Act! Advantage
Act! Advantage isn’t just a new CRM — it’s a complete small business ecosystem to power your marketing, sales, and productivity, all for less than a small coffee a day. It includes a full-featured CRM with eMarketing and mobile access, plus online appointment scheduling, modern quoting tools, integrated web forms and surveys, real-time chat, and much more.
Act! Advantage is the all-in-one CRM solution Canadian small businesses have been waiting for.
Capture more prospects with advanced eMarketing, integrated web forms & surveys, calendar links, event management, and more.
Close more deals faster with advanced quote management, dynamic pipelines, sales automation, reporting, and more.
Stay organized with intuitive task lists, shared calendars, automated follow-ups, workflow, mobile apps for IOS and Android, and more.
The Act! Advantage Mobile App keeps your contacts, calendars, and opportunities at your fingertips - anytime, anywhere, on any device. Get more connected to your team on the go with real-time changes and get updates.
The advanced eMarketing included free with Act! Advantage enables you to easily build eye-popping email campaigns designed to drive customer engagement and get results. Act! Advantage even includes integrated list verification.
Let's Talk!
No pressure! Send us a message, and we’ll get back to you—no spam, no hassle!
Rich Contact Management
Every user on your account gets advanced tools to manage and engage with contacts effectively.
Robust Task Lists & Calendars
Stay organized with powerful scheduling features, including automated follow-ups triggered by web sources.
Dynamic Groups
Segment your database automatically with intelligent, real-time groupings.
Features Common to All Plans
All Act! CRM plans include robust customer relationship management (CRM) features designed to help businesses track interactions, manage contacts, schedule activities, and optimize workflows. Standard capabilities across all tiers include:
Mobile App Access
Manage your contacts, calendar, and opportunities anytime, anywhere—from your mobile device.
Dynamic Sales Pipeline & KANBAN Boards
Visualize and manage your sales process with intuitive, drag-and-drop tools designed to help you close deals faster.
Welcome Page
Personalize your Act! experience with a customized Welcome page showing you a variety of charts and graphs on upcoming tasks, opportunities, recent Histories, you name it.
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.
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Features
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 Standard |
 Professional |
 Ultimate |
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GET MORE LEADS
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Online Appointment Scheduling
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Standard version for all users
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Advanced version for all users
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Advanced version for all users
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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. |
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Integrated Webforms
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Plus, Opps creation and drips are included
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Plus, Opps creation and drips are included
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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.
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Website Chat Service
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For multiple agents and websites
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For multiple agents and websites
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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.
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Online Surveys
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Plus, shared images and drips are included
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Plus, shared images and drips are included
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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.
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Event Management
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Plus, paid bookings and drips are included
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Plus, paid bookings and drips are included
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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.
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URL Shortener
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A handy marketing tool that shortens URLs to human-friendly lengths, and tracks click-throughs for better referral source tracking.
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eMarketing
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Everything needed to send standard one-off or drip email campaigns, and more.
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Standard eMarketing, plus nurture campaigns, landing page templates, and more.
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Pro eMarketing, plus Inbound CRM workflow and advanced marketing automation features.
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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 |
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E-Marketing Sends included
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2,500 Email Sends per month
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25,000 Email Sends per month
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50,000 Email Sends per month
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Additional AMA Sends ($5 per 2500 send block per month) - quantity discounts apply.
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Email list verification
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250 contact scans per month
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2500 contact scans per month
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5,000 contact scans per month
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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. |
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GET MORE DEALS
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Modern Quoting System
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Standard per user
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Advanced per user
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Advanced per user
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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.
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Payment processing of accepted quotes
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Shared quote images and attachments
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Multiple quote & email templates
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Event Management
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Collect payment for events
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Collect payment for events
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Standard is assigned one per account, and Professional & Ultimate are assigned one per user with payment processing for events.
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Online Appointment Scheduling
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Collect payment for bookings
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Collect payment for bookings
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Standard is available to all users
The Advanced version includes meeting reminders, group calendars, and the ability to collect payment for appointment bookings. |
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Accounting Integration
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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.
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GET MORE DONE
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Project Management
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An online project management tool made for Act! users. Start with the contact, add team members, create the plan, and delegate.
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Task Automation
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Trigger automated follow-ups and drip campaigns for completed web forms & online surveys, as well as event registrations.
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Mobile App
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* Stay productive on the go with the Act! Advantage mobile app for IOS and Android. Keep your contacts, calendars, and opportunities always at your fingertips.
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Shared Task list and Calendars
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* Stay organized with powerful scheduling features, including automated follow-ups triggered by web sources.
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Seamless MS Office integration
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* Automatically log each email you send to the Contact's History, merge mail to Outlook or Word, and Export to Excel. You can even sync the contacts and calendar between Act! and Outlook
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Customer Portal
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$100/user/mo
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Offer 24/7 service with a branded, easy-to-use customer portal powered by your Act! data.
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GET MORE OPTIONS
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CRM Storage included
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15GB
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25GB
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35GB
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Additional 5GB storage blocks can be purchased for $4/month (billed annually). Quantity discounts apply.
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Custom Industry Tables
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$10/user/mo
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$5/user/mo
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Maintain industry-specific data like insurance policies, service contracts, mortgages, projects, and more.
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Hands-on Technical Support
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$10/user/mo
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$5/user/mo
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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.
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SMS Integration
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start at $19/mo
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start at $19/mo
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start at $19/mo
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Send and record personalized SMS messages directly within Act!. Plans start at $19/month.
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Additional Send Domains
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$50/mo
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$50/mo
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One extra domain free
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Send email campaigns from multiple domains. Ultimate includes the first additional domain free.
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Desktop Sync
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$10/mo
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$10/mo
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$10/mo
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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.
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Price/User (Annual Pay)
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$30/user/mo
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$45/user/mo
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$60/user/mo
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Proudly Canadian
Keystroke is a proudly Canadian company, dedicated to providing top-tier CRM solutions for small to medium-sized businesses. As the Master Act! Distributor for Canada and the #1 Act! Reseller worldwide, we combine local expertise with a global reach, ensuring businesses receive the best in CRM software, deployment, hosting, support, and development services.
