Act 2013 Premium and Act 2013 Pro is Retiring September 30th 2015

Upgrade Pricing for Act 2013 Premium (v15.x) and Act 2013 Pro (v15.x) Users Ends September 30th 2015

Upgrade Your Act 2013 Premium or Act 2013 ProAct 2013 is reaching obsolescence which means it will stop being sold by Act! at the end of September and Act! Technical Support will no longer be available at the end of November. Now is the time to upgrade your Act 2013 Premium and Act 2013 Pro to the latest version at significant savings. You will get the latest v17 version with cool new features and compatibility with the current technology Windows 10 and Office 2013. Don’t miss out – as an Act 2013 owner you are eligible for upgrade pricing on the latest version of Act! until the end of September.

Our Favorite Enhancements since 2013 and Key Reasons to Upgrade:

  • Basic Act! Emarketing Account Now Included – integrated emarketing right from your Act! database
  • History List – easy reporting on your histories
  • Calculates Fields – calculations based on age, date, percentage, dollar value, currency, and other data
  • Document Links – link to files on the web such as Dropbox and Sharepoint
  • Refreshed Look – no more Sage green
  • Usability and System Improvements – for speed and productivity
  • Whether you are using Act 2013 Premium or Act 2013 Pro your upgrade options are:

    Act v17 Premium Perpetual Upgrade at $380 per License: this option maintains your license ownership and includes the 1st year of software updates (v18) and Act! Technical Support. There are additional discounts available on multi-user (5, 20, 50 & 100) level purchase.

    Act v17 Premium Subscription Upgrade (Loyalty) at $190 per License per Year: this option does not include license ownership and is an annual subscription for use and includes software updates (v18) and Act! Technical Support for the term. There are additional discounts available on multi-user (5, 20, 50 & 100) level subscription purchase.

    Act v17 Premium Cloud Service at $350 per User per Year: a hosted cloud solution where Act! handles hosting your database for you including updates and tech support. There are additional discounts available on multi-user (5, 20, 50 & 100) level service purchase.

    Act v17 Pro Upgrade at $149.99 per License: this option is for individuals and teams of up to 10 users that do not need the additional security or scalability features of the Premium product. This product does not include software updates or tech support, a 30 Day Act! Technical Support Plan is available.

    To save you even more on your Act! upgrade we have a coupon for an additional discount on our eStore (coupon cannot be applied to the Premium Cloud Service). Contact Us if you need a quote and be sure to place your order before the September 30th deadline.

    How to Import Act Database to an Act Vertical Database

    Using the Import Act Database Feature

    Congratulations on the purchase of an Act Vertical Database customized for your industry. To get started if you have an existing Act database you will need to import it to the Act Vertical Database. Below are some guidelines to using the import Act database feature and the import must be performed using the Act for Windows program as the import Act database feature is not currently available in the cloud product.

    Importing a single user database that hasn’t been customized is a relatively simple process, similar to importing a text file. Importing a multi-user database or if your existing database has been customized is a more complex process. Below are four scenarios with general guidelines for the import of your existing database (source database) to an Act Vertical Database (target or destination database).

    How to Import an Act DatabaseOPTION 1: Single User With No Customizations – From the Act Vertical Database go to the File Menu and select Import, the Import Wizard displays. On the Specify Source dialog select Act! Database, click the Browse Button to select your existing database and enter your log on information. Import the Record Types (Company, Contact, Group, Opportunity) where you have created records and since your database has not been customized you will not need to map your fields – they will automatically map. For your Merge Options for each Record Type Replace with Source or Merge if existing match to clean up any duplicates and if there isn’t an existing match select Add. Be sure to select the checkboxes of Include attachments if you had attached files and Include others users public activities if you were scheduling activities. For more information, please review the knowledgebase article How To Import Contact Data From an Existing ACT! Database Into Another ACT! Database.

    OPTION 2: Single User With Customizations – If your existing database has customized fields that are not in the Act Vertical Database you will need to create the fields in order to retain the data. For more information, please review the knowledgebase article How To Manage Fields in ACT!. Once you have added the fields to the Act Vertical Database, import your data by following the knowledgebase article in Option 1.

