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

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(s) and/or computer(s).

 

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 Act Premium Software On Premise in a mixed web and desktop model.

 

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 keeping rich contact details, tracking activities, managing sales closing deals faster and make informed business decisions. CRM solutions such as Act Premium Desktop help businesses convert customers and improve customer retention. Likewise, to increase revenue and lower costs.

 

Act! Premium Software is designed and optimized for individuals and sales teams. As well as it is a leading CRM for small and mid-sized businesses (SMBs). It’s also easy to tailor Act Premium Software to fit unique company and industry needs to run and grow your business.

Act! CRM Software

Act! Premium Desktop On-Premise (Self-Hosted) CRM Software

This software is for companies that have the server(s) and computer(s) to host their own data. Above all Act Premium Software allows the sharing of info among their users in or out of the office. Act for Web works either as a standalone product or in combo with Act for Windows. Thus giving your company the freedom to choose how to deploy your CRM system.

 

Act! Premium Desktop comes with software to support a varying set of user needs.   Namely, online, offline and mobile access and companies can deploy Act Premium CRM in a mixed desktop and web model.

 

Mixed models provide instant anywhere and anytime access through Act Premium for Web.  Including offline access using Act Premium for Windows for users who need this type of use.

 

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

Self-Hosted Solution

ACT! PREMIUM

 

$450US/YEAR

Price is Per User

 

SUBSCRIPTION INCLUDES: 

 

Act! Premium Windows Software

 

Act! Premium Web Software

 

Full Featured Act! Premium CRM

 

Act! Companion Mobile App

 

Act! Connect App Integrations

 

Act! Marketing Automation Basic

 

Standard Act! Technical Support

Act! Premium Desktop Subscription Includes:

  • Full-Featured CRM
  • Self-Hosted On-Premise Cloud, Windows and Hybrid Options
  • Software Upgrades
  • Compatibility Updates
  • New Features
  • Companion Mobile App
  • Act! Marketing Automation Basic
  • Act! Technical Support

CLICK TO SEE CRM FEATURES

ACT! PREMIUM CRM FEATURES

Act Premium Desktop CRM FeaturesAct Premium Self Host CRM FeaturesAct Premium for Windows CRM Features

CLICK TO SEE MARKETING AUTOMATION FEATURES

ACT! MARKETING FEATURES

Act Premium Desktop Pricing Includes Basic Marketing AutomationAct Premium for Windows Pricing Includes Basic Marketing AutomationAct Software for Windows Pricing Includes Basic Marketing Automation

CLICK TO SEE SUPPORT FEATURES

Upgraded Act Software Database Free with Act Premium Subscription Created by Act Certified Consultants at actplatinum.com

FREE UPGRADED DATABASE WITH PURCHASE

Looking for an Act Premium Upgrade or an Act Pro Upgrade for your existing version?  Save $70 off of the Act Premium Desktop Pricing.

ACT! PREMIUM DESKTOP SOFTWARE PRODUCT FEATURES

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CONTACT MANAGEMENT

Act! Premium Software - Act Contact Management Software

RICH CONTACT MANAGEMENT
Keep the important details on your Customers and Prospects.  As well as the contact details for anyone else you do business with.  In other words a central place to keep you and your team organized. 

 

You will also have all the standard Act Premium CRM Features.  Namely Notes, Histories, Activities and Calendars, Documents, Secondary Contacts, as well as Relationships and more! 

 

In addition the program has powerful search features.  So you will be able to find any data and in any place within the database.

NOTE: Image is our FREE Upgraded Database Contact View

GROUPS AND COMPANIES

Act! Premium Hosted CRM Data Segmentation with Groups and Companies

GROUPS AND LISTS ORGANIZE YOUR CONTACTS
With Act! Premium Software you create Groups as a way of organizing and managing your contacts.  The contacts within a group could have a specific tie such as an industry, region, product or a random association.  You also can define rules to add members to the Group. In addition the Marketing feature uses Groups for targeting your messages.

 

COMPANIES AND ACCOUNTS ORGANIZE YOUR CONTACTS
Companies let you track contacts linked with a company and provides other benefits for managing the information. In addition you can view the associated contacts, activities, notes, opportunities, and histories in a detailed view all on the Company record.

MARKETING AUTOMATION

Act Premium Pricing Includes Marketing Automation

ACT! PREMIUM SOFTWARE INCLUDES THE BASIC ACT! MARKETING AUTOMATION PLAN

Optimize your customer journey. First from initial contact then to retention.  And finally build loyalty with email marketing outreach in each step.

 

Let the program do the work for you with email marketing campaigns.  All marketing campaigns are sent to targeted lists in Act and are triggered based on rules you define.  Thus leading your contacts down a highly personal path.

