Act! CRM & Marketing Automation in One | Act! CRM Authorized Partner
Get your Customer Relationship Management (CRM) and Email Marketing in one integrated, powerful platform with Act!. Optimize your communications with prospects and customers to drive business growth.
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Act! CRM Classic
Act! Cloud Solution

Act! CRM Classic – an Act! Cloud Only Solution

Act! CRM Classic Product Details and Pricing

 

Act! CRM Classic products are for Customers that have an existing Act! Database (including New Customers that want our Free Upgraded Act! Database or one of our Vertical Industry Databases) or Customers that want additional features not available in Act!’s standard CRM cloud product.

 

Customer Relationship Management made easy. Everything you need to market like a pro, turn leads into sales, and win raving fans for life.

 

When CRM meets powerful Email Marketing, staying in front of your customers and prospects is easy! Act! CRM provides a great toolset to run and grow your business. The Act! CRM Classic subscription products includes both CRM and Email Marketing at great pricing!

Act! CRM Classic is an all-in-one sales and marketing platform that provides small and mid-sized companies with everything they need to run and grow their businesses.

Get organized—and get busy.

 

A place for everything and everything in its place.

 

You used to track emails in one system, sales deals in another.. the list goes on.  Now you have a place for everything related to your business.  Your customer details, emails, notes about your accounts, attachments, campaign results, and even industry-specific data are all organized and easily searchable.

 

Need the details from the office or on the road – You’re covered.  Want to work seamlessly with business apps like Outlook, Slack and Quickbooks Online?  You guessed it, you’re covered there too.

 

 

Market like a pro.

 

Powerful tools to attract business and promote your brand.

 

Need to get the word out about your business, but don’t know where to start?  It’s easier than you think! Send impactful emails that promote your products or services and look professional, without a big budget or marketing expertise.

 

Act! CRM optimizes all the ways you communicate with prospects and customers with the included Act! Email Marketing feature to maximize engagement and drive business growth.  Engage contacts with response-driven nurture marketing campaigns – all sent to targeted lists in your Act! CRM automatically using criteria and triggers you define.

 

Watch as the Email Marketing features turn real-time response metrics into actionable items – alerting you of new prospects, prioritizing your follow-ups, and delivering a composite view of customer engagement in a single solution.

 

Act! CRM Classic Subscription Plans Include:

Full-featured CRM + eMarketing
  • Standard

  • $30USD
  •  $30 Month/User ($360 billed annually)

     

    INCLUDES:

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

Advanced CRM + eMarketing
  • Expert

  • $45USD
  • $45 Month/User ($540 billed annually)

     

    INCLUDES:

    • Everything in Standard plus:
    • Advanced Sales Pipeline Management
    • Custom Sales KPIs
    • Custom Dashboards & Analytics
    • Advanced Customization
    • Custom Queries
    • 6Gb Cloud Storage
    • Priority Support
    • 25,000 Emails/mo
    • Marketing Automation (Optional)

ACT! CRM CLASSIC FEATURE COMPARISON CHART

CRM FEATURES

Act! CRM Classic Features

Standard

Expert

RELATIONSHIP & ACTIVITY MANAGEMENT

Customer Management

X

X

Task & Activity Management

X

X

Calendar

X

X

Notes & History

X

X

Companies

X

X

Relationship Timeline

X

X

Secondary Contacts

X

X

In-Context Maps & Web Info

X

X

Call List & Hot Leads

X

X

Notifications & Alerts

X

X

Act! Companion Mobile App

X

X

Welcome Page - User Dashboard

Standard* (1)

Custom

Mail Merge

X

X

GROUPS & SEARCH

Search & Lookups

X

X

Groups & Filters

X

X

Dynamic Groups

Custom

Custom

Advanced Queries

--

X

OPPORTUNITY & PIPELINE MANAGEMENT

Opportunity Management

X

X

Sales Process Management

X

X

Products & Pricing

X

X

Sales Pipeline Management View

--

X

Sales KPIs - Standard & Custom

--

X

Sales Opportunity Kanban Board

--

X

REPORTING & ANALYTICS

Reporting

X

X

Act! Insight -Dashboards & Analytics

Standard* (2)

Custom

INTEGRATIONS

Office - Export to Excel/Word

X

X

Outlook - Contacts/Calendar/Email

X

X

Google - Contacts/Calendar/Email

X

X

Act! Connect - Popular Apps Integration

X

X

ADMINISTRATION & CUSTOMIZATIONS

Preferences

X

X

User Management

X

X

Team Management

X

X

Layout Designer

X

X

Custom Fields

Partial* (3)

X

Custom Tables

$10/user/mo

$10/user/mo

PLATFORM & TECHNOLOGY

Data Import Tool

X

X

API

X

X

Cloud Storage

4Gb

6Gb

Additional Cloud Storage (per 4Gb)

$5/mo

$5/mo

*NOTES

(1) Excludes add/remove chart capabilities.

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

(3) Edit/delete only; cannot create new fields.

