Advantage
Act! Advantage Sales Accelerators​
Act! Advantage includes several features that reduce friction across the sales process, helping you keep prospects engaged and opportunities moving forward.
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How Act! Advantage supports faster, more effective selling:
Shortens sales cycles by giving you visibility into when interest is highest
Reduces delays caused by manual scheduling and follow-up
Improves engagement at key moments in the buying process
Keeps sales activity, conversations, and outcomes connected in one place
Key Act! Advantage features that support sales momentum:
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Interactive Quotes
Close deals faster with professional, customizable quotes that prospects can review and respond to online. Quotes stay tied to your opportunities, giving you real-time visibility into engagement so you know when interest is high and who to follow up with next.
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Online Appointment Scheduling
Simplify scheduling by letting prospects book time with you based on your availability, without the back-and-forth. Appointments automatically sync with your Act! activities, helping conversations move forward instead of stalling while meetings get booked.
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Online Event Management
Engage prospects through demos, presentations, or sales events with tools that connect the entire experience—from invitation and registration to attendance tracking and post-event follow-up. Events become a repeatable way to engage the right audience and support your sales pipeline. Whether you’re looking to move deals forward faster, improve prospect engagement, or create a more connected sales experience, these Act! Advantage features are designed to help you sell more efficiently and stay focused on what matters most.
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Act! Advantage Marketing Accelerators
A more effective marketing process isn’t just about sending more messages. It’s about reducing friction between interest and action, so prospects can engage easily and you can follow up with context.
When capturing leads is simple and outreach is targeted, you have a more connected marketing experience from first touch through follow-up.
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Act! Advantage includes several features that reduce friction across the marketing process, helping you attract the right audience, capture engagement, and keep everything connected in one place.
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How Act! Advantage supports more effective marketing:
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Improves lead capture by making it easier for prospects to engage at any time
Increases visibility into marketing responses and interest
Supports more informed follow-up based on how prospects interact
Keeps marketing activity, responses, and contact history connected
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Key Act! Advantage features that support marketing momentum:
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Web Lead Forms
Capture inquiries directly from your website and automatically create or update contacts in Act!. Lead information is stored with full context, making follow-up timely and informed.
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Act! Marketing
Create and send targeted email campaigns using built-in templates and list tools. Campaign activity and responses are tracked back to contact records, giving you visibility into what’s working and who’s engaging.
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Online Surveys
Collect feedback, qualify leads, or gather insights with customizable online surveys.
Responses are stored in Act!, making it easier to segment contacts and follow up based on what they share.
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Website Chat
Engage website visitors in real time and capture conversations directly in Act!. Chat interactions are saved to contact records, helping you turn live conversations into actionable follow-up.
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Email List Verification
Improve deliverability and protect your sender reputation by identifying invalid or risky email addresses before you send. Cleaner lists improve deliverability and give you more confidence that your messages are actually reaching inboxes.
Whether you’re looking to capture more leads, improve response rates, or maintain a more connected marketing experience, these Act! Advantage features are designed to help you market more effectively and follow up with confidence.
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Productivity Accelerators
A more productive workflow isn’t just about getting more done. It’s about using practical tools that streamline operations, improve visibility, and reduce manual work across your business, so teams stay aligned and work keeps moving.
When information is centralized and routine tasks are easier to manage, you have a more connected experience across day-to-day operations without relying on workarounds or disconnected systems.
Act! Advantage includes several productivity-focused features designed to reduce manual effort, improve visibility into work and customer activity, and keep operations running smoothly as priorities change.
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How Act! Advantage supports greater productivity:
Reduces manual effort by automating routine tasks and updates
Improves visibility into customer activity, project status, and financial information
Supports more consistent coordination across internal teams and customer-facing work
Keeps work, data, and context connected as priorities change
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Key Act! Advantage features that support productivity:
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Accounting Integration
Sync your accounting system with Act! to centralize financial data alongside customer records. Invoices, payments, balances, and aging information stay visible, helping teams improve accuracy, speed up invoicing and follow-up, and make more informed decisions without switching systems.
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Online Customer Portal
Give customers secure, self-service access to invoices, quotes, service updates, and other shared information. Portal activity stays connected to Act!, reducing inbound
requests while keeping customer interactions organized and up to date.
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Project Management
Organize tasks, track progress, manage deadlines, and coordinate both internal and customer-facing projects in one place. Project activity stays connected to contacts and histories, helping teams maintain alignment, set clear expectations, and keep work moving forward.
Whether you’re looking to simplify invoicing, offer customers convenient self-service access, or better coordinate projects across teams, these Act! Advantage features are designed to help you stay organized, improve visibility, and reduce manual work.