    OPTION 3: Multi-User No Customizations – If you have a multi-user database you will want to move the users to retain Record Manager information to the Act Vertical Database. For more information, please review the knowledgebase article How to Import a Multi-User Database and Retain the Record Manager in ACT!.

    OPTION 4: Multi-User With Customizations – First create the custom fields in the Act Vertical Database by following the knowledgebase article in Option 2. Next create the users in the Act Vertical Database by following the knowledgebase article in Option 3. Then import in your data to the Act Vertical Database.

    For more tips and information to use the Import Act Database Feature see the knowledgebase article Best Practices for Import and Exporting Data from One ACT! Database to Another ACT! Database.

    If you would rather have Platinum CRM Consulting take on the task of importing your Act database (or other data sources) for you please contact us for an estimate. We have been importing Act Databases for over 15 years and will bring over your existing database to your new Act Vertical Database.

    How To Start Your Act Premium Cloud CRM Service

    CLICK THE SUBSCRIBE BUTTON to Start Your Act Premium Cloud Service

    CLICK THE SUBSCRIBE BUTTON to Start Your Act Premium Cloud Service

    With Act! Premium Cloud you get on-demand access to the #1 best-selling Contact and Customer Manager in a secure Cloud environment, plus additional included benefits like video training, expert support, automatic upgrades, and nightly backups for a worry-free experience.

    Below are the step by step instructions to start your service:

    STEP 1: Click the Subscribe Button above or click here, a new web page will open and you will be taken to the Act Premium Cloud website.

    Act Premium Cloud Monthly or Annual Pricing

    STEP 2: Determine if you want to subscribe monthly or annually, an annual subscription will save you 2 months of service fees per year (buy 10 months get 2 months free). From the Act Premium Cloud option select either billed monthly (Monthly Subscription) or billed annually (Annual Subscription) from the drop down and then click the Buy Button.

    Act Premium Cloud Number of Users

    STEP 3: Enter the number of active users for your database by clicking the + sign. As you increase or decrease the user count you will see the Subtotal update. There are price breaks for having 5, 20, 50 and 100+ users. After selecting the number of users for your database click the Continue Button.

    Act Premium Cloud Account RegistrationSTEP 4: From the Register web page you will create your Act Premium Cloud account by entering your First Name, Last Name, Company Name, Email Address, Phone Number and create a Password.

    Password must be 8 characters long and contain two of the following: 1 upper, 1 lower, 1 digit or 1 symbol character.

    Once you have filled out the form click the Register Button.

    Act Premium Cloud Account Payment Information

    STEP 5: Enter your payment information and click the Buy Now Button.

    SUCCESS! You will receive an order number and check your email inbox for confirmations.

    One of the emails you will receive is your Act Premium Cloud Welcome notification. This email contains a link for you to set up your database. If you have an Act! database already or purchased one of our Vertical Databases for Act!* you will select the Upload an Act! Database option. If you are new to Act! you can select to create a new blank database or provide a .xls, .xsls or .csv file and upload a spreadsheet.

    Once your database has been configured you will receive a Act! Ready email, click the login button and save the link to your browser’s favorites menu or toolbar for easy access. Now login with your database credentials. Get up to speed with the Act Premium Cloud feature videos and if you want to get more from your Act! Contact Us.

    Start Your Act Premium Cloud Service Today!

    *You can also forward your welcome email to us and we will upload your Vertical Database for Act! for you.

    Act Subscription – CRM Solutions Perfect for Your Business

    Act Subscription CRM SuiteAct! is now offering a new subscription model as way of subscribing to Act! CRM for your business. While you can still purchase licenses (now called perpetual license ownership), now you have an option of Act Subscription for the Premium product as an alternate way to gain access to the Act! Premium software at a lower startup cost. Below lists the Act! Solutions to help you find the perfect one for your business and each solution includes Act! Emarketing Basic Account.