MARKETING FEATURES

Act! CRM Classic Features

Standard

Expert

eMARKETING (Included in Plans)

Email Sends Per Month

10,000

25,000

Email Marketing

X

X

170+ Responsive Templates

X

X

Interactive Template Editor

X

X

Email Tracking & Metrics

X

X

Turnkey Campaigns

X

X

HTML Email Editor

X

X

Social Sharing

X

X

Landing Pages

X

X

Surveys

X

X

Drip Marketing

X

X

Visual Workflow Designer

X

X

Campaign Calendar

X

X

Team Management

X

X

Deliverability & Compliance Tools

X

X

MARKETING AUTOMATION (Optional Packages)

Marketing Automation to CRM Workflow

Packages A & B

Packages A & B

Response-driven Nurture Marketing

Packages A & B

Packages A & B

Asset Tracking

Packages A & B

Packages A & B

Advanced Lead Capture

Packages A & B

Packages A & B

Lead Management & Scoring

Packages A & B

Packages A & B

Event Marketing

Packages A & B

Packages A & B

Website Activity Tracking

Packages A & B

Packages A & B

Progresssive Profiling

Package B

Package B

A/B Testing

Package B

Package B

SERVICES & ADD-ONS

Per Additional 2500 Email Sends/mo

$10/mo

$10/mo

Additional Domain (per Domain)

$50/mo

$50/mo

SMS : Phone Number + 500 Sends/Mo

$6.25/mo

$6.25/mo

SMS : Per Additional 500 Sends/Mo

$5/mo

$5/mo

*NOTES

(Package A) $99/mo billed annually $1,188/year per Account

(Package B) $149/mo billed annueally $1,788/year per Account

SUPPORT FEATURES

Act! CRM Classic Features

Standard

Expert

CUSTOMER SUPPORT

Getting Started Webinars / Q&A

X

X

Self-Service Guides & Video Tutorials

X

X

Knowledgebase

X

X

In-Product Ticket Submission

X

X

Web Chat

X

X

Product Support by Phone* (4)

X

X

Product Support via Remote Access* (5)

X

X

Saturday Phone Support

X

X

Appointment Setting

X

X

Voicemail Call Back

X

X

Priority Queuing

--

X

Act! Support Professional Services* (6)

$99/hr

$99/hr

*NOTES

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

(5) As required based on Act! Support's Scope of Services, not available for Mac devices.

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

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ACT! CRM CLASSIC PRODUCT FEATURES

(click on a TAB to see more details)

Act! CRM Rich Contact Management

Rich Contact Management

Keep rich contact details, emails, documents, notes, history, activities, social media updates, and more in one, easy to find place – the Act! contact record.

Use Groups and Companies to segment your database.

Groups and Companies
Organize similar contacts into groups and companies to segment your database for better data organization and to deliver targeted communications.

Act! Marketing Automation - Campaign Management

Marketing Automation
Optimize your customer lifecycle from initial engagement to retention and loyalty with email marketing outreach in each step. Let Act! Marketing Automation do the work for you with marketing campaigns – all sent to targeted lists in Act! automatically. Campaigns are triggered based on criteria you define, leading recipients down a highly personalized path.

 

Setup simple ad-hoc email blasts or drip marketing campaigns for one-off or single path communications as needed. 

 

Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor, Landing Pages, Surveys

Act! CRM Calendar and Activities Tracking

Calendar and Activity Tracking

Track and prioritize meetings and activities associated with your contacts to stay productive. Benefit from alerts that keep you on top of your customer commitments.

Opportunities Tracking

Track probability of close, products, lead source, status, and more for every opportunity for total visibility and control of your sales pipeline.

Sales Process

Manage opportunities using an out-of-the-box process or one you customize to meet your internal sales process. You can create multiple custom processes for different types of products or services, even for different departments or divisions. Complete activities in each stage of the sales process to keep deals moving.

Dynamic Sales Pipeline Management (EXPERT TIER)

Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often. Project revenue, adjust your strategy, and quickly focus your efforts with the new Pipeline view featuring in-context KPIs, an interactive sales funnel, an actionable sales pipeline with drag-and-drop, and advanced filtering.

Reports

Stay in the know with 50+ preconfigured reports or create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email.

 

List Views have the 1 click Export to Excel feature for quick and easy reporting.

Insight Dashboards

See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with interactive, graphical dashboards – a valuable active subscriber benefit!

Stay Connected

Act! Companion Mobile App

Act! Companion

Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile CRM app designed for iPhone, iPad, and Android. Best part, Act! Companion is included in your Act! CRM subscription at no extra charge!

Act! Connect

Connect with hundreds of popular apps that extend the power and reach of Act! Premium – a valuable subscriber benefit! Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! Premium CRM and the apps of your choice. Let Act! Connect do the heavy lifting, while you enjoy the benefits of enriched customer data.

SOME FINE PRINT…

  • Delivery | When you purchase the Act! CRM Classic subscription we will receive notification from Act! and then contact you to verify if you want the Free Upgraded Database.   You can also send an email to sales@actplatinum.com with your account details. Upon confirmation we will upload the Upgraded Database to your account and send you an email letting you know it is ready for use.
  • Features | All features in the Free Upgraded Database are available for customers that purchase the Act! CRM Classic Expert tier subscription, Standard tier subscription may have some feature limitations.
  • New Customers Only | The Upgraded Database is intended for New Act! Customers.  For Existing Act! Customers please contact us for options and costs.
  • Data Import | Act! provides importing tools with their products for self-service.  If you require assistance with your import we offer import services at an additional cost.  Please contact us to discuss requirements and to receive an estimate.