The CRM Built for Keeping Clients, Not Just Getting Them

If you want more clients to stay, return, and refer, we make your CRM do exactly that.

For 30+ years, we’ve helped solopreneurs, SMBs, and enterprise teams in Australia and New Zealand turn Act! CRM into a retention, referral, and decision-making engine—built around the way you actually work.

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.

Are You Our Next Best Client?

We work best with businesses who see CRM as more than just software — they see it as a way to grow, strengthen relationships, and stay relevant in their market.

If you value your clients, your team, and the experience people have with your brand, you’ll fit right in with how we work.

We’ve partnered with thousands of solopreneurs, SMBs, and enterprise teams who wanted a CRM that works the way they do — not the other way around.

Meet the Act Today Team

Your local CRM specialists, committed to results.

Josh Noonan

CEO & Implementation Lead

Dawn Noonan

CFO

Luke Micallef

Sales Manager

Mark Nicholas

Service Delivery Manager (AU) & NSW Consultant

Peter McCarty

Adelaide and South Australia

James Eldridge

QLD & Gold Coast Consultant

Richard Milland

VIC & TAS Consultant

Peter Vassella

Specialist Advisor, NSW & Surrounds

Mitch Weimer

NZ Consultant

Shirley Weimer

NZ Sales Manager

Ethan Wales

NZ Technician

Laureli Atanas

ASST. ACCOUNTS MANAGER

Marita Simon

Accounts Manager

Adrian Thomson

ADD-ON DEVELOPER
...and our dedicated support team ensuring your CRM runs smoothly!

How to Know Act! Advantage is Right for You

For Solopreneurs

Ask yourself:
  1. Do I want to keep every client relationship alive without adding more to my plate?
  2. Am I looking for marketing that feels natural and authentic, not forced?
  3. Would having automated reminders for follow-ups, referrals, and rebookings help me grow faster?

For SMBs

Ask yourself:
  1. Do we have a clear picture of every client, every contact, and every conversation across the team?
  2. Are we missing opportunities for referrals, upsells, and re-engagement simply because no one followed up?
  3. Would personalised automation improve retention without losing the human touch?

For Enterprise

Ask yourself:
  1. Do our departments operate in silos, missing the chance to share valuable client insight?
  2. Could we improve retention if everyone had the same visibility, tools, and follow-up systems?
  3. Do we need enterprise-grade support to implement, govern, and optimise our CRM across multiple teams?

Who We Help

Businesses across sectors, from creative agencies and allied health, to construction, education, and non-profits, use Act! Advantage to gain clarity, streamline operations, and retain more clients.

Our strategic value:

  • Locally accessible expert support in all major AU/NZ cities
  • Rapid, minimal-downtime onboarding
  • Efficiency, clarity, and long-term CRM ROI
We implemented Act! Advantage and immediately regained control of client follow-ups—without hiring a team.
Daniel R.
Specialist Consultancy
Their local support made setup feel like a conversation—not a ticket number.
Amara J.
Business Mentor

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