Act! CRM award-winning Certified Consultant
Act! Advantage
Customer Relationship Management made easy, and now with AI as standard
- Never miss an opportunity to close a deal
- Keep sales goals in sharp focus
- Build rewarding client relationships
CRM to empower your business
What is Act! Advantage?
Act! Advantage is the most powerful and feature-rich version of Act! CRM ever to reach the market. Designed for small to medium-sized businesses, it provides the tools to identify new business opportunities, improve sales and marketing performance and deliver outstanding customer experiences. It’s a flexible, cloud-hosted CRM solution, with the option to deploy on-premise, allowing you to choose the platform that best suits the needs of your business.
And now, Act! is becoming smarter too. Ava, the Act! Virtual Assistant, brings AI-powered assistance directly into the CRM, helping users work more efficiently and get more value from the customer information they already hold. Alongside Ava, Act!’s growing range of AI capabilities can help users quickly understand customer relationships, summarise previous interactions, identify important information and next steps, and create compelling customer communications.
Act! CRM also includes powerful reporting dashboards and tools to automate and streamline many of the time-consuming processes involved in managing customer relationships. By bringing together CRM data, automation, reporting and intelligent AI assistance in one place, Act! helps you make better-informed business decisions, improve productivity and gain a clearer understanding of business performance through rich, actionable insight.
Which Act! Advantage version do I need?
Act! Advantage (Standard)
£25 user/month (billed annually)
Act! unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organised, attract new customers, and turn relationships into results.
- Rich Account Management
- Calendar & Activity Tracking
- Dynamic Sales Pipeline Mmanagement
- Act! Insight Analysis
- Office, Outlook®, & Google™ integration
- Act! Mobile App
- Act! Marketing Automation
Act! Advantage (Professional)
£37.50 user/month (billed annually)
The professional edition of Act! reaches right across your front office, extending the power of this CRM into every aspect of your customer facing business operations.
- Advanced Interactive Online Quotes
- Advanced Online Appointment Scheduling
- Advanced Surveys, Forms & Web Chat
- Advanced Events Marketing & Management
- Accounting Integration
- Project Management
- 25 Gbyte Storage
Act! Advantage (Ultimate)
£50 user/month (billed annually)
The Ultimate edition of Act! brings true scalability to your sales business, with 50,000 email sends per month, extra storage Custom Industry tables and dedicated support.
- 50,000 email sends per month
- Custom Industry Tables
- Advanced Surveys, Forms & Web Chat
- Online Customer Portal
- Enhanced Support
- 35 Gbyte Storage
Act! CRM at a glance
Why choose Act! Advantage?
Integrate Act! seamlessly into your daily customer relationship activities. Consolidate your customer data, sales and marketing processes, website, accounting system, business apps, and more to maximise productivity. It can help you:
Improve customer management
Store and manage customer details, emails, notes and more in one place.
Increase visibility
Get better access to real-time customer data and history from anywhere and at any time.
Save money
Get big results from a small investment with complete price transparency and no hidden fees.
Promote your brand
Use marketing automation to send impactful emails which promote your products and services.
Hit sales goals
Prioritise leads, track every detail of open opportunities and forecast accurately.
Create a better customer interface
Send digital quotations that your customers can view and accept online, making it easier for your customers to do business with you
Act! CRM at a glance
Meet Ava – Your Act! Virtual Assistant
Ava brings the power of AI directly into Act! CRM, providing an intelligent virtual assistant to help users work more efficiently and get more value from their customer data. Ava can help you quickly understand and summarise customer information, assist with writing and refining communications, and reduce the time spent on everyday CRM tasks. By combining artificial intelligence with the wealth of customer information already held within Act!, Ava makes it easier to turn data into useful insight and action – helping your teams save time, communicate more effectively and focus on building stronger customer relationships.
Act! AI – Available Today
Act! is already introducing practical AI capabilities designed to save time, surface valuable information and make everyday CRM tasks easier. Current features include:
AI Writing Assistant
Create professional, engaging content more quickly with AI assistance built directly into the Act! template designer. From individual emails and customer communications to newsletters and landing pages, the AI Writing Assistant helps you draft and refine content without leaving Act!.
