricks

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With SMS4Act!, you can quickly and easily send texts to one or more contacts from Act.

The message is recorded against the contact’s record along with any replies. A great time saving tool to help you build relationships with your contacts. Get Unlimited SMS free for a month.

Features

  • Send single or broadcast text to a lookup of contacts
  • Record history of outgoing texts in Act!
  • Text replies are recorded in Act! history
  • Create templates for sending personalised texts
  • Merge data from the contact and/or activity eg. appointment reminders to avoid no-shows
  • Use SMS4Act! with Act! Smart Tasks eg Birthday messages & reminders for due dates.

Benefits

  • Improve Communication. SMS is a fast, simple, non-intrusive way to communicate with customers.
  • Improve Productivity. Much faster than a phone call, your valuable staff resources can be used elsewhere.
  • Improve Customer Service. A personalised SMS message can help build relationships with customers.
  • Reduce No-Shows. Customer no-shows adversely affect revenue. SMS reminders can dramatically reduce this problem.
  • Reduce Costs. An SMS can be sent at a fraction of the cost of mobile call.

Source: SMS for Act! – Act Today – CRM Addon Software