Act! is a contact and client management tool built by Swiftpage that helps manage a central repository of information related to prospects, leads, opportunities and clients. It stores contact details, account history, interactions, notes and activities to make it simple to optimize all the ways you communicate with prospects and customers to maximize engagement and drive business growth.
Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.
With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.
“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”
Beth Goulet, Director of Revenue Operations @EdmitRead Beth's Story
Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.
Josh Hubball, Founder @Level Frames
I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.
Romy Lynch, Co-Founder @Mona