    Act! Premium Perpetual is license ownership and now includes the 1st year of software updates and Act! Technical Support. Previously you had to participate in Act!’s Business Care Plans as a separate option with your license purchase – now these services are bundled together in the price of the license. Premium Perpetual licenses start at $500 per user ($380 for Qualified Loyalty Upgrades) with discounts on multi-user (5, 20, 50 & 100) level purchase. After the first year you will have the option to continue your maintenance and support for another year, Act Subscription at $250 per user ($190 for Loyalty Upgrades) with discounts on multi-user (5, 20, 50 & 100) level renewal. This Act! subscription renewal is similar to what was formerly known as Silver and Gold Business Care Annual Plans. If you opt to not renew your maintenance and support services you will still have access to your program with a perpetual license for the lasted version released prior to your term expiration.

    Act! Premium Subscription does not include license ownership but includes access to the software program with software updates and Act! Technical Support for the term of your subscription. You can subscribe monthly or annually, the annual Act Subscription will include 2 months free when you purchase 10 months. Per User cost for the Act Subscription is $25 per month ($19 for Qualified Loyalty Upgrades) or $250 per year ($190 for Qualified Loyalty Upgrades. Act Subscription will have multi-user (5, 20, 50 & 100) level discounts. Canceling your Act Subscription will discontinue your access to the program at the end of your subscription term.

    Premium Cloud (formerly known as Act! Hosted) Act! handles the hosting for you at a newly reduced per user cost of $35 per month or $350 per year with multi-user (5, 20, 50 & 100) level discounts. With Act! Premium Cloud, you still own your data and have access to a copy of your database at any time. Plus, your Premium Cloud subscription gives you a direct line to Act! Technical Support. Best part? No setup, installs, or upgrades – they automatically take care of it.

    Act! Pro is for individuals and teams of up to 10 users that do not need the additional security or scalability features of the Premium product. Act! Pro is sold by Act! through their distribution channels and as the #1 Act! Diamond Partner in the United States, we are a top distributor of Act! software including the Pro product line and you can continue to purchase your Act Pro v17 licenses through us.

    Act! Vertical Solutions are industry specific Act! Databases that work with the latest release of the Act! Premium Perpetual, Premium Subscription, Premium Cloud and Act! Pro solutions. Currently there are Act! Vertical Solutions for Residential Real Estate, Mortgage, Home Builder and Health Insurance with more being added.

    Cloud Essentials is a simple, cost-effective way to help you get organized, stay connected, and look professional. At a monthly $10 per user cost it’s easy to get started, with no technical hoops to jump through, and no long-term commitment required. Bring your business into focus Cloud Essentials helps you easily consolidate and manage contacts, activities, notes, and history, and connect with prospects and customers in one organized place, accessible from anywhere.

    Act Pro v17 Discontinued… NOT!

    Act Pro v17Last month Act! made changes to the distribution of their products and introduced an additional subscription model for their Premium product line. These changes have led to rumors in the marketplace and one of them is that Act! is discontinuing the Act Pro v17 product line. This is just not true.

    Act! has chosen to no longer offer the Pro product on their website or direct and instead is focusing on the Premium and Cloud product lines. But the Act Pro v17 product is still being sold by Act! through their distribution channels. As the #1 Act! Diamond Partner in the United States, we are a top distributor of Act! software including the Pro product line and you can continue to purchase Act Pro v17 licenses through us.

    In fact now is a great time to purchase the Pro product as Act Pro v17 is promotionally priced at $199.99 for a New License and $149.99 for an Upgrade License. Keep in mind that buying Act! Pro is not a subscription service and you own the license. You can use your Act Pro licensed product for as long as you want, your Act Pro v17 software will not expire.

    While Act! has discontinued Business Care (the former Maintenance and Support options) for the Pro product line they offer a 30 Day Act! Technical Support Plan. Act! v17 Pro is eligible for Act! Technical Support until 11/30/2017 so rest assured if purchasing Act! v17 Pro today that it is a supported product. There has NOT been any announcement whatsoever of the Pro product being discontinued.

    ACT v17 Pro vs ACT v17 Premium – 7 Things to Know Before You Buy ACT CRM

    ACT! CRM has 2 on premise products, ACT v17 Pro and ACT v17 Premium, and we are always asked by potential customers which product is right for their business.

