Getting Started with Act! Premium Cloud

View the short videos below to make the most of your trial.

Step 1: Getting Started with Act! Premium Cloud

Everything you need at your fingertips

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Step 2: Manage Contacts and Groups

  • Keep contact info and associated notes, history, activities, documents, opportunities, and social media updates in one organized place
  • Customize your contact layout with over 60+ fields
  • See a full view of your interactions with a customer in a single view
  • Easily organize contacts and prospects into Groups


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Step 3: Schedule Activities

  • Efficiently manage your calendar and track calls, meetings and to-dos - all tied to your contacts
  • Set reminders so you never miss a beat
  • Integrate with Outlook® for a comprehensive schedule


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Step 4: Send an Email Campaign

  • Effectively reach your customers and prospects with powerful, easy-to-use emarketing tools
  • Use the Contacts, Groups, and Lists you already manage in Act! to easily send targeted email campaigns
  • Create professional, eye-catching email campaigns using our unparalleled drag-and-drop template editor
  • Record results to Act history and view insightful, actionable metrics


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Step 5: Automate with Smart Tasks

  • Automate key follow-up activities based on dynamic criteria you define
  • Options like:
    • Automatically send email campaigns
    • Schedule follow-up activities
    • Assign contacts to a new owner
  • …and more!


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Step 6: Review your Dashboards

  • Get dynamic, up-to-date performance metrics
  • Customizable so you can see excatly what's most important to you
  • Visual and numerical representations available
  • Take action right from the dashboard to save time


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Buy Act! Premium Cloud Today

Act! has a solution that’s perfect for your business. The Act! suite of solutions works the way you work – with ultimate flexibility to meet all your payment, deployment, and access needs. And, with expert support, intelligent recommendations, and rich integrations with the business tools you rely on every day, Act! fits neatly into your business.

  • Contact & Customer Management
  • Calendar & Activity Management
  • Opportunity Management
  • Sales Process Automation
  • Notes & History
  • Lookups & Groups
  • Email Marketing & Social Integration
  • Reporting & Dashboards
  • Integration with Outlook®, Google™, Dropbox and more!
  • Mobility
  • Marketplace Apps

Buy Now by logging into your Act! user account or call us at 866-873-2006.

Ready to buy? Call us at 866-873-2006 or