What is the difference between Act! Hosted and Self-Hosted products?

Act! Hosted or Self-Hosted, the terminology can be confusing but all it really means is who will be housing your central database.  Are you going to have Act! host your data on one of their servers or are you going to host your own data on your server or computer?

Act! Hosted products include Act! Growth Suite Cloud and Act! CRM Cloud.  Act! has the required infrastructure to host your central database and provides the secure online access to your data via web or mobile.  You can also have an offline Windows client that will synchronize with the cloud database.  Also, they provide access to the Web API platform that allows users to connect Act! to other business productivity tools.  Act! will perform the backups, maintenance and upgrades so you don’t have to.

Self-Hosted products include Act! Growth Suite CRM and Act! CRM subscriptions.  You will need to host your own central database on a server or computer that meet the current system requirements.  If you want to have Web and Mobile access you will need to have the infrastructure necessary to run web services, a public access point (domain or IP address) and an SSL certificate – see the Web Administrator’s Guide for more information.  You will also need to install and host your own Act! Web API for access to additional Act! CRM features. Let’s not forget the important stuff like you will need to perform your own backups, maintenance and upgrades.

Act! Pro is a self-hosted only product. You must host your own data and it is installed on a local server or computer. With Act! Pro there are no subscription only features (Act! Technical Support, Act! Software Upgrades, WebAPI integration tools) and is a Windows only software that does not have Web or Mobile deployment options. See our article on the Act! CRM vs. Act! Pro features.

Whether Act! Hosted or Self-Hosted – the Act! Growth Suite and Act! CRM Subscription costs are the same. The questions to consider are:  Do you have the infrastructure to Self-Host? Do you have the IT personnel in place to support your Self-hosting? What would the additional costs be to put these into place?

Save time and money with Act! Hosted products.  You get instant online access to Act! in a modern, secure Cloud environment – no IT needed, no hardware required, just an affordable subscription.

You can purchase the latest Act! Hosted and Self-Hosted products with current discounts and promotions from our Act! CRM eStore at www.actplatinum.com and if you have any additional questions please send us a Contact Us form.

Act! CRM Subscription – Why You Should Subscribe vs Buy Act! CRM

Act CRM SubscriptionAct! CRM Subscription- Flexible CRM For Your Business

Gone are the days of walking into a local office supply store and purchasing business software off the shelf and using that software for a long period of time. With the onset of Microsoft Operating System and Office products daily updates (an exaggeration – but it seems like it) it is hard to buy software today and have it continue to be compatible with other computer software tomorrow.

Older version Act! customers are used to buying Act! as a perpetual license – this was the long-established model used to purchase software. You pay for your software license and had the right to use it as long as you wanted or as long as it would function. Although perpetual licenses had a history of being used for a long period of time, now they have a short lifespan and within few years eventually become obsolete, due to factors such as compatibility with operating systems or other business applications and manufacturer support of the software. Furthermore if your version has reach obsolescence adding more users will not be an option with the outdated software – not a good situation for a growing business.

Continuing to use a version which is no longer supported means that service packs and updates will not be provided which as a result exposes you to risks including loss of integration, features not functioning properly or the program just stops working – can your business afford not having your customer data available? As a result you may need to upgrade more frequently for the continued use of the software and the compatibility with other of business applications.

For the last several years Act! has had a subscription model available that includes software upgrades as they are released, exclusive features and Act! Technical Support rolled into an annual price, thus doing away with compatibility or obsolescence issues. With the Act! CRM Subscription licensing model you pay an annual per user fee which allows you to use the software during the subscription term. The key difference with the subscription model and the perpetual model is that you don’t own the software, instead you rent it. Subscription replaces the planned (or unplanned) costs of buying software and support with annual subscription payments making the software with the included services more affordable.

The Act! CRM Subscription model offers better affordability with a predictable payment schedule, becoming an ordinary part of your business operational expenses. Think of it as an insurance policy and paying an annual premium to keep your business software running.  Also scalability is not an issue – if your business is growing you will be able to add more users with the purchase additional seats.

Act! CRM Subscription Products

Unlike other competitive products, Act! Subscription does not mean a Cloud Only solution. With Act! CRM Subscriptions you will have Windows, Web and Mobile solutions with either the Act! Hosted or a Self-Hosted option.  With the Act! Hosted CRM Subscription Act! will host your database and provide the technology necessary for you to access via a compatible web and mobile browsers. This also includes a local install of the software with a database that synchronizes with the hosted database and the database can also be networked for multiple computer access. With the self-hosted, on-premise  option the software and data resides on your server or central computer and networked desktops.  You can setup synchronization and also deploy your own web and mobile access – all the software is included with the self-hosted subscription.

