Financial Advisor CRM and Marketing Software $30/month

CRM 

Cloud

Cloud & Desktop

Desktop

RELATIONSHIP & ACTIVITY MANAGEMENT

Customer Management

Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place.

Y

Y

Y

Task & Activity Management

Track and prioritize calls, meetings, and to-dos—all associated with your contacts.

Y

Y

Y

Calendar

See exactly what you have planned for the day from your Act! calendar.

Y

Y

Y

Notes & History

Keep a detailed record of interactions with customers and prospects so you have a full picture of each relationship.

Y

Y

Y

Companies

Associate Contacts with their respective Companies to understand and manage engagements comprehensively.

Y

Y

Y

Relationship Timeline

See a visual chronology of all activities and communications associated with a customer or prospect.

Y

Y

Y

Secondary Contacts

Record basic information about people associated with a contact without creating a new contact record.

Y

Y

Y

In-Context Maps & Web Info

See real-time information from the Web, in-context within each contact record - maps, social profiles, and more.

Y

Y

Y

Call Lists & Hot Leads

Zero in on your most interested leads with intelligent Call Lists that rank campaign recipients by level of engagement.

Y

Y

Y

Notifications & Alerts

Notifications and alerts ensure you stay on task and on time throughout your day.

Y

Y

Y

Act! Mobile App

Stay connected to key Act! details from wherever you work with a mobile app for iPhone®, iPad®, and Android™.

Y

Y

Y*

Welcome Page - User Productivity Dashboard

Start your morning with an overview of your top deals and key activities. Personalize to stay informed and productive throughout your day.

Y

Y

Y

Mail Merge

Send personalized communications to contacts or groups with unique data from their individual customer records.

Y

Y

Y

GROUPS & SEARCH

Search & Lookups

Find what you need in an instant with powerful search options.

Y

Y

Y

Groups & Filters

Organize similar contacts into groups for targeted communications or sales initiatives.

Y

Y

Y

Dynamic Groups

Organize similar contacts into dynamic groups based on criteria you define.

Y

Y

Y

Advanced Queries

Perform custom, comprehensive database queries, including searching multiple field types and ranges concurrently.

Y

Y

Y

OPPORTUNITY & PIPELINE MANAGEMENT

Opportunity Management

Capture and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal.

Y

Y

Y

Sales Process Management

Manage opportunities using a simple, out-of-the-box sales process or one configured to fit your company’s sales methodology.

Y

Y

Y

Products & Pricing

Capture and manage your catalog in Act! and associate products and pricing to Opportunities.

Y

Y

Y

Sales Pipeline Management View

See a complete, visual representation of your sales pipeline at-a-glance to project revenue, adjust strategy, and quickly focus efforts.

Y

Y

Y

Sales KPIs - Standard & Custom

KPIs provide a quick look at sales activity and performance for the month or quarter. Create custom KPIs for additional insights into sales effectiveness.

Y

Y

Y

Sales Opportunity Kanban Board

Move sales opportunities from stage to stage through the pipeline with a simple drag-and-drop motion, and watch your sales funnel update instantly.

Y

Y

Y

Quotes

Generate standard quotes in .doc format using optional Microsoft Word integration.

Y

Y

Y

REPORTING & ANALYTICS

Reporting

View and customize 80+ out of the box reports - from contact lists to activity reports to sales performance metrics.

Y

Y

Y

Act! Insight -Dashboards & Analytics

Guide decision-making with rich, actionable insights from interactive Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs to drive smarter decision making.

Y

Y

Y

INTEGRATIONS

Office Integration - Export to Excel/Word

Interact seamlessly with Microsoft® Office from within Act!.

Y

Y

Y

Outlook Integration - Contacts/Calendar/Email

Interact seamlessly with Microsoft® Outlook® from within Act!.

Y

Y

Y

Google Integration - Contacts/Calendar/Email

Integrate seamlessly with Google™.

Y

Y

Y

Outlook & Google Integration for Apple Mac OS users

Safari and Chrome browsers are compatible with Act! Premium Cloud for Apple Mac users.

Y

Cloud

--

Integration with Popular Apps

Connect with hundreds of apps that extend the power and reach of Act!

Y

Cloud

Y*

ADMINISTRATION & CUSTOMIZATIONS

Preferences

Tailor the way Act! operates for you, your team, or your company for maximum productivity.

Y

Y

Y

User Management

Add users to Act! with ease to get them onboarded and create a team role to then set preferences, define processes and configure security and sharing rights.

Y

Y

Y

Layout Designer

Customize the way your customer information is viewed by configuring fields, labels, backgrounds, picklists, images and more.

Y

Y

Y

Custom Fields

Add custom fields to capture data specific to your business or industry needs.

Y

Y

Y

Multi-Factor Authentication

Protect your Act! data with Multi-Factor Authentication, a multi-step authentication process that helps prevent unauthorized access to your account.

Y

Y

Y

Custom Tables (billed annually)

Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with Custom Tables.

