Learn SalesCrunch in 60-second bites.
Real recordings of the actual product — no slides, no fluff. Each video shows one workflow, start to finish, in about a minute.
Pre-Call Brief — Crunchy preps you before every call
Open a contact with a meeting today and Crunchy has already read the file: who they are, where you left off, and a suggested opening line.
GhostBuster — revive deals that went quiet
GhostBuster flags deals with no touch in 14 days and drafts the re-engagement email from your own notes — one click to your composer.
Lookup — filter your contacts in seconds
Run a Boolean Lookup and watch it follow you across the Contact List and Print & Merge, with your matches pre-selected.
Smart Import — your whole spreadsheet, in under a minute
Upload a CSV with messy headers and watch the AI map every field, run a pre-flight check, and import everything in one click.
Mail Merge — a personalized letter for every contact
Pick a template, select your contacts, and generate print-ready personalized letters — or send them as email.
Meet Crunchy — the AI assistant that knows your data
Ask a question in plain English and watch Crunchy query your live database for the real answer.
The Lookup ACT! users miss — plus Smart Groups
Stack Boolean conditions (all leads, then State = TX), then save the query as a Smart Group that updates itself forever.
Quick Add — a contact in 5 seconds
Hit Ctrl+K anywhere in the app, tab through name, company, phone and email, hit save — the new card opens instantly.
Crunchy drafts a whole email campaign from one sentence
"Write a touching-base email to all my leads in Texas" — Crunchy finds the contacts and drafts the email. You approve before anything sends.
Calendar — your whole month at a glance
Calls, meetings and to-dos, color-coded on a monthly grid. Click any day to see its schedule and add something right there.
Tasks — everything you owe anybody, in one place
Create a task with a due date, priority and a note. One click checks it off — and it's logged to history automatically.
Alarms — your follow-ups chase you
Press Ctrl+B anywhere for the ACT!-style alarms panel: overdue on top, today below, and one click rolls everything overdue into today.
Notes & History — the relationship memory
Log a note from the card toolbar in ten seconds. It lands on the Notes tab and is stamped into History — date, time, and author. Forever.
Pipeline — deals on a board, money in motion
Every column is a stage, every card is a deal linked to its contact. Drag between stages as it moves; pipeline value totals up top.
Reports that respect your Lookup
Run a lookup, open Reports, and the report already knows which contacts you mean — a history summary for exactly those records.
Groups & Smart Groups — lists that maintain themselves
Hand-picked groups and self-updating smart groups, side by side. Groups feed everything: mail merge, bulk email, reports.
Templates — write it once, reuse it forever
Build an email template with {{merge}} tokens for name and company. Every token fills in per contact — in mail merge, bulk email, and one-off sends.
Labels & Envelopes — because stamps still close deals
Avery-ready label sheets and properly formatted envelopes for any lookup or selection. Direct mail in two minutes.
Merge Duplicates — a clean database in one click
Scan the whole database for duplicate contacts, review matches side by side, and merge — keeping the best data, notes and history from both.
Custom dropdown lists — make the CRM speak your language
Create a dropdown list once and it appears on every contact card — consistent data, no typos. Exactly how ACT! did it.
Export — your data is yours, always
One click exports a full CSV: every contact, every field, every custom column. No lock-in, no export fees, no begging support.
The Contact Card — edit, tag, navigate
Lookup a record, fix a phone number in place, add a tag, save — then flip through records with the prev/next arrows, pure ACT! muscle memory.
Global Search — one box, your whole database
Type a name, a company, or a word you remember from a note. Contacts, activities and notes matched and highlighted — click straight to the card.
Relationships — map who knows who
Link contacts to each other — referred by, colleague, spouse. The link shows from both sides, so the whole network is one click away.
Recurring Activities — schedule it once
A weekly check-in call, scheduled four weeks out in one save. The whole series lands on your task list and calendar automatically.
Pipeline Drag — move deals as they move
Grab a deal card and drop it in the next stage. Stage saved, column totals updated, history intact — money in motion, one drag at a time.
User Fields — rename them to match your business
Ten ACT!-style user fields on every card. Admins click the pencil, rename "User 1" to whatever you actually track, and it updates everywhere instantly.
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