Act! CRM Addons

No CRM is meant to be a one size fits all organisations! Hire Smarter Business, Act! Certified Consultants and have your CRM your way!

Web form capture with Link2forms

Web form with Link2forms:

Many businesses have an online presence and use forms to capture and generate leads from landing pages, gather feedback from website visitors and invite customers and prospects to upcoming events. CRM integration can offer:

  • Form integration will speed up time from form enquiry to sales action
  • Get accurate and up to date enquiry information to your sales and support teams
  • Significantly reduce cost of manual data re-entry and report generation
  • Lower ongoing system administration expenses
  • Manage and simplify business processes via workflow
  • Reduce overall website maintenance costs
  • Save valuable time and resources


Quotation Integration Link2quotes

Quotation Integration Benefits:


Link2quotes makes quoting in Act! easy. Create quotes, tenders or proposals in minutes, create and customise your own templates, pick from your product list, quote in different currencies and track your opportunities.

  • Forget separate programs
  • Customise your own templates using Microsoft® Word.
  • Build your own product database with images.
  • Provide quotes in different currencies.

Automated Reports and Emails - Knowtifier


Knowledgeable Notifications for Act! The Knowtifier delivers on the promise of truly automated customer notifications for birthdays, anniversaries, renewal dates, maturity dates, or any type of customer notification you’d like to trigger from Act!.

What’s more, unlike other automation products, the Knowtifier can trigger customer emails off of both contact and custom fields within Act!, and have those email notifications merge Act! data into the emailed notifications.

Here’s some fast facts on The Knowtifier every Act! user should know:

  1. You only need The Knowtifier installed on one computer for one database for your entire Act! network.
    2. The Knowtifier can trigger off Contact and Opportunity fields, as well as Custom Table Fields.
    3. Configure the Knowtifier to alert you and other participants of upcoming activities you have scheduled.
    4. You can have Knowtifier email you and the others involved minutes, hours, or days in advance of a particular type of activity.


Email Integration and Marketing Automation Benefits:

Email Integration and Marketing Automation Benefits:

With Act! emarketing emails are easy to create, send and track. No more spending time importing and exporting of contacts to 3rd party email systems. Act! lets you easily segment your contact recipients and email your message to them. It is cost-effective and a very time efficient way to grow your business by regularly communicating with your customers and prospects with the right message at the right time. Want to know the hottest leads to follow up? No problem Act! emarketing includes Call lists (lead scoring) to help generate sales.

Want to send Surveys through Act! CRM? Swiftpage surveys are also integrated with Act!

Using Mailchimp, Constant Contact or other popular email marketing tools? We offer integration for these and most other email marketing systems. Smarter Business can assist with marketing automation software to help you with:

  • Email marketing
  • Lead nurturing
  • Lead scoring
  • Database segmentation
  • Drip email campaign builder
  • Sales alerts
  • Forms, subscriptions, payments

Act! Companion mobile app

Act! Companion mobile app

Sales and service personnel are already using smartphones so make them more productive. Start reaping substantial improvements from their business and give them access to customers and prospects on their devices and at no additional cost when using Act! Self hosted or Act! Cloud on subscription.
Mobile technology usage research shows the following:

  • Increase field selling time 26%
  • Eliminate redundant activities 27%
  • Increase win rates 26%
  • Reduce sales call costs 25%
  • Decrease administrative time 24%
  • Decrease sales cycle 23%

Accounting & CRM Integration Benefits:

Accounting & CRM Integration Benefits:

Close more sales by streamlining business processes starting with your accounting system: Sage, Xero or QuickBooks.


  • Faster responses to customers by allowing sales and service personnel to respond promptly to customer enquiries on order status and product details. This reduces business cycle times and delivers a healthy competitive advantage for your business.
  • Reduce (or even eliminate) dual entry of data to save time and minimise data entry error by moving data seamlessly between CRM and accounting systems.
  • Reduces the workload on accounts by allowing sales staff to have controlled access to accounting functions such as quotation and invoice creation.

See how CRM integration works with Sage, have a look at this video.



Telephone Integration Benefits:

Telephone Integration Benefits:

The ability to call all your contacts from your smartphone or mobile device via CRM Mobile (a link to the CRM mobile section). Computer Telephony Integration (CTI) with your CRM is a primary ROI driver for many organisations to purchase CRM. This is simple to implement and more affordable than you might think and the benefits of CTI integration are:

  • Increases the time your staff spend on the phone dealing with incoming calls or with outbound telemarketing
  • Can automatically dial any list from your CRM
  • Simple Click-to-Dial any number in the CRM
  • Inbound call control and screen pop
  • Can manage call-back promises
  • All calls logged to contact history

SMS/Text Integration Benefits:

SMS/Text Integration Benefits:

ACT Mobile Messenger is an immediate communication tool that allows you to instantly send or schedule a text message to any contact or group in Act!. It is great for any application that requires instant communication and it will automatically record the details in the contact history including message detail, dates and times.

What organisations commonly communicate using SMS / text messaging:

Utilities Education Retail Healthcare Logistics Financial services
Outages School and social Confirmations Appointments Deliveries Transactions
Service Appointments Security Surveys Feedback Confirmations Notifications
Upgrades Schedule changes Invitations Reminders Scheduling Security
Emergencies Attendance Loyalty Vaccinations Reminders Anti-fraud
Appointment cancellation Staff notices Promotions Information Updates Updates
Refuse Collection Urgent notices Notifications Health Education Staff Updates Balances

Time & Billing for ACT!

Time & Billing for ACT!

Xact Time & Billing integrates with ACT! Contact Manager to offer the complete job management solution. Now you can manage jobs, customers and accounts all from one place!

SEAMLESS OPPORTUNITIES makes quoting in Act! easy. Create quotes, tenders or proposals in minutes, create and customise your own templates, pick from your product list, quote in different currencies and track your opportunities.

  • Capture: In many organisations time often slips through un-billed. With Xact’s Time & Billing for ACT! no activity goes unrecorded. Now you can easily capture all your activity information, every time.
  • Manage: with Time & Billing for ACT! you can review, update and complete activities, ensuring the data remains accurate and up-to-date. You can also ensure accountability by tracking activities and invoices back to the record manager, and keep track of products used by adding line items to any Time and Billing ticket.
  • Bill: Combine Time & Billing with selected Xact Accounting Links and you can turn completed Time & Billing activities into invoices direct from ACT! with the click of a button, eliminating duplication of data and reducing data entry errors. You can also bill for entire projects by merging multiple activities into a single invoice.