Act! Advantage Features – Tools Available for Act! Advantage Cloud Subscribers
Act! Advantage Additional Features: Online Appointment Scheduling, Online Surveys, Website Chat, Web Lead Forms, List Verification, Online Event Management, Interactive Quotes, Accounting Link, Project Management, and Customer Portal
Act! Advantage features makes it easy to create, capture and convert leads and service customers.
Create interactive customer portal, quotes, forms, event registrations, and self-service calendar booking with the Tools in Act! Advantage Cloud CRM.
Act! Advantage has a comprehensive toolset designed to streamline the process of creating, capturing, and converting online sales leads for businesses. It integrates seamlessly with Act! Cloud, a renowned CRM software with over 35 years of trust in the industry. By leveraging these tools within Act!, businesses can enhance their CRM experience across the cloud platform.
Act! Advantage additional features are designed for ease of use, making it simple to set up and operate without extensive technical knowledge. By enhancing Act! with these powerful tools, businesses can expect improved efficiency, enhanced insights, faster workflows, and increased opportunities for success in managing and converting leads.
Online Appointment Scheduling
Online Appointment Scheduling
Online Appointment Scheduling lets leads, prospects, customers, etc. to schedule appointments directly from your online calendar. Scheduling connects to your calendar in real time—reading and writing availability to & from your calendar—so appointment slots are always accurate and up to date. Automatic confirmations are sent instantly, making scheduling effortless.
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Interactive Quotes
Act! Interactive Quotes
Act! Interactive Quotes makes it easy to produce professional quotes, track customer interactions, and automate follow-ups—all inside Act! CRM. Know exactly when leads, prospects, customers, etc. view your quotes, send reminders, and even process payments upon acceptance to streamline your sales cycle. Create, Track & Close Deals Faster!
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Web Lead Forms
Web Lead Forms for Act!
Act! Web Lead Forms makes it easy to collect customer data, generate leads, and automate follow-ups with customizable online forms. Whether you’re handling quote requests, newsletter signups, or customer surveys, Act! Web Lead Forms ensures every response is captured, organized, and actionable—without manual data entry.
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Online Surveys
Act! Online Surveys
Replace SurveyMonkey because Act! Advantage has it built in! Act! Online Surveys makes it easy to create, send, and analyze surveys—right inside Act!. Gather valuable customer feedback, automate data collection, and use real-time insights to enhance strategic decision-making and promote engagement.
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Website Chat
Act! Website Chat
Act! Website Chat helps convert website visitors into contacts by capturing key details during live conversations. Chat transcripts are automatically written to contact history in Act!, and follow-ups can be scheduled instantly—making it easy to turn real-time engagement into lasting customer relationships.
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Event Management
Online Event Management
Replace Cvent or Eventbrite because Act! Online Event Management makes hosting webinars, training sessions, and online meetings effortless. Create events, manage RSVPs, send automated reminders, and track attendee engagement—all inside Act!. No more juggling third-party apps—just streamlined event coordination.
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List Verification
Email List Verification
Act! Email List Verification helps you verify and clean your email list directly inside Act!. With real-time email validation, you can reduce bounce rates, improve deliverability, and keep your contact data accurate—without leaving Act!.
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Accounting Link
Act! Accounting Link
Act! Accounting Link provides Act! users a richer, more holistic view of customer relationships by seamlessly integrating financial data—such as quotes, payments, and aged receivables—with the existing customer information and marketing insights in Act!. Supports integration with Xero, QuickBooks, and MYOB.
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Project Management
Act! Project Management
Act! Project Management helps you plan, track, and manage projects effortlessly—right inside Act!. Assign tasks, monitor progress, and collaborate with your team in a centralized, organized workflow without the complexity of traditional project management tools.
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Online Customer Portal
Online Customer Portal for Act!
Act! Online Customer Portal provides a user-friendly solution to quickly and affordably create a customized customer portal using Act! data. Give your customers secure, real-time access to their account information, documents, and interactions—all within Act!. Provide better customer experiences, reduce support overhead, and boost engagement with an easy-to-use, customizable portal.
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