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Act! Premium Desktop CRM Software | Pricing and Features
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Act! Premium Desktop Software Features and Pricing

END OF YEAR PROMOTIONS

FOR LEGACY ACT! CUSTOMERS – DON’T MISS OUT!

ACT! PREMIUM DESKTOP OR ACT! PREMIUM CLOUD -> CLICK HERE

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

$37.50/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 

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

CLICK TO SEE MARKETING FEATURES

ACT! MARKETING AUTOMATION FEATURES

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 TO SEE SUPPORT FEATURES

ACT! SUPPORT FEATURES

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!

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 $50 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