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Act! Advantage: Your license to Sell
Act! Advantage provides a robust set of tools designed to streamline your sales process and help you close more deals. Here's how the New Act! can help your business get more deals:
Professional Quote Management
Create and manage quotes efficiently with a professional quote management system. Generate interactive quotes that allow clients to review and accept proposals online, speeding up the approval process.
- Click-through Visibility: Monitor how prospects interact with your quotes and proposals, seeing when they view & accept them, and follow up accordingly.
- Advanced Reporting: Get detailed reports on key metrics such as conversion rates, sales cycle length, and revenue forecasts to make informed decisions.
- Sales Automation: Automate routine sales tasks such as follow-ups, reminders, and data entry. This frees up your sales team to focus on building relationships and closing deals.
- Payment Processing: Allow clients to make payments directly through your system immediately after accepting a quote, reducing friction and accelerating deal closure.
Dynamic Sales Pipeline
Visualize and manage your sales pipeline effectively. Track the progress of each deal from initial contact to closing, ensuring no opportunity is overlooked.
KANBAN Boards
Organize your sales activities with KANBAN boards. These boards offer a visual representation of tasks and stages, making it easier to prioritize and manage your workflow.
Online Event Management
Plan, promote, and manage online events seamlessly to generate sales for your business. Events allows you to collect payment during the registration process for your fee-based webinars.
Online Appointment Scheduling
Turn your time into money by publishing your availability, and allowing people to book fee-based appointments with you online. Your calendar link can then collect payment during the reservation process.
Accounting Integration
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.
By leveraging these features, Act! Advantage empowers your business to close more deals efficiently, enhance sales productivity, and drive revenue growth.
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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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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Online Appointment Scheduling
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Turn your time into money by publishing your availability, and allowing people to book fee-based appointments with you online. The Advanced tier of the calendar link can then collect payment during the reservation process.
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Event Management
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Plan, promote, and manage online events seamlessly to generate sales for your business. Advanced tier of Events allows you to collect payment during the registration process for your fee-based webinars.
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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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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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Let's Talk!
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