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Buy Act! CRM Online Ordering Instructions | Act! CRM SaaS
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Buy Act! CRM SaaS
Act! Cloud Solution

BUY Act! CRM SaaS – an Act! Cloud Only Solution

Ordering Instructions

 

When you buy Act! CRM SaaS products 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 purchase.  Below are the STEPS to walk you through the purchase process.

 

If you need assistance with buying Act! CRM please contact your ActPlatinum.com Consultant
or call 877-228-7528 and a sales rep will be happy to help you with the order.

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 Step 2

STEP 3

Buy Act CRM Step 3

STEP 4

Buy Act CRM Step 4

STEP 5

You will now be logged into a starter Act! database for your account.
Cancel the Welcome message.

 

Buy Act CRM Step 5

STEP 6

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

 

Buy Act CRM Step 6

STEP 7

Buy Act CRM Step 7

STEP 8

Buy Act SaaS CRM Step 8

Your payment will process and your purchase will be complete.

If you need assistance with buying Act! CRM please contact your ActPlatinum.com Consultant
or call 877-228-7528 and a sales rep will be happy to help you with the order.

Buy Act! CRM and optimize 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 using criteria and triggers you define. Watch as the Email Marketing features turns real-time response metrics into actionable items. In addition alert you of new prospects, prioritize your follow-ups, and deliver a composite view of customer engagement in a single solution.

Act! CRM Subscription Plans Include:

Basic CRM + eMarketing

  • Starter

  • $12USD

  •  $12 Month/User ($144 billed annually)
    or
    $18 Month/User ($18 billed monthly)

     

    Unlimited contacts + customer, task, and
    activity management to keep you on top
    of things, with marketing and sales
    opportunity tools to get you started.

     

    …

Full-featured CRM + eMarketing

  • Professional

  • $25USD

  •  $25 Month/User ($300 billed annually)
    or
    $35 Month/User ($35 billed monthly)

     

    Everything in Starter + Capture new
    leads and turn them into clients with
    marketing automation and sales
    process management. Save time and
    make work easier with key integrations
    like Outlook and Gmail.

Advanced CRM + eMarketing

  • Expert

  • $50USD

  • $50 Month/User ($600 billed annually)
    or
    $65 Month/User ($65 billed monthly)

     

    Everything in Professional + All you need
    to increase revenue and work
    strategically, including advanced
    reporting and insights, A/B testing, and
    progressive profiling.

    …

ACT! CRM FEATURE COMPARISON CHART

CRM FEATURES

Act! CRM Features

Starter

Professional

Expert

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

Act! Companion Mobile App

Y

Y

Y

Dashboard

Y

Y

Y

GROUPS & SEARCH

Dynamic Lists

Y

Y

Y

OPPORTUNITY & PIPELINE MANAGEMENT

Opportunity Management

Y

Y

Y

Sales Process Management

--

Y

Y

Products & Pricing

--

Y

Y

Sales Opportunity Kanban Board

--

Y

Y

INTEGRATIONS

Microsoft Integration

--

Y

Y

Google Integration

--

Y

Y

Zoom Integration

--

Y

Y

QuickBooks Integration

--

Y

Y

ADMINISTRATION & CUSTOMIZATIONS

Preferences

Partial* (4)

Y

Y

User Management

Y

Y

Y

Custom Fields

--

Y

Y

PLATFORM & TECHNOLOGY

Data Import Tool

Y

Y

Y

Cloud Storage

2Gb

4Gb

6Gb

Additional Cloud Storage (per 4Gb)

$5/mo

$5/mo

$5/mo

*NOTES

(1) Excludes add/remove chart capabilities.

(2) Standard dynamic groups only; cannot create new dynamic groups.

(3) Standard charts and views only; cannot create new charts or views.

(4) Edit/delete only; cannot create new fields.

MARKETING FEATURES

Act! eMarketing Features

Starter

Professional

Expert

eMARKETING (Included in Plans)

Contacts

Unlimited

Unlimited

Unlimited

Email Sends Per Month

2,500

25,000

50,000

Email Marketing

Y

Y

Y

170+ Responsive Templates

Y

Y

Y

Interactive Template Editor

Y

Y

Y

Email Tracking & Metrics

Y

Y

Y

Turnkey Campaigns

Y

Y

Y

HTML Email Editor

Y

Y

Y

Drip Marketing 

Y

Y

Y

Visual Workflow Designer 

Y

Y

Y

Campaign Calendar 

Y

Y

Y

Deliverability & Compliance Tools

Y

Y

Y

Social Sharing

--

Y

Y

Landing Pages

--

Y

Y

Surveys

--

Y

Y

MARKETING AUTOMATION 

Marketing Automation to CRM Workflow

--

Y

Y

Response-driven Nurture Marketing

--

Y

Y

Advanced Lead Capture 

--

Y

Y

Lead Management & Scoring

--

Y

Y

Event Marketing

--

Y

Y

Asset Tracking

--

--

Y

Website Activity Tracking

--

--

Y

Progresssive Profiling

--

--

Y

A/B Testing

--

--

Y

SERVICES & ADD-ONS

Per Additional 2500 Email Sends/mo

$10/mo

$10/mo

$10/mo

Additional Domain (per Domain)

$50/mo

$50/mo

$50/mo

SMS : Phone Number + 500 Sends/Mo

--

$6.25/mo

$6.25/mo

SMS : Per Additional 500 Sends/Mo

--

$5/mo

$5/mo

SUPPORT FEATURES

Customer Support Features

Starter

Professional

Expert

CUSTOMER SUPPORT

CLICK HERE for Act! Support's Scope of Services

Getting Started Webinars / Q&A

Y

Y

Y

Self-Service Resources - Guides

Y

Y

Y

Knowledgebase

Y

Y

Y

Web Chat* (5)

Y

Y

Y

Product Support by Phone* (5)

--

Y

Y

Product Support via Remote Access* (6)

--

Y

Y

Saturday Phone Support

--

--

Y

Appointment Setting

--

--

Y

Priority Queuing

--

--

Y

Professional Services* (6)

$150/hr

$150/hr

$150/hr

*NOTES

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

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

Have Questions?  Chat or Contact Us