Customer Relationship Management made easy.
Act! Premium Cloud has the tools needed to market like a pro, turn leads into sales, and win raving fans for life.
Many people track emails in one system, sales deals in another and the list of programs can go on. Now you have a place for everything related to your business. Your customer details, emails, notes, attachments, campaign results, and even industry-specific data are all organized and easily searchable.
With internet access have instant online access to your Act! data. In addition to Act! Premium Cloud you’re covered with the included Act Mobile App.
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Starting at $30/month per user (billed annually)
No matter which option you choose you don’t have to worry about building your team or your company because adding users is easy. Information can be shared or limited between users for example each user or team could be limited to viewing only their records. You can control the sharing of all the records or only some of the records across the company.
CRM |  | CLOUD | CLOUD & DESKTOP | DESKTOP |
RELATIONSHIP & ACTIVITY MANAGEMENT | ||||
Customer Management | | Y | Y | Y |
Task & Activity Management | | Y | Y | Y |
Calendar | | Y | Y | Y |
Notes & History | | Y | Y | Y |
Companies | | Y | Y | Y |
Relationship Timeline | | Y | Y | Y |
Secondary Contacts | | Y | Y | Y |
In-Context Maps & Web Info | | Y | Y | Y |
Call Lists & Hot Leads | | Y | Y | Y |
Notifications & Alerts | | Y | Y | Y |
Act! Mobile App | | Y | Y | Y* |
Welcome Page - User Productivity Dashboard | | Y | Y | Y |
Mail Merge | | Y | Y | Y |
GROUPS & SEARCH | ||||
Search & Lookups | | Y | Y | Y |
Groups & Filters | | Y | Y | Y |
Dynamic Groups | | Y | Y | Y |
Advanced Queries | | Y | Y | Y |
OPPORTUNITY & PIPELINE MANAGEMENT | ||||
Opportunity Management | | Y | Y | Y |
Sales Process Management | | Y | Y | Y |
Products & Pricing | | Y | Y | Y |
Sales Pipeline Management View | | Y | Y | Y |
Sales KPIs - Standard & Custom | | Y | Y | Y |
Sales Opportunity Kanban Board | | Y | Y | Y |
Quotes | | Y | Y | Y |
REPORTING & ANALYTICS | ||||
Reporting | | Y | Y | Y |
Act! Insight -Dashboards & Analytics | | Y | Y | Y |
INTEGRATIONS | ||||
Office Integration - Export to Excel/Word | | Y | Y | Y |
Outlook Integration - Contacts/Calendar/Email | | Y | Y | Y |
Google Integration - Contacts/Calendar/Email | | Y | Y | Y |
Outlook & Google Integration for Apple Mac OS users | | Y | Cloud | -- |
Integration with Popular Apps | | Y | Cloud | Y* |
ADMINISTRATION & CUSTOMIZATIONS | ||||
Preferences | | Y | Y | Y |
User Management | | Y | Y | Y |
Layout Designer | | Y | Y | Y |
Custom Fields | | Y | Y | Y |
Multi-Factor Authentication | | Y | Y | Y |
| $10/user/mo | $10/user/mo | $10/user/mo | |
PLATFORM & TECHNOLOGY | ||||
Data Import | | Y | Y | Y |
API | | Y | Y | Y* |
Secure AWS Hosting | | Y | Cloud | -- |
Automatic Upgrades | | Y | Cloud | -- |
Nightly Backups | | Y | Cloud | -- |
Additional Desktop Sync/Activation (billed annually) | | $10/user/mo | $10/user/mo | -- |
Cloud Storage Included | 15Gb | 15Gb | -- | |
Additional Cloud storage per 5Gb (billed annually) | $4/mo | $4/mo | -- | |
ADD-ON PROGRAMS | ||||
| $22.50/user/mo | $22.50/user/mo | ||
| $22.50/mo | $22.50/mo | ||
| $22.50/mo | $22.50/mo | ||
| From $19/mo | From $19/mo | From $19/mo | |
*NOTE FOR SELF-HOSTED ACT! PREMIUM DESKTOP SUBSCRIBERS - YOU MUST RUN YOUR OWN WEB API TO USE FEATURE | ||||
