Simple, Fast Implementation of Your CRM

A great CRM starts with a great implementation.

At Act Today, we make getting started with Act! Advantage CRM simple, fast, and frustration-free.

We’re a true one-stop shop: installation, setup, training, and support, all handled by one experienced local team.

14 Day Free Trial
Explore Act! Advantage at your own pace.
28-Day Guided Trial
Work with an Act Today consultant to set up three key CRM functions for your business.

The Implementation Process

Our local experts handle every part of the rollout, so your team can hit the ground running and start seeing value from day one. Whether you’re new to Act! or already using it and want to optimise, we’ll make sure your system fits how your business really works.

Needs Analysis

We start by understanding your goals.

What do you want your CRM to achieve? What challenges are holding you back? Together, we’ll map your client journey, clarify outcomes, and define exactly how Act! Advantage will support your business growth.

Installation & Configuration

Our Act! Certified Consultants install and configure your CRM with your objectives in mind — not a default template.

We connect your data, workflows, and users, ensuring your setup supports how your business actually operates from day one.

Data Import & Conversion

Clean data = confident decisions.

We review, reformat, and merge your existing data from multiple sources, removing duplicates and structuring it for accuracy, clarity, and ease of use inside Act! Advantage CRM.

On-Site Training

Hands-on learning at your office, tailored to your workflows.

Available as 2-hour, half-day, or full-day sessions for teams of up to 10.

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Online Training

Perfect for remote teams. Live, 1-hour sessions for individuals or groups of up to 3, delivered by our local certified trainers.

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Support

Act Today provides a full range of support options, from Pay-As-You-Go troubleshooting to ongoing support plans and maintenance packages that keep your system optimised year-round.

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CRM Health Check

Even the best systems need care to stay in top form.

Our CRM Health Check ensures your database is maintained, backed up, and running at peak efficiency. We review workflows, performance, and security so your Act! system remains reliable, fast, and ready for growth.

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Why Act Today Implementation Works

  • Local certified experts across Australia and New Zealand
  • One team handling every stage from setup to training
  • Proven systems used across thousands of successful implementations
  • Tailored for your business, not a generic rollout
  • Ongoing support and updates long after launch

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