What we ship

Feature catalog

SalesCrunchCRM — Feature Catalog

Reference sheet: every feature, what it does, and the benefit to pitch.
Use this when writing ads, landing pages, demo scripts, or training.

🎯 Positioning One-Liner

"The CRM for people who loved ACT! and hate Salesforce. Fast, simple, familiar — no learning curve, no feature bloat."

CORE MODULES

1. Contact Card (3-column ACT! layout)

  • What: Every contact shown on a single screen — business card, address, status, notes — all visible at once, no clicking through tabs.
  • Benefit: "You see everything about a person in one glance. No hunting."
  • Keywords: instant context, zero friction, ACT! layout

2. Contact List

  • What: Sortable, paginated list of all contacts (50/page).
  • Benefit: "Handles 250,000+ contacts without slowing down."
  • Keywords: scales big, blazing fast, enterprise-grade

3. Boolean Lookup

  • What: Search by any field using 8 operators (=, ~, *, <>, <, >, <=, >=). Narrow / broaden / new lookup modes.
  • Benefit: "Find exactly who you need in 2 seconds. 'Everyone in Texas with 'Tech' in their company who hasn't been called in 90 days.'"
  • Keywords: precision search, ACT! power users will feel at home

4. Global Keyword Search

  • What: Search everything at once — names, companies, emails, notes, phone numbers, activity titles, activity content.
  • Benefit: "Type anything and we find it — even if it's inside a note from 3 years ago."
  • Keywords: find anything anywhere, memory recall

5. Activity Log

  • What: Every call, email, meeting, note, and to-do timestamped per contact.
  • Benefit: "Never forget what you said, when you said it, or what was promised."
  • Keywords: perfect memory, accountability

6. Recurring Activities

  • What: Schedule activities that repeat daily / weekly / bi-weekly / monthly / yearly (up to 52 instances).
  • Benefit: "Set your weekly check-in calls once. They'll be on your task list forever."
  • Keywords: automation, consistency

7. Calendar (Day / Week / Month)

  • What: Visual calendar with all scheduled activities across all contacts.
  • Benefit: "See your whole week at a glance. Drag, click, done."
  • Keywords: unified schedule

8. Task List

  • What: Filterable list of all open calls, meetings, to-dos. Mark complete with one click.
  • Benefit: "Your daily battle plan. What to do, who to call, in priority order."
  • Keywords: focus, execution

9. Sales Pipeline (Kanban)

  • What: 6-stage drag-and-drop pipeline (Lead → Qualified → Proposal → Negotiation → Won / Lost). Deal count + total value per stage.
  • Benefit: "See every dollar in motion. Drag deals between stages as they progress."
  • Keywords: visual sales, forecast, momentum

10. Relationship Mapping

  • What: Link contacts to each other (colleague, manager, referral, vendor, client, etc. — 11 types).
  • Benefit: "See who's connected to whom. 'Who referred this client?' — one click."
  • Keywords: network intelligence, referral tracking

11. Groups

  • What: Organize contacts into lists (customers, prospects, event attendees, etc.).
  • Benefit: "Send a mail merge to 'March Event Attendees' in one click."
  • Keywords: segmentation, targeting

12. Custom User Fields (6 renameable)

  • What: Add your own fields — rename them to match your industry.
  • Benefit: "CRM bends to your business. Insurance agent? Rename User 1 to 'Policy #'."
  • Keywords: flexible, customizable

13. Reports (5 types)

  • Contact Report · Phone List · Directory · Activity History · History Summary
  • Benefit: "Print-ready reports in 2 clicks. No 'consulting engagement' required."

14. Templates

  • What: Save reusable email/letter templates with merge fields ({first_name}, {company}, etc.).
  • Benefit: "Write it once. Send it 1,000 times — personalized."

15. Bulk Mail Merge

  • What: Merge any template across a contact list or group. Outputs print-ready document OR sends via email.
  • Benefit: "ACT! 4.0 mail merge, except it actually ends up in inboxes."

16. Label & Envelope Printing

  • What: Print Avery 5160/5161/5162/5163 labels. #10 / A2 / A7 envelopes with return address.
  • Benefit: "Your holiday cards just wrote themselves."

17. Real-Time Collaboration

  • What: See who else is viewing a contact right now. Live updates when teammates edit.
  • Benefit: "No more 'who has the latest on this account?' It's always the latest."

18. Shared Database (ACT! 4.0 style)

  • What: Everyone sees everything. Private toggle on individual contacts for sensitive ones.
  • Benefit: "Your team is actually a team — not 10 silos."

19. Quick Add (Cmd/Ctrl+K)

  • What: Add a contact from any screen in 2 seconds.
  • Benefit: "Your phone rings — new prospect — you're typing before they finish saying their name."

20. Import / Export (CSV)

  • What: Upload your existing contacts from any CRM. Export anytime.
  • Benefit: "Switch in an afternoon, not a quarter."

21. Role-Based Access

  • What: Admin / Manager / User roles.
  • Benefit: "Your assistant can't accidentally delete the CEO's contacts."

22. Google Sign-In

  • What: One-click login with Google.
  • Benefit: "No new passwords to remember."

23. Email Sending (via Resend)

  • What: Send personalized emails one-off or in bulk. Each one auto-logs to the activity history.
  • Benefit: "Click, send, logged. The contact's history writes itself."

THINGS ACT! 3.0 / 4.0 USERS WILL LOVE (translation table)

ACT! 4.0 feature SalesCrunchCRM equivalent Improvement
Contact Window Contact Card Same layout, 10x faster
Boolean Lookup Boolean Lookup Same 8 operators, runs in MongoDB
Groups Groups Cloud-synced, shared instantly
Mail Merge Bulk Mail Merge + Send Actually sends; doesn't need Word
WinFax ❌ Removed Who faxes anymore
Database sync wizard ❌ Not needed It's all cloud, always in sync
Custom User Fields Custom User Fields Exactly 6, renamable
Reports Reports Print-ready, 5 types
Task List Task List Filter by date/type/priority
Calendar Day/Week/Month Same views, modern UI

THINGS SALESFORCE/HUBSPOT USERS WILL NOTICE (removed bloat)

  • ❌ No "opportunities scoring" you need a consultant to configure
  • ❌ No 47-field custom object builder
  • ❌ No $30/month per-seat plugin marketplace
  • ❌ No "workflow rules" that take a week to set up
  • ❌ No Einstein AI you didn't ask for
  • ✅ Just: contacts, activities, pipeline, search. Done.

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