0
  • No products in the cart.
Total:$0.00
Act! Premium Desktop CRM Software | Pricing and Features
23785
page-template,page-template-full_width,page-template-full_width-php,page,page-id-23785,theme-bridge,bridge-core-3.0.9,woocommerce-demo-store,woocommerce-no-js,qode-page-transition-enabled,ajax_updown_fade,page_not_loaded,,columns-4,qode-child-theme-ver-,qode-theme-ver-29.7,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-7.9,vc_responsive
 

Act! Premium Desktop Software
Features and Pricing

Act! Act! Premium Desktop CRM Software – Your Data on Your Network

Act! Premium On Premise CRM Product Details and Pricing

 

No matter the term used Act Premium Desktop, Act Premium On Premise or Act Premium Self Host they mean the same thing – you host your own data on your network.  All installed on your server, computer, laptop or a mix of Windows devices.

 

Act! Premium Self Host is the only CRM software that supports a varying set of user needs.  Namely, online, offline and mobile access thus being the most flexible compared to other CRMs.  Companies can deploy the Act! Premium Software in a mixed web and desktop model providing instant anywhere and anytime access.

 

Furthermore in this model type of both Act! for Windows and Act! for Web users share a common database. In addition, any changes to layouts, reports and fields are shared. Therefore enabling you to administer and customize one environment.

Act! Premium Cloud CRM Software

WHY ACT! PREMIUM FOR WINDOWS SOFTWARE?

Customers are at the heart of any business. And managing them is at the core of any customer relationship management (CRM) solution. Full-featured Act! Premium CRM Software helps you build lasting relationships.

In addition, keep rich contact details, track activities, manage sales closing deals faster and make informed business decisions. Act! Premium Desktop CRM help businesses convert customers and improve customer retention. Likewise, to decrease costs and increase your bottom line.

Act! is a robust CRM and Marketing Automation software platform. It provides organizations with what you and your team need to stay organized. Most importantly you will have the vital tools to grow your business and at a lower cost than other competitors.

Ready to buy Act!?  BUY IT NOW ->
Buy Act! Premium Desktop Products from our secure online shop.

<- TRY IT NOW is a FREE 30 day trial of Act! Premium Desktop product.
No credit card required.

ACT! PREMIUM DESKTOP PRICING

$39/month per user (billed annually)

Choosing Act! Premium Desktop 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.

CLICK TO SEE CRM FEATURES

CRM FEATURES

CRM 

Hover for More Information

CLOUD

CLOUD & DESKTOP

DESKTOP

RELATIONSHIP & ACTIVITY MANAGEMENT

Customer Management

Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place.

Y

Y

Y

Task & Activity Management

Track and prioritize calls, meetings, and to-dos—all associated with your contacts.

Y

Y

Y

Calendar

See exactly what you have planned for the day from your Act! calendar.

Y

Y

Y

Notes & History

Keep a detailed record of interactions with customers and prospects so you have a full picture of each relationship.

Y

Y

Y

Companies

Associate Contacts with their respective Companies to understand and manage engagements comprehensively.

Y

Y

Y

Relationship Timeline

See a visual chronology of all activities and communications associated with a customer or prospect.

Y

Y

Y

Secondary Contacts

Record basic information about people associated with a contact without creating a new contact record.

Y

Y

Y

In-Context Maps & Web Info

See real-time information from the Web, in-context within each contact record - maps, social profiles, and more.

Y

Y

Y

Call Lists & Hot Leads

Zero in on your most interested leads with intelligent Call Lists that rank campaign recipients by level of engagement.

Y

Y

Y

Notifications & Alerts

Notifications and alerts ensure you stay on task and on time throughout your day.

Y

Y

Y

Act! Mobile App

Stay connected to key Act! details from wherever you work with a mobile app for iPhone®, iPad®, and Android™.

Y

Y

Y*

Welcome Page - User Productivity Dashboard

Start your morning with an overview of your top deals and key activities. Personalize to stay informed and productive throughout your day.

Y

Y

Y

Mail Merge

Send personalized communications to contacts or groups with unique data from their individual customer records.

Y

Y

Y

GROUPS & SEARCH

Search & Lookups

Find what you need in an instant with powerful search options.

Y

Y

Y

Groups & Filters

Organize similar contacts into groups for targeted communications or sales initiatives.

Y

Y

Y

Dynamic Groups

Organize similar contacts into dynamic groups based on criteria you define.

Y

Y

Y

Advanced Queries

Perform custom, comprehensive database queries, including searching multiple field types and ranges concurrently.

