Act! Blog

Introducing Act! Advantage: CRM & So Much More

illustration of someone sitting at a desk with a CRM + front office solution on their desktop

Act! Advantage, more than just CRM

In a business landscape that never slows down, small and midsize teams constantly search for ways to do more with less time, fewer tools, and fewer workarounds. That’s where Act! Advantage comes in: an all-in-one cloud solution that brings your CRM, marketing, and business tools together to maximize productivity and turn every customer interaction into an opportunity.

With Act! Advantage, you can manage leads and client projects, send personalized marketing campaigns, streamline quote approvals, book meetings, and collect real-time feedback—all within a single, connected experience.

What Is Act! Advantage?

With Act! Advantage, you get more than just CRM—you gain an entire suite of integrated tools designed to help you work smarter and drive stronger results. Here’s what you’ll gain:

  • Capture more opportunities with integrated tools like web forms, surveys, appointment scheduling, event management, and built-in e-marketing to create and track customer communications with ease
  • Accelerate your sales pipeline with interactive quotes, automated follow-ups, customizable processes, and intelligent reporting
  • Work smarter and save time with mobile access, accounting integration, and workflow automation to streamline day-to-day tasks

Why Act! Advantage?

Act! Advantage Infographic depicting all of the features and functionality of Act! Advantage

Act! Advantage, an all-in-one front-office solution for all your customer relationship activities

Many businesses already spend $30 or more monthly on third-party tools like Calendly, SurveyMonkey, or MailChimp. Now, with Act! Advantage, you get many of those capabilities built right into the platform, adding even more value to Act!.

Here are just a few of the key features that make Act! Advantage an all-in-one solution:

  1. Convert Interest into Opportunity: Turn touchpoints into transactions with tools like Online Appointment Scheduling and Website Chat. Engage customers in real-time and guide prospects seamlessly from curiosity to close
  2. Stay in Sync: Streamline coordination and stay on top of timelines, meetings, and client expectations with built-in tools like Act! Project Management, Online Event Management, and an Online Self-service Portal
  3. Customize Your Communication: Build trust and gain valuable insights with tailored Web Lead Forms and Online Surveys
  4. Deliver with Confidence: Reach the right audience using Email List Verification and a built-in URL Shortener, which helps you send cleaner, more clickable campaigns that drive results
  5. Bridge Sales and Finance: Close the gap between your sales and finance teams by streamlining quoting, invoicing, and financial workflows. With Interactive Quotes and integrated accounting data through Accounting Link, you can ensure smoother handoffs, faster payment cycles, and greater visibility across the entire revenue process. Here’s why Act! serves as the hub of your connected front office
illustration of woman standing in front of several floating Act! Advantage screenshots New and updated Act! PlatformNew and updated Act! Platform
    • Integrated Experience: Unite CRM, marketing, sales, and business tools in one seamless, cloud-based platform 
    • Cost Savings: Replace multiple third-party apps with a single subscription and login, saving time and money
    • Work Smarter & Drive Results: Automate workflows, streamline quoting and invoicing, and connect accounting data to improve team efficiency and accelerate sales
    • Stronger Customer Engagement: Capture leads, personalize communications, and deepen relationships with built-in marketing and engagement tools
    • Mobile-Ready: Stay productive from anywhere with cloud access and mobile capabilities

Who Is Act! Advantage For?

Act! Advantage is designed for small and midsize businesses (SMBs) that want an affordable, all-in-one solution to manage customer relationships, marketing, and day-to-day operations, without the cost or complexity of juggling multiple tools. With pricing starting at just $30/month, it’s an easy way to scale your business with powerful capabilities that fit your budget. Explore plans and pricing.

It’s ideal for:

  • Sales teams who want to close deals faster
  • Marketers who need engagement tools that work
  • Service teams who want to stay responsive and connected
  • Business owners who want a 360° view of customer activity

Already using Act!?

Good news—you can unlock all of these new Act! Advantage features using your existing Act! database. There’s no need to start from scratch. If you’re moving from a desktop version of Act!, you can seamlessly transfer your custom fields, layouts, and data to the cloud. Act! Advantage builds on what you’ve already created—giving you new tools to engage customers, automate workflows, and drive results, all while preserving the work you’ve invested in your CRM.

Final Thoughts

Running a small or midsize business means wearing a lot of hats, and the right tools can make all the difference. Act! Advantage brings your CRM, marketing, and business tools together in one place, so you can spend less time managing systems and more time growing your business.

Ready to transform how your team works, sells, and grows?

Contact us at 866-873-2006 or contact an Act! Certified Consultant to learn more about how Act! Advantage can help you simplify your workflow and drive better results.