{"id":117510,"date":"2025-05-06T10:26:08","date_gmt":"2025-05-06T17:26:08","guid":{"rendered":"https:\/\/www.act.com\/?page_id=117510"},"modified":"2026-03-24T01:49:07","modified_gmt":"2026-03-24T08:49:07","slug":"online-customer-portal","status":"publish","type":"page","link":"https:\/\/www.act.com\/en-gb\/products\/online-customer-portal\/","title":{"rendered":"Online Customer Portal"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column]<div class=\"actcrm-page-banner-container standard \" style=\"background-image: url(https:\/\/www.act.com\/wp-content\/themes\/act-crm\/assets\/images\/actcrm-hero-banner.jpg);\">\n\t<div class=\"container\">\n\t\t\n\t\t\n\t\t<div class=\"page-banner-row\">\n\n\t\t\t\t\t\t<div class=\"page-banner-text\">\n\t\t\t\t<h1>Act! Online Customer Portal<\/h1>\n<p style=\"color: #fff; font-size: 3.0rem;\"><strong><em>Empower Customers with Self-Service Access<\/em><\/strong><\/p>\n<p>Act! Online Customer Portal gives your customers secure, real-time access to their account information, documents, and interactions\u2014all within Act!. Provide better customer experiences, reduce support overhead, and boost engagement with an easy-to-use, customisable portal.<\/p>\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row el_id=&#8221;top-row&#8221;][vc_column][vc_row_inner css=&#8221;.vc_custom_1744226683491{padding-top: 40px !important;padding-bottom: 40px !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;top-row-column-1 checklist&#8221;]<\/p>\n<h2><strong>Empower Your Customers with <\/strong><strong>Self-Service<\/strong><\/h2>\n<p>Give your customers the ability to access, update, and manage their information anytime, anywhere. Act! Online Customer Portal streamlines communication and enhances customer satisfaction.<\/p>\n<ul>\n<li>Allow customers to update their records securely<\/li>\n<li>Instantly upload support tickets &amp; documents<\/li>\n<li>Enable self-service options for faster resolution<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;116380&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1744226691333{padding-top: 40px !important;padding-bottom: 40px !important;background-color: #EDEFFF !important;}&#8221; el_id=&#8221;bottom-row-1&#8243;][vc_column][vc_row_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;116387&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;checklist&#8221;]<\/p>\n<h2><strong>Seamlessly Manage Customer Access &amp; Control Data<\/strong><\/h2>\n<p>With Act! Online Customer Portal, you can give your customers 24\/7 access to their data, while keeping everything secure and up to date inside Act!. Easily manage what they can see and update\u2014without extra manual work.<\/p>\n<ul>\n<li>Customise what customers can view &amp; edit<\/li>\n<li>Automatically sync updates to keep Act! accurate<\/li>\n<li>Give secure login access with self-service password resets<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row el_id=&#8221;bottom-row-2&#8243;][vc_column][vc_row_inner css=&#8221;.vc_custom_1744226699755{padding-top: 40px !important;padding-bottom: 40px !important;}&#8221;][vc_column_inner][vc_column_text css=&#8221;&#8221; el_class=&#8221;width-1000 container aligncenter&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><strong>Online Customer Portal is available with an Act! Advantage Professional or Ultimate subscription.<\/strong><\/h2>\n<p>[\/vc_column_text]<div class=\"actcrm-bluelid-boxes-container wpb_content_element  vc_custom_1745592012882\">\n    <div class=\"container\">\n            <div class=\"inner column-3\">\n\n                    <div class=\"bluelid-box justification-center alignment-middle \">\n                <div class=\"bluelid-header\">\n                    <span>Act! Advantage Standard<\/span>\n                <\/div>\n                <div class=\"bluelid-content\">\n                    <div class=\"bluelid-summary\">\n                        <p>Not Available<\/p>\n                    <\/div>\n                    <div class=\"bluelid-bluetext\">\n                                            <\/div>\n                <\/div>\n                            <\/div>\n                    <div class=\"bluelid-box justification-center alignment-middle \">\n                <div class=\"bluelid-header\">\n                    <span>Act! Advantage Professional<\/span>\n                <\/div>\n                <div class=\"bluelid-content\">\n                    <div class=\"bluelid-summary\">\n                        <p>\u00a380\/month per account<\/p>\n                    <\/div>\n                    <div class=\"bluelid-bluetext\">\n                                            <\/div>\n                <\/div>\n                            <\/div>\n                    <div class=\"bluelid-box justification-center alignment-middle \">\n                <div class=\"bluelid-header\">\n                    <span>Act! Advantage