Act! Advantage packs nurture marketing, verified email lists, web forms, surveys, chat, events, and more into one seamless platform—no third‑party add‑ons, no extra hassle or costs.
It’s a smart, unified marketing engine that doesn't just generate leads in a wide variety of ways, it acts on them — and all for one unbeatable price.
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Act! Advantage pulls all your marketing and sales essentials into one seamlessly connected platform, freeing you from the chaos of juggling multiple tools that never quite sync. With everything working together, you can focus on attracting more prospects, nurturing stronger relationships, and closing more deals. Get the advantage for your business.
Act! Advanced Email Marketing gives you the best of both worlds: the ease-of-use of popular third-party tools, paired with the power of built-in automation that only a fully connected CRM solution can deliver.
You get all the essentials—beautiful emails, simple list management, and clean reporting—but with the added muscle of behavior‑driven workflows, automated campaigns, digital assets, and deep customer insights that fire off exactly when they should.
Contacts who click on emails or links can automatically be added to other campaigns, have fields updated in Act!, have follow-ups scheduled, be added to other groups for dynamic segmentation, or even build Yes/No decision trees that continue campaigns only if the contact demonstrates interest.
Smart web forms don’t just collect information—they act on it. While ordinary forms dump submissions into your inbox and leave you copying, pasting, and chasing follow‑ups, smart forms sync directly with your CRM to handle everything automatically.
They instantly create or update records, create new sales opportunities, and kick off nurture campaigns the moment someone hits submit, turning what used to be busywork into a seamless, behind‑the‑scenes workflow that keeps your momentum moving.
Detailed reporting of results with charts, graphs, and KPI's
Enhanced security with Captcha support, duplicate suppressions, and email verification.
Smart forms can create or update contacts with each submission, create sales follow-ups, add the contact to additional campaigns, control which questions they see in the form based on their previous answers, and add them to specific groups in Act! based on their answers; update fields in Act!, and so much more
Online Appointment Scheduling gives you the simplicity you love from popular third-party tools, with the power of full integration with your CRM.
It handles individual and team calendars without the usual juggling act, syncs every booking directly to the right contact record, and even supports e‑commerce‑friendly scheduling so you can turn appointments into revenue without extra steps.
Stop playing email ping-pong, and start using scheduling system that already knows your customers, your pipeline, and your priorities.
Smart scheduling can create or update contacts with each submission; automatically add them to groups; send ICS files to their calendars; and send reminders before the appointment.
Turn customer feedback into forward motion. Act! Advantage includes an intuitive, fully customizable survey tool that not only gathers insights but acts on them—triggering tailored follow‑ups, updating records, and syncing everything directly with your CRM. It’s smart, seamless, and built to turn every response into meaningful action.
Automatic triggering of drip campaigns and CRM follow-ups
Mobile responsive setup and surveys.
Savable sandbox feature for testing
Detailed reporting of results with charts, graphs, and KPI's
Enhanced security with Captcha support, duplicate suppressions, and email verification.
Smart Surveys can create or update contacts with each submission, create sales follow-ups based on lead triggers you place in questions, automatically add them to groups, and use Skip Logic to control which questions they see in the survey based on their previous answers
Traditional email verification is a headache—exporting lists, re‑importing results, and hoping you didn’t create duplicates or lose data along the way. No wonder so many people skip it, even though neglecting email hygiene can tank your sender reputation and wreck deliverability. Act! Advantage cuts out all that chaos by scanning your contacts inside your CRM and instantly assigning each one a deliverability rating, making clean lists effortless and far less risky.
Event Management in Act! Advantage turns planning into a smooth, well‑orchestrated operation. It handles registrations, reminders, and follow‑ups in one connected flow, automatically syncing every detail back to your CRM so nothing slips through the cracks. Whether you’re hosting a webinar or coordinating a full team event, it keeps everything organized, everyone aligned, and every attendee perfectly accounted for—without the usual spreadsheet chaos.
Smart Events can create or update contacts with each sign-up; automatically add them to groups; sync the scheduling of the event based on a changes in either in Act! or Events; Automate Event reminders, and Follow-ups
The website chat service in Act! Advantage turns casual browsing into real conversations by connecting visitors directly to your CRM the moment they reach out. It feels as simple as any standalone chat widget, but with the added intelligence of instant lead capture, contact updates, and automated follow‑ups that fire without you lifting a finger. It’s a lightweight chat experience on the surface, powered by a heavyweight CRM brain underneath—so every chat becomes a chance to convert, not just converse.
A chat service that creates or updates contacts, and makes sure no follow-ups or feedback slips through the cracks!
The URL Shortener in Act! Advantage turns long, clunky links into clean, trackable touchpoints that actually work for you. Instead of sending mystery links into the world, you get branded, bite‑sized URLs that track referral sources, revealing which sites, browsers, and devices generated the most clicks.
