5 Hidden Features in Act CRM Advantage You Should Be Using
Many businesses use Act CRM Advantage for contact management and sales tracking, but few fully explore the powerful features available in this cloud-based Act software. Whether you’re new to Act Cloud or a seasoned user, these lesser-known tools can drastically improve productivity, sales processes, and customer engagement.
Here are five hidden gems in Act CRM Advantage that every business should be using.
1. Custom Tables – Build Your Own Data Structures
One of the most powerful features in Act CRM Advantage is the ability to create Custom Tables—a way to tailor your CRM data model without needing any coding or external plugins.
You can track anything from equipment and service plans to project milestones or licence renewals. These custom layouts can be linked directly to your contact records, making Act a more flexible business management tool than most traditional CRMs.
📌 Custom Tables come standard in Act Ultimate – available for a fee in other plans.
2.Act Marketing Automation – Intelligent Email Workflows
Act Marketing Automation (AMA) is a robust tool built right into Act CRM Advantage, enabling you to create powerful email campaigns that respond automatically to customer behaviour.
With AMA, you can:
- Send drip campaigns based on lead status
- Score leads automatically
- Trigger actions when someone clicks a link or opens an email
And because it’s integrated directly into Act Cloud, your campaigns always reflect the latest customer data—without syncing issues or third-party tools.
3.Interactive Quotes – Speed Up Sales and Impress Clients
With the Interactive Quotes feature, you can quickly create, customise, and send branded, interactive sales quotes directly from within Act CRM Advantage. Clients receive a professional-looking quote they can view online—and they can approve it with a click.
You’ll be notified the moment a quote is viewed or accepted, helping you follow up at exactly the right time and close deals faster.
🔐 This feature helps shorten sales cycles while giving clients a seamless experience—all within your Act Cloud environment.
4. Accounting Link – Sync with your Accounts software
Managing customer data and financials in two separate systems can be time-consuming and error-prone. That’s where the Act CRM Accounting Link comes in—offering seamless integration between Act Cloud and Xero, QuickBooks and MYOB.
With this feature, you can:
- View customer balances and invoice history directly in Act
- See aged debtors, sales totals, and credit limits in real-time
- Improve visibility across your sales and finance teams
This reduces duplication, saves time, and provides key financial insights right where your team needs them—inside your CRM.
5. Online Appointment Scheduling – Let Customers Book Themselves
Tired of back-and-forth emails to arrange meetings? With Online Appointment Scheduling in Act CRM Advantage, your clients can book appointments with you directly from a link—automatically syncing with your calendar.
Benefits include:
- Reduced admin time
- Fewer missed appointments
- Automatic reminders for clients
It’s the ideal solution for sales teams, account managers, or consultants who want to streamline their booking process while keeping everything tracked within Act.
Final Thoughts
Act CRM Advantage is more than just contact management—it’s a full-featured business platform when used to its full potential. With tools like custom tables, marketing automation, interactive quoting, and financial integrations, it offers much more than meets the eye.
If you’re currently using Act Advantage but not taking advantage of these features, now’s the time to unlock their full value.
Let Softext Help You Do More with Act Cloud
As an experienced Act software partner, we help businesses set up, customise, and get the most out of Act CRM Advantage. Whether you’re looking to integrate with accounts, improve marketing automation, or streamline quoting, our team is here to support you every step of the way.
📞 Get in touch today to discover how we can help your business grow with Act Advantage.
