Build Act! 365 workflows with AI Agents

Act! 365 has long been a top CRM choice for small businesses managing sales pipelines and customer relationships. But what if your Act! 365 data and workflows could come to life inside your team’s favorite chat tool? By integrating Act! 365 with Runbear, teams can unlock the power of an AI agent that automates reporting, finds information on-demand, and coordinates follow-ups—making Act! 365 smarter, faster, and truly collaborative.

About Act! 365

Act! 365 is a cloud-based customer relationship management (CRM) and marketing automation platform designed for small and medium-sized businesses. With Act! 365, users can centralize customer data, track sales opportunities, automate email marketing, and access interactive business analytics—all seamlessly integrated with Microsoft Office 365. Its intuitive dashboards help users monitor pipelines, generate reports, and manage communications directly from familiar platforms like Outlook. Act! 365 is especially valued by teams wanting a unified, easy-to-use CRM with robust sales and marketing features, making it a go-to choice for growing companies seeking to boost customer engagement and drive revenue without the complexity of legacy enterprise solutions. (Learn more)

Use Cases in Practice

Let’s explore how teams harness Runbear’s AI agent with Act! 365 to streamline sales, boost responsiveness, and automate manual processes. For example, imagine receiving your latest sales pipeline summary every morning right in Slack—no login required, no data wrangling. Need the latest contact details? Just ask the AI agent and get answers instantly, accelerating your team’s customer outreach. Instead of running reports in Act! 365 and sharing them over email, your team can simply request analytics in Microsoft Teams and see live charts and stats. Plus, AI agents can turn Act! 365 CRM notes into ready-made personalized email drafts—so your team follows up faster and more consistently. This seamless integration keeps Act! 365 insights at the heart of your workflows and eliminates costly context switches between platforms. Want even more team automation? Check out our guide on How to Automate KPI Reporting, or see how teams supercharge their business analytics with AI agents.

Act! 365 vs Act! 365 + AI Agent: Key Differences

Using Act! 365 alone means teams often switch between multiple apps, manually run reports, and share insights via email or meetings. With Runbear AI agents, teams shift from reactive, manual work to proactive, automated updates and natural language access to Act! 365 data—right where collaboration happens. This transformation enhances transparency, saves time, and keeps your entire team engaged with live CRM insights without leaving Slack, Microsoft Teams, or Discord.

Implementation Considerations

When teams use Act! 365 alone, they often encounter friction from switching between email, dashboards, and chat tools—slowing collaboration. Setting up integrations takes time, and encouraging consistent data entry/tracking requires training. Teams may need to manage separate notification settings and ensure data privacy policies are upheld when connecting data to external platforms. With Runbear, setup is simplified but still requires initial permissions to sync Act! 365 with Slack or Teams, along with staff onboarding to make the most of AI agent-driven workflows. Carefully review security permissions and create clear guidance for your team on how AI agents fit into your business processes. It’s important to assess workflow handoffs, ensure leadership buy-in, and measure time saved versus subscription costs to guarantee a positive ROI.

Get Started Today

Integrating Act! 365 with Runbear opens the door to smarter, AI-powered workflows that empower every team member to access customer insights, collaborate on sales, and automate the manual tasks that slow business down. Whether you want daily reports, real-time analytics, or natural language search of your CRM, Runbear’s AI agents make Act! 365 data as accessible as a chat message. Start transforming your team workflows today—try Runbear with Act! 365 and unlock next-level collaboration and productivity.