Ultimate<\/span>\n                <\/div>\n                <div class=\"bluelid-content\">\n                    <div class=\"bluelid-summary\">\n                        <p>Included<\/p>\n                    <\/div>\n                    <div class=\"bluelid-bluetext\">\n                                            <\/div>\n                <\/div>\n                            <\/div>\n                <\/div>\n        <\/div>\n<\/div>[vc_column_text css=&#8221;.vc_custom_1745522522116{padding-top: 30px !important;padding-bottom: 30px !important;}&#8221;]<\/p>\n<p style=\"text-align: center;\"><strong>To learn more <\/strong><strong>about how Online Customer Portal can benefit your business, give us a call at <\/strong><a href=\"tel:08452680220\"><strong>0845 268 0220<\/strong><\/a><strong>.<\/strong><\/p>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1748610504606{padding-top: 40px !important;padding-bottom: 45px !important;background-color: #EDEFFF !important;}&#8221;][vc_column][vc_row_inner][vc_column_inner][vc_column_text css=&#8221;&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><strong>Additional Resources<\/strong><\/h2>\n<p>[\/vc_column_text]<div class=\"actcrm-howto-layout-container actcrm-additional-resources wpb_content_element \">\n    <div class=\"container\">\n        <div class=\"inner\">\n            <div class=\"howto-layout-row\">\n                                    <div class=\"howto-layout-column howto-layout-fullimage\">\n                        <div class=\"howto-topic-header\">\n                                                                                            <div class=\"howto-topic-image\">\n                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/rocket-startup.svg\" alt=\"Act! CRM Topic Icon\"\n                                    >\n                                <\/div>\n                                                                                                                        <div class=\"howto-topic-title\">\n                                    Video Training                                <\/div>\n                                                    <\/div>\n\n                        <div class=\"howto-topic-content actcrm-wrapper-resource\">\n                                                                                        <div class=\"howto-full-image\">\n                                                                            <a href=\"https:\/\/www.act.com\/training-videos\/act-premium-cloud\/introduction-to-online-customer-portal\/\" \n                                         \n                                        >\n\n                                                                                \n                                            <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/2026\/03\/Customer-Online-Portal-Image.png\" alt=\"Customer-Online-Portal\"\n                                                                                        width=\"2560\" \n                                            height=\"1622\"\n                                    >\n                                    <\/a>\n                                <\/div>\n                                                                                                                <div class=\"howto-topic-content\">\n                               <p><strong>Introduction to Online Customer Portal<\/strong><br \/>Give your customers access to update, and manage their information anytime.<\/p>\n                               <div class=\"howto-footer-buttons\">\n                                        \n                                            <a \n                                                href=\"https:\/\/www.act.com\/training-videos\/act-premium-cloud\/introduction-to-online-customer-portal\/\" \n                                                target=\"\"\n                                                rel=\"\"\n                                                class=\"orange\">\n                                                Watch here                                            <\/a>\n                                          \n                                                                    <\/div>\n                            <\/div>\n                                                                          \n                        <\/div>\n                    <\/div>\n                                    <div class=\"howto-layout-column \">\n                        <div class=\"howto-topic-header\">\n                                                                                            <div class=\"howto-topic-image\">\n                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/survey-questions.svg\" alt=\"Icon thumbnail for survey questions Act! CRM logo\"\n                                    >\n                                <\/div>\n                                                                                                                        <div class=\"howto-topic-title\">\n                                    Knowledgebase                                <\/div>\n                                                    <\/div>\n\n                        <div class=\"howto-topic-content actcrm-wrapper-resource\">\n                                                                                                                                            <div class=\"howto-topic-content\">\n                               <ul>\n<li><a href=\"https:\/\/support.act.com\/s\/article\/How-to-Perform-the-Initial-Setup-for-the-Online-Customer-Portal-Feature-in-Act-Advantage-SaaS?language=en_US\" target=\"_blank\">How to Perform the Initial Setup for the Online Customer Portal Feature in Act! Advantage?<\/a><\/li>\n<li><a href=\"https:\/\/support.act.com\/s\/article\/How-to-Configure-Your-Pages-for-the-Online-Customer-Portal-Feature-in-Act-Advantage-SaaS?language=en_US\" target=\"_blank\">How to Configure Your Pages for the Online Customer Portal Feature in Act! Advantage?<\/a><\/li>\n<li><a href=\"https:\/\/support.act.com\/s\/article\/How-Contacts-can-Make-Use-of-the-Online-Customer-Portal-Feature-in-Act-Advantage-SaaS?language=en_US\" target=\"_blank\">How Contacts can Make Use of the Online Customer Portal Feature in Act! Advantage?<\/a><\/li>\n<\/ul>\n                               <div class=\"howto-footer-buttons\">\n                                        \n                                            <a \n                                                href=\"https:\/\/support.act.com\/s\/article\/How-to-Get-Started-with-Act-Advantage-Additional-Features-SaaS?language=en_US\" \n                                                target=\"_blank\"\n                                                rel=\"\"\n                                                class=\"orange\">\n                                                See more                                            <\/a>\n                                          \n                                                                    <\/div>\n                            <\/div>\n                                                                          \n                        <\/div>\n                    <\/div>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][\/vc_column][\/vc_row][vc_row el_id=&#8221;top-row&#8221;][vc_column][vc_row_inner css=&#8221;.vc_custom_1744226683491{padding-top: 40px !important;padding-bottom: 40px !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;top-row-column-1 checklist&#8221;] Empower Your Customers with Self-Service Give your customers the ability to access, update, and manage their information anytime, anywhere. Act! Online Customer Portal streamlines communication and enhances customer satisfaction. Allow customers to update their records securely Instantly upload support tickets &amp; documents Enable self-service [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":34669,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-117510","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Online Customer Portal - Act!<\/title>\n<meta name=\"description\" content=\"Discover the Act! Online Customer Portal: your customizable self-service tool for secure access to account details and improved customer experiences.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.act.com\/en-gb\/products\/online-customer-portal\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Online Customer Portal - Act!\" \/>\n<meta property=\"og:description\" content=\"Discover the Act! Online Customer Portal: your customizable self-service tool for secure access to account details and improved customer experiences.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.act.com\/en-gb\/products\/online-customer-portal\/\" \/>\n<meta property=\"og:site_name\" content=\"Act!\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-24T08:49:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.act.com\/wp-content\/uploads\/2020\/11\/act-logo.png\" \/>\n\t<meta property=\"og:image:width\" content=\"250\" \/>\n\t<meta property=\"og:image:height\" content=\"250\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/products\\\/online-customer-portal\\\/\",\"url\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/products\\\/online-customer-portal\\\/\",\"name\":\"Online Customer Portal - Act!\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/#website\"},\"datePublished\":\"2025-05-06T17:26:08+00:00\",\"dateModified\":\"2026-03-24T08:49:07+00:00\",\"description\":\"Discover the Act! Online Customer Portal: your customizable self-service tool for secure access to account details and improved customer experiences.