You are what you eat.
That’s true for people—and it’s just as true for CRMs. For people, it’s about what they consume. For CRMs, it’s about how they’re fed.
A CRM that depends solely on manual user updates will inevitably stagnate. Every time you log in, you’ll see exactly what you left behind: the fields you filled in, the appointments you scheduled, the notes you typed—and nothing more.
Now imagine logging in and discovering new tasks automatically created from your website’s online forms. Or follow-ups are scheduled the moment a prospect views a quote. Or appointments added directly from your online booking tool.
Suddenly, your CRM becomes a place of activity, not obligation. It becomes rewarding to open because it’s doing work for you.
For a CRM to be genuinely valuable, it must sit at the center of your software ecosystem. Your website, marketing tools, social platforms, quoting system, event management—every path should lead back to your CRM. When it does, users feel the impact immediately.
Most CRMs, however, are passive by design. They only change when users push data into them, which is tiring, inconsistent, and ultimately leads to abandonment. But when your CRM is fed by automated, intelligent feeder systems, it transforms into the engine of your lead generation, capture, and conversion efforts.
This is exactly what you get with Act! Advantages - the one platform that turns your CRM into a living, breathing hub of activity.
Online Appointment Scheduling
Add your calendar link to your email signature, website, or social channels. Prospects can instantly view your availability and book time with you—no back-and-forth required.
Web forms
Create simple, effective forms and surveys that act as powerful calls to action across your website. Unlike typical online forms, Act! Advantage's web forms feed data directly into your CRM and automatically schedule follow-ups so no lead slips through the cracks.
Interactive Quotes
Quoting is often the final step before a sale—and mistakes here are costly. Interactive Quotes creates quotes and Opportunities in one step, provides click-through tracking, sends automated reminders, and delivers instant reporting on quote acceptance. Plus, it includes a suite of time-saving tools that make pipeline management effortless.
Event Management
If you host events to generate leads or showcase your offerings, your CRM should be part of that process—not sidelined by third-party tools. Events lets you publish event sign-up forms that feed directly into Act!, create new contacts when needed, log all captured data, organize respondents into groups, and automate reminders and post-event follow-ups to maximize turnout and conversions.
Surveys
Harvesting customer feedback is an excellent way to guide your product development and customer service, but what if it can also help you find leads? The integrated survey feature in Act! Advantage lets you set triggers in your surveys that automatically schedule follow-ups when certain questions are answered.
Website Chat
Your website is the digital front door to your business, but without a chat service, it acts like no one's home. Integrating a website chat service that identifies existing customers, records all online interactions, and then schedules follow-ups automatically ensures that no leads slip through the cracks.
Summary
By placing your CRM at the center of these online services, your Act! database becomes a constant source of new activity—delivering fresh leads, automated follow-ups, and actionable insights that help your business grow. And the best part? All these features are included free with Act! Advantage for only a buck a day per user.
If your CRM isn’t delivering these kinds of growth opportunities, maybe it’s the diet. Feed it better, and it will transform the way you work.
