Opens in a new tab

Desktop Client AddOns

Filter - Radio

Keystroke Dash

Easy-to-use real-time dashboard based reporting tool for Act!

Powerful and highly flexible, Keystroke Dash enable you to view data for yourself or for all of your Act! users on one screen within the Act! application.

$250AUD
BUY AUD
$275NZD
BUY NZD

Keystroke Designer

Custom table functionality for the desktop

Expand the functionality of Act! with custom tables for tracking customer service, support, projects, manufacturing, and more. Keystroke Designer allows you to add custom tabs at the contact, company, group, or opportunity level.

$120AUD
BUY AUD
$132NZD
BUY NZD

LeadCapture4Act!

Save time and typos with this reliable background service receiving email from your web forms to create/update contacts in Act!.

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

Link2Calendar

Publish your Act! calendar so people can see when you’re available and book a time with you, adding appointments immediately to your calendar, and notifying both parties of the booking.

$96AUD
BUY AUD
$108NZD
BUY NZD

Link2Forms

Create DIY online forms (help available if needed) for your website to generate new business leads that feed directly into your Act! database.

$324AUD
BUY AUD
$324NZD
BUY NZD

Link2List

Automated email address verification service designed exclusively for Act! databases (desktop or cloud) to identify invalid addresses before they bounce, update your contact records, increase email deliverability by 98%, and avoid blacklists.

$192AUD
BUY AUD
$216NZD
BUY NZD

Link2Quotes

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.

$324AUD
BUY AUD
$324NZD
BUY NZD

MailChimp Plugin III for Act!

Send MailChimp campaigns without leaving Act!. Import your MailChimp subscribers and campaign results into Act! as well as export contacts from Act! to MailChimp.

$135AUD
BUY AUD
$149NZD
BUY NZD

Mapper4Act

Display your contacts on an interactive map; create groups based on a geo fence; send a map of the contacts to any email address; route driving directions through up to twenty-six contacts; create a radial lookup of your contacts from any contact as a center point.

$200AUD
BUY AUD
$220NZD
BUY NZD

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

Multi-Factor Authentication

If you access Act! via a web browser, protect your data from unauthorised access with this integration with leading MFA provider, Duo Security by Cisco.

$45AUD
BUY AUD
$50NZD
BUY NZD
$30USD
BUY USD

Postcodes4Act!

Save time & reduce errors or missing data. Enter an Australian Suburb & this addon fills in the Postcode; or if you fill in the Postcode, this addon fills in the Suburb.

$30AUD
BUY AUD

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