Get More
Deals
Act! Advantage: Your license to Sell
Act! Advantage provides a robust set of tools designed to streamline your sales process and help you close more deals. Here's how the New Act! can help your business get more deals:
Professional Quote Management
Create and manage quotes efficiently with a professional quote management system. Generate interactive quotes that allow clients to review and accept proposals online, speeding up the approval process.
- Click-through Visibility: Monitor how prospects interact with your quotes and proposals, seeing when they view & accept them, and follow up accordingly.
- Advanced Reporting: Get detailed reports on key metrics such as conversion rates, sales cycle length, and revenue forecasts to make informed decisions.
- Sales Automation: Automate routine sales tasks such as follow-ups, reminders, and data entry. This frees up your sales team to focus on building relationships and closing deals.
- Payment Processing: Allow clients to make payments directly through your system immediately after accepting a quote, reducing friction and accelerating deal closure.
Dynamic Sales Pipeline
Visualize and manage your sales pipeline effectively. Track the progress of each deal from initial contact to closing, ensuring no opportunity is overlooked.
KANBAN Boards
Organize your sales activities with KANBAN boards. These boards offer a visual representation of tasks and stages, making it easier to prioritize and manage your workflow.
Online Event Management
Plan, promote, and manage online events seamlessly to generate sales for your business. Events allows you to collect payment during the registration process for your fee-based webinars.
Online Appointment Scheduling
Turn your time into money by publishing your availability, and allowing people to book fee-based appointments with you online. Your calendar link can then collect payment during the reservation process.
Accounting Integration
If you use Act! in a web browser, this provides a summary at a glance and detailed visibility of each customer’s quotes, orders, and invoices without opening your accounting solution. Save time & keep customer details consistent via import, link and/or update between Act! and MYOB, Xero, Reckon, QuickBooks Online & more.
By leveraging these features, Act! Advantage empowers your business to close more deals efficiently, enhance sales productivity, and drive revenue 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.
|
Features
|
 Standard |
 Professional |
 Ultimate |
|||
|---|---|---|---|---|---|---|
|
GET MORE LEADS
|
|
|
|
|||
|
Online Appointment Scheduling
|
Standard version for all users
|
Advanced version for all users
|
Advanced version for all users
|
|||
|
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. |
||||||
|
Integrated Webforms
|
|
Plus, Opps creation and drips are included
|
Plus, Opps creation and drips are included
|
|||
|
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.
|
||||||
|
Website Chat Service
|
|
For multiple agents and websites
|
For multiple agents and websites
|
|||
|
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.
|
||||||
|
Online Surveys
|
|
Plus, shared images and drips are included
|
Plus, shared images and drips are included
|
|||
|
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.
|
||||||
|
Event Management
|
|
Plus, paid bookings and drips are included
|
Plus, paid bookings and drips are included
|
|||
|
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.
|
||||||
|
URL Shortener
|
|
|
|
|||
|
A handy marketing tool that shortens URLs to human-friendly lengths, and tracks click-throughs for better referral source tracking.
|
||||||
|
eMarketing
|
Everything needed to send standard one-off or drip email campaigns, and more.
|
Standard eMarketing, plus nurture campaigns, landing page templates, and more.
|
Pro eMarketing, plus Inbound CRM workflow and advanced marketing automation features.
|
|||
|
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 |
||||||
|
eMarketing Sends included
|
2,500 Email Sends per month
|
25,000 Email Sends per month
|
50,000 Email Sends per month
|
|||
|
Additional AMA Sends ($5 per 2500 send block per month) - quantity discounts apply.
|
||||||
|
Email list verification
|
250 contact scans per month
|
2,500 contact scans per month
|
5,000 contact scans per month
|
|||
|
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. |
||||||
|
GET MORE OPTIONS
|
|
|
|
|||
|
CRM Storage included
|
15GB
|
25GB
|
35GB
|
|||
|
Additional 5GB storage blocks can be purchased for $4/month (billed annually). Quantity discounts apply.
|
||||||
|
Custom Industry Tables
|
$10/user/mo
|
$5/user/mo
|
|
|||
|
Maintain industry-specific data like insurance policies, service contracts, mortgages, projects, and more.
|
||||||
|
Hands-on Technical Support
|
$10/user/mo
|
$5/user/mo
|
|
|||
|
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.
|
||||||
|
SMS Integration
|
start at $19/mo
|
start at $19/mo
|
start at $19/mo
|
|||
|
Send and record personalized SMS messages directly within Act!. Plans start at $19/month.
|
||||||
|
Additional Send Domains
|
$50/mo
|
$50/mo
|
One extra domain free
|
|||
|
Send email campaigns from multiple domains. Ultimate includes the first additional domain free.
|
||||||
|
Desktop Sync
|
$10/mo
|
$10/mo
|
$10/mo
|
|||
|
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.
|
||||||
|
Price/User (Annual Pay)
|
$30/user/mo
|
$45/user/mo
|
$60/user/mo
|
|||
Let's Talk!
No pressure! Send us a message, and we’ll get back to you—no spam, no hassle!