Y

Y

Y

OPPORTUNITY & PIPELINE MANAGEMENT

Opportunity Management

Capture and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal.

Y

Y

Y

Sales Process Management

Manage opportunities using a simple, out-of-the-box sales process or one configured to fit your company’s sales methodology.

Y

Y

Y

Products & Pricing

Capture and manage your catalog in Act! and associate products and pricing to Opportunities.

Y

Y

Y

Sales Pipeline Management View

See a complete, visual representation of your sales pipeline at-a-glance to project revenue, adjust strategy, and quickly focus efforts.

Y

Y

Y

Sales KPIs - Standard & Custom

KPIs provide a quick look at sales activity and performance for the month or quarter. Create custom KPIs for additional insights into sales effectiveness.

Y

Y

Y

Sales Opportunity Kanban Board

Move sales opportunities from stage to stage through the pipeline with a simple drag-and-drop motion, and watch your sales funnel update instantly.

Y

Y

Y

Quotes

Generate standard quotes in .doc format using optional Microsoft Word integration.

Y

Y

Y

REPORTING & ANALYTICS

Reporting

View and customize 80+ out of the box reports - from contact lists to activity reports to sales performance metrics.

Y

Y

Y

Act! Insight -Dashboards & Analytics

Guide decision-making with rich, actionable insights from interactive Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs to drive smarter decision making.

Y

Y

Y

INTEGRATIONS

Office Integration - Export to Excel/Word

Interact seamlessly with Microsoft® Office from within Act!.

Y

Y

Y

Outlook Integration - Contacts/Calendar/Email

Interact seamlessly with Microsoft® Outlook® from within Act!.

Y

Y

Y

Google Integration - Contacts/Calendar/Email

Integrate seamlessly with Google™.

Y

Y

Y

Outlook & Google Integration for Apple Mac OS users

Safari and Chrome browsers are compatible with Act! Premium Cloud for Apple Mac users.

Y

Cloud

--

Integration with Popular Apps

Connect with hundreds of apps that extend the power and reach of Act!

Y

Cloud

Y*

ADMINISTRATION & CUSTOMIZATIONS

Preferences

Tailor the way Act! operates for you, your team, or your company for maximum productivity.

Y

Y

Y

User Management

Add users to Act! with ease to get them onboarded and create a team role to then set preferences, define processes and configure security and sharing rights.

Y

Y

Y

Layout Designer

Customize the way your customer information is viewed by configuring fields, labels, backgrounds, picklists, images and more.

Y

Y

Y

Custom Fields

Add custom fields to capture data specific to your business or industry needs.

Y

Y

Y

Multi-Factor Authentication

Protect your Act! data with Multi-Factor Authentication, a multi-step authentication process that helps prevent unauthorized access to your account.

Y

Y

Y

Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with Custom Tables.

$10/user/mo

$10/user/mo

$10/user/mo

PLATFORM & TECHNOLOGY

Data Import

Import existing Act! databases, or pull in contact information from other CRM systems or external lists via .csv files.

Y

Y

Y

API

Enable external services and applications to extend or augment data or functionality to enhance your Act! experience.

Y

Y

Y*

Secure AWS Hosting

Act! Premium Cloud is hosted on the Amazon Web Services (AWS) platform for best-in-class performance, security, and reliability.

Y

Cloud

--

Automatic Upgrades

Automatic upgrades ensure you get and stay productive. We take care of the technical details so you can focus on your business and customers.

Y

Cloud 

--

Nightly Backups

Rest easy knowing your data is protected at all times and that you're covered in the event of an unplanned outage or disaster.

Y

Cloud 

--

Additional Desktop Sync/Activation (billed annually)

Deploy a desktop client and sync data back and forth to the Cloud for maximum flexibility.

$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

Close more business with customizable online quotes. Includes automated follow-up activity scheduling & customer reminders, quote dashboards & reports, and secure payment processing. Includes Link2calendar for self-service calendar booking.

$22.50/user/mo 

$22.50/user/mo 

Streamline the collection of customer data and generate leads with customizable forms for quote & service requests, surveys, and much more. Includes Link2calendar for self-service calendar booking.

$22.50/mo 

$22.50/mo 

Make planning online events such as webinars, training sessions, virtual trade shows, and more, a breeze. From marketing to attendees, managing RSVPs, publishing event details, and sending reminders. Includes Link2calendar for self-service calendar booking.

