"The must-have app for
anyone using Salesforce"
Tom Herridge - Product Owner @ Golfbreaks

Act On It is like having an operations expert built into the Salesforce platform, supporting your busy teams to take the right actions at the right time, so they can meet their targets and hit their KPIs.

With Act On It, you’ll automatically drive processes forward, increase efficiency, mitigate risks, and create a seamless user experience.

Say goodbye to missed opportunities and hello to streamlined operations! Act On It is your new secret weapon for unlocking the full potential of Salesforce.

How does it work?

The freedom to focus on driving, not just checking the dashboard!

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    "Act On It ... remind my team to follow up regularly with our customers"

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    "Act On It ... assist our new starters with their support cases"

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    "Act On It ... keep me updated on any issues, complaints or escalations"

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    "Act On It ... help my team to manage their sales pipeline"

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    "Act On It ... monitor our queues for anything lost, stuck or at-risk"

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    "Act On It ... alert my team to new customer interactions"

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    "Act On It ... help my team to diarize their work"

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    Choose from 30+ featured blueprint automations spanning Sales, Service and Marketing.

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    Or build your own within minutes! No in-depth technical knowledge required.

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    Act On It will oversee your operations ...

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    ... and proactively assist your teams throughout the day.

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    Driving, enabling and accelerating the activities ...

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  • ...that will lead your teams to greater success!

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    ... that will lead your teams to greater success!

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Set it and forget it!

Spend just 2 or 3 minutes instructing Act On It to focus on what matters to you.



Let Act On It do the heavy lifting!

Act On It will continuously oversee your Salesforce operations in real time …


Never miss what matters!

... and deliver timely, actionable insights to teams throughout the day. Keeping everyone informed and productive ...

Act On It!

... and reducing time consuming activities to a couple of clicks!


See it in action!

Unleash the power of Salesforce

Take your sales and management processes to the next level!




Help teams get more done faster!

Real time updates and data-driven recommendations eliminate confusion and reduce time consuming tasks to a couple of clicks.

Get ahead of issues

Avoid mistakes, complaints and escalations with real time guidance and early updates on at-risk items.


Drive faster responses and prevent bottlenecks

Real-time alerts on key events like customer interactions and deadlines promote rapid follow-up while preventing delays.


Onboard in days, not weeks

New hires get up to speed faster with "just in time" training and support for deals, cases, and tasks


Free up hours per employee weekly on manual processes

Facilitate proactive deal and case management, and let managers focus on driving, not just checking the dashboard.

Drive consistent best practice behaviors at scale!

With Act On It, managers can easily tailor workflows, alerts, and guidance on their own to optimize daily productivity.

... and the results?

Get more done, faster!

Your teams will be better informed, able to keep up with increasing workload and capitalizing on every opportunity to close deals and build strong customer relationships

Delight your customers!

 Customers will feel valued and supported as your teams will be providing faster responses, regular updates and more meaningful engagements

Work smarter!

Act On It's automated assistance will help each professional work smarter, not harder. Increasing their performance and productivity, while making their lives easier

Maximize Salesforce!

 Your organization will be readily adaptable to challenges and change, with a powerful tool that makes it faster and easier to onboard staff and implement process changes

Customer reviews

What's more Act On It is ...

 Simple to Setup

Quick to install and easy to setup, adding value within a day.

Low Risk

Built to work seamlessly with Salesforce and your local customizations.

Flexible

Admins and Developers can extend Act On It, opening endless possibilities.

...and Free!

Free to try and keep what you build! Freely discover whether Act On It is a good fit for your business.

Start empowering your teams!

Install for FREE today

Available on the Salesforce AppExchange

Take me there!

  • What makes Act On It unique?

    Most adoption tools focus on teaching users how to use Salesforce. Act On It enables business users to mould Salesforce to fit the way they operate and do more of the heavy lifting, within minutes! With its intuitive and user-friendly interface, Act On It empowers business users to drive their own productivity and success. 

  • How much time and effort is needed to implement Act On It?

    Act On It is plug and play, seamlessly integrating with your existing Salesforce setup, including local customizations. 


    No need for a big project rollout—Act On It is designed to be intuitive and user-friendly. Business users can take the reins and drive their own productivity and success, without distracting busy Salesforce admins.

  • Will Act On It obstruct or limit us in any way?

    Act On It is jam-packed with functionality that will help to elevate your Salesforce implementation. We've worked hard to ensure Act On It works seemlessly with Salesforce and your local customizations. For maximum flexibility, admins and developers can extend Act On It using familiar platform tools such as flow and apex to satisfy unique business requirements, opening up truly limitless possiblities. 

  • Will we be supported?

    Of course. We want you to love our product and leverage its full capabilities. You can reach out to us any time at help@overlayapps.com. We will aim to respond to respond within 1 working day and resolve any issues within 5 working days. Support is currently email only, but we intend to open up new services in future.

  • Is Act On It Free?

    We want you to experience the magic of Act On It firsthand, which is why we invite you to try it for free. 


    The best part? You get to keep what you build during the trial! It's a win-win situation. 

Have a question? We’re here to help!

Contact us, we'd love to hear from you.  Send us a message and we'll respond as soon as we can
Contact Us
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