MyDocSafe integrates with Act! Premium (Desktop)

mydocsafe integrations

MyDocSafe is proud to announce a release of an integration with Act! Premium (Desktop) .

Newcastle upon Tyne and Bedford, UK  — Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses, today announced an integration with MyDocSafe – an all-in-one document workflow and e-sign software. By integrating the document workflow and e-signature process, Act! users in the United Kingdom can easily complete client onboarding processes and securely share and e-sign documents, both externally via branded portals and internally through the Act! integration.


Small to medium-sized businesses rely heavily on their CRM solutions to improve everyday operations. In fact, according to a recent survey from Act!, 42% of SMEs found that sales productivity has improved the most as a result of their CRM. From capturing and nurturing prospective clients, to sending out terms of business, a CRM should be there to support SMEs every step of the way. With this integration with MyDocSafe, Act! users will gain access to secure document workflow, e-signing features and on-brand portals for information sharing, enabling them to increase fee earner efficiency, reduce admin costs, and speed time-to-billing, while delighting clients with simple to use document sharing.


Act! users will benefit from:

  • Secure infrastructure – helps comply with professional standards and privacy and security regulations.
  • Digital signature built in – simply upload a file, add a signature box and send – quick and easy.
  • Secure and elegant client onboarding – make a great first impression with customized end-to-end onboarding workflows.


Act! CEO Steve Oriola said, “These additional features mean that Act! Premium users in the UK will be able to easily and securely collaborate with new and existing clients, and deliver a great first impression during client onboarding. This valuable integration means e-signed documentation is immediately available in Act! Premium, so fee earners and admin staff can quickly get started or recommend products to speed completion for the client.” 


Lindsay Boullin, Act! Senior Vice President, added “It was great working with MyDocSafe, one of the most innovative and relevant global WealthTech companies, to bring to market an on-point solution for professional services and financial service providers which will help them access technology solutions previously only available to larger firms with huge IT budgets.”


Daniel Stachowiak, CEO of MyDocSafe, added “we are very excited about working with Act! on this new integration that brings in signature, client portal and workflow features directly to Act! Premium Desktop.  Our software aims to automate and secure client facing interactions: from simple document sharing and approval to complex client registration workflows and deal processes.  It has been a great pleasure working with the Act! team on this project and I am looking forward to adding new great features to the integration plugin in the future.“

About Act!

Act! is a leading provider of comprehensive CRM and marketing automation solutions that connect businesses with their customers. The company’s offerings provide unrivaled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not just transactions. The company’s all-in-one solution supports small and medium-sized professional businesses at any stage. For more information, visit and connect with us on LinkedInFacebook and Twitter.


Media Contact:

V2 Communications on behalf of Act!

Rachel Levy

Media Inquiries