Full-featured CRM and Marketing Automation for individuals and SMBs.
With Act! Premium, you have options.
- Customer relationship management
- Sales pipeline management
- Marketing automation included
- Analytics dashboards & reporting
- Calendar, email, & activity tracking
- Integrated SMS text messaging
- Industry-specific templates
- Act! Companion mobile app
Get started by choosing how you'd like to use Act!
CLOUD-BASED
Act! Premium Cloud
CRM + Marketing Automation*
£25
£33 (Cloud w/desktop sync)
user/mo
(billed annually)
Choose Cloud to enjoy the convenience and peace of mind of a cloud-based solution where we handle all the technical details
- Immediate, browser-based access
- World-class, secure hosting
- Automatic updates and backups
- Optional desktop sync
- Expert technical support
- All features of Act! Premium Desktop, plus:
- Automatic upgrades
- Nightly backups
- Disaster recovery
- 6GB Cloud storage
- Desktop sync (optional $)
ON-PREMISES
Act! Premium Desktop
CRM + Marketing Automation*
£31
user/mo
(billed annually)
Choose Desktop if you want to experience the security and control of an on-premise solution where you deploy and manage the software.
- Networked and offline access
- Self-managed security
- Complete control of updates
- Compatibility w/desktop add-ons
- Expert technical support
-
Act! Marketing Automation
(Basic tier) - Rich account management
- Calendar & activity tracking
- Dynamic sales pipeline management
- Act! Insight analytics
- Office, Outlook®, & Google™ integration
- Act! Companion mobile app
- Data import tool
- Expert technical support3
Already using Act! or have questions? Call and speak with us today.
Experience the power of CRM and Marketing Automation together.
Select the perfect-fit plan for your business.
Already a subscriber? To upgrade your Act! Marketing Automation plan, call us at 020 3856 8517 or contact your Act! Certified Consultant.
Featured Add-Ons
Enhanced
Support
Experience VIP service with priority queuing, feature guidance by phone, appointment setting,
and more.
£8 per user /
mo
mo
Custom
Tables
Maintain industry-specific data like insurance policies, service contracts, mortgages, projects,
and more.
£8 per user / mo
SMS4Act! Text Messaging
Integrated SMS text messaging to send and record personalised messages directly from Act!.
£19 /mo**
Additional Cloud Storage
(Act! Premium Cloud only)
Additional Cloud storage per 5Gb
£3.00 /mo
Hybrid w/ Desktop Sync
(Act! Premium Cloud only)
Deploy a desktop client and sync data back and forth to Act! Premium Cloud.
£8 per activation / mo
Linktivity
(Act! Premium Cloud only)
Create interactive quotes, generate leads, manage event registrations, and provide self-service appointment booking.
£18 per user / mo
*Featured add-ons are billed annually. **SMS4Act! text messaging plans start at £19 per month. Pricing is month-to-month and requires no annual contract. An active Act! Premium subscription is required.
To purchase, call 020 3856 8517
Looking for more add-ons? Check out our other Act! Apps
Stay connected with the Act! Companion Mobile App
Keep your mind on your business while you are on the move.
Access contacts, integrate maps & directions and update leads and pipeline from the palm of your hand!
CRM Features and Benefits
| Relationship & Activity Management | |
|
Customer management
Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place.
|
 |
|
Task & activity management
Track and prioritise calls, meetings, and to-dos—all associated with your contacts.
|
|
|
Calendar
See exactly what you have planned for the day from your Act! calendar.
|
|
|
Notes & history
Keep a detailed record of interactions with customers and prospects so you have a full picture of each relationship.
|
|
|
Companies
Associate Contacts with their respective Companies to understand and manage engagements comprehensively.
|
|
|
Relationship timeline
See a visual chronology of all activities and communications associated with a customer or prospect.
|
|
|
Secondary contacts
Record basic information about people associated with a contact without creating a new contact record.
|
|
|
In-context maps & web info
See real-time information from the Web, in-context within each contact record - maps, social profiles, and more.
|
|
|
Call lists & Hot Leads
Zero in on your most interested leads with intelligent Call Lists that rank campaign recipients by level of engagement.
|
|
|
Notifications & alerts
Notifications and alerts ensure you stay on task and on time throughout your day.
|
|
|
Act! Companion - Mobile app
Stay connected to key Act! details from wherever you work with a mobile app for iPhone®, iPad®, and Android™.
