Act! Advantage Services | Productivity Tools for Act! CRM

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Act! Advantage Cloud CRM Additional Features Service

Act! Advantage Additional Feature Services – We Provide Help with Your Act! Software

Professional Services from Act! Certified Consultants & Act! Advantage Feature Experts

Act! Advantage Cloud Products includes additional powerful tools for Scheduling, Quotes, Web Forms, Surveys, Website Chat, Events, Projects, Customer Portal and more!

Act! Advantage Services are provided by our team of Act! Certified Consultants who are trained and authorized by Act!. We offer a range of professional services to assist companies in implementing the Act! Advantage Toolset to enhance their business operations. Our services spans from initial setup and customization to training and ongoing assistance whenever you need it. With our team’s expertise, we can ensure you are up and running quickly with your Advantage features.

Act! Advantage Services for Act! Advantage Cloud Customers provides assistance for the variety of tools to enhance your Act! program. The Act! Advantage toolset includes online forms, surveys, calendar links, events, quotes, project management, and customer portal. All these tools are designed to work with Act! on the Advantage cloud platform, significantly improving efficiency and results for your business.

Act! Advantage Cloud Product Selection

We provide assistance in determining which of the Act! Advantage Cloud Products is a fit for your business. We will run a product analysis and price comparison to make sure you are on the right product tier so get you the most value from your subscription. Once the cloud subscription is purchased we can setup your Workspace Settings, Users and Permissions, and your Profile.

Online Appointment Scheduling

With our Online Appointment Scheduling services we can assist in the setup and the sharing of your calendar via an online link. This link can be used by your customers and prospects to book available times with you or your team.

We can setup multiple calendars, availability, various activity types and implement the Email Reminders.

Learn More About Act! Online Appointment Scheduling for Act! Advantage Subscribers

Interactive Quotes

Interactive Quotes is the ultimate quoting solution for Act!, and our Interactive Quote Services will enable you and your team to send, accept and follow-up on quotes with greater efficiency.

We will prepare your Act! database to ensure that the sales process, products and services, and follow-up activities are tailored to your business. Next, we’ll design the quoting system by customizing the quote number format, layouts (appearance of the quotes), and email templates. Additionally, build out your product database to allow for quick population of product details when creating quotes.

Learn More About Act! Interactive Quotes for Act! Advantage Subscribers

Web Lead Forms

Web Forms are suitable for any environment due to its high level of customization and seamless integration with any website design. It provides both link and embedded HTML options, allowing for flexible deployment.

With our Web Lead Forms Services we simplify the collection of customer and lead data by creating custom web forms for signups, service requests, information inquiries, surveys, and more. We design effective forms that capture the necessary information and feed that data directly into your Act! database to add or update contacts. Additionally, we categorize responses, customize workflows, and facilitate targeted follow-ups.

Learn More About Act! Web Lead Forms for Act! Advantage Subscribers

Online Event Management

Online Event Management with it’s Act! integration streamlines planning and managing online events. With our services we can prep your database to capture and organize the event sign-ups in the Contact, Group and Activity areas and perform any customizations needed.

Then we can create events including the 5Ws with custom event pages and sign-up forms. Implement Reminder and Follow-up Emails as well as event drip campaign messages. In addition, we can utilize your Act! Marketing Plan, Online Surveys and/or Web Lead Forms features for event promotions and surveys.

Learn More About Act! Online Event Management for Act! Advantage Subscribers

Online Customer Portal

With our Customer Portal Services, we will create a customer portal that enhances the customer experience by providing self-service capabilities, allowing customers to access information at their convenience. The portal can streamline your business by reducing the number of direct inquiries, enabling you and your team to focus other essential activities.

We define the various modules that grant customers access to their Act! Contact Record field details, custom tables data and links to valuable information. Additionally, we can develop modules that will connect with other Advantage features, such as Forms and Surveys, enabling customers to provide feedback, submit service requests, take surveys, and more!

Learn More About Act! Online Customer Portal for Act! Advantage Ultimate (included) and Professional (additional cost) Subscribers

We have Act! Advantage Feature Services to implement Online Scheduling, Interactive Quotes, Web Forms, Website Chat, Events, Project Management, Customer Portal and More!