You can learn more about Act! Growth Suite and Act! CRM Subscription options and features at:

You can buy Act! CRM Subscription Products at our Online Store

See the pricing on our Act! CRM Subscription online store and our exclusive customer discount.

Your Act CRM Subscription Benefits

Act! CRM Subscription Benefits

Your Act CRM Subscription Benefits

Thank you for being an active Act CRM subscriber. We appreciate your business and want you to know what is included with your Act Growth Suite Subscription or Act CRM Subscription. With your subscription there are plenty of opportunities at your fingertips for you to get the most from Act! CRM and below is an outline to help you use your benefits.

Act! Technical Support
Your Act! subscription comes with Act! Technical Support – consult with knowledgeable support advisors ready to help quickly resolve technical issues. Phone support 866-873-2006 and live chat are offered 8:30 a.m. to 8:30 p.m. ET Monday through Friday. Please reference your company’s Act! Customer Account Number when contacting support. You can also find answers in Act!’s self-service KnowlegeBase, visit at http://kb.act.com to find solutions to common problems.

Unlimited Access to Training Resources
You have access to Act!’s extensive library of online training resources, including 100+ training videos. Training videos cover both Windows and Web features and applicable whether you are self-hosted or using Act!’s hosted cloud service. The training library link for the Windows product training is at http://training-act.com/act/act-lib-prem and Web product training is at http://training-act.com/act/act-lib-cloud

Stay Connected with the Tools & Popular Apps
Act! has a Web API platform, allowing for connections to business productivity tools to help you extend the power and reach of Act!, streamlining efficiency. Active subscribers will have exclusive access to Act!’s library of third party integrations for ecommerce, social media, sales & marketing, and much more. Your subscription also includes the enhanced features of Act! Companion mobile app, Act! Insight for real-time metrics and the Ask Act! Amazon Alexa voice integration. Visit the Connect Library at http://training-act.com/act/act-lib-con for more information on using connections for your business.

Software Upgrades
Software updates and upgrades with new features and compatibility are included with your subscription. Act! CRM subscriptions – for both on-premises and Cloud deployments- automatically entitle you to the latest Act! version and platform updates, new services and integrations, and continuous improvements based on customer feedback. Product announcements can be found at Act!’s “What’s New” page https://www.act.com/products/whats-new and Act! product downloads, hot fixes, updates and documentation are found at the Act! Download Center https://www.act.com/resources/downloads

As one of our customers we will be sending a renewal invoice approximately 30 days prior to your subscription renewal date. If you are not currently an Platinum CRM Consulting customer, we can help manage your Act CRM Subscription or Act CRM Cloud Subscription account and we provide our customers with discounted pricing on their Act! subscription products.

Your subscription benefits cover the nuts and bolts for your Act! product with support, training, features and upgrades. For personalized assistance, training, add-on products, customizations or consulting to ensure Act! works best for your business we are here to help, please Contact Us for an estimate on additional services.

Getting Started with Act! CRM is Easy

Getting Started with Act! CRMGetting Started with Act! CRM

Act! CRM – 3 Steps and Grow!

By implementing a CRM system you and your and staff can easily share information to track and manage business contacts and focus on sales – improving relationships and the bottom line. Act! is a simple to learn and easy to use a CRM solution and getting started is easy!

1. Pick Your Product

Select the Act! product that is right for you:

Act! Growth Suite – Act! Hosted or Self-Hosted, Act! Growth Suite delivers Act! Marketing and Act! CRM on a single integrated platform at a great price. The Growth Suite products also include the Act! Technical Support service, automatic updates and upgrades, and subscriber-exclusive features. Purpose-built for small and mid-sized businesses, Act! Growth Suite provides the ultimate toolset to build relationships, maximize engagement, and drive business growth.

Act! CRM Cloud – Act! Hosted Web, Mobile and Windows for all size users and workgroups. Get up and running quickly with Act! providing the infrastructure to host your database and delivers the Web and Web Mobile access for you and your users. You can also have an offline client (a remote database that is installed on a Windows machine), one offline client per cloud subscription, that synchronizes with the central database being hosted with Act!. An active Act! Cloud subscription includes the central database hosting service, software use, Act! Technical Support, Act! Connect to connect with hundreds of popular apps, and Act! software updates during the term.

Act! CRM Subscription – Self-Hosted Windows, Web and Mobile for all size users and workgroups. You have the ability to deploy via Windows on a local network or laptops with remote databases synchronizing to the central database. You also have the ability to deploy via Web and Web Mobile by including a web server and users will have real time access to the central database through their browser or mobile browser. An active Act! CRM Subscription includes software use, Act! Technical Support, Act! Connect to connect with hundreds of popular apps, and Act! software updates during the term.

Act! Pro – Windows only product for single users or small workgroups. 30 Days of Act! Technical Support is available for an additional $40 but does not include Act! Connect or software updates.