$22.50/mo 

$22.50/mo 

Send text messages for promotions, appointment reminders, order updates, and more. Automatically track sends and replies for follow-up and reference.

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

CLICK TO SEE MARKETING FEATURES

ACT! MARKETING AUTOMATION FEATURES

MARKETING AUTOMATION

Hover for More Information

BASIC

SELECT

COMPLETE

ADVANCED

MONTHLY COST (billed annually)*

Included

$79

$199 

$399

Monthly Email Sends (unlimited contacts)

Create and send impactful email campaigns proven to drive sales to your Act! contacts.

2,500

25,000

50,000

100,000

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.

Y

Y

Y

Y

Interactive Template Editor

Edit existing or build your own mobile responsive email campaigns using the interactive template editor.

Y

Y

Y

Y

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.

Y

Y

Y

Y

Drip Marketing

Build multi-stage drip campaigns using the visual workflow designer 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.

Y

Y

Y

Y

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.

Y

Y

Y

Y

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. Drill into any campaign for more detail.

Y

Y

Y

Y

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, giving you outstanding delivery rates. Access numerous tools to help with GDPR compliance, spam analysis, managing opt-outs with multiple unsubscribe templates, and so much more.

Y

Y

Y

Y

AI Writing Assistant

Leverage advanced AI within Act! Marketing Automation to effortlessly create compelling marketing content for emails, landing pages, webinar invites, and more.

--

Y

Y

Y

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.

--

Y

Y

Y

HTML Email Editor

Import and edit existing HTML campaign templates using the WYSIWYG email editor or build new HTML campaigns from scratch.

--

Y

Y

Y

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.

--

Y

Y

Y

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.

--

Y

Y

Y

Surveys

Create online surveys and polls using multiple question types, including radio buttons, sliders, ratings, and more to gather information about prospects and customers. Responses are mapped to fields in Act! automatically for richer prospect and customer profiles.

--

Y

Y

Y

Team Management

Give team members access to manage specific campaigns, templates, and landing pages.

--

Y

Y

Y

Response-Driven Nurture Marketing

Build highly personalized, response-driven nurture marketing campaigns with decision trees and one or more actions to let Act! Marketing Automation do the work for you. Campaigns are automatically triggered by recipient responses based on criteria you define. The recipient listsassociated with your nurture campaigns are always up-to-date, because any changes made to associated Act! groups are automatically fed into your campaign lists.

--

Y

Y

Y

Marketing Automation to CRM Workflow

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 everyone of new prospects, prioritizing follow-ups, and delivering a composite view of engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaign, landing page, and website interactions, or completed lead forms and surveys.

--

--

Y

Y

Asset Tracking

Measure engagement of YouTube videos and PDFs to pinpoint your company’s most impactful marketing assets. See time spent and page visits. Perform A/B testing against different assets. Implement lead capture forms and force sign-in to continue viewing assets. Drive qualified leads into Act! automatically for immediate follow-up. For deeper insights, view the asset dashboard with the number of impressions, average time spent, leads generated, ROI, and more.

--

--

Y

Y

Advanced Lead Capture

Take lead capture and surveys to the next level with advanced forms and surveys that allow further actions in Act!. Create Act! activities andopportunities automatically based on recipient responses. Send notifications to Act! users when responses come in. Even load contacts into specific campaigns automatically.

--

--

Y

Y

Lead Management & Scoring

Use lead scoring to understand your most interested prospects based on campaign engagement, survey/web form responses, and website interactions. Prioritized leads are pushed into Act! groups automatically for easy sales follow-up. Set up automated tasks and alerts in Act! to keeps deals moving and close sales faster.

--

--

Y

Y

Event Marketing

Host successful webcasts and tradeshows with a nurture template designed for marketing events. Send event invitations, gather registration information, track attendees, send thank you emails, and more.

--

--

Y

Y

Website Activity Tracking

See the interactions of both identified and anonymous visitors on your website today, yesterday, this week, last week, or the last 30 days. View website visitors in real-time and engage with identified prospects when they're most interested. Gain rich insights with the web intel dashboard for visitor profiling, interactions per visit, visitor bounce rates, traffic sources, and entry and exit pages. Web visits feed into lead scoring profiles and create activities for sales follow-ups in Act! automatically.

--

--

Y

Y

Progressive Profiling

Gather information about a prospect over time with short surveys that display questions based on what you already know about a lead to steadily build a rich prospect profile in Act!.

--

--

--

Y

A/B Testing

Test specific elements of two campaigns to determine your most impactful subject lines, email content, and more. Use the results to continually improve your content.