    ACT! publishes the below image to outline the product differences, but we want to provide more information to compare and contrast the products and features.
    Buy ACT v17 Pro or ACT v17 Premium at

    So to assist in selecting the right product for your business below are 7 things to know before you buy:

    1. The number of active users is a determining factor, the Pro product has a limitation of 10 active users in a database. This means if you have more than 10 users you will need the Premium product. If you purchase the Pro product and need to add the 11th user or more you will need to purchase Premium upgrade licenses for the existing Pro licenses – provided your are within ACT!’s Upgrade Policy. Therefore, if your business is growing it would make sense to purchase the Premium product over the Pro at the on-set.

    2. The Pro product has Windows only licensing, Premium has dual licensing for both Windows & Web (including Web Mobile) access. ACT! Premium allows you to do your own web hosting (without the monthly fees of other competing products) where you can deploy the web product with database access through your intranet or internet. With ACT! Premium Mobile you can travel light and stay connected by accessing your ACT! Premium contact, calendar and opportunity details from your iPhone®, iPad® or Android™ device.

    3. The Premium product has Field Level Security that allows you to limit the access to certain Contact, Opportunity, Group and Company fields by users and teams. You can grant full access to those that need to update the field information, read only to those that need to see the information but cannot change the data, or no access to a field which means they cannot see the field within the database or reports. This is a valuable feature if your business works with social security numbers, credit card information or other sensitive data.

    4. The Premium product has Record Level Security that allows you to limit the access to Contact, Opportunity, Group and Company records by users and teams. This is a powerful feature if you want your salespeople to see only their records, sales managers being able to see the records for their direct reports, by territories or if you want to divide the records by different departments or job responsibilities.

    5. Both the Pro and Premium products have the database synchronization feature in which you can create remote databases that synchronize to your master database for disconnected/offline data access. The Pro Product only allows Application Synchronization which means that when a remote synchronizes to the master the ACT! program needs to be open and logged into master database – this is not ideal if the master database is hosted on a server or an unattended machine. The Premium product comes with Synchronization Services (network and internet) which allow the synchronization to occur without the ACT! program being open, the service runs on a host machine/server and listens for the synchronization connection.

    6. The Dashboard is available in both products but the Pro version has a limitation of being only able to view the current user activity and opportunity information, filtering for a different user or multiple users is not an option. With the Premium product you can create Dashboard with multi-user, team, territory, region, and/or department views.

    7. With the Premium product network users have an additional feature of being able to include other users and resources in their activity scheduling and checking on their availability. This is a helpful feature if your business has meetings or calls with your customers or prospects that involves more than one of your users of ACT!.

    You can purchase the latest ACT! CRM v17 Software products with current discounts and promotions from our ACT CRM eStore at and if you have any additional questions please send us a Contact Us form.

    Why You Want To Buy Act v17 With Business Care

    Act v17 is due to release in a short couple of weeks, on October 23, 2014. This next version is set to have many new features and updates designed to turn your marketing efforts into sales and grow your business!

    Swiftpage has made a great leap forward with the Act product line by uniting emarketing with the power of Act and has included an Act Emarketing Basic Account with every Act v17 license. Prior to the release of Act v17, a Basic Emarketing Account had a $10 monthly and now with it being free of charge there’s even more value to your Act v17 license purchase.

    The Basic Act Emarketing Account includes unlimited sends to 500 contacts per month. This easy-to-use emarketing tool allows you to send targeted email campaigns right from your database to a lookup of contacts, groups or companies.

    Your Basic Act Emarketing Account comes with graphical reports that tracks valuable information about your campaigns including opens, clicks and bounces. Kick your campaign results up a notch by subscribing to the Call List feature for $15 per month. The Call List is a real-time display in Act of your campaign recipient scores allowing you to prioritize your follow-up. By selecting a campaign send and the results will be listed by score on the right pane with the hottest leads at the top. Click on one of the hot leads and it will take you to that contact where you can follow-up immediately.

