Act! Premium Software Self-Hosted CRM | Authorized Reseller
Looking for a flexible CRM for your business? Act! Premium CRM is a full-featured, everywhere access CRM for small and mid-sized businesses. You can host your data on your network and provide online, offline and mobile access with this flexible CRM software solution.
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Act! Premium Software Self-Hosted CRM

Act! Premium Software Self-Hosted CRM – Your Data on Your Network

Act! Premium On Premise CRM Product Details and Pricing

 

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 in a mixed web and desktop model. With the Act! Premium Software On Premise (Self-Hosted) CRM you can host your own data on your network.  All installed on your server(s) and/or computer(s).

 

Why Act! Premium CRM Software?  Customers are at the heart of any business. And managing them is at the core of any customer relationship management (CRM) solution. In addition keeping rich contact details, tracking activities and managing sales. CRM solutions such as Act! Premium 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 small and mid-sized businesses (SMBs). It’s also easy to tailor Act! Premium Software to fit unique business and industry needs.

Full-featured Act! Premium CRM Software helps you build lasting relationships.  Most importantly close deals faster and make informed business decisions. It provides small and mid-sized companies with what they need to run and grow their businesses.

Act! CRM Software

Act! Premium 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 to share 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 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

 

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 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

CRM Features

Self-Hosted

RELATIONSHIP & ACTIVITY MANAGEMENT

Customer Management

X

Task & Activity Management

X

Calendar

X

Notes & History

X

Companies

X

Relationship Timeline

X

Secondary Contacts

X

In-Context Maps & Web Info

X

Notifications & Alerts

X

Act! Companion Mobile App

X

Welcome Page - Custom User Dashboard

X

Mail Merge

X

GROUPS & SEARCH

Search & Lookups

X

Groups & Filters

X

Dynamic Groups

X

Advanced Queries

X

OPPORTUNITY & PIPELINE MANAGEMENT

Opportunity Management

X

Sales Process Management

X

Products & Pricing

X

Sales Pipeline Management View

X

Sales KPIs - Standard & Custom

X

Sales Opportunity Kanban Board

X

REPORTING & ANALYTICS

Reporting

X

Act! Insight -Dashboards & Analytics

X

INTEGRATIONS

Office - Export to Excel/Word

X

Outlook - Contacts/Calendar/Email

X

Google - Contacts/Calendar/Email

X

Act! Connect - Popular Apps Integration

X

ADMINISTRATION & CUSTOMIZATIONS

Preferences

X

User Management

X

Team Management

X

Layout Designer

X

Custom Fields

X

Custom Tables (billed annually)

$10/user/mo

PLATFORM & TECHNOLOGY

Data Import Tool

X

API

X

CLICK TO SEE MARKETING AUTOMATION FEATURES

ACT! MARKETING FEATURES

Act! Premium Marketing Features

Self-Hosted

BASIC MARKETING AUTOMATION (Included in an Act! Premium Subscription)

Email Sends Per Month

2,500

Email Marketing

X

170+ Responsive Templates

X

Interactive Template Editor

X

Email Tracking & Metrics

X

Drip Marketing (1)

Limited

Visual Workflow Designer

X

Campaign Calendar

X

Per Additional 2500 Email Sends/mo

$10/mo

Additional Domain (per Domain)

$50/mo

MARKETING AUTOMATION OPTIONAL PACKAGES - Includes Features Above PLUS:

Turnkey Campaigns

Packages S, C & A

HTML Email Editor

Packages S, C & A

Social Sharing

Packages S, C & A

Landing Pages

Packages S, C & A

Surveys

Packages S, C & A

Team Management

Packages S, C & A

Deliverability & Compliance Tools

Packages S, C & A

Marketing Automation to CRM Workflow

Packages C & A

Response-driven Nurture Marketing

Packages C & A

Asset Tracking

Packages C & A

Advanced Lead Capture

Packages C & A

Lead Management & Scoring

Packages C & A

Event Marketing

Packages C & A

Website Activity Tracking

Packages C & A

Progresssive Profiling

Package A

A/B Testing

Package A

*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).

