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About

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

About

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Entrepreneurs, sales teams, and small and mid-sized businesses that thrive on customer relationships

Audience

Franchise Brands searching for unit growth and improved FranDev results

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$30.00/month/user
Act! Advantage Standard $30/mo/user billed annually
Act! Advantage Professional $45/mo/user billed annually
Act! Advantage Ultimate $60/mo/user billed annually
Act! Premium Desktop (On-Premises) $37.50/mo/user billed annually
Free Version Not Supported
Free Trial Supported

Pricing

Pricing varies by customer need
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.3 / 5
ease 4.1 / 5
features 4.4 / 5
design 4.0 / 5
support 4.4 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Pros from Real Users

Pros

  • With Act!, our nonprofit was able to manage vast amounts of data efficiently, which was crucial for our research and training programs aimed at addressing diversity challenges in fire departments.
  • I first started using ACT many years ago when I was managing all the sales and marketing for my computer software company. It did the job I needed done, making it easy for me to look up interactions with individuals and companies. I never used more than 20% of the features, I must admit. Once I left that business I continued to use ACT in a personal/private manner. Life is complicated. I depend on ACT to track my friends, relatives, and all the companies and professionals I interact with. Again, I don't probably even use 20% of the features anymore, but what it does for me is priceless. Easy to use and dependable. Best software I know.
  • I can import online registrations direction into ACT!, manage students, send weekly lessons, all from one program.
  • Act! is pretty easy to use, and to navigate through. It is great to help me organize the tasks that need to be done. I LOVE that I can prioritize my tasks, set alerts/reminders, and roll over any tasks that I couldn't get done today, into tomorrow's list, and they will all be prioritized again tomorrow!
  • I thought I had lost all my contacts and the Act! Support Team was very quick to respond. My call was answered in under 3 minutes and they did everything they promised. I would highly recommend Act!
  • That my IT guy handled it and your IT guy worked with my IT guy. I pretty much listened like a canine would when humans talk.
  • Changes are not significant every year, they listen to the customers. Integration is good with other products.
  • Act! is an infallible platform when it comes to communicating with the client, this platform is essential to be able to have a constant retention of negotiations, one of the first features that I liked about this platform is the ability it has to do automatic analysis, This platform offers me a system which allows me to generate automated analysis, it is capable of collecting all the information regarding the negotiations and the potential client registered within the platform, in this way it offers you a detailed report on the rate of satisfaction with clients. , the total deals completed, the total deals canceled and many other statistics, I consider that these automatic statistics help me a lot to save time when it comes to obtaining detailed reports. The platform has mobile access, through an application, this application is quite beneficial when it comes to organizing your sales automation system, in addition, you can also perform marketing automation through this application, I consider this application to be quite functional and beneficial . This platform has a drag and drop system, which allows you to create an automated system in a matter of seconds, you just have to drag and drop each of the actions that have to be executed when the client requires it, so that this can be executed quickly. through the marketing system. This pretty perfect CRM system offers you constant communication with your potential client so that you can retain them for as long as possible, also offers an immediate registration to your contacts page for each potential client, so that you can have privileged contact information, in addition , you will have a system that will help you follow up on each potential client to meet all the requirements during the negotiation process.
  • It's easy to use (if you're a dedicated Windows user), the Search function is fabulous, you can build your own template layout, put fields where you want them, create your own background design, keep detailed records about transactions/communications. It truly is ALMOST the single greatest database ever made.
  • Customer and sales process tracking, along with document templates are the functions I use on a daily basis.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Act!
Founded: 1987
United States
www.act.com

Company Information

ClientTether
Founded: 2014
United States
www.clienttether.com/

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Categories

Automotive CRM Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Email Marketing Supported
Financial CRM Supported
Healthcare CRM Supported
Hotel CRM Supported
Insurance CRM Supported
Landing Page Supported
Lead Capture Supported
Lead Management Supported
Legal CRM Supported
Real Estate CRM Supported
Sales Tracking Supported
Social CRM Supported

Categories

Construction CRM Supported
Contact Management Supported
CRM Supported
Customer Advocacy Supported
Customer Loyalty Supported
Customer Success Supported
Inside Sales Supported
Lead Capture Supported
Lead Management Supported
Quoting Supported
Real Estate CRM Supported
Sales Supported
Sales Enablement Supported
Sales Engagement Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Supported
Segmentation Supported

Automotive CRM Features

Call Logging Supported
Contact Management Supported
Customer Support Supported
Inventory Management Supported
Lease Management Supported
List Management Supported
Marketing Automation Supported
Product Catalog Supported
Quotes / Proposals Supported
Service Department Management Supported
Showroom Management Not Supported
Territory Management Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Not Supported
Financial Management Supported
Inventory Management Not Supported
Marketing Management Supported
Order Management Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Not Supported
Scheduling Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Healthcare CRM Features

Audience Targeting Supported
Campaign Management Supported
Marketing Automation Supported
Medical History Records Supported
Patient Communications Supported
Patient Management Supported
Physician Management Supported
Predictive Analytics Not Supported

