The Project Management in Act! just got Better |
Plan, track, and collaborate without leaving Act |
Act! Advantage has improved Projects to make it easier to plan, track, collaborate, and deliver work of any size—right inside your CRM.
With a guided setup wizard, task management, built‑in visual scheduler, and powerful collaboration tools, managing projects has never been easier. What makes it stand out is the secure share links that let clients participate and view progress in real time. This boosts transparency and accountability without extra logins or licensing.
If you’re looking to simplify workflows and keep every stakeholder aligned, this new feature changes the game. Click below to discover how it transforms project execution from start to finish. |
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Web forms to get an upgrade soon |
A simpler form of accepting online payments |
A simpler, smarter way to accept online payments is coming to Act! Advantage—and it’s a big win for organizations that rely on web forms. This new update lets you collect fixed‑amount payments effortlessly, perfect for memberships, single product vendors, and annual renewals. With built‑in support for PayPal and Act! Payments, customers enjoy a smooth, professional checkout while you eliminate manual processing and follow‑ups. It’s fast, flexible, and designed for teams who need an easier path to getting paid. Want to see how this upgrade can streamline your revenue flow? Click below. |
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Smarter Alerts. Faster Access |
Enhancements to Notification Center |
This latest Act Premium Cloud release enhances Notification Center alerts with clearer contact context and adds double-click access in Opportunities for faster navigation. Small refinements across key lists also improve consistency and day-to-day usability. |
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Joshua Samuel joins the our support team |
Keystroke Welcomes a new support staff
to a new role |
We're thrilled to introduce Joshua Samuel, the newest addition to our support team—and the driving force behind a whole new customer experience. With years of Act! technical expertise, Joshua will personally follow up after every support session to ensure issues are truly resolved and that you’re getting the full value of your Orange Care benefits. From checking in on lingering concerns to helping you unlock powerful tools like Act4Mail and Contact Insights, his role is all about making your Act! investment work harder for you.
If you're curious how this new approach will impact your support experience, please click below. |
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Learn how to plan, track, and collaborate using Projects in Act Advantage
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Thursday, March 19th, 2PM EDT |
Join us and see how to manage projects from start to finish inside Act. We’ll walk through real workflows, Gantt scheduling, task dependencies, and secure share links for clients and teams. If you want better visibility, smoother coordination, and more control over your project timelines, this session will show you how. |
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Getting Started with Act! Marketing: Expand Your Reach
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Part 3 of our Getting Started with Act! Marketing Series |
Wednesday, March 25th, 11AM EDT |
The final session in the Getting Started with Act! Marketing series focuses on measuring performance and turning engagement into action. Learn how to track results, use scoring, and identify follow-up opportunities that help you get more value from your marketing efforts. |
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From Birthday Greetings to Renewal Notifications, learn how Act! can automate your customer communications |
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Act! Training Video - AMA: Create an Email Template |
| Act! Training Video - AMA: Create a New Campaign |
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{YOURCOMPANY.NAME} {YOURCOMPANY.ADDRESS} |
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