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Marketing Automation

Act! Marketing Automation makes it simple to acquire new leads, engage prospects and customers, and build long-lasting, profitable relationships that fuel business growth.

Act! subscription now includes Act! Marketing Automation (AMA), offering a single solution that replaces separate systems for email, web visitor tracking, lead scoring, nurture campaigns, campaign management, and reporting. With AMA, you can streamline marketing processes by easily automating the workflow between your sale and marketing efforts.

Send emarketing campaigns direct from Act! and watch as AMA feeds actionable data back into your existing Act! sales processes.  Your sales team will be informed of new leads, any follow-ups are prioritised and you see a holistic view of all your prospect and customer marketing activity to close sales faster and more of them.

What is Act! Marketing Automation?

Check out this brief video to see how Act! Marketing Automation can help you optimise all the ways you communicate with prospects and customers.

 

Design responsive campaigns

Create impactful, mobile-friendly campaigns with the intuitive drag-and-drop template builder or use the advanced HTML editor to edit existing HTML templates or build new ones. Start with one of 25 sample templates, customise colours and fonts, and add free, high-quality stock photos from a library with 500,000 options. Preview campaigns before sending with a mobile and desktop preview to ensure your images and content render as planned.

Act! Marketing Automation Design Responsive Campaigns
Act! Marketing Automation - Engage prospects and customers

Engage prospects and customers

Setup simple ad-hoc email blasts or custom nurture streams with the visual campaign workflow designer, providing a graphical representation of your communication flow.  Share campaigns on your social sites to extend your reach or embed social links in your campaigns to drive traffic to your social networks.

Setup Preview email campaigns before sending with both mobile and desktop views to ensure your images and content render perfectly.

Effective Lead Capture, Scoring, & Nurturing

Grow your audience with effective lead capture forms and surveys that feed contacts and responses into Act! automatically. Advanced forms and surveys allow further actions in Act!. Notify Act! users and create Act! activities and opportunities automatically as recipients respond.

Identify your most interested prospects with lead scoring based on campaign engagement, survey/web form responses, and website interactions. Prioritised leads are pushed into Act! groups automatically for easy sales follow-up.

Effective Lead Capture
AMA Sales and Marketing

Time-saving CRM Workflow with Prioritised Sales Follow-up

Automate workflow between sales and marketing to maximise engagement at every phase of the customer journey. Watch as Act! Marketing Automation turns real-time response metrics into sales actions—alerting you of new prospects, prioritising follow-ups, and delivering a composite view of customer engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaign and website interactions or completed lead forms and surveys.

Real-time Response Metrics & Actionable Customer Insights

Understand what’s working and how you can improve your marketing strategy over time with real-time metrics covering opens, clicks, and comparative stats per campaign. Individual campaign results automatically push to Act! contact records for a detailed interaction history.

Perform A/B tests to pinpoint your most impactful subject lines and content to continually improve the effectiveness of your campaigns.

Identify prospects on your website in real-time to engage with them when they are most interested, because web visits feed into lead scoring profiles and create activities for sales follow-up in Act! automatically.

Act! Marketing Automation - Optimise campaigns and marketing assets

Requires Act! subscription, which includes the Basic tier with 2,500 messages per month. Additional message quota $19 AUD per 2,500 messages per month plus GST. Higher tiers available with higher quota (click here).

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

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How to Choose the Best CRM for Your Business