Avec Act! Premium, vous avez le choix.

Toutes les fonctionnalités d’un CRM et d’un logiciel de marketing automation pour les particuliers et les équipes de vente.

Auto-hébergement

Act! Premium Desktop

30 €

utilisateur/mois
(facturation annuelle)

Découvrez la sécurité et le contrôle d'une solution locale où vous hébergez et gérez le logiciel.

Hébergement cloud

Act! Premium Cloud

30 €

39 € (avec sync. de bureau)

utilisateur/mois
(facturation annuelle)

Profitez de la facilité et de la tranquillité d'esprit d'une solution basée sur le cloud où nous nous occupons de tous les détails techniques.

Just looking for essential features in a turnkey SaaS CRM solution? Click here

Add-Ons

Marketing Automation
Optimisez votre CRM en améliorant la façon dont vous communiquez avec vos prospects et vos clients.

Inclus

Basic

Fonctions d’e-mail marketing basiques pour vous aider à faire passer le mot et à rester en contact.

2,500 emails/mois, contacts illimités

  • Email Marketing
  • Plus de 170 modèles responsives
  • Éditeur de modèles interactif
  • Suivi des emails et indicateurs
    de performance
  • Drip marketing 1
  • Concepteur de workflows visuel 1
  •  Calendrier de campagne
  • Fonctionnalités de délivrabilité et conformité
+ 69 €*

+ 69 € *

compte/mois
(facturation annuelle)

Select

Fonctions de marketing automation puissantes pour engager vos clients et développer votre entreprise.

25 000 emails/mois, contacts illimités

Fonctionnalités Basic, plus :
  • Campagnes préconfigurées
  • Partage social
  • Éditeur d’emails HTML
  • Landing pages
  • Sondages
  • Drip marketing
  • Concepteur de workflows visuel
  • Gestion des équipes
159 €*

+ 159 € *

compte/mois
(facturation annuelle)

Complete

Marketing automation complet et workflow CRM efficace pour joindre vos efforts de vente et de marketing

50,000 emails/mois, contacts illimités

Fonctionnalités Complete, plus :
  • Marketing Automation vers workflows CRM
  • Campagnes de nurture responsives
  • Suivi des actifs
  • Enregistrement de leads avancé
  • Gestion des leads et lead scoring
  • Marketing événementiel
  • Tracking de l’activité web
+ 319 €*

+ 319 € *

compte/mois
(facturation annuelle)

Advanced

Fonctions de marketing automation accomplies pour booster votre réussite

100,000 emails/mois, contacts illimités

Fonctionnalités Complete, plus :
  • Profilage progressif
  • Tests A/B

*Les frais d’abonnement à Act! Marketing Automation indiqués ci-dessus sont facturés par compte et annuellement. Ce service n’est pas facturé par le nombre d’utilisateur. 

Tables personnalisées

+ 9 €

Utilisateur/mois
(facturation annuelle)

Tables personnalisées

Exploitez tout le potentiel d’Act! avec le gestionnaire de tables personnalisées, qui vous permet de rassembler dans Act! des ensembles de données complexes, des processus opérationnels spécifiques et des pratiques de secteur spécialisées. En savoir plus →
Accès double (Bureau Synchronisation Cloud)

+ 9 €

Utilisateur/mois
(facturation annuelle)

Accès double (Bureau Synchronisation Cloud)

Tirez parti d’un déploiement hybride pour une flexibilité maximale. Partagez et synchronisez vos données entre les systèmes desktop et cloud d’Act! pour s’adapter à votre façon de travailler. Cette option complémentaire est disponible pour les client Act! Premium Cloud uniquement.
Assistance approfondie

+ 9 €

Utilisateur/mois
(facturation annuelle)

Assistance approfondie

Profitez d’un service VIP avec file d’attente prioritaire, guide par téléphone, prise de rendez-vous, etc.

Fonctionnalités et Avantages

CRM

GESTION DES RELATIONS ET DES ACTIVITÉS

Gestion des clients
Gestion des tâches et activités
Calendrier
Notes et historique
Sociétés
Chronologie des relations
Contacts secondaires
Cartes contextuelles et infos web
Listes d'appels et leads engagés
Notifications
Act! Companion - Appli mobile
Page d'accueil - Tableau de bord de productivité
Publipostage

GROUPES ET RECHERCHES

Recherche
Groupes et filtres
Groupes dynamiques
Recherches avancées

GESTION DES OPPORTUNITÉS ET PIPELINE

Gestion des opportunités
Gestion des processus commerciaux
Produits & tarifs Act!
Gestion du pipeline commercial
KPI - Standard et personnalisés
Tableau des opportunités Kanban

REPORTING ET ANALYTICS

Reporting
Act! Insight - Tableaux de bord et Analytics

INTÉGRATIONS

Intégration Office - Exportation vers Excel/Word
Intégration Outlook - Contacts/Calendrier/Email
Intégration Google - Contacts/Calendrier/Email
Act! Connect - Intégration d'applis populaires

