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Elevate the CRM Experience with Act! Advantage

Supercharge your productivity with new Act! apps with tools and workflows to create interactive quotes, generate leads, manage event registrations, and provide self-service appointment booking.

Try Act! Advantage - Free 14 day trial

Market smarter, sell more, and service customers better with these Act! built-in apps

These Act! apps are made to be user-friendly all with a familiar look and feel to help you get the hang of things quickly.

Why bother juggling a bunch of third-party apps that aren’t linked to your CRM and shelling out cash for each one when Act! has everything you need all in one place?

Elevate the way you do business with Act! Advantage for a smart, more efficient, and highly engaging Act! experience.

Act! Apps
  • Online Appointment Scheduling – Publish calendars and accept client bookings
  • Web Lead Forms – Capture leads from websites, surveys, and newsletters
  • Event Management – Run events and manage registrations easily
  • Online Surveys – Gather customer feedback and insights
  • Interactive Quotes – Create customisable, trackable sales quotes
  • Online Customer Portal – Let customers update records and submit support tickets
  • Project Management – Track tasks, timelines, and progress
  • Website Chat – Engage visitors in real-time
  • Accounting Link – View financial data from popular accounting systems
  • Email List Verification – Improve deliverability and update contact data
  • URL Shortener – Simplify links for use in emails and campaigns
  •  

Online Appointment Scheduling

Let Clients Book Time with You – Instantly

Online Appointment Scheduling eliminates the back-and-forth of booking meetings by allowing you to schedule appointments directly from your online calendar. It connects to your calendar in real time—reading and writing availability to & from your calendar—so appointment slots are always accurate and up to date. Automatic confirmations are sent instantly, making scheduling effortless.

Key features & benefits:
  • Share calendars via online link to make scheduling simple and easy
  • Send and receive meeting reminders, notifications, and calendar invites to ensure meeting attendance
  • Configure for multiple meeting types to easily differentiate between appointments
  • Sync bookings seamlessly with Act! to avoid scheduling conflicts and double bookings
  • Optimise your time by monetising valuable meetings with options to bill
Online Appoitment Scheduling
Book a chat through Act! Online Appointment Scheduler
Test Drive our demo Web lead form - click here

Webforms

Turn WebForm Submissions into Actionable Leads

Stop wasting time manually entering customer data. Act! Web Lead Forms simplifies the process of gathering customer information, generating leads, and automating follow-ups through customisable online forms. Whether you are managing quote requests, newsletter signups, or customer surveys, Web Lead Forms ensure every response is recorded, organised, and ready for action.

Click here to fill out our Smarter demo form and get the form submitter experience 

Key features & benefits:
  • Create customisable forms to generate a consistent stream of leads to fuel sales and marketing efforts
  • Categorise and segment leads to provide targeted follow-up to increase customer engagement and conversion rates
  • Run comprehensive reports on collected feedback to gain actionable insights and make data-driven decisions
  • Automate response feedback to enhance customer satisfaction, loyalty, and retention
  • Control access to customer feedback to ensure data security and compliance

Online events

Plan, Promote & Fill Your Events with Ease
Oneline Events  makes managing events can be time-consuming, but Act! Online Event Management automates registrations, reminders, and attendee tracking to help you maximise turnout.
 
Key features & benefits:
  • Create events that sync directly to your Act! Calendar to ensure your schedule is always up-to-date
  • Provide attendees with a user-friendly online sign-up process to maximise registration
  • Send automated reminders to increase attendance and improve the overall success of your events
  • Easily segment and categorise attendees to enhance post-event engagement and marketing
  • Track and manage RSVPs in Act! to reduce manual effort and improve event planning efficiency
Act! Advantage Events
Test drive one of our demo Events - click here
Act! CRM Interactive Quotes
Test drive our demo Interactive Quote - click here

Interactive Quotes

Create, Track & Close Deals Faster

Act! Interactive Quotes makes it easy to generate professional quotes, track customer interactions, and automate follow-ups—all inside Act! CRM. Know exactly when prospects view your quotes, send reminders, and even process payments upon acceptance to streamline your sales cycle.

Key features & benefits:
  • Create custom quotes and quote templates to match your brand and style
  • Schedule quote follow-ups to keep your sales pipeline on track
  • Send automated quote reminders to ensure quotes stay top of mind
  • Real-time visibility to see when prospects view quotes and keep opportunities moving
  • Process secure payments upon quote acceptance to simplify the sales process increase conversion
  • Track accepted quotes against goals to monitor progress toward achieving sales targets

Act! Advantage - all the apps

Sales

Marketing

Service

Appointment Setting

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

Quoting System

Create professional-looking quotes in moments, send them instantly from anywhere, and then track all customer click-throughs to a successful close, automatically scheduling follow-ups through the whole sales process.

Web forms

Integrate online forms into your website to generate new business leads that feed directly into your Act! database and creates compelling & attractive surveys to help you harvest customer feedback.

Event Management

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.

Mailing Verification

Email verification service that works inside of Act! to quickly & easily update your contact records. Increase email deliverability and get better campaign results with Link2list.

URL Shortner

Link2shrink is our latest Linktivity marketing tool that shortens URLs and tracks click-throughs. Moreover, Link2shrink has been designed to work with internal and external addresses.

Customer Portal

Link2portal is your easy-to-use white-labelled customer portal that works 24/7 to serve your customers, and is powered by the data in Act!

Project Management

Link2projects is the project management tool made for Act! users. Start with the contact, add team members, create the plan, and delegate.

 
 

Online Chat

 

Enhance your customer engagement with a real-time web chat service integrated with Act!

Book a self service meeting to see how Act! Advantage apps can help generate more customers