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Prompt Editing video.

Research Mode

Research Mode:
Instantly analyzes the current CRM record to generate summaries, relationship insights, and suggested next steps based on contact data, activities, and history.

Event Mode

Event Mode:
Converts your request into automated CRM updates or workflows—allowing you to create activities, update fields, generate notes, and perform actions in ACT! directly from natural language prompts.

Action Mode

Action Mode:
Executes CRM tasks from natural language—creating activities, updating fields, and performing actions directly within the current record.

Research Mode:

Research Mode turns your CRM data into instant intelligence. With a single click, it analyzes the current contact, company, activities, notes, and related records to generate clear summaries, relationship insights, and suggested next steps. Instead of digging through multiple tabs and history logs, users get a concise understanding of the relationship, engagement patterns, and opportunities—helping them respond faster, communicate more effectively, and make smarter decisions directly from within ACT!.

Action Mode:

Action Mode transforms natural language into real work inside your CRM. Simply describe what you want to do—create activities, update fields, add notes, schedule follow-ups, or trigger workflows—and Action Mode executes the task directly within ACT!. By eliminating manual data entry and multi-step navigation, it helps users move faster, keep records accurate, and focus more time on building relationships and closing opportunities.

Event Mode:

Events Mode brings real-time intelligence to your CRM by monitoring key changes and activities as they happen. It automatically detects important events—such as record updates, new activities, status changes, or engagement triggers—and can respond with notifications, automated actions, or workflow updates. By turning everyday CRM activity into actionable events, users stay informed, respond faster, and ensure that no opportunity, task, or customer interaction falls through the cracks.

Key Beta Features

AI Compose Box – Ask questions about a contact and instantly receive insights.
Relationship Summaries – Automatically summarize engagement.
AI-Generated Emails – Create professional messages in seconds.
CRM Data Intelligence – Analyze activities, notes, and contact data.
Automation Scripting – Generate automation scripts using natural language.

Join the Beta Program

We are currently inviting ACT! users, consultants, and partners to participate in the Impact AI beta program. Beta participants will receive:
Early access to the AI plugin
Direct input into new features
Priority support from Durkin Computing

Why This Matters:

Many ACT! users love their CRM but wish it had the intelligence and automation capabilities found in modern platforms. Impact AI delivers exactly that without requiring you to migrate your CRM or abandon your existing ACT! investment.