Attachments2OneDrive

Reduce remote database size, save on cloud storage costs, retain attachment shortcuts in Act!, boost database performance, and improve collaboration by moving Act! attachment storage to OneDrive or Sharepoint.

Run this utility on your database server or any Windows server to move all attachments out of your Act! database & into the 1000Gb+ of OneDrive cloud storage included with your Microsoft 365 or Outlook.com account:

  • Retain shortcuts in Act! to open attachments hosted in OneDrive or Sharepoint
  • Reduce remote database size to save on setup time/cost, and free up space on workstations
  • Avoid cloud storage surcharges from Act! Cloud or Act! Hosted
    (saving up to US$15 / AU$18 / NZ$21 per Gb per year)
  • Exclude attachments from database indexing to improve database/server performance
  • Separate attachments into yearly subfolders within OneDrive or Sharepoint for easy archiving
  • Allows editing & saving changes to an attachment for your other Act! users to share
  • Run on the main database or on one remote database (not both).

 

$180AUD
BUY AUD
$198NZD
BUY NZD
$120USD
BUY USD

Setup Guide

per database per year (GST added at checkout for AU/NZ customers). Requires support session purchase for setup (prompt to add at checkout).
Compatible with Act! Premium & Act! for Web v21-v25 / Act! Cloud / Act! Hosted.
Requires OneDrive or Sharepoint account (included in most Microsoft 365 plans and free Outlook.com accounts).
If you have multiple main databases, a separate licence is required for each main database.

28-Day Guided Trial

Set Up Properly, Decide with Confidence

The 28-day extended trial is designed for businesses that want to experience Act! Advantage working inside their business, not just explore features.

To access the extended trial, you’ll book an initial session with an Act Today consultant based in Australia or New Zealand. During this session, we’ll help you set up three key CRM functions that matter most to your business, such as client follow-ups, communication workflows, retention tracking, or referral visibility.

At the 14-day mark, you’ll have a second check-in with your consultant to answer questions, refine your setup, and remove any roadblocks. This ensures you’re not left guessing and that the system is actually supporting your work.

By the end of the 28 days, you’ll know exactly how Act! Advantage fits your business and whether it delivers real value.

What you’ll get from the 28-day extended trial:

  • Guided setup by a local Act Today CRM consultant
  • Three high-impact CRM functions configured for your business
  • A mid-trial review to answer questions and fine-tune usage
  • A realistic view of outcomes, not just features
  • Confidence to decide based on real experience
START YOUR EXTENDED TRIAL

14-Day Free Trial

Get Hands-On with Act! Advantage CRM

The 14-day free trial gives you full access to Act! Advantage CRM so you can explore how it works in your own time. This is the standard Act! trial used by businesses across Australia and New Zealand who want to see the platform before making a decision.

During the trial, you can add contacts, explore client records, test communication tools, and see how Act! Advantage handles day-to-day client management. It’s a straightforward way to understand how the system is structured and whether it feels right for how you run your business.

This option suits businesses that are comfortable exploring software independently and already have a clear idea of what they want from a CRM. There’s no obligation, no setup required, and no pressure,  just time to assess fit.

What you’ll get from the 14-day free trial:

  • Full access to Act! Advantage CRM features
  • A clear look at how contacts, activities, and communication are managed
  • The ability to test the system across desktop and mobile
  • A simple, no-commitment way to assess fit
  • Confidence before taking the next step
START YOUR TRIAL

Download the FREE Guide

How to Choose the Best CRM for Your Business