$10/user/mo

$10/user/mo

$10/user/mo

PLATFORM & TECHNOLOGY

Data Import

Import existing Act! databases, or pull in contact information from other CRM systems or external lists via .csv files.

Y

Y

Y

API

Enable external services and applications to extend or augment data or functionality to enhance your Act! experience.

Y

Y

Y*

Secure AWS Hosting

Act! Premium Cloud is hosted on the Amazon Web Services (AWS) platform for best-in-class performance, security, and reliability.

Y

Cloud

--

Automatic Upgrades

Automatic upgrades ensure you get and stay productive. We take care of the technical details so you can focus on your business and customers.

Y

Cloud 

--

Nightly Backups

Rest easy knowing your data is protected at all times and that you're covered in the event of an unplanned outage or disaster.

Y

Cloud 

--

Additional Desktop Sync/Activation (billed annually)

Deploy a desktop client and sync data back and forth to the Cloud for maximum flexibility.

$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

Link2Quotes+ - Online Quotes (billed annually)

Close more business with customizable online quotes. Includes automated follow-up activity scheduling & customer reminders, quote dashboards & reports, and secure payment processing. Includes Link2calendar for self-service calendar booking.

$22.50/user/mo 

$22.50/user/mo 

--

Link2Forms+ - Lead Forms (billed annually)

Streamline the collection of customer data and generate leads with customizable forms for quote & service requests, surveys, and much more. Includes Link2calendar for self-service calendar booking.

$22.50/mo 

$22.50/mo 

--

Link2Events+ - Event Management (billed annually)

Make planning online events such as webinars, training sessions, virtual trade shows, and more, a breeze. From marketing to attendees, managing RSVPs, publishing event details, and sending reminders. Includes Link2calendar for self-service calendar booking.

$22.50/mo 

$22.50/mo 

--

SMS4Act! - Text Messaging (billed monthly)

Send text messages for promotions, appointment reminders, order updates, and more. Automatically track sends and replies for follow-up and reference.

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

REFER TO THIS KB FOR MORE INFORMATION: https://help.act.com/s/article/How-to-move-from-Act-Connect-Link-to-self-hosted-API-using-Act-for-Web-Prem?language=en_US

Marketing Automation

Basic

Select

Complete

Advanced

MONTHLY COST (billed annually)*

Included

$79

$199 

$399

Monthly Email Sends (unlimited contacts)

Create and send impactful email campaigns proven to drive sales to your Act! contacts.

2,500

25,000

50,000

100,000

170+ Responsive Templates

Choose from a diverse library of promotional, transactional, webinar, and enewsletter email templates for building campaigns.

Y

Y

Y

Y

Interactive Template Editor

Edit existing or build your own mobile responsive email campaigns using the interactive template editor.

Y

Y

Y

Y

Email Tracking & Metrics

View real-time campaign metrics, covering opens, clicks, and comparative stats per campaign or company-wide against a time range you apply to understand the success of campaigns and improve your marketing strategy over time.

Y

Y

Y

Y

Drip Marketing

Build multi-stage drip campaigns using the visual workflow designer to send a series of automated campaigns or communications to prospects and customers. View email statistics and manage subscribers in each stage of your drip campaigns.

Y

Y

Y

Y

Visual Workflow Designer

Use the visual workflow designer, providing a graphical representation of your company’s communication flow, to easily build drip or nurture campaigns. Edit existing stages or add new ones from this intuitive workflow view.

Y

Y

Y

Y

Campaign Calendar

Know when campaigns are being sent with the marketing calendar, displaying planned campaigns in day, week, and month views. Filter by user, single send campaigns, or recurring campaigns. Drill into any campaign for more detail.

Y

Y

Y

Y

Deliverability & Compliance Tools

Rest-assured campaigns will reach inboxes, because Act! Marketing Automation is backed by an expert delivery team that helps you manage your company’s sender reputation, giving you outstanding delivery rates. Access numerous tools to help with GDPR compliance, spam analysis, managing opt-outs with multiple unsubscribe templates, and so much more.

Y

Y

Y

Y

AI Writing Assistant

Leverage advanced AI within Act! Marketing Automation to effortlessly create compelling marketing content for emails, landing pages, webinar invites, and more.

--

Y

Y

Y

Turnkey Campaigns

Quickly jumpstart your marketing efforts using turnkey, pre-built campaigns that make it easy to schedule and send sales promotions, prospecting emails, webinar or event invitations, welcome emails, recurring newsletters, and much more.

--

Y

Y

Y

HTML Email Editor

Import and edit existing HTML campaign templates using the WYSIWYG email editor or build new HTML campaigns from scratch.

--

Y

Y

Y

Social Sharing

Publish campaigns to social sites like Facebook, LinkedIn, and Twitter to engage your company’s social networks and expand your reach. Drive traffic to social networks with social buttons in the footer of your campaigns.

--

Y

Y

Y

Landing Pages

Select from a categorized library of pre-built landing page templates or design and create your own with step-by-step guidance. Embed lead capture forms to grow your prospect database. New leads are automatically added to Act! once a form is completed.