    Act v17 Call List Emaketing

    With Act v17 you can also create Smart Tasks to perform actions based on your Call List results such as send a different email template, schedule an activity, update a field, etc. adding a new and dynamic way of automating your follow-ups.

    Why you want Business Care – Starting with the release of Act v17, Act Business Care subscribers will now receive a $15 credit toward their Act Emarketing service – this means you can have the monthly cost of the Call List covered! This is up to a $180 value and the price for a Bronze Business Care annual subscription for a Act v17 Pro License is $89.25 and Act v17 Premium License is $126.75. So as you can see the annual cost of a Bronze Business Care plan is a lot LESS than the annual cost for the Call List feature. Plus with an active business care plan you will receive all feature pack updates and any new Act version release during the term.

    And for approximately $60 more per license you can upgrade the Bronze plan to Silver and receive unlimited Act Tech Support during the term. For approximately $120 more per license you can upgrade the Bronze plan to Gold and receive unlimited Act Tech Support, access to Advanced Act Tech Support, Act Tech Support Appointment Scheduling and Act Anytime Learning online training courses.

    Now is the best time to purchase Act v17 with Business Care, during the Early Bird period (ending October 23, 2014) Act is offering 30% off v17 licenses when bundled with Business Care. If you attend one of our roadshows you will receive 35% off v17 licenses when bundled with Business Care. Sign-up Today & Save!

    Customers who have active Business Care on October 23, 2014 will receive their Act v17 license, a Basic Act Emarketing Account and a $15 monthly Emarketing Credit automatically.

    ACT Business Care Feature Packs Now Available

    ACT Business Care subscribers can now download the new tools just released in Act! Feature Packs. You must have a current ACT Business Care subscription (Bronze, Silver, Gold) and have ACT 16.1 (version 16 with service pack 1) installed in order to use the new features. As part of your subscription you will receive the new Contact Timeline and Lead Capture Features for the Windows version.

    ACT CRM Contact Timeline Tab

    ACT CRM Contact Timeline Tab

    Feature Pack: Contact Timeline View your interactions at a glance, with an interactive visual timeline. Contact Timeline creates an additional Tab on your contact layout and provides a consolidated view of the Notes, Histories, Activities and Opportunities for the current contact record. Read the Contact Timeline FAQs

  • Easily see all interactions with a particular contact on the new Timeline Tab: meetings, calls, opportunities, etc. all at a glance!
  • Filter to view particular interaction types, such as Opportunities, Histories, etc.
  • Scroll buttons to move forward to see future scheduled items or back to see additional past interactions
  • Easily edit interactions, by double-clicking the item right from the timeline
  • ACT Lead Capture

    ACT CRM Lead Capture Feature

    Feature Pack: Lead Capture Grow your business by easily creating webforms to capture leads from web pages, newsletters, emails, and more! A webform is an online form that you are able to embed into your own web pages and communications for the purposes of allowing prospects and customers to sign up, subscribe, or other incentives that allows you to capture the information they provide. Read the Lead Capture FAQs

  • Easily create webforms to capture leads
  • Copy/Paste HTML into your webpage, newsletter and more!
  • Or, use a hyperlink to our hosted form
  • Extended (Company, First Name, Last Name, Phone and Email) and Basic (Email only) forms included
  • Uses Act! Groups by adding a Lead Capture tab where you will create the form(s) and download the results to your database
  • Lead Capture is a double opt-in which means the form is submitted and an email confirmation is acknoledge prior to the contact being downloaded to the database
  • Updates the downloaded contacts Referred By field with the Webform title
  • Note: To use this feature, customers must also have an active Act! emarketing account.

    Then, use Act! emarketing to quickly send targeted emails, drive new sales, and create customers for life. ACT Business Care subscribers receive $10 per month off of the new ACT! E-Marketing service, covering the cost of a basic account.

    PRO subscribers can download their feature packs here
    PREMIUM subscribers can download their feature packs here

    Need an ACT Business Care plan? Learn more here

    Affordable CRM For Your Business, How to Save Money When Buying ACT! CRM

    ACT! is an affordable CRM and every Business needs a CRM Solution. ACT! is the #1 selling Contact Manager and the best place to buy it is at, the #1 ACT! Diamond Exclusive Partner in the United States. In the below slideshare presentation, Page Swift shows you how to save money on your ACT! Software purchase, making the software even more affordable.

