If you’re tired of missed follow-ups, scattered info, and stalled deals, here’s the truth: your software is holding you back.
Running a small business is hard enough. You juggle sales, marketing, customer support, admin work — and somehow you’re expected to keep every detail in your head or scattered across inboxes, spreadsheets, and sticky notes.
If that sounds familiar, the problem isn’t you.
It’s the system you’re using to run your business.
Problem #1: You're chasing leads instead of managing them
The issue: A form is filled out on your website, someone calls your office, or a prospect replies to an email — but somehow, that lead still slips through the cracks.
The fix: With Act! Advantage, every new lead can trigger an automated task, assign it to the right person, and kick off an email follow-up. No manual tracking. No more wondering who should act next. Just consistent, fast response to every opportunity.
Use: Integrated web forms, appointment scheduling, and task automation
Problem #2: You keep writing the same emails — over and over again
The issue: Every quote, welcome email, or follow-up message needs to be rewritten manually. Sometimes it’s forgotten. Sometimes it’s sent too late. Either way, it's a waste of time.
The fix: Act! lets you build email templates and full campaigns with branded headers, dynamic content, and even A/B testing. You can trigger emails automatically based on actions like quote views, survey responses, or booking confirmations.
Problem #3: You have no clear view of what’s really going on
The issue: Sales progress is vague. You don’t know which deals are active, which clients are cold, or which team member followed up last. You're making decisions in the dark.
The fix: Act! Advantage offers a dynamic sales pipeline with drag-and-drop simplicity. You get full visibility on every deal, every stage, and every activity. It also tracks interactions across the team, so you know exactly who did what and when.
Use: Sales pipeline, Kanban boards, shared histories, real-time reports
Problem #4: Your tools don’t talk to each other
The issue: Your calendar is in one system, your quotes are in another, your emails are separate, and your client data lives in a spreadsheet. Nothing connects, and it’s chaos.
The fix: Act! combines contact management, quoting, scheduling, emails, surveys, forms, and chat — all in one place. And it syncs with Outlook, QuickBooks, and more.
Use: Quoting system, calendar integration, accounting sync, Linktivity tools
Problem #5: You’re losing time doing things a CRM could do for you
The issue: You’re manually sending reminders, creating calendar invites, chasing unpaid bookings, and copy-pasting data between tools.
The fix: With Act! Advantage, you can automate these routines. When someone books a meeting, it gets added to your calendar, they receive a confirmation, and a follow-up task is created. Payment collection? Built-in. DKIM and deliverability? Handled.
Use: Event management, DKIM setup, online booking with payment, list verification
The Solution Isn’t Working Harder — It’s Working Smarter
You don’t need more hours in the day. You need a system that works the way your business runs.
That’s what Act! Advantage was built for.
All-in-one CRM. Email marketing. Web integration. Mobile access. And the peace of mind that comes with having everything — finally — in one place.
Try it free for 14 days. No credit card required.
Learn More About Act! Advantage