|
|
|
Welcome page - User productivity dashboard
Start your morning with an overview of your top deals and key activities. Personalise to stay informed and productive throughout your day.
|
|
|
Mail merge
Send personalised communications to contacts or groups with unique data from their individual customer records.
|
|
|
SMS Text Messaging
Send text messages for promotions, appointment reminders, order updates, and more. Automatically track sends and replies for follow-up and reference.
|
Starting at £19 / mo |
| Groups & Search | |
|
Search & lookups
Find what you need in an instant with powerful search options.
|
|
|
Groups & filters
Organise similar contacts into groups for targeted communications or sales initiatives.
|
|
|
Dynamic groups
Organise similar contacts into dynamic groups based on criteria you define.
|
|
|
Advanced queries
Perform custom, comprehensive database queries, including searching multiple field types and ranges
|
|
| Opportunity & Pipeline Management | |
|
Opportunity management
Capture and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal.
|
|
|
Sales process management
Manage opportunities using a simple, out-of-the-box sales process or one configured to fit your company’s sales methodology.
|
|
|
Products & pricing
Capture and manage your catalog in Act! and associate products and pricing to Opportunities.
|
|
|
Sales pipeline management view
See a complete, visual representation of your sales pipeline at-a-glance to project revenue, adjust strategy, and quickly focus efforts. In-context KPIs provide an instant roll-up of metrics like opportunity close rate, closed-won value, open deals, and more based on filters you apply.
|
|
|
Sales KPIs - Standard & custom
KPIs provide a quick look at sales activity and performance for the month or quarter. Create custom KPIs for additional insights into sales effectiveness.
|
|
|
Sales opportunity Kanban board
Move sales opportunities from stage to stage through the pipeline with a simple drag-and-drop motion, and watch your sales funnel update instantly.
|
|
| Reporting & Analytics | |
|
Reporting
View and customise 80+ out of the box reports - from contact lists to activity reports to sales performance metrics.
|
|
|
Act! Insight - Dashboards & analytics
Guide decision-making with rich, actionable insights from interactive Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs to drive smarter decision making.
|
|
| Integrations | |
|
Office integration - Export to Excel/Word
Interact seamlessly with Microsoft® Office from within Act!.
|
|
|
Outlook integration - Contacts/Calendar/Email
Interact seamlessly with Microsoft® Outlook® from within Act!.
|
|
|
Google Integration - Contacts/Calendar/Email
Integrate seamlessly with Google™.
|
|
|
Outlook & Google Integration for Apple Mac OS users
|
Cloud only |
|
Act! Connect - Integration with popular apps
Connect with hundreds of apps that extend the power and reach of Act!, via Act! Connect.
|
|
| Administration & Customisation | |
|
Preferences
Tailor the way Act! operates for you, your team, or your company for maximum productivity.
|
|
|
User management
Add users to Act! with ease to get them onboarded and create a team role to then set preferences, define processes and configure security and sharing rights.
|
|
|
Layout designer
Customise the way your customer information is viewed by configuring fields, labels, backgrounds, picklists, TRUE images, and more
|
|
|
Custom Fields
Add custom fields to capture data specific to your business or industry needs.
|
|
|
Multi-Factor Authentication
Protect your Act! Data with Multi-Factor Authentication, a multi-step authentication process that helps prevent unauthorised access to your account
|
|
|
Link for Sage 50 cloud Accounts
Connect your existing Sage 50c Accounts solution with Act! Premium to create a single unified resource that enables you to manage all your customer interactions and seamlessly access important financial information. Act! Premium Cloud customers must purchase Desktop Sync to enable to the accounting link.
|
£10 user/mo(billed annually) |
|
Custom Tables
Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with Custom Tables.
|
£8 user/mo |
| Platform & Technology | |
|
Data import
|
|
|
API
|
|
|
Secure AWS hosting
|
Cloud only |
|
Automatic upgrades
|
Cloud only |
|
Nightly backups
|
Cloud only |
|
Desktop Sync
|
£8/activation/mo (Cloud only) |
|
Cloud Storage
|
15Gb (Cloud only) |
|
Additional Cloud storage per 5Gb
|
£3.00/mo (Cloud only) (Volume discounts apply) |
Act! Marketing Automation Plans
Act! Support Plans
Features and Benefits
ALL FEATURES
SOME FEATURES – NOT INCLUDED
[] Expand all
[] Collapse all
Desktop
Cloud
[]
[]
CRM
Relationship & Activity Management
Customer management
Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place.
