Act Premium v26 or Cloud Subscription is required and Bundled with the Commercial Real Estate CRM Database – see Pricing below
Elevate your business with our leading Commercial Real Estate CRM software, designed specifically for Real Estate Professionals. Our package, compatible with Act! Premium v26 or Cloud Subscription, includes everything you need in one affordable price!
Our CRM is designed for commercial real estate’s diverse world, from office and retail to industrial, multifamily, land development, and property management. It works with both Act! Premium Cloud and Desktop v26. Experience unmatched customization — no programmers needed.
With Act! CRM, mastering client interactions, properties, deals, and leases becomes straightforward. Elevate your service quality effortlessly, turning prospects into dedicated clients in every real estate sector. Dominate the market with a CRM solution built for the unique demands of commercial real estate. Propel your business forward with Act! Platinum’s services.
Key Features: Options for Cloud, Desktop or a Combo of Both | Mobile App | Microsoft Office Integration | Pipeline Management | Scheduling | Contact, Company & Property Tracking | Email Marketing
Starting at $30/month per user (billed annually)
(BUNDLE PRICING IS FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)
No matter which option you choose you don’t have to worry about building your team or your company because adding users is easy. Information can be shared or limited between users for example each Broker or team could be limited to viewing only their records. You can control the sharing of all the records or only some of the records across the company.
CRM |  | CLOUD | CLOUD & DESKTOP | DESKTOP |
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 |
Relationship Timeline | | Y | Y | Y |
Secondary Contacts | | Y | Y | Y |
In-Context Maps & Web Info | | Y | Y | Y |
Call Lists & Hot Leads | | Y | Y | Y |
Notifications & Alerts | | Y | Y | Y |
Act! Mobile App | | Y | Y | Y* |
Welcome Page - User Productivity Dashboard | | Y | Y | Y |
Mail Merge | | Y | Y | Y |
GROUPS & SEARCH | ||||
Search & Lookups | | Y | Y | Y |
Groups & Filters | | Y | Y | Y |
Dynamic Groups | | Y | Y | Y |
Advanced Queries | | Y | Y | Y |
OPPORTUNITY & PIPELINE MANAGEMENT | ||||
Opportunity Management | | Y | Y | Y |
Sales Process Management | | Y | Y | Y |
Products & Pricing | | Y | Y | Y |
Sales Pipeline Management View | | Y | Y | Y |
Sales KPIs - Standard & Custom | | Y | Y | Y |
Sales Opportunity Kanban Board | | Y | Y | Y |
Quotes | | Y | Y | Y |
REPORTING & ANALYTICS | ||||
Reporting | | Y | Y | Y |
Act! Insight -Dashboards & Analytics | | Y | Y | Y |
INTEGRATIONS | ||||
Office Integration - Export to Excel/Word | | Y | Y | Y |
Outlook Integration - Contacts/Calendar/Email | | Y | Y | Y |
Google Integration - Contacts/Calendar/Email | | Y | Y | Y |
Outlook & Google Integration for Apple Mac OS users | | Y | Cloud | -- |
Integration with Popular Apps | | Y | Cloud | Y* |
ADMINISTRATION & CUSTOMIZATIONS | ||||
Preferences | | Y | Y | Y |
User Management | | Y | Y | Y |
Layout Designer | | Y | Y | Y |
Custom Fields | | Y | Y | Y |
Multi-Factor Authentication | | Y | Y | Y |
| $10/user/mo | $10/user/mo | $10/user/mo | |
PLATFORM & TECHNOLOGY | ||||
Data Import | | Y | Y | Y |
API | | Y | Y | Y* |
Secure AWS Hosting | | Y | Cloud | -- |
Automatic Upgrades | | Y | Cloud | -- |
Nightly Backups | | Y | Cloud | -- |
Additional Desktop Sync/Activation (billed annually) | | $10/user/mo | $10/user/mo | -- |
Cloud Storage Included | 15Gb | 15Gb | -- | |
Additional Cloud storage per 5Gb (billed annually) | $4/mo | $4/mo | -- | |
ADD-ON PROGRAMS | ||||
| $22.50/user/mo | $22.50/user/mo | ||
| $22.50/mo | $22.50/mo | ||
