Buy Act! CRM Vertical BundleOrdering Instructions | Act! CRM Authorized Partner
Buy Act! Online - this webpage walks you through the online purchase. Get your Customer Relationship Management (CRM) and Email Marketing in one integrated, powerful platform with Act! CRM.
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Buy Act! CRM Vertical Bundle
Ordering Instructions

BUY Act! CRM with Vertical Database Bundle – an Act! Cloud Solution

Ordering Instructions

 

All purchases must be made directly though Act!’s online ordering system.  You will need to initiate a trial and then within the trial you will complete your Annual Act! CRM Expert Subscription ($540/user/year) purchase.  After completing your purchase we will upload the vertical database you choose to your account. Below are the STEPS to walk you through the purchase process.

 

If you need assistance with your Act! CRM Vertical Bundle purchase please contact your Act! Consultant or call 877-228-7528 and a salesperson can help you with the transaction.

STEP 1

Click the BUY IT NOW button and a new browser tab will open to Act!’s website.

STEP 2

The new browser tab will open to Act!’s website displaying the Trial Sign-up page.

 

Buy Act! CRM Vertical Solution Instructions

STEP 3

Buy Act! CRM - Email Code

STEP 4

Buy Act! CRM - Enter Code

STEP 5

Buy Act! CRM - Account Setup

STEP 6

Buy Act! CRM - Set Password

STEP 7

You will now be logged into a starter Act! database for your account.

 

Buy Act! CRM - Buy Now

STEP 8

A new browser tab will open to your My Account for Act!’s website.

 

Buy Act! CRM Vertical Bundle

You must purchase the Annual Expert Subscription ($540/user/year) to qualify for a vertical database to be added to your account at no extra charge as part of our advertised Vertical Database & Act! CRM Expert Subscription Bundle.

STEP 9

Buy Act! CRM - Increase Users

STEP 10

Buy Act! CRM - Enter Payment

Your payment will process and your purchase will be complete.

FINAL STEP

If necessary, navigate back to the Billing area of your My Account.

 

Buy Act! CRM Vertical Bundle Add Database

We will upload the vertical database and send you a “READY” email when the database is restored to your account – typically within a few hours during business hours.

If you need assistance with your Act! CRM Vertical Bundle purchase please contact your Act! Consultant or call 877-228-7528 and a salesperson can help you with the transaction.

Act! CRM optimizes all the ways you communicate with prospects and customers with the included Act! Email Marketing feature to maximize engagement and drive business growth. Engage contacts with response-driven nurture marketing campaigns – all sent to targeted lists in your Act! CRM automatically using criteria and triggers you define. Watch as the Email Marketing features turns real-time response metrics into actionable items – alerting you of new prospects, prioritizing your follow-ups, and delivering a composite view of customer engagement in a single solution.

Act! CRM Subscription Plan Include:

Act! CRM Expert Bundle
  • CLOUD

  • $540/Year
  • Price is Per User

     

    INCLUDES:

    • Act! Cloud Only Access
    • Full Featured Act! CRM
    • Act! Email Marketing
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

ACT! CRM VERTICAL BUNDLE FEATURES

SUBSCRIPTION FEATURES

Bundle Features

Cloud

SUBSCRIPTION FEATURES

Act! 1 Year Subscription

Act! CRM Expert

Included Users

1

Year 2 Cost (Per User)

$540

Available Access Methods

Cloud & Mobile

CRM FEATURES

Bundle Features

Cloud

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

Call List & Hot Leads

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

Cloud Storage

6Gb

Additional Cloud Storage (billed annually)

$5/mo (per 4Gb)

Private Cloud Option

Call for Details

MARKETING FEATURES

Bundle Features

Cloud

eMARKETING

Email Sends Per Month

25,000

Email Marketing

X

170+ Responsive Templates

X

Interactive Template Editor

X

Email Tracking & Metrics

X

Turnkey Campaigns

X

HTML Email Editor

X

Social Sharing

X

Landing Pages

X

Surveys

X

Drip Marketing

X

Visual Workflow Designer

X

Campaign Calendar

X

Deliverability & Compliance Tools

X

MARKETING AUTOMATION (Optional Packages)

Marketing Automation to CRM Workflow

Packages A & B

Response-driven Nurture Marketing

Packages A & B

Asset Tracking

Packages A & B

Advanced Lead Capture

Packages A & B

Lead Management & Scoring

Packages A & B

Event Marketing

Packages A & B

Website Activity Tracking

Packages A & B

Progresssive Profiling

Package B

A/B Testing

Package B

SERVICES & ADD-ONS (billed annually)

Per Additional 2500 Email Sends/mo

$10/mo

Additional Domain (per Domain)

$50/mo

SMS : Phone Number + 500 Sends/Mo

$6.25/mo

SMS : Per Additional 500 Sends/Mo

$5/mo

*NOTES

(Package A) $1,188/year per Account

(Package B) $1,788/year per Account

(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.

SUPPORT FEATURES

Bundle Features

Cloud

ACT! CUSTOMER SUPPORT

Getting Started Webinars / Q&A

X

Self-Service Guides & Video Tutorials

X

Knowledgebase

X

In-Product Ticket Submission

X

Web Chat

X

Product Support by Phone* (1)

X

Product Support via Remote Access* (2)

X

Saturday Phone Support

X

Appointment Setting

X

Voicemail Call Back

X

Priority Queuing

X

Act! Support Professional Services* (3)

$99/hr

*NOTES

(1) US: M F 7:00am 8:00pm Eastern; UK: 8:00am 8:00pm.

(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.