Get More
Done
Act! Advantage: Squeeze more juice from each day
Act! Advantage offers a comprehensive SaaS CRM solution to help your business achieve more in less time and with less effort. Here's how the New Act! can help your business get more done:
Rich Contact Management
With rich contact management features, you can maintain detailed records of your contacts. Store essential information, track interactions, and segment your contacts for targeted communication.
Act! even includes built-in click-to-dial to save time & reduce errors in calling your contacts.
Robust Task Lists and Calendars
Organize your daily activities with robust task lists and calendars. Make sure to schedule appointments, set reminders, and prioritize tasks to prevent any tasks from being overlooked.
Mobile App for On-the-Go Access:
Stay connected and productive with the Act! mobile app. Access your CRM data, manage tasks, and communicate with contacts from anywhere, ensuring you never miss an opportunity. And have the histories of all those contact engagements recorded instantly to Act!.
Project Management System
Streamline your project workflows with an integrated project management system. Plan, execute, and monitor projects efficiently, keeping your team aligned and on track, as well as your contacts in the loop at all times.
Customer Service Portal
The Act! integrated Customer Portal allows users to create a customizable customer portal with their Act! data. Whether you're in the technical support business looking to surface support ticket or contract details or a mortgage/insurance broker looking to provide access to policy or loan data, the portal service can make it happen quickly and easily.
Custom Tables
Custom Tables bring spreadsheet-like functionality into Act!, enabling you to track & manage rich, complex data that you can link to contacts, companies, groups, and opportunities for easy reference. They allow you to combine unique business processes and specialized industry practices inside Act! to help you better manage your business.
By leveraging these features, Act! Advantage empowers your business to get more done, improve efficiency, and drive growth.
Act! Advantage Comparison Chart
The three tiers of Act! Advantage are designed to help support your business growth with increasingly advanced features to get more leads, get more deals, and get more done.
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Features
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 Standard |
 Professional |
 Ultimate |
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GET MORE LEADS
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Online Appointment Scheduling
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Standard version for all users
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Advanced version for all users
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Advanced version for all users
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Publish your Act! calendar so people can see when you're available and book a time with you, add appointments immediately to your calendar, and notify both parties of the booking.
The Advanced version includes meeting reminders, group calendars, and the ability to collect payment for appointment bookings. |
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Integrated Webforms
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Plus, Opps creation and drips are included
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Plus, Opps creation and drips are included
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Integrated online forms into your website to capture customer feedback and generate new business leads that feed directly into your Act! database. Standard is assigned one per account, and Professional & Ultimate are assigned one per user.
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Website Chat Service
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For multiple agents and websites
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For multiple agents and websites
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Integrated your website chat service into act! to quickly add or identify existing contacts, record chat logs, and automate follow-ups. Standard is assigned one per account, and Professional & Ultimate are assigned one per user.
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Online Surveys
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Plus, shared images and drips are included
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Plus, shared images and drips are included
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Seamless integration of your online customer surveys to your Act! database, yielding insights, valued feedback, and lead opportunities. Standard is assigned per account, and Professional & Ultimate is assigned per user.
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Event Management
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Plus, paid bookings and drips are included
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Plus, paid bookings and drips are included
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Publish the sign-up page, add new contacts to Act!, organize all sign-ups in groups, and link them to the corresponding activity, automating reminders and follow-ups. Standard is assigned one per account, and Professional & Ultimate are assigned one per user.
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URL Shortener
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A handy marketing tool that shortens URLs to human-friendly lengths, and tracks click-throughs for better referral source tracking.
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eMarketing
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Everything needed to send standard one-off or drip email campaigns, and more.
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Standard eMarketing, plus nurture campaigns, landing page templates, and more.
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Pro eMarketing, plus Inbound CRM workflow and advanced marketing automation features.
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Standard tier includes everything needed to send standard one-off or drip email campaigns. and more.
Professional tier includes Standard eMarketing, plus nurture campaigns, AI writing assistant, landing page templates, surveys and more! Ultimate tier includes Professional eMarketing, plus Inbound CRM workflow, Asset Tracking, Advanced Lead Capture, Lead Scoring, Website Analytics, Progressive Profiling, A/B Testing, and more. Marketing Upgrade Options: Additional AMA Domains ($50/month). Additional AMA Sends ($5/2500 per month) - quantity discounts apply |
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eMarketing Sends included
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2,500 Email Sends per month
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25,000 Email Sends per month
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50,000 Email Sends per month
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Additional AMA Sends ($5 per 2500 send block per month) - quantity discounts apply.
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Email list verification
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250 contact scans per month
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2,500 contact scans per month
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5,000 contact scans per month
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Email verification service that works inside of Act! to quickly & easily update your contact records. Increase email deliverability and get better campaign results with our integrated email list verification service included with all tiers.
Additional Contact Scans ($4/1000/month) - quantity discounts apply. |
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GET MORE OPTIONS
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CRM Storage included
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15GB
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25GB
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35GB
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Additional 5GB storage blocks can be purchased for $4/month (billed annually). Quantity discounts apply.
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Custom Industry Tables
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$10/user/mo
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$5/user/mo
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Maintain industry-specific data like insurance policies, service contracts, mortgages, projects, and more.
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Hands-on Technical Support
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$10/user/mo
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$5/user/mo
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The first two tiers include our exclusive OrangeCare support plans, but with the Ultimate tier our customers receive the combined expertise and service from both Act! and Keystroke. Learn more out our support plans at www.Keystroke.ca/support.
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SMS Integration
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start at $19/mo
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start at $19/mo
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start at $19/mo
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Send and record personalized SMS messages directly within Act!. Plans start at $19/month.
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Additional Send Domains
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$50/mo
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$50/mo
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One extra domain free
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Send email campaigns from multiple domains. Ultimate includes the first additional domain free.
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Desktop Sync
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$10/mo
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$10/mo
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$10/mo
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Deploy a local Windows desktop client and sync data back and forth—ideal for offline access and more add-on & customization support. for only $10/month per activation.
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Price/User (Annual Pay)
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$30/user/mo
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$45/user/mo
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$60/user/mo
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Let's Talk!
No pressure! Send us a message, and we’ll get back to you—no spam, no hassle!