Select Plan (Package S) is $79/mo billed annually $948/year per Account

Complete Plan (Package C) is $199/mo billed annueally $2,388/year per Account

Advanced Plan (Package A) is $399/mo billed annueally $4,788/year per Account

CLICK TO SEE SUPPORT FEATURES

ACT! SUPPORT FEATURES

Act! Premium Support Features

Self-Hosted

CUSTOMER SUPPORT

Knowledgebase

X

Self-Service (FAQs, Guides & Videos)

X

Product Troubleshooting by Phone* (3)

X

Live Chat (3)

X

Support Ticket Submission

X

Getting Started Scheduled Call

Enhanced Support

How-to / Feature Guidance by Phone (3)

Enhanced Support

Priority Queuing

Enhanced Support

Voicemail Call Back

Enhanced Support

Appointment Setting

Enhanced Support

Saturday Phone Support

Enhanced Support

Act! Support Professional Services* (4 & 5)

$150/hr

*NOTES

ENHANCED SUPPORT IS AN ADDITIONAL $10/USER/MONTH BILLED $120/USER ANNUALLY

(3) US: M-F 8:30am 8:00pm Eastern

(4) As required based on Act! Support's Scope of Services, not available for Mac devices.

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

Upgraded Act! Database

FREE UPGRADED DATABASE WITH PURCHASE

ACT! PREMIUM SOFTWARE PRODUCT FEATURES

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CONTACT MANAGEMENT

Act! Premium Hosted CRM Contact Management

RICH CONTACT MANAGEMENT
Keep the important details on your Customers and Prospects.  As well as 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 Hosted 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 campaigns.  All sent to targeted lists in Act!.  For instance campaigns 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 Scheduling Activities with 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! Premium Hosted Includes Email Integration

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 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 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 an Export to Excel feature.  This is where you also produce an Excel spreadsheet with the click of a button.

COMPANION MOBILE APP

Act! Companion Mobile App

STAY CONNECTED WITH THE ACT! COMPANION MOBILE APP

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

CONNECT LINK API

Act! Premium Act! Connect Link API

ACT! CONNECT LINK

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!:  https://zapier.com/apps/act-premium/integrations

ACT! VIDEO TRAINING

Act! Subscriptions Includes Act! Software Video Training

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

 

The training videos are an easy way to learn. In fact video access and are available to all of your employees. Specifically anytime, anywhere, and on any device.

SOME FINE PRINT…

After Purchase Product Delivery

Act! Premium 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 software download.

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.

Act! CRM Features

All features in the Free Act! Upgrade Custom Database are available for customers that purchase Act! Premium Self-Hosted Subscription.

New Customers Only

The Free Act! Upgrade Custom Database is for New Act! 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.

UPGRADE YOUR ACT! MARKETING AUTOMATION

Enhance your Self-Hosted Act! Premium CRM with an Upgraded Act! Marketing Automation Plan

(Per Account Subscription and Not Per User Fee)

 

In addition existing Act! Premium Software Subscribers will purchase at a pro-rated amount.  In fact this amount is based on the end of your term. 

So Contact Us for the cost to add an Act! Marketing Automation plan to your account.

Powerful Marketing
  • Select

  • $948USD
  • ($948.00 billed annually)

     

    Powerful marketing automation features to engage your customers and grow your business

     

    • 25,000 emails per month to unlimited contacts
    • Turnkey campaigns
    • Drip marketing
    • HTML email editor
    • Visual workflow designer
    • Social sharing
    • Landing pages & surveys
    • Campaign calendar
    • Deliverability & compliance tools

Select features, plus:
  • Complete

  • $2,388USD
  • ($2,388.00 billed annually)

     

    Full-featured marketing automation and time-saving CRM workflow to connect your sales and marketing efforts

     

    • 50,000 emails per month to unlimited contacts
    • Marketing automation
    • CRM workflow
    • Response-driven nurture marketing
    • Advanced lead capture
    • Lead management & scoring
    • Asset tracking
    • Event marketing
    • Website activity tracking

Complete features, plus:
  • Advanced

  • $4,788USD
  • ($4,788.00 billed annually)

     

    Sophisticated marketing automation features and valuable consulting services to fast-track your success

     

    • 100,000 emails per month to unlimited contacts
    • Progressive profiling
      • Advanced Info Gathering
      • Build Rich Contact Profiles
    • A/B testing
      • Test Subject Lines
      • Test Content & More
      • Improve Your Content
      • Improve Your Results

COMPARE THE ACT! MARKETING AUTOMATION PLANS

CLICK HERE TO COMPARE PLANS

Act! Premium CRM Act! Marketing Automation Plans 1

Act! Premium CRM Act! Marketing Automation Plans 2

Why Choose Act! Premium 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 you get a feature-rich platform you can customize and make your own.