Landing Page Features

A/B Testing Supported
Analytics Supported
Drag & Drop Supported
Form Creation Supported
Real Time Editing Supported
Responsive Supported
SEO Management Supported
Templates Supported

Online Form Builders Features

Artificial Intelligence Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Supported
Data Tables Supported
Drag & Drop / No Code Supported
Export to PDF Supported
HIPAA Compliant Supported
Import Existing Forms Supported
Mobile Forms Supported
Offline Forms Not Supported
Pre-made Templates Supported
Quizzes / Questionnaires Not Supported
Reporting / Data Visualization Supported
Signup Forms Supported
Surveys Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Social CRM Features

Calendar/Reminder System Supported
Customer Support Supported
Email Marketing Supported
Lead Capture Supported
Lead Nurturing Supported
Live Chat Not Supported
Marketing Automation Integration Supported
Multi-Channel Social Integration Not Supported
Social Media Monitoring Not Supported
Task Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Not Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Marketing Automation Features

A/B Testing Not Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Not Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Not Supported
Search Marketing Not Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Not Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Not Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Supported
Segmentation Supported

Appointment Reminder Features

Appointment Scheduling Supported
Calendar Management Supported
Call Reminders Supported
Email Reminders Supported
Online Booking Supported
Payment Reminders Supported
Recurring Appointments Not Supported
Rescheduling Supported
SMS Messaging Supported
Two-Way Messaging Supported

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Supported
Online Payments Supported
Recurring Appointments Not Supported
Room Booking Management Not Supported

Customer Advocacy Features

Advocate Management Not Supported
Campaign Management Supported
Communication Management Supported
Community Management Not Supported
Gamification Not Supported
Referral Tracking Supported
Reporting/Analytics Supported
Rewards Program Not Supported
Social Engagement Not Supported

Customer Engagement Features

Analytics Supported
Churn Management Not Supported
Communication Management Supported
Community Management Not Supported
Content Syndication Not Supported
Feedback Collection Supported
Gamification Not Supported
Live Chat Not Supported
Video Content Supported

Customer Experience Features

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Not Supported
Multi-Channel Collection Not Supported
Sentiment Analysis Not Supported
Survey Management Not Supported
Text Analysis Not Supported
Trend Analysis Not Supported

Customer Loyalty Features

Corporate Memberships Not Supported
CRM Supported
Customer Activity Tracking Supported
Discount Management Supported
Gift Card System Not Supported
Loyalty Card System Not Supported
Member Portal Not Supported
Membership Management Not Supported
No-Card Loyalty System Not Supported
Referral Tracking Supported
Rewards Management Not Supported

Customer Reference Management Features

Nomination Tracking Supported
Program Notices Not Supported
Reference Usage Tracking Supported
Reward Distribution Not Supported
Search Supported

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Health Score Not Supported
Onboarding Supported
Revenue Management Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Supported

Direct Mail Automation Features

A/B Testing Not Supported
Analytics/Reporting Supported
Campaign Management Supported
Data Import/Export Supported
Delivery Tracking Not Supported
Design Management Not Supported
Event Triggered Mailings Supported
List Scrubbing Not Supported
Mailing List Purchasing Supported
Mailing Services Integration Supported
Pre-made Templates Supported
Printing Services Integration Supported
Response Alerts Supported

Franchise Management Features

Appointment Scheduling Supported
Automatic Re-ordering Not Supported
Commission Management Supported
Construction Tracker Supported
Contract Management & Signature Supported
CRM Supported
Franchise Intranet Not Supported
Job Scheduling Supported
LMS / Training Not Supported
Marketing Supported
Onboarding Supported
Online Store Not Supported
Reputation Management Supported
Website Manager Not Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Not Supported
Performance Management Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Supported
Requirements Management Supported
Revision Management Supported
RFP Management Not Supported
Task Management Supported
Templates Supported
Version Control Supported

Quoting Features

Automated Quoting Not Supported
Catalog Management Supported
Client Portal Not Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Integrations

LinkedIn Supported
Microsoft Outlook Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Zapier Supported
Business Card Reader Supported
Campaign Monitor Supported
Cognito Forms Supported
Cyfe Supported
DevHub Supported
Ecwid Supported
Evolve IP Supported
Flow XO Supported
HubSpot Marketing Hub Supported
Microsoft 365 Supported
MigrationCrunch Supported
ServiceBridge Not Supported
Volusion Supported
Waterstreet Franchise Management Software Not Supported
X (Twitter) Supported

Integrations

LinkedIn Supported
Microsoft Outlook Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Zapier Supported
Business Card Reader Not Supported
Campaign Monitor Not Supported
Cognito Forms Not Supported
Cyfe Not Supported
DevHub Not Supported
Ecwid Not Supported
Evolve IP Not Supported
Flow XO Not Supported
HubSpot Marketing Hub Not Supported
Microsoft 365 Not Supported
MigrationCrunch Not Supported
ServiceBridge Supported
Volusion Not Supported
Waterstreet Franchise Management Software Supported
X (Twitter) Not Supported
Claim ClientTether and update features and information
Claim ClientTether and update features and information