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*
$30
$40 (Cloud w/ desktop sync)
USD/user/mo
(billed annually)
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
- Personalized onboarding session
- 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*
$37.50
user/mo
(billed annually)
Experience the security and control of an on-premises 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
- Personalized onboarding session
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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.
Act! is CRM and Marketing Automation all in one.
Select the perfect-fit Act! Marketing Automation
plan for your business.
AMA Basic
The basics for creating professional looking outbound marketing campaigns.
Included
Included
*Basic
2,500 emails/mo to unlimited contacts. 2 See feature chart for details.
AMA Select
Go beyond the basics with response-driven marketing campaign automation.
$79 $49**
per account/month
per account/month
*Select
25,000 emails/mo to unlimited contacts. See feature chart for details.
AMA Complete
Automatically create sales activities based on marketing campaign response.
$199
per account/month
per account/month
*Complete
50,000 emails/mo to unlimited contacts. See feature chart for details.
AMA Advanced
The most sophisticated marketing automation tools plus expert consultation services.
$399
per account/month
per account/month
*Advanced
100,000 emails/mo to unlimited contacts. See the feature chart for details.
Already a subscriber? To upgrade your Act! Marketing Automation plan,
call us at 866-530-2718 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.
$10 per user/month*
Custom Tables
Maintain industry-specific data like insurance policies, service contracts, mortgages, projects, and more.
$10 per user/month*
SMS4Act! Text Messaging
Use integrated SMS text messaging to send and record personalized messages directly from Act!.
$19 per month**
Additional Cloud Storage
(Act! Premium Cloud only)
Get additional Cloud storage per 5Gb
$4 per month*
Hybrid w/ Desktop Sync
(Act! Premium Cloud only)
Deploy a desktop client and sync data back and forth to Act! Premium Cloud.
$10 per activation/month*
Linktivity Solutions
(Act! Premium Cloud only)
Create interactive quotes, forms, event registrations, and self-service calendar booking with Linktivity.
$22.50 per user/month*
*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 866-530-2718
Looking for more add-ons? Check out our other Act! Apps
Keep connected with Act! Mobile Apps
Stay productive and up-to-date from anywhere
Quickly find contacts, stay on top of tasks, and keep opportunities advancing 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.
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Task & activity management Track and prioritize calls, meetings, and to-dos—all associated with your contacts.
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Calendar See exactly what you have planned for the day from your Act! calendar.
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Notes & history Keep a detailed record of interactions with customers and prospects so you have a full picture of each relationship.
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Companies Associate Contacts with their respective Companies to understand and manage engagements comprehensively.
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Relationship timeline See a visual chronology of all activities and communications associated with a customer or prospect.
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Secondary contacts Record basic information about people associated with a contact without creating a new contact record.
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In-context maps & web info See real-time information from the Web, in-context within each contact record - maps, social profiles, and more.
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Call lists & Hot Leads Zero in on your most interested leads with intelligent Call Lists that rank campaign recipients by level of engagement.
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Notifications & alerts Notifications and alerts ensure you stay on task and on time throughout your day.
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Act! Mobile App Stay connected to key Act! details from wherever you work with a mobile app for iPhone®, iPad®, and Android™.
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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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Mail merge Send personalized communications to contacts or groups with unique data from their individual customer records.
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SMS Text Messaging Send text messages for promotions, appointment reminders, order updates, and more. Automatically track sends and replies for follow-up and reference.
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Starting at $19 / mo |
Online forms & surveys Streamline the collection of customer data and generate leads with customizable forms for quote & service requests, surveys, and much more. Includes Link2calendar for self-service calendar booking.
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Starting at $22.50 / month (Cloud only) |
Online event management Make planning online events such as webinars, training sessions, virtual trade shows, and more, a breeze. From marketing to attendees, managing RSVPs, publishing event details, and sending reminders. Includes Link2calendar for self-service calendar booking.
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Starting at $22.50 / month (Cloud only) |
GROUPS & SEARCH | |
Search & lookups Find what you need in an instant with powerful search options.
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Groups & filters Organize similar contacts into groups for targeted communications or sales initiatives.
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Dynamic groups Organize similar contacts into dynamic groups based on criteria you define.
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Advanced queries Perform custom, comprehensive database queries, including searching multiple field types and ranges concurrently.
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Opportunity & Pipeline Management | |
Opportunity management Capture and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal.
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Sales process management Manage opportunities using a simple, out-of-the-box sales process or one configured to fit your company’s sales methodology.
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Products & pricing Capture and manage your catalog in Act! and associate products and pricing to Opportunities.
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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.
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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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Quotes Generate standard quotes in .doc format using optional Microsoft Word integration.
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Advanced interactive quotes Close more business with customizable online quotes. Includes automated follow-up activity scheduling & customer reminders, quote dashboards & reports, and secure payment processing. Includes Link2calendar for self-service calendar booking.
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Starting at $22.50 / month (Cloud only) |
Reporting & Analytics | |
Reporting View and customize 80+ out of the box reports - from contact lists to activity reports to sales performance metrics.
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