Task & activity management
Track and prioritize calls, meetings, and to-dos—all associated with your contacts.
Calendar
See exactly what you have planned for the day from your Act! calendar.
Notes & history
Keep a detailed record of interactions with customers and prospects so you have a full picture of each relationship.
Companies
Associate Contacts with their respective Companies to understand and manage engagements comprehensively.
Relationship timeline
See a visual chronology of all activities and communications associated with a customer or prospect.
Secondary contacts
Record basic information about people associated with a contact without creating a new contact record.
In-context maps & web info
See real-time information from the Web, in-context within each contact record - maps, social profiles, and more.
Call lists & Hot Leads
Zero in on your most interested leads with intelligent Call Lists that rank campaign recipients by level of engagement.
Notifications & alerts
Notifications and alerts ensure you stay on task and on time throughout your day.
Act! Companion - Mobile app
Stay connected to key Act! details from wherever you work with a mobile app for iPhone®, iPad®, and Android™.
Welcome page - User productivity dashboard
Start your morning with an overview of your top deals and key activities. Personalize to stay informed and productive throughout your day.
Mail merge
Send personalized communications to contacts or groups with unique data from their individual customer records.
Groups & Search
Search & lookups
Find what you need in an instant with powerful search options.
Groups & filters
Organize similar contacts into groups for targeted communications or sales initiatives.
Dynamic groups
Organize similar contacts into dynamic groups based on criteria you define.
Advanced queries
Perform custom, comprehensive database queries, including searching multiple field types and ranges concurrently.
Opportunity & Pipeline Management
Opportunity management
Capture and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal.
Sales process management
Manage opportunities using a simple, out-of-the-box sales process or one configured to fit your company’s sales methodology.
Products & pricing
Capture and manage your catalog in Act! and associate products and pricing to Opportunities.
Sales pipeline management view
See a complete, visual representation of your sales pipeline at-a-glance to project revenue, adjust strategy, and quickly focus efforts. In-context KPIs provide an instant roll-up of metrics like opportunity close rate, closed-won value, open deals, and more based on filters you apply.
Sales KPIs - Standard & custom
KPIs provide a quick look at sales activity and performance for the month or quarter. Create custom KPIs for additional insights into sales effectiveness.
Sales opportunity Kanban board
Move sales opportunities from stage to stage through the pipeline with a simple drag-and-drop motion, and watch your sales funnel update instantly.
Reporting & Analytics
Reporting
View and customize 80+ out of the box reports - from contact lists to activity reports to sales performance metrics.
Act! Insight - Dashboards & analytics
Guide decision-making with rich, actionable insights from interactive Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs to drive smarter decision-making.
Integrations
Office integration - Export to Excel/Word
Interact seamlessly with Microsoft® Office from within Act!.
Outlook integration - Contacts/Calendar/Email
Interact seamlessly with Microsoft® Outlook® from within Act!.
Google Integration - Contacts/Calendar/Email
Integrate seamlessly with Google™.
Act! Connect - Integration with popular apps
Connect with hundreds of apps that extend the power and reach of Act!, via Act! Connect.
Administration & Customization
Preferences
Tailor the way Act! operates for you, your team, or your company for maximum productivity.
User management
Add users to Act! with ease to get them onboarded and create a team role to then set preferences, define processes and configure security and sharing rights.
Layout designer
Customize the way your customer information is viewed by configuring fields, labels, backgrounds, picklists, images, and more.
Custom Fields
Add custom fields to capture data specific to your business or industry needs.
Multi-Factor Authentication
Protect your Act! Data with Multi-Factor Authentication, a multi-step authentication process that helps prevent unauthorized access to your account.
Coming Soon
Custom Tables
Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with Custom Tables.
$10
USD/user/mo $10
USD/user/mo
USD/user/mo $10
USD/user/mo
Platform & Technology
Data import
Import existing Act! databases, or pull in contact information from other CRM systems or external lists via .csv files.
API
Enable external services and applications to extend or augment data or functionality to enhance your Act! experience.
Secure AWS hosting
Act! Premium Cloud is hosted on the Amazon Web Services (AWS) platform for best-in-class performance, security, and reliability.
-
Automatic upgrades
Automatic upgrades ensure you get and stay productive. We take care of the technical details so you can focus on your business and customers.
-
Nightly backups
Rest easy knowing your data is protected at all times and that you're covered in the event of an unplanned outage or disaster.
