Act! has always helped you stay organized by keeping customer information, activities, and history in one reliable place. Act! Advantage builds on that strength by extending productivity into the everyday workflows that support your customer relationships.
By bringing financial visibility, customer self-service, and project tracking directly into Act!, Act! Advantage helps you work more efficiently and stay focused on what matters most: your customers.
This is where Productivity Accelerators make a real difference.
What are Productivity Accelerators and How Do They Help my Business?
Productivity Accelerators in Act! Advantage are designed to reduce manual work, eliminate information silos, and give you a complete view of each customer in one place.
Instead of switching between systems to check invoices, answer customer questions, or track projects, Act! Advantage connects these workflows directly to your CRM. Every interaction is informed by context, helping you respond faster and work with confidence.
Gain financial visibility with accounting integration
Understanding the financial status of your customers is essential to managing strong relationships. With the Accounting Integration in Act! Advantage, key financial details are visible directly from the contact record.
Outstanding invoices, recent payments, aging balances, and account status are available at a glance, giving you important context before every conversation. This saves time, helps prioritize outreach, and ensures you always have the full picture.
Empower customers with a secure online portal
Today’s customers expect easy access to information. The Online Customer Portal in Act! Advantage gives customers secure, around-the-clock access to key account details.
Customers can view and update information, check important dates, and access shared resources without contacting your team. This reduces routine inquiries, improves efficiency, and gives customers more control over their experience while keeping everything connected to Act!.
Keep projects moving with built-in project management
For businesses that deliver work through projects, staying aligned is critical. Project Management in Act! Advantage helps you track tasks, updates, and progress in one place.
Project activity is tied directly to customer records, creating a shared source of truth for your team and your customers. This transparency helps manage expectations, reduce delays, and keep work moving forward with fewer check-ins.
One platform for getting work done
Individually, each Productivity Accelerator improves efficiency. Together, they create a more connected way of working.
Financial data, customer self-service, and project activity all live inside Act!, eliminating the need for disconnected systems and manual reconciliation. With everything in one place, you spend less time managing tools and more time building relationships.
CRM and so much more
Productivity Accelerators complete what makes Act! Advantage more than a traditional CRM. Combined with Sales and Marketing Accelerators, Act! Advantage becomes the central hub for managing relationships across your entire front office.
No matter how your business operates, Act! Advantage helps you stay organized, reduce complexity, and deliver consistent, high-quality experiences that strengthen customer relationships over time.
TL;DR
Act! Advantage expands on Act!’s core CRM strengths by integrating financial visibility, a customer self-service portal, and project management directly into the platform, eliminating the need to switch between disconnected tools. Together, these Productivity Accelerators give teams a complete, real-time view of each customer relationship in one place. The result is less time managing systems and more time focused on building and strengthening customer connections.
