Streamline your organization tasks with improved workflows

Action Marketing’s Customer Relationship Management (CRM) System streamlines your organization tasks with improved workflows and customizable menus. This consolidation of information helps you analyze organization activities, connect more effectively with your customers, and yield more sales. This translates into higher profits!

Action’s CRM is fully integrated into our full suite of products. Therefore every inquiry, lead, and sale is fully tracked from start to finish and the metrics are displayed in our (optional) Performance Dashboard not to mention within more than 20 other various reports.

Key Features in Detail

• Segmentation Tools. Use groups, simple and searchable tags, and/or relationships to segment constituents.
• Extensive Configurability. Highly configurable, allowing you, in most cases, to configure it to work with your existing business processes. Unlimited locations, addresses, phone numbers, emails and custom data fields allow most unique needs to be met.
• Internationalization & Localization. Store CRM data in many localized formats and supports most languages, currently including Brazilian Portuguese, German, Polish and Spanish.
• Contacts. Store common contact data (individuals, organizations, and households) that support donor management, case management, voter, and advocacy applications.
• Relationships. Understand the relationships between any two contacts with standard (volunteer, employer, head of household) relationships or create your own unique custom relationship types.
• Activities. Record standard activities (phone call, meeting, email) for any contact or create your own custom activities that meet your needs. External software can use the Application Programming Interface (API) to register activities with any contact, providing a comprehensive central repository of CRM information.
• Smart Groups. Create smart groups based on any search criteria or create standard groups that are simply lists of contacts. The membership of a smart group changes automatically according to that moment’s search results.
• Custom Data. Create unlimited custom data fields in virtually any format, including radio buttons, drop-down menus, etc. All custom fields are searchable and can define a smart group.

Screenshots of Action CRM

Home Screen	Viewing Contacts	Managing Events
Intergrated Mailing	Member Dashboard	Creating / Viewing Reports

Organize and Manage your Events Intelligently

Action Events Module comes with everything you need to organize and manage your events. From invitation to secure online registration with credit payment by credit card, our Event CRM completely automates the difficult and often time consuming task of registering guests for an event or charity.

Easily customize the event pricing options along with payment/cancellation rules so your honored friends or constituents can easily sign up and pay for their next event, golf outing, charity contribution, or corporate meeting. You or your administrator will know in real time how many people registered from the overall invitation list, what they registered for, purchased, or how much they contributed. This information too is available from the (optional) Dashboard along with many other predetermined reports.