-
Desktop Sync
Deploy a desktop client and sync data back and forth to the Cloud for maximum flexibility.
-
$10/user/mo
Cloud Storage
-
6Gb
Additional Cloud storage per 4Gb
-
$5/mo
[]
[]
Marketing Automation
-
-
Email marketing
Create and send
impactful email
campaigns proven to
drive sales to your Act!
contacts.
2,500 emails/mo to unlimited contacts.
25,000 emails/mo to unlimited contacts.
170+ responsive templates
Get started with 170+
mobile responsive email
templates that fit your
industry, business, and
communication style.
Choose from a diverse library of promotional, transactional, webinar, and enewsletter email templates for building campaigns.
Choose from a diverse library of promotional, transactional, webinar, and enewsletter email templates for building campaigns.
Interactive template editor
Edit existing or build your
own mobile responsive
email campaigns using
the interactive template
editor.
Email tracking & metrics
View real-time campaign
metrics, covering opens,
clicks, and comparative
stats per campaign or
company-wide against a
time range you apply to
understand the success
of campaigns and
improve your marketing
strategy over time.
Drip marketing1
Build multi-stage drip
campaigns using the
visual workflow designer
to send a series of
automated campaigns or
communications to
prospects and
customers. View email
statistics and manage
subscribers in each stage
of your drip campaigns.
Visual workflow designer1
Use the visual workflow
designer, providing a
graphical representation
of your company’s
communication flow, to
easily build drip or
nurture campaigns. Edit
existing stages or add
new ones from this
intuitive workflow view.
Campaign calendar
Know when campaigns
are being sent with the
marketing calendar,
displaying planned
campaigns in day, week,
and month views. Filter
by user, single send
campaigns, or recurring
campaigns. Drill into any
campaign for more
detail.
Deliverability & compliance tools
Rest-assured campaigns
will reach inboxes,
because Act! Marketing
Automation is backed by
an expert delivery team
that helps you manage
your company’s sender
reputation, giving you
outstanding delivery
rates. Access numerous
tools to help with GDPR
compliance, spam
analysis, managing optouts with multiple
unsubscribe templates,
and so much more.
Turnkey campaigns
Quickly jumpstart your
marketing efforts using
turnkey, pre-built
campaigns that make it
easy to schedule and
send sales promotions,
prospecting emails,
webinar or event
invitations, welcome
emails, recurring
newsletters, and much
more.
-
HTML email editor
Import and edit existing
HTML campaign
templates using the
WYSIWYG email editor or
build new HTML
campaigns from scratch.
-
Social sharing
Publish campaigns to
social sites like Facebook,
LinkedIn, and Twitter to
engage your company’s
social networks and
expand your reach. Drive
traffic to social networks
with social buttons in the
footer of your
campaigns.
-
Landing pages
Select from a categorised
library of pre-built
landing page templates
or design and create
your own with step-bystep guidance. Embed
lead capture forms to
grow your prospect
database. New leads are
automatically added to
Act! once a form is
completed.
-
Surveys
Create online surveys
and polls using multiple
question types, including
radio buttons, sliders,
ratings, and more to
gather information about
prospects and
customers. Responses
are mapped to fields in
Act! automatically for
richer prospect and
customer profiles.
-
Team Management
Give team members
access to manage
specific campaigns,
templates, and landing
pages.
-
Response-driven nurture marketing
Build highly personalised,
response-driven nurture
marketing campaigns
with decision trees and
one or more actions to
let Act! Marketing
Automation do the work
for you. Campaigns are
automatically triggered
by recipient responses
based on criteria you
define. The recipient lists
associated with your
nurture campaigns are
always up-to-date,
because any changes
made to associated Act!
groups are automatically
fed into your campaign
lists.
-
Marketing automation to CRM workflow
Automate workflow
between sales and
marketing to maximise
engagement at every
phase of the customer
journey. Watch as Act!
Marketing Automation
turns real-time response
metrics into sales
actions—alerting
everyone of new
prospects, prioritising
follow-ups, and
delivering a composite
view of engagement in a
single solution. Notify
Act! users via email and
create Act! activities and
opportunities
automatically based on
campaign, landing page,
and website interactions,
or completed lead forms
and surveys.
-
-
Asset tracking
Measure engagement of
YouTube videos and
PDFs to pinpoint your
company’s most
impactful marketing
assets. See time spent
and page visits. Perform
A/B testing against
different assets.