    To get started type in your browser and from the home page, click the buy now tab. This takes you to the online store. In the middle of the screen is where you will find all the ACT Sales, ACT Promotions and ACT Coupons. On the left side of the screen, you can find the current products on sale by clicking the Special Deals button. Or you can also use the Menu Bar to go to a specific product or version.

    Savings Tip: If you are new to ACT or adding to your existing system, you would purchase new licenses. But if you have purchased ACT in the last 2 years an want the latest version, you may qualify for upgrade pricing, a big savings.

    Savings Tip: Volume Discounts — the more you buy the bigger the savings with ACT Price Levels. You can see from the chart on the category and product pages, purchase 5 licenses and you qualify for the Level A discount, purchase 10 and qualify for Level B, and so on.

    Savings Tip: Save 25% on Business Care when you bundle it with your licenses. You can add Bronze, Silver or Gold Software Maintenance and Support plans for the Pro and Premium versions of ACT.

    After making your selections, click on the Basket Contents link and review the products you have selected. There you can update your product quantities or remove any item. You are now ready to click the checkout button. Fill out your contact information and if you billing information is different, complete the bill to section. When finished, click on the Continue button.

    Another Savings Tip: Any available coupon will automatically be listed for you at the top of the screen. To take advantage of the additional savings, enter the Coupon code in the Coupon area and be sure to click on the Redeem button. Your coupon savings will be applied.

    Now select the Download shipping option and your credit card type and click on the Continue button. Enter your credit card information and click the Continue button. Your order number will be displayed and you will emailed an order confirmation.

    Now go back to the home page and see how we can help you with your new ACT Software with our ACT Installation, ACT Database Customization and ACT CRM Training Services.

    ACT 2013 Multi User Free Add-on Promotion

    ACT 2013 Multi User (5 or More Licenses) will include a Free Company Maker and a Free Field Calculator Add-on

    From now until the end of August when you purchase ACT 2013 Multi User (5 or More) Licenses Pro, Premium and Premium with SQL08 you will receive a Free Company Maker for ACT 2013 and a Free Field Calculator Add-ons with your order.

    Visit our eStore for great pricing on ACT 2013 Multi User products and a 10% discount on your entire ACT CRM order!

    ACT 2013 Multi User Pro Discount Promotion ACT 2013 Multi User Premium Discount Promotion

    About Company Maker for ACT CRM

    Since ACT! 2005 when company records were introduced, you can organize your contacts by the company the work for. When you create a company record, you can select contacts that you want linked to that company. Also if you add a contact, you can tell ACT! to create a company from that contact record. This is a great feature but can be time consuming if you have a lot of companies to create or contacts to link.

    This is where Company Maker is a great tool. When you need to create multiple company records and link the associated contact records, Company Maker can complete the task in a couple of clicks. Also very handy when you are doing data imports, Excel imports, Outlook imports, etc..


  • Run the utility for all contacts or a lookup of contact records
  • Link a contacts to existing company records
  • Create a company records they don’t exist and then link the contacts
  • About Field Calculator for ACT CRM

    Produced by The New Hampton Group, this utility is a full-feature “calculator” that uses numeric constants and the contents of fields from ACT! records to perform simple or complex calculations, and save the results into an ACT! field.

    Field Calculator can reference fields on the current Contact record, the current Company record, the Group current record, and the current Opportunity record. Any combination of fields can be used, along with static numbers to perform mathematical functions:

  • Addition
  • Subtraction
  • Multiplication
  • Division
  • Exponentiation, Trig Functions and more
  • Use the intuitive wizard interface to define any number of triggers to activate Field Calculator. Put a trigger on a field activity (enter, change, leave), toolbar icon, menu item or other ACT! events. Triggers can operate on the current record (contact, company, group, opportunity), or current lookup (of contacts, companies, groups, opportunities).