Скачать с ютуб Great News: New Features Included in Act Premium Cloud CRM in May 2025 at No Additional Cost в хорошем качестве

Great News: New Features Included in Act Premium Cloud CRM in May 2025 at No Additional Cost

As of April 15, 2025, Act Premium Cloud has evolved into what is now branded as **Act Advantage**, offering enhanced features at no additional cost depending on your subscription tier (Standard, Professional, or Ultimate). In this overview, Tony Holowitz walks through several powerful new tools available within the platform, many of which can streamline client engagement, automate processes, and expand CRM capabilities. Key new features include: *1. Online Appointment Scheduling* This feature lets users create group or individual calendars and manage availability. It supports submissions and sends confirmation emails automatically. While Tony doesn’t personally use this (he uses another tool), he recommends it as a solid starting point for most Act users. It's especially useful as a call to action in emails or websites, allowing people to book time directly into your Act calendar. *2. Interactive Quoting Tool* The quoting tool now allows users to send interactive quotes with editable options. Clients can adjust quantities or select services/products, and pricing updates dynamically. It’s flexible and can be locked down if needed. This new functionality gives small businesses an integrated and professional quoting process directly within Act. *3. Online Surveys* Though surveys have historically not been widely used in Act, this addition opens new possibilities for customer engagement. Tony demonstrates how survey responses are automatically captured in the database—even creating new contacts if they don’t already exist. This could be useful for prospecting or customer feedback. *4. Web Forms* Similar in appearance to surveys, web forms are intended for lead generation or information gathering from a website. These forms automatically populate data into Act, saving time and allowing for automation (e.g., drip emails). The forms are customizable and include CAPTCHA for security. *5. Additional Tools* **Event Management**: Allows hosting and managing webinars or events directly from Act. **URL Shortener**: Simplifies long links for sharing. **Email List Verification**: Validates up to 250 email addresses per month (depending on tier) to improve campaign effectiveness. **Website Chat Tool**: Lets you add a live chat option to your site, enhancing engagement. These enhancements make Act more than just a contact management tool—it’s now a more robust, all-in-one sales and marketing platform tailored for small businesses. --- *Key Takeaways with Timestamps* (00:43): *Appointment Scheduling* – Set up personalized calendars that clients can book time with automatically (02:44): *Interactive Quotes* – Send quotes with dynamic pricing and editable options for better customer interaction (05:39): *Web Forms* – Capture website leads directly into Act and automate follow-ups seamlessly