Act
Turn conversations into action
Structured follow-up, opportunity creation and customer communication - handled automatically.
Book demo
Structured follow-up, opportunity creation and customer communication - handled automatically.
Book demo
The meeting doesn’t end when the conversation stops. Act makes sure it continues.
Sales opportunities identified during the meeting can be created directly in CRM. Commercial potential is captured while it’s fresh - not remembered later.
A clear customer recap documents what was agreed and what happens next. Transparency increases. Misalignment decreases.
Agreed tasks and next steps are monitored automatically. Selected agents can follow up on case status and trigger notifications when progress is made.
The advisor receives instant feedback from every meeting based on predefined parameters such as performance, advisory quality, structure and flow. This enables the advisor to continuously improve.
CRM execution, customer communication and action tracking - connected in one structured flow.
“&money Engage has contributed to a transformation of our business model. We have seen a significant increase in the number of customers who book meetings themselves, leading to a much higher level of self-service. &money has helped increase our sales and customer satisfaction, while improving employee efficiency. It has also given us valuable insights into customer behaviour and performance, helping us adjust our business model and optimise our customer service approach.”
If you need more detail - we’re happy to walk you through it.
Contact us.
Act integrates with leading CRM platforms such as Salesforce and Microsoft Dynamics.
Access to employees, meeting rooms and groups is managed through your existing identity setup (e.g. Microsoft Entra ID). Roles and permissions are fully configurable.
Act provides meeting statistics, advanced reporting with data export and scenario simulation, allowing you to analyse performance and model changes before implementing them.
