Act! CRM Self-Hosted - Act! CRM Authorized Partner
Looking for a flexible CRM for your business? Act! CRM is a full-featured, everywhere access CRM for small and mid-sized businesses. You can host your data on your network and provide online, offline and mobile access with the software for you to host in-house.
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Act! CRM Self-Hosted

Act! CRM Self-Hosted Solution

Product Details and Pricing


To support a varying set of user needs (including connected, disconnected, and mobile access) and maintain maximum flexibility, organizations can deploy Act! CRM in a mixed web and desktop environment. With the Self-Hosted CRM solution you can host your own data on your network with your server(s) and/or computer(s).

Full-featured Act! CRM helps you build lasting relationships, close deals faster, and make informed business decisions. Providing small and mid-sized companies with what they need to run and grow their businesses.

Act! CRM Self-Hosted solution is for organizations that have the infrastructure and want to host their own data to efficiently share information among their users whether they are in or out of the office. Act! for Web works either as a standalone product or in conjunction with Act! for Windows – giving your organization the freedom to choose how to deploy your CRM solution.


To support a varying set of user needs (including connected, disconnected, and mobile access) and maintain maximum flexibility, organizations can deploy Act! CRM in a mixed desktop and web environment. Mixed scenarios provide instant anywhere, anytime access through Act! for Web, while allowing disconnected/offline access using Act! for Windows for users who need this functionality. Furthermore, in this deployment, both Act! for Windows and Act! for Web users share a common database and customizations to layouts, reports, and fields, enabling IT to administer and customize one environment and allowing users flexibility in their access method.

Act! CRM Subscription Includes:

  • Full-Featured CRM
  • Self-Hosted cloud, on-premise and hybrid options
  • Software Upgrades
  • Compatibility Updates
  • New Features
  • Companion Mobile App
  • Act! Technical Support
  • Exclusive Act! Insider Membership Benefits

Self-Hosted Solution
  • Act! CRM

  • $30USD
  • Mo/User
    (billed annually)


    • Rich account management
    • Calendar & activity tracking
    • Dynamic sales pipeline management
    • Act! Insight analytics
    • Office, Outlook®, & Google™ integration
    • Data import tool


(click on a TAB below to see more)

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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.

Groups and Companies
Organize similar contacts into groups and companies to deliver targeted communications.

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.

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.

Opportunities Tracking

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


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.

Act! Companion Mobile App

Dynamic Sales Pipeline Management

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.

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!

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! Growth Suite subscription at no extra charge!

Act! Connect

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


Comprehensive Marketing Campaign Management
Optimize your customer lifecycle from initial engagement to retention and loyalty with automated outreach in each step. Let Act! Marketing Automation do the work for you with response-driven nurture 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. Share campaigns on your social sites to extend your reach or embed social links in your campaigns to drive traffic to your social networks.


Key Features: Email Marketing, Drip Marketing, Response-driven Nurture Marketing, Social Sharing

Visual Workflow Designer & Interactive Template Editor
Create beautiful, mobile-friendly email campaigns with the interactive template editor where you can customize colors and fonts, and add free, high-quality stock photos from a library of over 500,000 options. Start with one of 25 sample templates or import and edit your existing HTML templates with the WYSIWYG editor.


Setup custom nurture streams with the visual campaign workflow designer, providing a graphical representation of your communication flow. Preview email campaigns before sending with both mobile and desktop views to ensure your images and content render perfectly.


Key Features: Interactive Template Editor, WYIWYG Editor, Visual Workflow Designer, Mobile & Desktop Preview

Effective Lead Capture, Scoring & Nurturing
Grow your audience with effective lead capture forms and surveys that feed contacts and responses into Act! automatically. Advanced forms and surveys allow further actions in Act!. Notify Act! users and create Act! activities and opportunities automatically as recipients respond.


Identify your most interested prospects with lead scoring based on campaign engagement, survey/web form responses, and website interactions. Prioritized leads are pushed into Act! groups automatically for easy sales follow-up.


Key Features: Lead Forms, Surveys, Lead Scoring, Multi-stage Lead Profiling

Time-Saving CRM Workflow with Prioritized Sales Follow-up
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 you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaign and website interactions or completed lead forms and surveys.


Key Features: CRM Workflow, Prioritized Sales Follow-up

Real-Time Response Metrics & Actionable Customer Insights
Understand what’s working and how you can improve your marketing strategy over time with real-time metrics covering opens, clicks, and comparative stats per campaign. Individual campaign results automatically push to Act! contact records for a detailed interaction history. Perform A/B tests to pinpoint your most impactful subject lines and content to continually improve the effectiveness of your campaigns.


Identify prospects on your website in real-time to engage with them when they are most interested, because web visits feed into lead scoring profiles and create activities for sales follow-up in Act! automatically.


Key Features: Real-time Campaign Metrics, A/B Testing, Website Activity Tracking & Analytics

Deliverability & Best Practices

Rest-assured your campaigns will reach inboxes, because Act! Marketing Automation is backed by an expert delivery team to help you manage your sender reputation and achieve outstanding delivery rates. Plus, you’ll have access to numerous helpful tools for GDPR compliance, spam analysis, managing opt-outs, and so much more.


Get started with ease, because you get concierge service from onboarding experts who help you get set up, logged in, and started right away. Fast-track your success with expert guidance around sender reputation, inbox delivery rates, and other essential deliverability topics.


Enhance your Self-Hosted CRM with Marketing Automation

(Per Account Subscription and Not Per User Fee)


Powerful Marketing
  • Select

  • $79USD
  • Mo/Account
    (billed annually)


    Powerful marketing automation features to engage your customers and grow your business


    • 25,000 emails per month to unlimited contacts
    • Turnkey campaigns CRM
    • Drip marketing
    • HTML email editor
    • Visual workflow designer
    • Social sharing
    • Landing pages & surveys
    • Campaign calendar
    • Deliverability & compliance tools

Select features, plus:
  • Complete

  • $199USD
  • Mo/Account
    (billed annually)


    Full-featured marketing automation and time-saving CRM workflow to connect your sales and marketing efforts


    • 50,000 emails per month to unlimited contacts
    • Marketing automation to CRM workflow
    • Response-driven nurture marketing
    • Advanced lead capture
    • Lead management & scoring
    • Asset tracking
    • Event marketing
    • Website activity tracking

Complete features, plus:
  • Advanced

  • $399USD
  • Mo/Account
    (billed annually)


    Sophisticated marketing automation features and valuable consulting services to fast-track your success


    • 100,000 emails per month to unlimited contacts
    • Progressive profiling
    • A/B testing
    • Deliverability & marketing onboarding session