AI History Summary
Get up to speed with a customer or prospect in seconds. Act! can analyse the history associated with a contact and provide a concise summary of recent interactions, highlight important points and suggest potential next steps – without you having to work through pages of notes and previous activity.
Deeper AI History Analysis
For established customer relationships, Act! can look beyond the most recent interactions and analyse a much longer history. This is particularly useful when taking responsibility for an existing account, providing a quick understanding of a relationship that may have developed over many years.
Rich Customer Interactions
Access rich customer information including emails, documents, notes, activities, and sales opportunities in one place. Maintain a 360-degree view of your customer relationships by centralising data. Invite your sales teams to access critical data from anywhere, to help them do better business.
Realise the full potential of Act! Advantage by using ‘Custom Tables’ to support the data collection needs of your business. Manage industry-specific data such as insurance policies, service contracts, mortgages, or projects. Custom tables enable you to bring together complex data sets and support unique operational processes and specialised industry practices.
Sales Pipeline Management
Design the Act! Advantage Opportunity interface to support your business development processes. Enable your sales teams to monitor sales forecasts.
Track by products or services, status, age, probability of close or virtually any other metric. Present key pipeline data in rich graphical views that keep sales goals in sharp focus.
Create rich and detailed quotations and send them to your prospects and customers from within Act! Invite them to view and accept your quotation online, creating a streamlined experience for your staff and your customers.
Actionable Business Insights
Gain access to dynamic, visual snapshots of real-time metrics with interactive, graphical ‘Act! Insight’ dashboards. These cover individuals, teams and business performance. Monitor sales, marketing and business health KPIs for smarter decision making.
Have access to more than 50 preconfigured reports or create custom reports to meet your own unique needs. Export reports to Microsoft Excel, PDF, and email for greater analysis or sharing with your team.
Powerful Marketing Automation
Act! CRM marketing automation enables you to remove manual tasks from the multi-step processes that drive complex marketing campaigns. With advanced CRM workflow, lead capture, high quality email marketing and forensic website visitor tracking, you can automatically prioritise follow-ups, automate sales tasks, and update client information.
Turn real-time response metrics into sales actions and never miss an opportunity to close a deal. Build a comprehensive picture of prospect engagement and create a unique customer experience.
Enhance your solution
Get more from Act! Advantage
Get the most from Act! with our resources and flexible additional modules that have been created to ensure that your system helps you drive productivity and deliver great customer service.
Marketing Automation Demos
Our demos can help you better understand how to use Act! Marketing Automation to build fruitful and lasting customer relationships.
Act! Marketing Automation
Automatically create response-driven nurture marketing campaigns and use real-time metrics to optimise them.
Act! Mobile
Empower your employees by giving them secure remote access to critical client data from any web-enabled device.
Act! CRM Training
Our experienced premier trainers can empower your Act! users and help them to expand their sales and marketing capabilities.
Act! Support
Your staff will never feel alone as our dedicated Act! CRM technicians will always be on hand to support you.
Find the CRM for you
Not sure which CRM is right for you?
Take a look at our blog post where our CRM experts are guiding you through choosing the right CRM system for your needs.
If you’re still not sure, why not take the quiz at the bottom of the page and find out which software is best suited to your business?
Award-winning support and services
Why Solutions?
As the UK’s leading provider of business management software solutions, we deliver systems and support that will help elevate your business and drive your success. Our portfolio of best-in-class accounting and CRM systems enables us to offer you a variety of software options and expert advice. This ensures you find the right solution for your business model and know how to use it to its full capabilities, to maximise your return on investment.
We have strong relationships with all our vendor partners, meaning we can influence product development, provide comprehensive training, and highly effective support. Our expert team consists of qualified sales and marketing professional, product-accredited staff and talented developers. With a blend of technical expertise, software specialism and over 25 years’ experience, we work collaboratively to deliver a unique and compelling customer experience and aim to provide you with the best technology solutions and services.