--

Y

Y

Y

Surveys

Create online surveys and polls using multiple question types, including radio buttons, sliders, ratings, and more to gather information about prospects and customers. Responses are mapped to fields in Act! automatically for richer prospect and customer profiles.

--

Y

Y

Y

Team Management

Give team members access to manage specific campaigns, templates, and landing pages.

--

Y

Y

Y

Response-Driven Nurture Marketing

Build highly personalized, response-driven nurture marketing campaigns with decision trees and one or more actions to let Act! Marketing Automation do the work for you. Campaigns are automatically triggered by recipient responses based on criteria you define. The recipient listsassociated with your nurture campaigns are always up-to-date, because any changes made to associated Act! groups are automatically fed into your campaign lists.

--

Y

Y

Y

Marketing Automation to CRM Workflow

Automate workflow between sales and marketing to maximize engagement at every phase of the customer journey. Watch as Act! Marketing Automation turns real-time response metrics into sales actions—alerting everyone of new prospects, prioritizing follow-ups, and delivering a composite view of engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaign, landing page, and website interactions, or completed lead forms and surveys.

--

--

Y

Y

Asset Tracking

Measure engagement of YouTube videos and PDFs to pinpoint your company’s most impactful marketing assets. See time spent and page visits. Perform A/B testing against different assets. Implement lead capture forms and force sign-in to continue viewing assets. Drive qualified leads into Act! automatically for immediate follow-up. For deeper insights, view the asset dashboard with the number of impressions, average time spent, leads generated, ROI, and more.

--

--

Y

Y

Advanced Lead Capture

Take lead capture and surveys to the next level with advanced forms and surveys that allow further actions in Act!. Create Act! activities andopportunities automatically based on recipient responses. Send notifications to Act! users when responses come in. Even load contacts into specific campaigns automatically.

--

--

Y

Y

Lead Management & Scoring

Use lead scoring to understand your most interested prospects based on campaign engagement, survey/web form responses, and website interactions. Prioritized leads are pushed into Act! groups automatically for easy sales follow-up. Set up automated tasks and alerts in Act! to keeps deals moving and close sales faster.

--

--

Y

Y

Event Marketing

Host successful webcasts and tradeshows with a nurture template designed for marketing events. Send event invitations, gather registration information, track attendees, send thank you emails, and more.

--

--

Y

Y

Website Activity Tracking

See the interactions of both identified and anonymous visitors on your website today, yesterday, this week, last week, or the last 30 days. View website visitors in real-time and engage with identified prospects when they're most interested. Gain rich insights with the web intel dashboard for visitor profiling, interactions per visit, visitor bounce rates, traffic sources, and entry and exit pages. Web visits feed into lead scoring profiles and create activities for sales follow-ups in Act! automatically.

--

--

Y

Y

Progressive Profiling

Gather information about a prospect over time with short surveys that display questions based on what you already know about a lead to steadily build a rich prospect profile in Act!.

--

--

--

Y

A/B Testing

Test specific elements of two campaigns to determine your most impactful subject lines, email content, and more. Use the results to continually improve your content.

--

--

--

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

REFER TO THIS KB FOR MORE INFORMATION: https://help.act.com/s/article/How-to-move-from-Act-Connect-Link-to-self-hosted-API-using-Act-for-Web-Prem?language=en_US

Act! Customer Support

Standard

Enhanced

MONTHLY COST (billed annually)

Included

$10/User

Knowledgebase

Browse help topics and search for answers to frequently asked questions.

Y

Y

Self-Service Portal (FAQs, Guides & Videos)

Get guidance whenever you need, with 100+ video tutorials and guides to help you get started and continue to learn.

Y

Y

Act! Product Error Troubleshooting By Phone*

Call in for help if you encounter an Act! error message dialog box.

Y

Y

Live Chat*

Receive product troubleshooting and help accessing resources via online chat.

Y

Y

Support Ticket Submission

Submit your tickets through our convenient support system.

Y

Y

Personalized Onboarding Session

Get up and running and be productive quickly with an assist from the experts.

Y

Y

Product Troubleshooting By Phone*

Call in for product troubleshooting and help accessing resources.

--

Y

How-to / Feature Guidance By Phone*

Get assistance with specific features so you can maximize your use of Act! and drive results.

--

Y

Priority Queuing

Jump to the front of the line when you call in.

--

Y

Voicemail Call Back

Leave a message and you will receive a call back from a support agent.

--

Y

Appointment Setting

Set a time that works best for your schedule to get answers when it’s most convenient for you.

--

Y

Extended Hours Phone Support

Enhanced support Monday-Friday 6:30AM-8:00PM & Saturday 9:00AM-2:00PM. Eastern Time

--

Y

Act! Support Professional Services**

Engage with Act! support reps on a per-hour basis for certain issues outside the scope of your Act! support.

$175/hr

$175/hr

*Act! Customer Support Hours M-F 8:30AM-8:00PM Eastern Time

**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! Technical Support - Please Review the Scope of Technical Support offered by Act!