This feature is particularly useful for social media posts, where platforms often remove long URLs.
It’s a tiny feature with outsized impact—part polish, part insight engine, all built to make every link pull its weight.
Interactive Quotes turns static proposals into dynamic, decision‑ready experiences. Instead of sending a PDF into the void, you deliver a live, clickable quote that lets customers explore options, adjust quantities, and approve on the spot.
Every interaction detail syncs straight into your CRM, giving you instant visibility into interest, intent, and momentum.
Interactive Quotes feels modern, professional, and easy to learn, while empowering the team to manage large pipelines with increased efficiency.
Smart quotes automatically schedule follow-ups when a quote is created; they send a reminder before it expires; they alert you to each quote view; they update your pipeline in Act!; they allow you to search quotes by every factor imaginable, including who’s viewed their quotes and who hasn’t within a time range; and they have enhanced security features that provide a code for accepting a quote and controls for new sales reps before they send quotes.
Act! Premium Cloud gives you a trusted toolset of productivity tools in one streamlined workspace—bringing together rich contact & task management, an intuitive calendar, a dynamic pipeline, workflows, and insightful reporting. It keeps your day organized, your data connected, and your workflow moving with zero friction.
Trusted by millions for almost 40 years, Act! is the easy-to-learn CRM businesses turn to get more done each day.
Everything works together in one system.
No third-party tools, no forced upgrades, no long-term contracts.
Powerful tools without paying for add-ons you don’t need.
Go monthly. Stay because it works — not because you’re locked in.
Save more when you commit yearly — only if it makes sense for your business.
Forms that capture data and send it straight into your CRM — no spreadsheets, no manual work.
Automated emails and alerts trigger the moment someone fills out a form.
Built-in scheduling connects emails, forms, and appointments in one flow.
January 7, 2026
Calendly and other standalone schedulers are convenient, but they separate booking from customer data. A CRM-integrated scheduler automatically syncs appointments into customer records, enables reporting, triggers workflows, and gives teams a complete picture of each interaction—something third-party tools simply can’t match.
January 7, 2026
Quoting is one of those deceptively simple tasks that quickly becomes complex as a business grows. Standalone tools like Word, Excel, and even accounting platforms can generate documents, but they don’t provide pipeline visibility, structured workflows, or a clean connection to your customer data. A CRM-integrated quoting system changes that by centralizing products, pricing, approvals, and customer details in one place. Quotes get created faster, sales teams get better context, leaders get real forecasting data, and customers get a smoother acceptance and payment experience. The result is a quoting process that feels modern, accurate, and scalable—something standalone tools were never designed to deliver.
January 7, 2026
Website chat is useful for sales and support, but where that data goes afterward matters. Standalone chat tools keep conversations isolated, forcing teams to copy transcripts, chase context, or rely on extra middleware to trigger follow-ups. CRM-integrated chat does the opposite—it syncs conversations directly to customer records, distributes chats across departments, enables real workflow automation, and lowers long-term costs. The result is faster responses, cleaner data, and a more cohesive customer experience as the business scales.
January 7, 2026
Online surveys are incredibly effective at capturing customer sentiment, but the real value comes from how the data is used—not just how it’s collected. Standalone platforms like SurveyMonkey are great at deploying surveys, yet they isolate critical feedback from the systems that drive sales, support, and customer success. CRM-integrated surveys take a different approach by connecting responses directly to customer records, reporting, and automated workflows. This turns surveys from passive insight tools into active operational triggers that save time, reduce manual effort, and help teams respond faster and smarter.
January 7, 2026
Email list hygiene is quietly one of the most important factors in email marketing performance. It influences deliverability, sender reputation, and even platform reliability, yet most organizations treat verification as an afterthought handled by external tools. Third-party verification works, but it also introduces exports, imports, spreadsheets, user error, and lag time. CRM-integrated email verification removes that friction entirely by validating data where it lives, when it matters, and without manual handling. The result is stronger deliverability, cleaner records, fewer bounces, and a more resilient marketing engine.
January 7, 2026
Email marketing works, but the value you get from it depends on how well your tools talk to your CRM. Standalone platforms like MailChimp and Constant Contact are easy to adopt, but they require constant list imports, manual segmentation, separate reporting, and extra hand-offs between marketing and sales. CRM-integrated email marketing eliminates those gaps by syncing data automatically, triggering workflows, unifying reporting, and enabling true personalization at scale. The result is cleaner data, better targeting, lower long-term costs, and a more coordinated customer journey as the business grows.
January 7, 2026
Web forms may all look the same, but how they connect to your business makes a huge difference. Third-party forms collect submissions in isolation, requiring extra tools or manual work to sync data into the CRM. CRM-integrated forms do the opposite—they push data directly into contact records, trigger workflows instantly, and reduce overhead as the business scales. The result is cleaner data, faster response times, lower long-term costs, and a more secure, unified customer experience.