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/products\\\/online-customer-portal\\\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.act.com\\\/en-gb\\\/products\\\/online-customer-portal\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/products\\\/online-customer-portal\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Products\",\"item\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/products\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Online Customer Portal\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/#website\",\"url\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/\",\"name\":\"Act!\",\"description\":\"CRM &amp; Marketing Automation in One\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/#organization\",\"name\":\"Act!\",\"url\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.act.com\\\/wp-content\\\/uploads\\\/2021\\\/07\\\/logo_fe5000.png\",\"contentUrl\":\"https:\\\/\\\/www.act.com\\\/wp-content\\\/uploads\\\/2021\\\/07\\\/logo_fe5000.png\",\"width\":120,\"height\":120,\"caption\":\"Act!\"},\"image\":{\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Online Customer Portal - Act!","description":"Discover the Act! Online Customer Portal: your customizable self-service tool for secure access to account details and improved customer experiences.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.act.com\/en-gb\/products\/online-customer-portal\/","og_locale":"en_GB","og_type":"article","og_title":"Online Customer Portal - Act!","og_description":"Discover the Act! Online Customer Portal: your customizable self-service tool for secure access to account details and improved customer experiences.","og_url":"https:\/\/www.act.com\/en-gb\/products\/online-customer-portal\/","og_site_name":"Act!","article_modified_time":"2026-03-24T08:49:07+00:00","og_image":[{"width":250,"height":250,"url":"https:\/\/www.act.com\/wp-content\/uploads\/2020\/11\/act-logo.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Estimated reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.act.com\/en-gb\/products\/online-customer-portal\/","url":"https:\/\/www.act.com\/en-gb\/products\/online-customer-portal\/","name":"Online Customer Portal - Act!","isPartOf":{"@id":"https:\/\/www.act.com\/en-gb\/#website"},"datePublished":"2025-05-06T17:26:08+00:00","dateModified":"2026-03-24T08:49:07+00:00","description":"Discover the Act! Online Customer Portal: your customizable self-service tool for secure access to account details and improved customer experiences.","breadcrumb":{"@id":"https:\/\/www.act.com\/en-gb\/products\/online-customer-portal\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.act.com\/en-gb\/products\/online-customer-portal\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.act.com\/en-gb\/products\/online-customer-portal\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.act.com\/en-gb\/"},{"@type":"ListItem","position":2,"name":"Products","item":"https:\/\/www.act.com\/en-gb\/products\/"},{"@type":"ListItem","position":3,"name":"Online Customer Portal"}]},{"@type":"WebSite","@id":"https:\/\/www.act.com\/en-gb\/#website","url":"https:\/\/www.act.com\/en-gb\/","name":"Act!","description":"CRM &amp; Marketing Automation in One","publisher":{"@id":"https:\/\/www.act.com\/en-gb\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.act.com\/en-gb\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/www.act.com\/en-gb\/#organization","name":"Act!","url":"https:\/\/www.act.com\/en-gb\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.act.com\/en-gb\/#\/schema\/logo\/image\/","url":"https:\/\/www.act.com\/wp-content\/uploads\/2021\/07\/logo_fe5000.png","contentUrl":"https:\/\/www.act.com\/wp-content\/uploads\/2021\/07\/logo_fe5000.png","width":120,"height":120,"caption":"Act!"},"image":{"@id":"https:\/\/www.act.com\/en-gb\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/www.act.com\/en-gb\/wp-json\/wp\/v2\/pages\/117510","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.act.com\/en-gb\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.act.com\/en-gb\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.act.com\/en-gb\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.act.com\/en-gb\/wp-json\/wp\/v2\/comments?post=117510"}],"version-history":[{"count":5,"href":"https:\/\/www.act.com\/en-gb\/wp-json\/wp\/v2\/pages\/117510\/revisions"}],"predecessor-version":[{"id":133090,"href":"https:\/\/www.act.com\/en-gb\/wp-json\/wp\/v2\/pages\/117510\/revisions\/133090"}],"up":[{"embeddable":true,"href":"https:\/\/www.act.com\/en-gb\/wp-json\/wp\/v2\/pages\/34669"}],"wp:attachment":[{"href":"https:\/\/www.act.com\/en-gb\/wp-json\/wp\/v2\/media?parent=117510"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.act.com\/en-gb\/wp-json\/wp\/v2\/categories?post=117510"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.act.com\/en-gb\/wp-json\/wp\/v2\/tags?post=117510"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}