Pricing for Act! CRM products can be found on our eStore. And remember, purchasing through our online store will save you 5% on your Act! CRM order using the discount code KEEP5.

2. Implement/Install
With the Cloud product a new database will be created or you can upload your existing Act! database and you are up and running. With the Self-Hosted Growth Suite or CRM products you will install the Act! program and if you run into any installation issues you can utilize Act! Technical Support included with your purchase (Act! Pro requires an additional Support purchase). Once Act! is installed then you will create a new database or update your existing Act! database to the latest version.

Have data to import? Act! can import your contacts from common file types or from another Act! database.

3. Training
Each product comes with a video training library to learn the Act! program features.

Act! CRM is the proven, trusted choice of entrepreneurs, sales teams, and small and mid-sized businesses, because it can be tailored to fit unique business and industry needs. Need customizations? We have a staff of expert consultants that can help design a database for your specific needs – contact us to discuss your project.

Or check out our predesigned databases for the Residential Real Estate, Commercial Real Estate, Mortgage, Insurance and Financial industries that work with Act! Growth Suite, Act! CRM Cloud, Act! CRM Subscription and Act! v21 Pro.

CRM for Real Estate – Grow Your Residential Real Estate Business

Real Estate CRM-CRM for Real Estate AgentsCRM for Real Estate

Customer Relationship Management (CRM) is at the heart of what it takes to be successful in the real estate industry.
Whether you’re developing new prospects, maintaining relationships, managing multiple listings, following up with buyers and sellers or just trying to keep all your appointments straight, growing your business is easier with CRM.

Common office software products serve extremely important purposes but are not meant to be utilized as a Customer Relationship Management (CRM) system.  Using Outlook or Excel spreadsheets to manage your Residential Real Estate business is not only an inefficient way of building those important contact relationships but you are also losing out on potential opportunities.  Using a spreadsheet (or even worse – a shared spreadsheet) makes it difficult to know what updates were made, when they were made and who made them leading to errors, loss of information and gaps in providing a comprehensive picture of your business’ contacts, listings and closings.

CRM is specifically designed to be a central hub of critical business information and capture every interaction between you and your team with your contacts and transactions.  By implementing a CRM system agents, brokers and staff can easily share information to track and manage business contacts and focus on closings – improving relationships and the bottom line.

So how can you improve your relationships with CRM?  Details are important and with a CRM for Residential Real Estate you can capture anything that is essential to your business. Details such as contact and property information, leads, activities, emails, notes, transactions, documents and so much more.  Clients want to feel important and just think of the experience your contact will receive when they call into your office and you or your team member is able to quickly access their information that has their latest interaction whether it be an email received or an offer submitted.

In your competitive industry don’t let stuff fall through the cracks – CRM for Real Estate helps you stay on top of your calendar and improve your follow-up.  Track and prioritize meetings and activities associated with your contacts and transactions to stay productive. Benefit from alerts that keep you up to speed and on top of your commitments.

Be more organized by having your CRM link your contacts with their property transactions – whether they own the property or multiple properties, or are purchasing a property or multiple properties.  Keeping an inventory of properties and contacts will allow you to quickly find owners or sellers and match them to potential buyers or investors – all within the organized information contained in your CRM database.

Keeping a database full of referral partners, clients, investors and leads with the ability to match buyers and sellers means creating more opportunities.  More opportunities lead to improving your pipeline and closing more business. Your Residential Real Estate CRM will help you manage every stage of your sales process from leads to searches to offers to closings, completing activities in each stage to keep transactions moving. CRM dashboards give you a graphical view of your pipeline with summary totals and drill down feature to be able to work with a specific transaction. Forecast, analyze performance and track your progress within the CRM to improve your closings.

Just listed a new property? Then you will want to notify your potential buyers, leads and/or business partners and the easiest way is to send an email campaign announcing the new property for sale.  Your Residential Real Estate CRM system needs to have an integrated emarketing service so you can look up the appropriate contacts and send out the email notification – without having to export and import lists between another marketing system.

Improve your business with a CRM system that works for you – Act! CRM is a perfect fit for your Residential Real Estate business because it’s flexible. Unlike other CRM solutions, you have the freedom to tailor Act! to your specific needs whether it be in the cloud, on your local computer or both.

Act! CRM is an award winning solution that helps businesses build lasting relationships, fuel business growth, and make informed decisions. Built on top of Act! our Real Estate Agents database has been designed for the Residential Real Estate industry. By selecting Act! with our Real Estate database you will have a CRM for Real Estate system that can be implemented quickly AND you will the ability to customize the database further for your unique business needs.

CRM for Real Estate, for more information on Act! for Residential Real Estate can be found at:   http://actplatinum.com/Real_Estate_CRM.html