 

Key Features: Email Marketing, Email Drip Marketing, Responsive Templates and an Easy to Use Template Editor

ACTIVITIES AND CALENDARS

Act Premium CRM with Activities, Calendars and Task List Views

CALENDARS AND TASKS KEEPS YOU ON TOP OF YOUR SCHEDULE

One of the key features of Act is its ability to schedule and help you manage your day. Track and arrange meetings, calls and other activities associated with your contacts and thus stay productive.  In addition relate your tasks to one or multiple contacts, opportunities, companies and/or groups.  Also set alerts to keep you on top of your scheduled items.

EMAIL INTEGRATION

Act Software Price Includes Email Integration for Outlook and Google

EMAIL INTEGRATION CAPTURES YOUR INTERACTIONS
By integrating your Email program it lets you capture your emails to and from your contacts.  In fact this all happens by using your email as normal.  By using Outlook after sending or receiving an email Act immediately keeps the details in the history of the contact record.  Even if the emails are deleted or moved from your email program.

 

In addition with Outlook or Google you and your team can use the powerful features such as syncing contacts, calendars, activities as well as inbound and outbound emails.

SALES PIPELINE

Act! Premium CRM Dynamic Sales Pipeline

DYNAMIC SALES PIPELINE MANAGEMENT
Opportunities in Act are used to keep info on the sales of your products or services.  Track details such as probability of close lead source, status, and more.  Have a total over all view for every opportunity and control of your sales pipeline.

Manage your pipeline more effectively and intelligently with sales pipeline management tools.  In addition that helps you close deals faster and more often. Project revenue, adjust your strategy, and quickly focus your efforts with the Pipeline view. 

 

Also featuring in-context KPIs and an interactive sales funnel.  As well as an actionable sales pipeline with drag-and-drop and advanced filtering.

Sales ProcessUse an out-of-the-box process or create a custom one for your sales process. You also can create multiple custom processes for different types of products or services.  As well as for different departments or divisions. Complete activities in each stage of the process and keep your sales moving to close.

DASHBOARDS AND REPORTS

Act! Premium Software Dashboards and Reports

CONFIGURABLE INSIGHT DASHBOARDS

See dynamic as well as visual snapshots of real-time metrics that cover productivity and performance.  Also sales pipeline health and win/loss analysis. In addition to other info contained in your database with interactive, graphical dashboards.

REPORTS & EXPORT TO EXCEL

Stay in the know with 50+ reports or create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email.  In addition Act List Views have a one click Export to Excel feature.  

COMPANION MOBILE APP

Act Premium Pricing includes Act! Companion Mobile App

STAY CONNECTED WITH THE ACT! COMPANION MOBILE APP

In addition to Act Software for Windows you will have access to key Act details from wherever you are with Act Companion.  This native mobile app is designed for iPhone, iPad, and Android devices.  Act Companion is also included in your Act Premium Desktop subscription and at no extra charge.

CONNECT LINK API

Act CRM Software Pricing includes the Act! Connect Link API

ACT! CONNECT LINK

Included in the Act Desktop pricing is the ability to connect with hundreds of sought after apps.  Immediately extend the power and reach of Act with the also included Act Connect Link that uses Act’s API.

 

First start with a few simple steps, then watch as Act Connect moves info between Act CRM and the apps of your choice. To illustrate let Act Connect do the heavy lifting all while you enjoy the benefits of enriched data.

 

Check out the apps that connect to Act Premium Desktop:  https://zapier.com/apps/act-premium/integrations

ACT! VIDEO TRAINING

Act Software Price Includes Act Premium Software Video Training

ACT! VIDEO TRAINING LIBRARIES ARE INCLUDED
The Act Premium Libraries are a great way to review the Act program and functions.  Above all the training videos are a good way to learn standard features and use. In addition the videos are less than 5 minutes to keep them short and to the point.

 

The Act Premium Desktop, Act Premium for Web and Marketing Automation training videos are an easy way to learn. In fact video access and are available to all of your employees. Specifically watch the Act Premium product training videos at anytime from anywhere and on any device.

Why Choose Act! Premium Desktop On-Premise (Self-Hosted) CRM Software

You get the power of both CRM and Marketing Automation in one affordable platform. Specifically an easy-to-use feature set perfected through feedback from millions of users. Above all a software that fits all the unique ways you work, not the other way around. In addition with Act Premium Desktop you get a feature-rich platform you can customize and make your own.

Upgrading from a Previous Version of Act Pro 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 system requirements prior to purchase

First step is to backup your Act Database. Next step is to start the act download, for the Act Premium 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 Act Premium Desktop version.

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 sales@actplatinum.com with your serial number and the Act Premium download link.

If your purchase included the Upgraded Database you will receive an email from sales@actplatinum.com 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