| $22.50/mo | $22.50/mo | ||
| From $19/mo | From $19/mo | From $19/mo | |
*NOTE FOR SELF-HOSTED ACT! PREMIUM DESKTOP SUBSCRIBERS - YOU MUST RUN YOUR OWN WEB API TO USE FEATURE | ||||
MARKETING AUTOMATION | | BASIC | SELECT | COMPLETE | ADVANCED |
MONTHLY COST (billed annually)* | Included | $49 Promo | $199 | $399 | |
Monthly Email Sends (unlimited contacts) | | 2,500 | 25,000 | 50,000 | 100,000 |
170+ Responsive Templates | | Y | Y | Y | Y |
Interactive Template Editor | | Y | Y | Y | Y |
Email Tracking & Metrics | | Y | Y | Y | Y |
Drip Marketing | | Y | Y | Y | Y |
Visual Workflow Designer | | Y | Y | Y | Y |
Campaign Calendar | | Y | Y | Y | Y |
Deliverability & Compliance Tools | | Y | Y | Y | Y |
AI Writing Assistant | | -- | Y | Y | Y |
Turnkey Campaigns | | -- | Y | Y | Y |
HTML Email Editor | | -- | Y | Y | Y* |
Social Sharing | | -- | Y | Y | Y |
Landing Pages | | -- | Y | Y | Y |
Surveys | | -- | Y | Y | Y |
Team Management | | -- | Y | Y | Y |
Response-Driven Nurture Marketing | | -- | Y | Y | Y |
Marketing Automation to CRM Workflow | | -- | -- | Y | Y |
Asset Tracking | | -- | -- | Y | Y |
Advanced Lead Capture | | -- | -- | Y | Y |
Lead Management & Scoring | | -- | -- | Y | Y |
Event Marketing | | -- | -- | Y | Y |
Website Activity Tracking | | -- | -- | Y | Y |
Progressive Profiling | | -- | -- | -- | Y |
A/B Testing | | -- | -- | -- | Y |
Add Email Sends 2,500/month (billed annually) | $15/mo limit 3 | $15/mo | $15/mo | $15/mo | |
Each Additional Domain (billed annually) | $50/mo | $50/mo | $50/mo | $50/mo | |
*NOTE FOR SELF-HOSTED ACT! PREMIUM DESKTOP SUBSCRIBERS - YOU MUST RUN YOUR OWN WEB API TO USE FEATURE | |||||
Click Here for Act! Support Scope of Services
ACT! CUSTOMER SUPPORT | | STANDARD | ENHANCED |
MONTHLY COST (billed annually)* | Included | $10/User | |
Knowledgebase | | Y | Y |
Self-Service Portal (FAQs, Guides & Videos) | | Y | Y |
Act! Product Error Troubleshooting By Phone* | | Y | Y |
Live Chat* | | Y | Y |
Support Ticket Submission | | Y | Y |
Personalized Onboarding Session | | Y | Y |
Product Troubleshooting By Phone* | | -- | Y |
How-to / Feature Guidance By Phone* | | -- | Y |
Priority Queuing | | -- | Y |
Voicemail Call Back | | -- | Y |
Appointment Setting | | -- | Y |
Extended Hours Phone Support | | -- | Y |
Act! Support Professional Services** | | $175/hr | $175/hr |
*Act! Customer Support Hours M-F 8:30-8:00 Eastern **Each Professional Services session is billed a minimum of 1 hour, no pro-rations or partial hour billing NOTE 1: ActPlatinum.com offers Service Contracts that is at a lower hourly cost compared to Act! Support Professional Services NOTE 2: ActPlatinum.com Professional Services covers more than Act! Support - Please Review the Scope of Technical Support offered by Act! | |||
NOTE: Images shown are Act! Premium Cloud with the Commercial Real Estate Database
CONTACT MANAGEMENT
OWNERS, BUYERS, SELLERS, TENANTS AND MORE
Keep the important details on your Buyers, Sellers, Owners, Tenants, Investors and Brokers. As well as the contact information for anyone else you do business with. Commercial Real Estate CRM software is a central place for your business data to keep you and your team organized.
You will also have all the standard Act! CRM features of Notes, Histories, Activities and Calendars, Documents and more!
In addition the program has powerful search features. You will be able to find any data anywhere in the database.
PROPERTY MANAGEMENT
INVENTORY, DEALS, LEASES AND MORE
Opportunities keep the information for your property inventory, deals and leases. Track various details including the property profile as well as the related Contacts and Companies. Keep important key dates and current status. Enter your commission and it calculates any split amounts.
