Looking for the flexibility and control of an on-premises CRM solution?
Check out Act! Premium! Drill into key feature areas through this self-guided tour that you can navigate at your convenience. Simply select one of the tabs below, then click on the pulsing dots to learn more about the powerful sales and marketing features available in Act! Premium.
A welcome screen with most important information displayed in an easy to consume manner allowing users to manage their day and stay on top of crucial tasks.
Drill through to Act! List views or send dashboards to PDFs with one click for further analysis.
New users have the ability to insert demo data to experience Act’s full potential right away.
Hot leads are populated from your Marketing Automation activity in real time, including email opens, email clicks and landing page form completions.
Keep rich contact details in one easy to find place – the Act! Contact Record.
Capture and easily reference complete relationship details, including activities , opportunities, history, notes, documents and more.
Find what you need with powerful search capabilities.
Navigate to all Act! features from the side bar with ease.
Creat new contacts, calls, meetings and more with quick action buttons.
Unlock the full potential of Act! with custom tables, enabling you to bring complex data sets, unique business processes and specialized industry pratices together in Act!.
Select from pre-built campaign workflows with all steps included and relevant email templates attached.
Get started with 170+ mobile responsive email templates that fit your industry, business and communication style.
Build highly personalized, responsive-driven nurture marketing campaigns with decision trees and one or more actions to let Act! Marketing Automation do the work for you.
See the interactions of both identified andanonymous visitiors on your website today, yesterday, this week, last week or the last 30 days.
Creat new contacts, calls, meetings and more with quick action buttons.
Measure engagement of YouTube vides and PDs to pinpoint your companies most impactful marketing assets.
Forecast and track sales opportunities to stay on top of all new leads.
View your opportunities in detail, list or pipeline view.
View the total count and value of all open opportunities in your pipeline view with the interactive sales funnel.
Focus on the most relevant sales details with in-context KPIs that provide an instant roll-up of metrics based on filters you apply.
Drag and drop opportunity tiles to progress deals through stages. Drill into any opportunity for more detail.
Guide decision making with rich, actionable insights from interactive, graphical Act! Insight dashboards.
See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss anaylsis and more.
Personalize your dashboards with filter for date range, activity types , products and users shown.
Drill-through to Act! List views or send dashboards to PDF with one click for future analysis.
Dig deeper with preconfigured reports with the report designer. Export reports to Microsoft Excel, html, pdf and email.
Pricing & Features
Full-featured Act! Premium helps you build lasting relationships, close deals faster, and make informed business decisions.
Add Act! Marketing Automation to optimize all the ways you communicate with prospects and customers to maximize engagement and drive business growth!
Full-featured CRM for individuals and teams
Do you have questions or want a product demo?
Speak with an Act! specialist.
Entry-level email marketing capabilities to help you get the word out and stay in touch.
2,500 emails per month to unlimited contacts
- Email marketing
- 170+ responsive templates
- Interactive template editor
- Email tracking & metrics
- Drip marketing 1
- Visual workflow designer 1
- Campaign calendar
- Deliverability & compliance tools
Powerful marketing automation features to engage your customers and grow your business
25,000 emails per month to unlimited contacts
Includes Basic features, plus:
- Turnkey campaigns
- HTML email editor
- Social sharing
- Landing pages
- Drip marketing
- Visual workflow designer
- Team Management
Full-featured marketing automation and time-saving CRM workflow to connect your sales and marketing efforts
50,000 emails per month to unlimited contacts
Includes Select features, plus:
- Marketing automation to CRM workflow
- Response-driven nurture marketing
- Asset tracking
- Advanced lead capture
- Lead management & scoring
- Event marketing
- Website activity tracking
Sophisticated marketing automation features and valuable consulting services to fast-track your success
100,000 emails per month to unlimited contacts
Includes Complete features, plus:
- Progressive profiling
- A/B testing
*The Act! Marketing Automation subscription fee shown above is per account, billed annually. There is no per user fee for this service. The 25% discount applies to first year of Act! Marketing Automation paid plans, or for the remainder the current Act! subscription term. Offer can not be applied to Growth Suite plans or existing Act! Marketing Automation plans. Offer ends March 31, 2022.
|Relationship & Activity 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.
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.
Associate Contacts with their respective Companies to understand and manage engagements comprehensively.
See a visual chronology of all activities and communications associated with a customer or prospect.
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.
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.
Organize similar contacts into dynamic groups based on criteria you define.
Perform custom, comprehensive database queries, including searching multiple field types and ranges concurrently.
|Opportunity & Pipeline 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|
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.
|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|
Tailor the way Act! operates for you, your team, or your company for maximum productivity.
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.
Customize the way your customer information is viewed by configuring fields, labels, backgrounds, picklists, images, and more.
Add custom fields to capture data specific to your business or industry needs.
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.
Enable external services and applications to extend or augment data or functionality to enhance your Act! experience.
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.
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.
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.
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.
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.
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.
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.
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.
|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.
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.
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.
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!.
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)||$15/mo2|
|Additional domains (per domain)||$50/mo|
|Self-service resources - Guides & video tutorials
Get guidance whenever you need, with 100+ video tutorials and step-by-step guides to help you get started and continue to learn.
Browse help topics and search for answers to frequently asked questions.
|Online support tickets
Submit your tickets through our convenient support system.
Receive product troubleshooting and help accessing resources via online chat.
|Product troubleshooting by phone3
Call in for product troubleshooting and help accessing resources.
|Getting started scheduled call
Get up and running and be productive quickly with an assist from the experts (New customers only).
|Feature guidance by phone3
Get assistance with specific features so you can maximize your use of Act! and drive results.
|Product support via remote access4
Receive support via remote access, by agreement with your rep.
|Saturday phone support
Consult with knowledgeable support advisors on a Saturday from 9:00 a.m. – 4:00 p.m. Eastern time.
Set a time that works best for your schedule to get answers when it’s most convenient for you.
|Voicemail call back
Leave a message, we’ll hold your place, and call you back when you get to the front of the queue.
Jump to the front of the line when you call in.
Engage with knowledgeable Act! support reps on a per-hour basis for certain issues outside the scope of your Act! support.
Do you have questions or want a product demo?
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