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— Acuity CRM —

Acuity CRM:

A Deep Dive for Professional Service Businesses

Dive deep into Acuity CRM and discover if it’s the perfect fit for your business.

Running a professional service business is a lot of work. From client communication and project delivery to invoicing and reporting, keeping everything organized can feel overwhelming. This is where Acuity CRM can help.

Select below and find the best fit for your sales team’s SUCCESS.

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About Acuity CRM

Who Uses it

Pricing

Features

Pros & Cons

Alternatives

Review

What Is Acuity CRM?

Acuity CRM is different from your average CRM. It’s a complete service operations automation (ServOps) solution designed especially for professional service firms. In other words, it’s not just about managing contacts and sales pipelines. Acuity’s goal is to bring your entire client lifecycle together in one place, giving you a central hub to streamline workflows and boost efficiency.

Who Uses Acuity CRM?

Acuity is perfect for a wide range of professional service businesses, including:

  • Agencies (marketing, advertising, PR).
  • Consultancies (management, IT, financial).
  • Architecture and engineering firms.
  • Accounting firms.
  • Legal practices.

If your business relies on client relationships, project delivery, and billable hours, Acuity CRM could be a valuable asset.

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    Pricing

    Act! offers a tiered pricing structure with several plans to suit different business needs. Pricing generally varies based on the chosen plan, the number of users, and whether you opt for the cloud-based or on-premise version. It’s recommended to contact Act! for a personalized quote.

    Key Features

     

    Acuity gives professional service businesses the tools they need to:

    • Nurture client relationships: Get all your leads, contacts, and opportunities in one place. Get your projects done on time and on budget. Plan, track, and collaborate on projects with tools like Gantt charts and Kanban boards.

     

    • Take care of service requests: Set up a special area where clients can submit and track their tickets and requests.

     

    • Automate those repetitive tasks. Set up automated workflows for things like sending invoices and managing retainers. Keep track of time and expenses. Make sure you’re keeping track of all the billable hours and expenses related to each project and client.

     

    • Generate reports and get insights: Get a better picture of how your business is doing with customizable reports and dashboards.

      Implementation and Support

       

      Acuity offers a cloud-based platform that makes implementation pretty easy. They’ve got all the resources and support you need to help you migrate your data and get started quickly. However, the level of complexity can vary depending on the size and existing infrastructure of your business.


      Support: 

      Acuity CRM offers support options, but since specific details might vary, here’s how you can get help:

      Website Resources: Acuity likely has a library of self-service resources on their website. This could include articles, videos, tutorials, and potentially even a user forum. It’s a great starting point for basic questions and troubleshooting.

      Contact Acuity: Given the lack of readily available pricing information, contacting Acuity directly might be necessary. They can provide details on pricing plans, features, and answer any questions you have. Inquire about their support options as well. Here are some possible ways they might offer support:

      • Email Ticketing: Submitting a support request through email.
      • Live Chat: Chatting with a support representative online (availability might depend on their business hours).
      • Phone Support: Calling Acuity for direct assistance (availability might depend on your plan).

      Remember, the best way to determine their specific support options is to check their website or contact them directly.

      Pros & Cons

      Pros:

        • All-in-one solution: Unifies various aspects of your business into a single platform.
        • Scalability: Adapts to the needs of growing businesses.
        • Project management: Offers robust project management tools for efficient delivery.
        • Automation: Automates repetitive tasks for increased efficiency.
        • Customization: Allows for some degree of customization to fit specific workflows.

        Cons:

        • Learning curve: The comprehensive feature set might have a steeper learning curve for new users.
        • Cost: Pricing can be on the higher end compared to some basic CRMs.
        • Limited reporting customization: Customization options for reports might be limited for some users.

          Alternatives to consider

          There are a few CRM options out there that cater to professional services. Including:

           

          • Freshworks CRM: It’s got all the bells and whistles of a full-blown CRM, plus project management capabilities.
          • Zoho CRM: It’s got all the features you need in a CRM, and there’s a free plan for smaller teams.
          • SuiteCRM: It’s an open-source CRM that lets you customize more, but it does require some technical know-how.

              Reviews

              There aren’t that many user reviews for Acuity CRM because it’s a pretty niche product. However, the reviews that are out there generally say it has all the features you need and can make your workflows a lot more efficient. Some users say it takes a bit more time to learn and that it might cost more than simpler CRMs.

              Ericson Da Silva.

              Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.