Implement lead capture
forms and force sign-in
to continue viewing
assets. Drive qualified
leads into Act!
automatically for
immediate follow-up. For
deeper insights, view the
asset dashboard with the
number of impressions,
average time spent,
leads generated, ROI,
and more.
-
-
Advanced lead capture
Take lead capture and
surveys to the next level
with advanced forms and
surveys that allow
further actions in Act!.
Create Act! activities and
opportunities
automatically based on
recipient responses.
Send notifications to Act!
users when responses
come in. Even load
contacts into specific
campaigns automatically.
-
-
Lead management & scoring
Use lead scoring to
understand your most
interested prospects
based on campaign
engagement, survey/web
form responses, and
website interactions.
Prioritised leads are
pushed into Act! groups
automatically for easy
sales follow-up. Set up
automated tasks and
alerts in Act! to keeps
deals moving and close
sales faster.
-
-
Event marketing
Host successful webcasts
and tradeshows with a
nurture template
designed for marketing
events. Send event
invitations, gather
registration information,
track attendees, send
thank you emails, and
more.
-
-
Website activity tracking
See the interactions of
both identified and
anonymous visitors on
your website today,
yesterday, this week, last
week, or the last 30 days.
View website visitors in
real-time and engage
with identified prospects
when they're most
interested. Gain rich
insights with the web
intel dashboard for
visitor profiling,
interactions per visit,
visitor bounce rates,
traffic sources, and entry
and exit pages. Web
visits feed into lead
scoring profiles and
create activities for sales
follow-ups in Act!
automatically.
-
-
Progressive profiling
Gather information
about a prospect over
time with short surveys
that display questions
based on what you
already know about a
lead to steadily build a
rich prospect profile in
Act!.
-
-
A/B testing
Test specific elements of
two campaigns to
determine your most
impactful subject lines,
email content, and more.
Use the results to
continually improve your
content.
-
-
Additional email sends (Per 2,500/mo)
£11/mo
£11/mo
(Volume discounts apply)
(Volume discounts apply)
Additional domains
Per domain
£35/mo Per domain
£35/mo
£35/mo Per domain
£35/mo
[]
[]
Customer Support
-
-
Knowledgebase
Browse help topics and
search for answers to
frequently asked
questions.
Self-Service portal (FAQs, guides & videos)
Get guidance whenever
you need, with 100+
video tutorials and stepby-step guides to help
you get started and
continue to learn.
Act! product error troubleshooting by phone3
Call in for help if you
encounter an Act! error
message dialog box.
Live chat3
Receive product
troubleshooting and help
accessing resources via
online chat.
Support ticket submission
Submit your tickets
through our convenient
support system.
Onboarding call for Cloud customers
Get up and running and
be productive quickly
with an assist from the
experts (New customers
only).
Product troubleshooting by phone3
Call in for product
troubleshooting and help
accessing resources.
-
How-to / feature guidance by phone3
Get assistance with
specific features so you
can maximise your use of
Act! and drive results.
-
Priority queuing
Jump to the front of the
line when you call in.
-
Voicemail call back
Leave a message, we’ll
hold your place, and call
you back when you get to
the front of the queue.
-
Appointment setting
Set a time that works
best for your schedule to
get answers when it’s
most convenient for you.
-
Extended hours phone support
Standard support: 9:00 a.m. to 5:30 p.m. UK local time
Enhanced support: 9:00 a.m. to 8:00p.m. UK local time
Enhanced support (Saturdays): 2:00 p.m. to 7:00 p.m. UK local time
Enhanced support: 9:00 a.m. to 8:00p.m. UK local time
Enhanced support (Saturdays): 2:00 p.m. to 7:00 p.m. UK local time
-
Professional services4
Engage with
knowledgeable Act!
support reps on a per-hour basis for certain
issues outside the scope
of your Act! support.
£150/hr
£150/hr
*All Act! Premium subscriptions include Act! Marketing Automation (AMA) Basic. The Act!
Marketing Automation subscription fee shown above is per account, billed annually. There is no
per user fee for this service.
1Basic tier limited to emails as only available action type.
2Basic tier limited to 10,000 email sends per month (Included + Paid).
3US: M-F 8:30am-8:00pm Eastern; UK: 9:00am-5:30pm.
4Each Professional Services session is billed a minimum of one hour; no pro-rations or partial hour billing
Ready to win customers for life?
Try Act! free for 14 days. No download or credit card required.