MARKETING AUTOMATION | | BASIC | SELECT | COMPLETE | ADVANCED |
MONTHLY COST (billed annually)* | Included | $79 | $199 | $399 | |
Monthly Email Sends (unlimited contacts) | | 2,500 | 25,000 | 50,000 | 100,000 |
170+ Responsive Templates | | Y | Y | Y | Y |
Interactive Template Editor | | Y | Y | Y | Y |
Email Tracking & Metrics | | Y | Y | Y | Y |
Drip Marketing | | Y | Y | Y | Y |
Visual Workflow Designer | | Y | Y | Y | Y |
Campaign Calendar | | Y | Y | Y | Y |
Deliverability & Compliance Tools | | Y | Y | Y | Y |
AI Writing Assistant | | -- | Y | Y | Y |
Turnkey Campaigns | | -- | Y | Y | Y |
HTML Email Editor | | -- | Y | Y | Y |
Social Sharing | | -- | Y | Y | Y |
Landing Pages | | -- | Y | Y | Y |
Surveys | | -- | Y | Y | Y |
Team Management | | -- | Y | Y | Y |
Response-Driven Nurture Marketing | | -- | Y | Y | Y |
Marketing Automation to CRM Workflow | | -- | -- | Y | Y |
Asset Tracking | | -- | -- | Y | Y |
Advanced Lead Capture | | -- | -- | Y | Y |
Lead Management & Scoring | | -- | -- | Y | Y |
Event Marketing | | -- | -- | Y | Y |
Website Activity Tracking | | -- | -- | Y | Y |
Progressive Profiling | | -- | -- | -- | Y |
A/B Testing | | -- | -- | -- | Y |
Add Email Sends 2,500/month (billed annually) | $15/mo limit 3 | $15/mo | $15/mo | $15/mo | |
Each Additional Domain (billed annually) | $50/mo | $50/mo | $50/mo | $50/mo | |
*NOTE FOR SELF-HOSTED ACT! PREMIUM DESKTOP SUBSCRIBERS - YOU MUST RUN YOUR OWN WEB API TO USE FEATURE | |||||
CLICK HERE for Act Tech Support’s Scope of Services
ACT! CUSTOMER SUPPORT | | STANDARD | ENHANCED |
MONTHLY COST (billed annually)* | Included | $10/User | |
Knowledgebase | | Y | Y |
Self-Service Portal (FAQs, Guides & Videos) | | Y | Y |
Act! Product Error Troubleshooting By Phone* | | Y | Y |
Live Chat* | | Y | Y |
Support Ticket Submission | | Y | Y |
Personalized Onboarding Session | | Y | Y |
Product Troubleshooting By Phone* | | -- | Y |
How-to / Feature Guidance By Phone* | | -- | Y |
Priority Queuing | | -- | Y |
Voicemail Call Back | | -- | Y |
Appointment Setting | | -- | Y |
Extended Hours Phone Support | | -- | Y |
Act! Support Professional Services** | | $175/hr | $175/hr |
*Act! Customer Support Hours M-F 8:30-8:00 Eastern **Each Professional Services session is billed a minimum of 1 hour, no pro-rations or partial hour billing NOTE 1: ActPlatinum.com offers Service Contracts that is at a lower hourly cost compared to Act! Support Professional Services NOTE 2: ActPlatinum.com Professional Services covers more than Act! Support - Please Review the Scope of Technical Support offered by Act! | |||
NOTE: Images shown are Act! Premium Cloud with our FREE Upgraded Database
CONTACT MANAGEMENT
LEADS, PROSPECTS, CUSTOMERS AND MORE
Keep the important details on your Leads, Prospects, Customers, Vendors, Suppliers, and Referral Partners. As well as the contact information for anyone else you do business with. Act! Premium CRM software is a central place for your business data to keep you and your team organized.
You also have all the standard CRM features of Notes, Histories, Activities and Calendars, Documents and more!
In addition, the program has powerful search features and you can find any data anywhere in the database.
SALES PIPELINE
DYNAMIC PIPELINE VIEW TO TRACK YOUR SALES
See a visual depiction of your Opportunities organized by sales stage with the actionable Sales Pipeline. You can quickly drag-and-drop tiles to progress each one through the associated stages.