--

--

--

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 TO SEE SUPPORT FEATURES

ACT! SUPPORT FEATURES

CLICK HERE for Act Tech Support’s Scope of Services

ACT! CUSTOMER SUPPORT

Hover for More Information

STANDARD

ENHANCED

MONTHLY COST (billed annually)*

Included

$10/User

Knowledgebase

Browse help topics and search for answers to frequently asked questions.

Y

Y

Self-Service Portal (FAQs, Guides & Videos)

Get guidance whenever you need, with 100+ video tutorials and step-by-step guides to help you get started and continue to learn.

Y

Y

Act! Product Error Troubleshooting By Phone*

Call in for help if you encounter an Act! error message dialog box.

Y

Y

Live Chat*

Receive product troubleshooting and help accessing resources via online chat.

Y

Y

Support Ticket Submission

Submit your tickets through our convenient support system.

Y

Y

Personalized Onboarding Session

Get up and running and be productive quickly with an assist from the experts.

Y

Y

Product Troubleshooting By Phone*

Call in for product troubleshooting and help accessing resources.

--

Y

How-to / Feature Guidance By Phone*

Get assistance with specific features so you can maximize your use of Act! and drive results.

--

Y

Priority Queuing

Jump to the front of the line when you call in.

--

Y

Voicemail Call Back

Leave a message and you will receive a call back from a support agent.

--

Y

Appointment Setting

Set a time that works best for your schedule to get answers when it’s most convenient for you.

--

Y

Extended Hours Phone Support

Standard support: 8:30 a.m. to 8:00 p.m. Eastern time Enhanced support: 6:30 a.m. to 8:00 p.m. Eastern time Enhanced support (Saturdays): 9:00 a.m. to 2:00 p.m. Eastern time

--

Y

Act! Support Professional Services**

Engage with knowledgeable Act! support reps on a per-hour basis for certain issues outside the scope of your Act! support.

$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!

Looking for Act! Premium Cloud? 

Click Here for the cloud based version of Act! Premium Software.

Act! CRM Free Upgraded Database

FREE UPGRADED DATABASE WITH PURCHASE

ACT! PREMIUM DESKTOP PRODUCT FEATURES

Act Premium CRM Software Features ActPlatinum.com

NOTE: Images shown are Act! Premium Desktop with our FREE Upgraded Database

Act! Premium Desktop CRM Contact Management ActPlatinum.com

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.

Act! Premium Desktop CRM Sales Pipeline ActPlatinum.com
Act! Premium Desktop CRM Outlook Email Integration ActPlatinum.com

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.

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.

Act! Premium Desktop CRM Tasks Calendar Schedule Management ActPlatinum.com
Act! Premium Desktop CRM Real Time Dashboards and Reports ActPlatinum.com

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.

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. 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

*You must run your own Web API to use feature

Act! Premium Desktop CRM Email Marketing Automation ActPlatinum.com
Act! Premium Desktop CRM Mobile App ActPlatinum.com

ACT! COMPANION 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! Companion 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! Companion 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 Desktop CRM subscription.

*You must run your own Web API to use feature

Looking for an Act Premium Upgrade or an Act Pro Upgrade?

Save $$ off of Your 1st Year of Act! Premium Desktop 

Upgrading from a Version of Act Pro or Act Premium Software?

If you have a version from Sage Act Software such as Act by Sage, Sage Act Pro, Act by Sage Pro or Swiftpage Act Pro your Act Database should smoothly upgrade. Be sure to check the Act! Premium system requirements prior to purchase.

First step is to backup your Act! Database. Next step is to start the Act! software download, click the link in your welcome email and start the Act! installation. After the install completes open your Act! Database and it will update to the updated Act! Premium Desktop version.

Click Here to Read the Fine Print

SOME FINE PRINT…

After Purchase Product Delivery

Act! Premium Desktop Software Purchase – After you place your order for the Act! Premium Self-Hosted subscription we will start your account.  You will receive an email from Act! with your serial number and the Act Premium download link.

If your purchase included the Upgraded Database you will receive an email from [email protected] with links to download the Upgraded Database and database restore guide.

New Customers Only

Please note the Free Act Premium Upgrade Custom Database is for New Act Premium Customers.  But if you are an existing Act Customer please contact us for options and costs.

Data Import or Data to Migrate

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 guidance we also offer data services for an added cost.  So please contact us to discuss your project and to then receive an estimate.

Have Questions?  Chat or Contact Us