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Affordable products and plans that fit the unique ways you work.

Act! is feature-rich, customizable platform that’s perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! accommodates all the unique ways you do business.
If you prefer the convenience and peace of mind of a cloud-based solution where we handle all the technical details and nightly backups, Act! CRM Classic is for you!

Price may vary by region and currency.

Act! CRM Classic

Standard

Full-featured CRM + eMarketing

$30

USD/user/mo
(billed annually)
Includes:
  • Relationship & Task Management
  • Opportunity Management
  • Email Template Library & HTML Editor
  • Office & Google Integration
  • Dashboards & Analytics
  • Act! Companion Mobile App
  • Team Management
  • Marketing Automation (Optional)
  • Digital & Phone Support
  • 4Gb Cloud Storage
  • 10,000 Emails/mo

Act! CRM Classic

Expert

Advanced CRM + eMarketing

$45

USD/user/mo
(billed annually)

Everything in Standard, plus:

  • Advanced Sales Pipeline Management
  • Custom Sales KPIs
  • Custom Dashboards & Analytics
  • Advanced Customization
  • Custom Queries
  • Marketing Automation (Optional)
  • Priority Support
  • 6Gb Cloud Storage
  • 25,000 Emails/mo
Try it free
866-528-3309

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

Compare Act! CRM Classic plans

ALL FEATURES
SOME FEATURES – NOT INCLUDED
  • All Features
  • Some Features – Not Included 




	
	

		
		

			

				
				
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					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 List & 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															

									
									
Notifications and alerts ensure you stay on task and on time throughout your day.

								

														

							

								
																	
																		
																																								

						

											
						

							
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.

								

														

							

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																	Custom
																		
																																								

						

											
						

							
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.

								

														

							

								Custom
																	Custom
																		
																																								

						

											
						

							
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.

								

														

							

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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.

								

														

							

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REPORTING & ANALYTICS

										
						

							
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.


								

														

							

								Standard2
																	Custom
																		
																																								

						

																															
INTEGRATIONS

										
						

							
Office integration - Export to Excel/Wor															

									
									
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 app															

									
									
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.

								

														

							

								Partial3
																	
																		
																																								

						

											
						

							
Benutzerdefinierte Tabellen															

									
									
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
																		
																																								

						

																															
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

								

														

							

								
																	
																		
																																								

						

											
						

							
Cloud storage														

							

								4GB
																	6GB
																		
																																								

						

											
						

							
Additional Cloud storage per 4GB														

							

								$5/mo
																	$5/mo
																		
																																								

						

																		

				
					

				

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					Marketing				

								

					
											
																			

			

			

																								
EMARKETING (INCLUDED)

										
						

							
Email sends/mo															

							

								10,000
																	25,000
																																								

						

											
						

							
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.

									

															

							

								
																	
																																								

						

											
						

							
Turnkey campaign																	

										
										
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.

									

															

							

								
																	
																																								

						

											
						

							
Drip marketing																	

										
										
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 designer 																	

										
										
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.

									

															

							

								
																	
																																								

						

											
						

							
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 (OPTIONAL)

										
						

							
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.

									

															

							

								
																	
																																								

						

											
						

							
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.

									

															

							

								$99/mo




																	$99/mo




																																								

						

											
						

							
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!.

									

															

							

								$149/mo
(includes $99 package)
																	$149/mo
(includes $99 package)
																																								

						

											
						

							
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.

									

															

							

								
																	
																																								

						

																															
SERVICES & ADD-ONS

										
						

							
Additional email sends															

							

								Add'l 2,500 sends/mo
$10/mo
																	
																																								

						

											
						

							
Additional domain (per domain)															

							

								$50/mo
																	
																																								

						

											
						

							
SMS - phone number + 500 sends/mo																	

										
										
Send SMS text messages as an option in your campaign workflow for appointment reminders, survey links, or promotional announcements.

									

															

							

								$625/mo
																	
																																								

						

											
						

							
SMS - per additional 500 sends/mo															

							

								$5/mo
																	
																																								

						

																		

				
					

				

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					Customer Support				

								

					
											
																			

			

			

																							
						

							
Getting started webinars / Q&A																	

										
										
Get up and running and be productive quickly with sessions designed to assist with onboarding and adoption.

									

															

							

								
																	
																																								

						

											
						

							
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.

									

															

							

								
																	
																																								

						

											
						

							
Knowledgebase 																	

										
										
Browse help topics and search for answers to frequently asked questions.

									

															

							

								
																	
																																								

						

											
						

							
In-product ticket submission																	

										
										
Submit tickets from the MyAccount in-product interface (Act! administrators).

									

															

							

								
																	
																																								

						

											
						

							
Web chat 4																	

										
										
Receive product troubleshooting and help accessing resources via online chat.

									

															

							

								
																	
																																								

						

											
						

							
Product support by phone 4																	

										
										
Call in for product troubleshooting and help accessing resources.

									

															

							

								
																	
																																								

						

											
						

							
Product support via remote access 5																	

										
										
Receive support via remote access, by agreement with your rep.

									

															

							

								
																	
																																								

						

											
						

							
Product support via remote access																	

										
										
Consult with knowledgeable support advisors on a Saturday from 9:00 a.m. – 4:00 p.m. Eastern time.

									

															

							

								
																	
																																								

						

											
						

							
Appointment setting																	

										
										
Set a time that works best for your schedule to get answers when it’s most convenient for you.

									

															

							

								
																	
																																								

						

											
						

							
Voicemail call back																	

										
										
Erhalten Sie einen auf Sie zugeschnittenen Service von Act! Spezialisten mit Abrechnung auf Stundenbasis. Professional Services werden von Channel-Partnern angeboten. Preise und Verfügbarkeit variieren. Die Kontaktdaten der Channel-Partner finden Sie unter: https://www.act.com/de-de/partner/channel-partner-suchen.

									

															

							

								
																	
																																								

						

											
						

							
Priority queuing																	

										
										
Jump to the front of the line when you call in.

									

															

							

								-
																	
																																								

						

											
						

							
Professional services 6																	

										
										
Receive a service specific to your needs from Act! specialists, charged on a per hour basis.

									

															

							

								$150/hr
																	$150/hr
																																								

						

																		

			






				

				

				

				

									
1 Excludes add/remove chart capabilities.

2Standard charts and views only; cannot create new charts or views.

3Edit/delete only; cannot create new fields.

4US: M-F 7:00am-8:00pm Eastern; UK: 8:00am-8:00pm.

5Remote support is not available for users on Mac devices. 

6Each Professional Services session is billed a minimum of one hour; no pro-rations or partial hour billing.