In addition, you have the ability to work on a specific Opportunity in the Detail View and multiple Opportunities in the List View. Manage every stage of your sales process to keep your Opportunities moving to close. Use as is or easily customize for your unique sales or business process.
EMAIL MARKETING AUTOMATION
MARKET TO YOUR CONTACTS – BASIC PLAN INCLUDED
You won’t need another email service because the CRM software has it built in. It eliminates the tedious process of exporting lists and importing results as it is all contained within your database. Even better is that the Basic plan with email campaigns is included so you can market right away.
Marketing automation helps you streamline the entire marketing process. This enhances your ability to generate new leads, close more sales, and add to your bottom line – all while freeing up your team to focus on other tasks. Send the right message at the right time – let people know when you have new products or services!
Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor
CALENDAR AND TASK LIST
STAY ON TOP OF YOUR SCHEDULE
One of the CRM’s key features is its ability to schedule activities and help you to focus and manage your time. Track and prioritize your meetings, calls and other activities with your Contacts and stay productive. You will be able to set alarms and bring attention to important items so they are not overlooked.
Create activities and link them to Contacts, Companies, Opportunities and Groups. Assign tasks to team members and view everyone’s schedule on a team calendar.
Your calendar can synchronize with Outlook or Google which is an included feature in the CRM.
EMAIL INTEGRATION
OUTLOOK OR GOOGLE – LOG YOUR COMMUNICATIONS
The CRM includes email integration that captures your emails to and from your Contacts. This happens by using your email as normal – there is no need to bcc yourself that is required by some of the other competitors.
By using Outlook after sending or receiving an email the CRM keeps the details in the history of the Contact record. These histories are kept even if the emails are deleted or moved from your email program.
By integrating with Outlook or Google you and your team can use the powerful features of creating contacts, syncing activities as well as recording inbound and outbound emails.
REPORTING MADE EASY
CUSTOMIZABLE CHARTS & GRAPHS – TRACK YOUR SUCCESS
Insight Dashboards provide valuable insight across a range of financial, performance, and operational metrics. Allows you to see dynamic, visual snapshots of sales productivity and performance, sales pipeline health, win/loss analysis, and more. It has an advanced dashboard builder which allows you to quickly create more granular, custom analytics dashboards so you can visualize more of your data, gain more meaningful insights, and react quickly to changing business conditions.
The CRM also comes with 50+ preconfigured reports. In addition, the List Views have a one click Export to Excel feature for quick and easy reporting.
MOBILE APP – CRM ON THE GO
STAY ORGANIZED ON THE ROAD
Stay connected to key CRM details – add and update information from wherever you are with the Act! Premium Cloud Mobile App. Calendar and task management on-the-go. Add, edit, and manage opportunities. Utilize the proximity search radius to filter geo locations and associated contact records.
This Act! Premium Cloud Mobile App* is designed for iPhone, iPad, and Android devices. The Mobile App is at no extra charge and included as part of your Act! Premium Cloud CRM subscription.
Act! is the leading CRM system with an integrated marketing automation platform for today’s business professionals, providing more CRM and marketing features for the price point. See for yourself!
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! Premium Cloud subscription products includes both CRM and Email Marketing at a great price!
First step is to make your purchase to start your Act Premium Cloud Account. After your order has been processed you will receive a ‘Welcome’ email from Act!. This email will contain a link for you to upload your existing Act! database.
Next step is to backup your existing Act Database. If the database backup zip file is less than 2GB you can use the automated process to restore the database to the cloud. If the backup file is over 2GB then Act Support will need to be contacted in order form them to provide you a link to upload your database.
Once your database has been uploaded it will be restored to the Cloud service and you will receive a “Database Ready” email from Act!
Act Premium Cloud Purchase – When you purchase the Act Premium Cloud subscription the order is processed. Once the account has been setup you will receive a “Welcome” email from Act! with login instructions.
If your order included the Free Upgraded Database we will upload the Upgraded Database to your account. Then send you a “Ready” email letting you know it is ready for use.
The Free Act Upgrade Custom Database is intended for New Act Premium Cloud Customers. But if you are an existing Act Customer please contact us for options and costs.
Although Act! provides basic import tools within their products these are for self-service. But if you need help with your import or have data to migrate let us know. In addition to providing guidance we also offer data services for an added cost. So please contact us to discuss your project and to then receive an estimate.
