Customer Relationship Management made easy. Everything you need to market like a pro, turn leads into sales, and win raving fans for life.
When proven 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 subscription products includes both CRM and Email Marketing at great pricing!
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, on the road, or even when you’re disconnected? You’re covered. Want to work seamlessly with business apps like Outlook®, Slack™, and QuickBooks® Online? You guessed it, you’re covered there too.
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 turns 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.
$15 Month/User ($180 billed annually)
or
$22 Month/User ($22 billed monthly)
INCLUDES:
$30 Month/User ($360 billed annually)
or
$40 Month/User ($40 billed monthly)
INCLUDES:
$45 Month/User ($540 billed annually)
or
$55 Month/User ($55 billed monthly)
INCLUDES:
(click on a TAB to see more details)
Imagine this—a top customer calls unexpectedly, but you don’t sweat it. In an instant you’re informed and prepared with a comprehensive view of all their interactions with your company, no matter where you are. With all this rich information, you personalize conversations and build trust, because you know things like which products they have, when their contracts are expiring, the last time you spoke, even down to their birthday and kids’ names. You nailed it! All your customers think they’re your best and most valued.
Rich Contact Management
Keep rich contact details, emails*, documents, notes, history, activities, and more in one, easy to find place – the Act! contact record.
*Outlook or Google Requires Act! CRM Standard or Expert Subscription Level
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 and subsequently to a close.
Opportunities Tracking
Track probability of close, products, lead source, status, and more for every opportunity for total visibility and control of your sales pipeline.
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.
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. You take it a step further to really set yourself apart from the competition and build the perfect journey for your customers with automated outreach in each step. Your results only get better over time, because real-time metrics tell you what’s working and what’s not. Plus, you have the tools to capture new leads, profile your prospects progressively, and turn website visitors into paying customers—just like a marketing pro!
Email Marketing
Create and send impactful email campaigns proven to drive sales to your Act! contacts.
170+ Responsive Templates
Get started with 170+ mobile responsive email templates that fit your industry, business, and communication style. Choose from a diverse library of promotional, transactional, webinar, and enewsletter email templates for building campaigns.
Interactive Template Editor
Edit existing or build your own mobile responsive email campaigns using the interactive template editor.
Email Tracking & Metrics
View real-time campaign metrics, covering opens, clicks, and comparative stats per campaign or company-wide against a time range you apply to understand the success of campaigns and improve your marketing strategy over time.
Turnkey campaigns
Quickly jumpstart your marketing efforts using turnkey, pre-built campaigns that make it easy to schedule and send sales promotions, prospecting emails, webinar or event invitations, welcome emails, recurring newsletters, and much more.
HTML Email Editor
Import and edit existing HTML campaign templates using the WYSIWYG email editor or build new HTML campaigns from scratch.
Social Sharing
Publish campaigns to social sites like Facebook, LinkedIn, and Twitter to engage your company’s social networks and expand your reach. Drive traffic to social networks with social buttons in the footer of your campaigns.
Landing Pages
Select from a categorized library of pre-built landing page templates or design and create your own with step-by-step guidance. Embed lead capture forms to grow your prospect database. New leads are automatically added to Act! once a form is completed.
Surveys
Create online surveys and polls using multiple question types, including radio buttons, sliders, ratings, and more to gather information about prospects and customers. As a result, responses can be mapped to fields in Act! automatically for richer prospect and customer profiles.
Drip Marketing
Build multi-stage drip campaigns using the visual workflow designer for example to send a series of automated campaigns or communications to prospects and customers. View email statistics and manage subscribers in each stage of your drip campaigns.
Visual Workflow Designer
Use the visual workflow designer, providing a graphical representation of your company’s communication flow, to easily build drip or nurture campaigns. Edit existing stages or add new ones from this intuitive workflow view.
Campaign Calendar
Know when campaigns are being sent with the marketing calendar, displaying planned campaigns in day, week, and month views. Filter by user, single send campaigns, or recurring campaigns. In addition drill into any campaign for more detail.
Deliverability & Compliance Tools
Rest-assured campaigns will reach inboxes, because Act! Marketing Automation is backed by an expert delivery team that helps you manage your company’s sender reputation and as a result it gives you outstanding delivery rates.
Access numerous tools to help with GDPR compliance, spam analysis, managing opt-outs via the unsubscribe designer, and so much more.
Stop guessing which deals will close each month. Focus on your most valuable opportunities to hit your sales goals every month! Hot leads end up in your hands while they’re ready to buy, because your marketing and sales efforts are fully connected. And, because you track and manage every detail of your open opportunities, you forecast accurately, uncover potential issues and opportunities, and quickly adjust your strategy with ease. You even identify trends from any deals you’ve lost. Don’t worry, everyone on your team advances deals through a standardized sales process you define.
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.
*Feature Requires Act! CRM Expert Subscription Level
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!
*Feature Requires Act! CRM Standard or Expert (customizable) Subscription Level
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.
*Feature Requires Act! CRM Standard or Expert Subscription Level
When you purchase an Act! CRM (Cloud) subscription we will be notified by Act!. We will send you and email from sales@actplatinum.com confirming you want the Upgraded Database to be uploaded to your account. Once the Upgraded Database has been uploaded you will receive an email from sales@actplatinum.com that the database is ready for you to login.
All features in the Free Upgraded Database are available for customers that purchase the Act! CRM Expert tier. Customers that purchase Act! CRM Essentials or Standard tiers may experience some limitations due to restrictions within the CRM functionality.
The Upgraded Database is intended for New Act! Customers. For Existing Act! Customers please contact us for options and costs.
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.