ADMINISTRATION ET PERSONNALISATION

Préférences
Gestion des utilisateurs
Editeur de modèles
Champs personnalisés
Tables personnalisées - 9 € utilisateur/mois - facturation annuelle

PLATFORME ET TECHNOLOGIE

Importation des données
API
Synchronisation de bureau (uniquement pour Act! Premium Cloud) - 9 € utilisateur/mois (facturation annuelle
Espace de stockage dans le cloud 6 GB - (uniquement pour Act! Premium Cloud)
Espace de stockage supplémentaire 4 GB (uniquement pour Act! Premium Cloud) - 417 € utilisateur/mois (facturation annuelle)

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.
  • 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.
  • Custom Tables ($10 USD/user/mo)
    Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with Custom Tables.

Platform & Technology

  • Data import tool
    Seamlessly move all the customer information from your current CRM solution into Act! with an intuitive import tool.
  • API
    Enable external services and applications to extend or augment data or functionality to enhance your Act! experience.
  • Desktop Sync –  (for Act! Premium Cloud only) ($10/USD/user/mo)
    Deploy a desktop client and sync data back and forth to the Cloud for maximum flexibility.
  • Cloud Storage – (for Act! Premium Cloud only) (6Gb)
  • Additional Cloud storage per 4Gb – (for Act! Premium Cloud only) ($5 USD/mo)

Marketing Automation

Email marketing
Plus de 170 modèles responsives
Éditeur de modèles interactif
Suivi des emails et indicateurs de performance
Drip marketing1
Concepteur de workflows visuel1
Calendrier de campagne
Fonctionnalités délivrabilité et conformité
Envois d'email supplémentaires (par 2 500/mois) - 12 €/mois (facturation annuelle)2
Domaine supplémentaire (par domaine) - 40 €/mois (facturation annuelle)

Fonctionnalités payantes (Voir tarifs)

Campagnes préconfigurées (€)
Éditeur d'emails HTML (€)
Partage social (€)
Landing pages (€)
Sondages (€)
Gestion des équipes (€)
Marketing Automation vers workflows CRM (€)
Marketing relationnel responsive (€)

Fonctionnalités payantes (suite)

Suivi des actifs (€)
Enregistrement de leads avancé (€)
Gestion des leads et lead scoring (€)
Marketing événementiel (€)
Suivi de l'activité web (€)
Profilage progressif (€)
Tests A/B (€)
  • Email marketing
    Create and send impactful email campaigns proven to drive sales to your Act! 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.
  • 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.
  • Additional email sends – (per 2,500/mo) ($15/mo)
  • Additional domains – (per domain) ($50/mo)

Paid Features (See pricing)

  • 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 categorized library of pre-built landing page templates or design and create your own with step-by-step 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.
  • 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 opt-outs with multiple unsubscribe templates, and so much more.
  • Marketing Automation to CRM workflow ($)
    Automate workflow between sales and marketing to maximize 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, prioritizing 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.
Drip marketing1

Paid Features (Continued)

  • Response-driven nurture marketing ($)
    Build highly personalized, response-driven nurture marketing campaigns with decision trees and one or more actions to let Act! Marketing Automation do the work for you. Campaigns are automatically triggered by recipient responses based on criteria you define. The recipient lists associated with your nurture campaigns are always up-to-date, because any changes made to associated Act! groups are automatically fed into your campaign lists.
  • Asset tracking ($)
    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. Prioritized 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.

Assistance Client
Base de connaissances
Accès aux ressources en self-service (FAQ, guides et vidéos)
Assistance produit par téléphone
Envoi de tickets d'assistance technique
Services professionnels (Varie selon le Partenaire Act!)

Assistance approfondie - 9 € utilisateur/mois

Rendez-vous - assistance configuration
Guide des fonctionnalités par téléphone
Traitement prioritaire
Rappel avec message
Prise de rendez-vous
Assistance produit le samedi - en anglais
  • 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 step-by-step guides to help you get started and continue to learn.
  • Product troubleshooting by phone3
    Call in for product troubleshooting and help accessing resources.
  • Live chat3
    Receive product troubleshooting and help accessing resources via online chat.
  • Support ticket submission
    Submit your tickets through our convenient support system.
  • Professional services ($150/hr)4
    Engage with knowledgeable Act! support reps on a per-hour basis for certain issues outside the scope of your Act! support.

Enhanced Support - $10 USD/user/mo

  • "Getting Started" scheduled call
    Get up and running and be productive quickly with an assist from the experts (New customers only).
  • How-to / feature guidance by phone3
    Get assistance with specific features so you can maximize 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.
  • Saturday phone support
    Consult with knowledgeable support advisors on a Saturday from 9:00 a.m. – 4:00 p.m. Eastern time.
Pas besoin de téléchargement ni de carte bancaire

1 Option Basic limitée, fonction disponible uniquement pour les e-mails.
2 Option Basic limité à 10 000 envois d’e-mails par mois (inclus + payant).

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