Starting tomorrow, subscribers to Act! Advantage will get access to a brand-new feature: Project Management. It’s not just another tab — it’s a leap forward in how you organize work, stay on track, and move faster as a team. And the best part? It’s already included in your CRM, no third-party tools required.
If you’ve ever managed a client onboarding, coordinated a marketing campaign, or tried to follow up on multiple steps of a sales process across weeks — you know how quickly details can fall through the cracks. With the new Project Management module, that disconnect ends.
Why Managing Projects Inside Your CRM Matters
Most small business CRMs were never designed to handle project workflows. You’d log a note, set a task, and maybe update an opportunity. But if your team needed to execute anything that took more than a few steps — onboarding a new client, managing a trade show, running a funding round — you had to switch to another tool like Trello, Asana, or a spreadsheet. That meant more logins, more silos, and more opportunities for miscommunication.
Now, Act! Advantage brings project-level tracking directly into the heart of your CRM. You can:
- Create project templates for repeatable workflows
- Assign responsibilities and due dates to team members
- Track progress at a high level, while maintaining visibility into every contact’s role
- Access everything — emails, notes, opportunities, documents, and now projects — from a unified client record
Because your contacts, communication history, marketing automations, and task management are already in Act!, adding Projects creates a connected workspace that reduces friction and improves follow-through. You don’t just track tasks — you track outcomes.
Designed for Real-World Business Scenarios
This isn’t a generic task board. The new Projects feature was built specifically for small and midsize businesses who need lightweight project coordination without the cost or complexity of enterprise tools.
Let’s say you run a financial planning firm. Each client onboarding involves multiple steps — document collection, risk analysis, account setup, and follow-up appointments. With Projects, you can build a standardized workflow, apply it to each client, and assign steps to your team — all linked to the same contact record where you track calls, emails, and campaigns.
Or perhaps you’re a marketing agency managing multiple client campaigns at once. Now you can visualize each project from start to finish, add key milestones, and monitor progress without leaving Act!. You won’t need to guess which projects are running behind or whether deliverables have been met — it’s all in one place.
Even solo users benefit. You can use Projects to organize your internal goals, map quarterly sales strategies, or prepare product launches, using tools you already know.
Keystroke Orange Care & VIP Clients: Book Your Update Now
If you’re enrolled in our Keystroke Orange Care or VIP Support Plans, we strongly recommend scheduling your update session as soon as possible. This is a core system update that touches multiple parts of the application.
Our support team is ready to guide you through:
- Compatibility checks
- Database backups before the update
- Training on the Projects interface
- Adjusting permissions or templates for your team
Slots for guided updates fill quickly during feature rollouts. Don’t wait until the week gets away from you — contact us today to ensure a smooth upgrade.
More Power, Less Effort
By adding Projects to Act! Advantage, we’re expanding what CRM can mean for small businesses. It’s no longer just about contact management or sales tracking — it’s about helping your business execute work, not just organize it.
No new logins. No data syncing. No extra fees. Just a smarter way to get things done — now built into the CRM you already use every day.
Let us know how you plan to use Projects. Or better yet, schedule your update and see it in action.
