A CRM That Grows With You, and Keeps Clients With You
Small business, big relationships.
Act! Advantage keeps every client connection in clear view, automates with a personal touch, builds lasting loyalty, and gives you insights that turn data into smart action—so your team stays focused on what matters most.
Keep Every Client on the Radar
With more team members, it’s easy to assume someone followed up. Act! Advantage makes sure you know exactly who was contacted, when, and what happened—so no client ever feels forgotten.
Automate Smart, Stay Personal
You’ll create email sequences and follow-up flows that match your brand—and feel like you. Act! Advantage helps you scale your communication without losing the human touch.
Grow Referrals, Not Just Leads
Track who refers, how often, and what it’s worth. Build momentum with built-in referral triggers that help your team stay consistent and grateful—without needing to remember.
Segment and Understand Your Client Base
Tag clients by service, spend, lifecycle stage or frequency. Act! Advantage gives you meaningful insights that help you shape offers, improve service, and boost client lifetime value.
Who This Is For
You’re a growing business that:
- Has too many clients to manage manually
- Wants team members aligned on who’s doing what
- Knows follow-up and referrals could be tighter
- Needs client data that leads to smart decisions
- Doesn’t want to pay for features you won’t use
If you’re stuck between spreadsheets and overbuilt CRMs, Act! Advantage is built for you.
Why It Matters
CRMs are often all-or-nothing. You either get a “lite” tool with no insight—or a complex system your team never touches.
Act! Advantage gives SMBs the middle ground you’ve been looking for: powerful tools, simple workflows, real outcomes.
You’ll finally have one place to:
- Track relationships
- Retain more clients
- Run basic marketing
- See who’s engaging and why
- Make better decisions based on real client patterns
And it adapts as you grow. No replatforming. No tech headaches. No client slipping through the cracks.
Get Clarity and Proof Act! Advantage Will Work for You
Book a 30-Minute CRM ROI Session
You’ll walk away with:
- A simple map of how Act! Advantage will match your business
- Smart retention and referral tools you can start using right away
- A plan for making your business easier—and more profitable—to run
Frequently Asked Questions
Will my team actually use it?
Yes. Act! Advantage was designed for usability—fast onboarding, easy tracking, simple customisation.
How do we manage multiple team members?
You can assign contacts, log activity by user, and set permissions by role or department.
Can it show team performance?
Absolutely. See how quickly leads are contacted, which clients are retained, and who’s generating the most referrals.
What’s included for follow-up automation?
Pre-built templates, custom workflows, and reminders. You can automate without sounding robotic.
Can we segment our clients?
Yes. Use tags, custom fields, groups, and filters to organise clients by type, lifecycle, spend level and more.
Does it help with client re-engagement?
Yes. It tracks dormant clients and helps you build automated “we miss you” or seasonal reactivation campaigns.
Can we track referrals and word-of-mouth?
Yes. You’ll see who referred whom, who’s most valuable, and how to thank or incentivise referrals.
What support is available?
Act! Today provides full onboarding, training, local support, and strategy help—so you’re never stuck figuring it out alone.
About Act Today
Australia’s #1 Act! Business Partner
Act Today is the official partner for Act! Advantage CRM in Australia and New Zealand. We don’t just help you sign up—we help you set up a CRM that fits your business, your clients, and your goals.
