Act! Premium Hosted CRM Software

CRM Features

Premium Hosted

RELATIONSHIP & ACTIVITY MANAGEMENT

Customer Management

Task & Activity Management

Calendar

Y

Notes & History

Y

Companies

Y

Relationship Timeline

Y

Secondary Contacts

In-Context Maps & Web Info

Notifications & Alerts

Y

Act! Companion Mobile App

Y

Welcome Page - Custom User Dashboard

Y

Mail Merge

Y

GROUPS & SEARCH

Search & Lookups

Groups & Filters

Dynamic Groups

Y

Advanced Queries

Y

OPPORTUNITY & PIPELINE MANAGEMENT

Opportunity Management

Y

Sales Process Management

Y

Products & Pricing

Sales Pipeline Management View

Sales KPIs - Standard & Custom

Y

Sales Opportunity Kanban Board

Y

REPORTING & ANALYTICS

Reporting

Y

Act! Insight -Dashboards & Analytics

Y

INTEGRATIONS

Office - Export to Excel/Word

Outlook - Contacts/Calendar/Email

Google - Contacts/Calendar/Email

Y

Act! Connect - Popular Apps Integration

Y

ADMINISTRATION & CUSTOMIZATIONS

Preferences

Y

User Management

Y

Team Management

Layout Designer

Custom Fields

Y

Custom Tables (billed annually)

$10/user/mo

PLATFORM & TECHNOLOGY

Data Import Tool

Y

API

Y

Cloud Storage

5Gb

Additional Cloud Storage (billed annually)

$10/mo (per 10Gb)

NOTE:
(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

Act! Premium Marketing Features

Act! Premium

Email Sends Per Month

2,500

Email Marketing

170+ Responsive Templates

Y

Email Tracking & Metrics

Y

Drip Marketing (1)

Visual Workflow Designer (1)

Campaign Calendar

Y

Deliverability & Compliance Tools

Y

Per Additional 2500 Email Sends/mo (2)

All Basic Features

Email Sends Per Month

Y

Y

Landing Pages

Y

Surveys

Y

Drip Marketing

Y

Visual Workflow Designer

Y

Team Management

SMS - Phone Number + 500 Sends/mo (3)

SMS - Per Additional 500 Sends/mo (3)

All Select Features

Email Sends Per Month

Marketing Automation to CRM Workflow

Y

Response-driven Nurture Marketing

Y

Advanced Lead Capture

Y

Lead Management & Scoring

Y

Y

Website Activity Tracking

Y

$399/account/mo

All Complete Features

Y

Email Sends Per Month

100,000

Progresssive Profiling

Y

A/B Testing

Y

*NOTES

(1) Basic tier limited to emails as only available activity type.

(2) Basic tier limited to 10,000 email sends per month (Included + Paid).

(3) Not available for Basic tier, available for Select, Complete and Advanced tiers.

The Act! Marketing Automation subscription fee shown above is per account, billed annually. There is no per user fee for this service.

Select Plan is $79/mo billed annually $948/year per Account

Complete Plan is $199/mo billed annually $2,388/year per Account

Act! Tech Support Features

Premium Hosted

ACT! CUSTOMER SUPPORT

Self-Service Guides & Video Tutorials

Y

Knowledgebase

Online Ticket Submission

Y

Web Chat

Y

Product Support by Phone* (1)

Y

Product Support via Remote Access* (2)

Enhanced Support*

Saturday Phone Support

Appointment Setting

Voicemail Call Back

Priority Queuing

HOSTING SUPPORT

Hosted Cloud Support

Y

Windows Sync Support

Y

*NOTES

(1) US: M-F 7:00am 8:00pm Eastern

(2) As required base on Act! Support's Scope of Services.

(3) Each session is billed a minimum of one hour; no pro-rations or partial hour billing.

(Enhanced Support) $120/user/year

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.