Store specific details for each property such as the Square Footage, Year Built and Condition for the Building. Track even more specs for Land, Parking, Industrial as well as the Property Manager info.
Similar to Contact Records you will be able to create Notes, Histories, Activities and attach Documents to your Properties.
SALES PIPELINE
DYNAMIC DASHBOARD TO TRACK YOUR DEALS AND/OR LEASES
See a visual depiction of your Deal or Leasing Opportunities organized by sales stage with the actionable Sales Pipeline. You will be able to quickly drag-and-drop tiles to progress each one through the associated stages.
In addition, you’ll have the ability to drill-down for more detail and work on a specific transaction. Complete the stages of the process to keep your opportunities moving to close. Use as is or easily customize for your unique sales process.
CALENDAR AND ACTIVITY MANAGEMENT
ACTIVITIES, CALENDARS AND TASK LIST TO STAY PRODUCTIVE
One of the key features of the CRM is its ability to schedule activities and help you to focus and manage your time. Track and prioritize your meetings, calls, property tours, lease renewals and deal activities with your Contacts and stay productive. You’ll be able to set alarms and bring attention to important items so they are not overlooked.
In addition, associate your activities to one or multiple Contacts, Properties, Companies and/or Group records.
Your calendar can synchronize with Outlook or Google which is an included feature in the CRM.
EMAIL INTEGRATION
WITH OUTLOOK OR GOOGLE LOGS YOUR COMMUNICATIONS
The CRM includes email integration that captures your emails to and from your contacts. This happens by using your email as normal – there is no need to bcc yourself that is required by some of the other competitors.
By using Outlook after sending or receiving an email Act! immediately keeps the details in the history of the contact record. These histories are kept even if the emails are deleted or moved from your email program.
By integrating with Outlook or Google you and your team can use the powerful features of creating contacts, syncing activities as well as recording inbound and outbound emails.
EMAIL MARKETING AUTOMATION
MARKET TO YOUR CONTACTS – BASIC PLAN INCLUDED
You won’t need another email service because the CRM software has it built in. It eliminates the tedious process of exporting lists and importing results as it is all contained within your database. Even better is that the Basic plan with email campaigns is included so you can market right away.
Marketing automation helps you streamline the entire marketing process. This enhances your ability to generate new leads, close more sales, and add to your bottom line – all while freeing up your team to focus on other tasks. Send the right message at the right time – let people know when you have a new listing!
Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor
MOBILE APP – CRM ON THE GO
STAY ORGANIZED ON THE ROAD
Stay connected to key CRM details – add and update information from wherever you are with the Act! Premium Cloud Mobile App. Calendar and task management on-the-go. Add, edit, and manage opportunities. Utilize the proximity search radius to filter geo locations and associated contact records.
This Act! Premium Cloud mobile app is designed for iPhone, iPad, and Android devices. The Mobile App is at no extra charge and included as part of your Act! Premium Cloud CRM subscription.
Act! is the leading CRM system with an integrated marketing automation platform for today’s commercial real estate professionals, providing more CRM and marketing features for the price point. See for yourself!
Act! has been instrumental in growing our business. We customized Act! for Commercial Real Estate agents to fit our client/prospect profile. When talking to our clients and prospects, we have all the details regarding their properties readily accessible. We are constantly updating files and all data is stored and backed up on the cloud. Act! is also a great marketing tool!
Carlo Sparacino
Licensed Agent, Sparacino Team
After we receive your order for the Act! Premium Cloud subscription with the Commercial Real Estate Database we will have Act! start your Cloud account. Then we will upload the Commercial Real Estate Database to your account. When the Commercial Real Estate Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions.
After we receive your order for the Act! Premium Cloud with Sync subscription with the Commercial Real Estate Database we will have Act! start your Cloud account. Then we will upload the Commercial Real Estate Database to your account. When the Commercial Real Estate Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions. We will also include instructions for installing and restoring your offline client.
Once we receive your order for the Act Premium Self-Hosted subscription with the Commercial Real Estate Database we will then have Act CRM issue your license. After that has been issued we will then send you an email with links to download the Commercial Real Estate Database and database restore instructions.
The CRE CRM Commercial Real Estate Database bundles are specifically for New Act! Subscription Customers. But if you are an existing Act Premium Customer please contact us for options and costs to add CRE CRM to your account.
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 providing guidance we also offer data services for an added cost. So please contact us to discuss your project and to then receive an estimate.