The CRM Built for Keeping Clients, Not Just Getting Them

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Act! Advantage CRM is the CRM built for real business retention – not just sales pipelines.

Designed for solopreneurs, growing teams, and complex enterprises, Act! Advantage helps businesses retain more clients, communicate more consistently, and make smarter decisions through meaningful analytics.

You wear every hat—so your CRM shouldn’t add more to juggle. Act! Advantage quietly helps you follow up, reconnect, automate smart emails, and understand who’s ready to rebook or refer. No fluff. No overwhelm. Just one system that helps you grow client loyalty without needing a VA or a full marketing team.

Outcomes: More referrals, longer retention, and less mental clutter.

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When your team grows, so do the moving parts. Act! Advantage keeps sales, service, and client communication in sync. You’ll know who’s doing what, what’s working, and where clients are falling through the cracks—before it costs you. Automate outreach. Track referrals. Spot trends. Act! Advantage helps you grow without losing control.

Outcomes: Smarter systems, stronger collaboration, and real retention.

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You don’t need another bloated platform. You need visibility. Act! Advantage lets you see and shape the full client journey—across teams, departments, and data. Align your processes, uncover risks, track real retention, and make decisions based on patterns that actually drive growth. Fully customisable. Fully supported.

Outcomes: Unified insight, strategic engagement, and measurable ROI across the business.

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Ready to see how each feature works and what it can do for your business?

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Customers love our award-winning software!

Case Studies

PIANZ

Managing the threat of avian influenza with a comprehensive database tracking system

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Trimatt Systems

Trimatt Systems implemented a central CRM to streamline customer data and tasks across the team, improving productivity and coordination.

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Margifox

Margifox Distributors implemented a CRM to coordinate its field sales team and tailor marketing to customer needs.

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Free Guide:

How to Choose the Right CRM for Your Business

Not all CRMs are built for where you’re at—or where you’re headed. This guide helps you filter through the noise and focus on what actually drives business outcomes. Learn how to avoid costly feature bloat, understand your business’s real CRM needs, and choose a platform that grows with you.

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Act! keeps you connected.

Connect with hundreds of popular apps that extend the power and reach of Act! via Act! Connect. Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! and the apps of your choice.

The 7 Most Commonly Needed CRM Features Across All Business Sizes

Put Act! at the center of your daily customer relationship activities. Unite your customer data, sales and marketing processes, website, accounting system, business apps, and more for maximum productivity.

Email & Marketing Automation

Found in
SolopreneurSMBEnterprise

Why it matters: Automating repetitive communications (like follow-ups, campaigns, or reminders) saves time, scales personalization, and prevents drop-offs in client experience.

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Referral + Retention Tools

Found in
SolopreneurSMBEnterprise

Why it matters: All levels of business rely on loyal clients and referrals for sustainable growth. Built-in systems to track, reward, and reignite referrals/retention are key.

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Support & Onboarding

Found in
SolopreneurSMBEnterprise

Why it matters: Businesses don’t just need tools—they need systems that are used well. Support for setup, usage, and optimization turns features into ROI.

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Task, Contact, and Activity Tracking

Found in
SolopreneurSMBEnterprise

Why it matters: CRMs must function as a reliable source of truth. Who did what, when, and with whom? Clear visibility improves accountability and action.

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Dashboards & Performance Reporting

Found in
SMBEnterprise

Why it matters: Whether a solopreneur or a C-suite team, knowing what’s working (retention, conversions, activity) is essential for smart decisions.

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Automation Across Teams / Roles

Found in
SMBEnterprise

Why it matters: As businesses scale, their CRM must scale too—automating cross-functional handoffs and ensuring role-based access keeps workflows secure and efficient.

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Client Segmentation & Journey Mapping

Found in
SolopreneurSMBEnterprise

Why it matters: Every business benefits from grouping clients by type, value, or lifecycle stage to personalize communication, automate relevant actions, and optimize engagement.

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Why Act!?

Act! Advantage CRM Australia delivers an integrated front‑office solution for small businesses—contact, pipeline, scheduling, quoting, marketing and analytics in one affordable, easy‑to‑adopt platform. Backed by Act Today’s local onboarding, tailored setup and 24/7 certified support, it reduces tool chaos and maximises ROI from launch. Melbourne, Brisbane SMEs rely on it.

Easy, Efficient & Reliable

Act! received plaudits on G2.com for its ease of use, customisable fields, detailed contact notes, and dependable support – trusted behaviours repeatedly praised across thousands of global verified reviews.

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Australia’s #1 Act! CRM Partner for 30+ Years

Act Today has delivered Act! CRM across Australia and New Zealand for over thirty years, with certified experts in every capital and trusted track‑record implementing CRM projects for small SMEs.

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Heartbeat of Daily Operations for Real‑World Customers

Real‑world customers report Act! is central to their daily operations, “the heartbeat of my business”, from scheduling and quoting to campaign and contact management reliably.

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Resources For Businesses Dedicated To Doing More

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Image: Scale Without Losing Control: Automate Workflows Across Teams

Scale Without Losing Control: Automate Workflows Across Teams

Growth is exciting—until it creates chaos. As your business adds more clients, more team members, and more moving parts, simple tasks start slipping through the cracks. Manual handoffs get missed. Emails don’t get sent. One person assumes someone else followed
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Image: See What’s Working and Fix What’s Not at a Glance

See What’s Working and Fix What’s Not at a Glance

Most CRMs bury you in charts and data you’ll never use. They look impressive, but when you need answers—fast—you’re left scrolling through endless reports. The truth? You don’t need more data. You need better insight. Whether you’re a solopreneur juggling
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Image: Know Who Did What, When; And Never Drop a Client Again

Know Who Did What, When; And Never Drop a Client Again

Missed follow-ups. Forgotten calls. Confused conversations. It doesn’t matter how good your service is—if you don’t keep track of tasks, contacts, and activities, clients will feel neglected. And in today’s world, where switching providers is easy, one missed touchpoint can
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28-Day Extended Free 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
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Download the FREE Guide

How to Choose the Best CRM for Your Business

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