Financial Advisor CRM and Marketing Software $30/month

Act! Advantage Cloud

Act! Premium Desktop

Standard

Professional

Ultimate

CRM & FRONT-OFFICE FEATURES

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

Y

Task & Activity Management

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

Y

Y

Y

Y

Calendar

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

Y

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

Y

Companies

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

Y

Y

Y

Y

Secondary Contacts

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

Y

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

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

Y

Notifications & Alerts

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

Y

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

Y

Mail Merge

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

Y

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

SMS Text Messaging

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 

From $19/mo 

Online Appointment Scheduling

Let customers book appointments with you online, sync schedules with Act!, and automate confirmations.

Y

Standard

Y

Advanced

Y

Advanced

Online Surveys

Create and automate customer surveys to collect actionable insights directly inside Act!.

Y

Standard

Y

Advanced

Y

Advanced

Website Chat

Engage website visitors in real time and convert chats into leads stored inside Act!.

Y

Standard

Y

Advanced

Y

Advanced

Web Lead Forms

Capture leads and customer data with customizable web forms that automatically update Act! and trigger follow-ups.

Y

Standard

Y

Advanced

Y

Advanced

Online Event Management

Plan, promote, and track RSVPs for webinars and events while automating reminders and follow-ups inside Act!.

Y

Standard

Y

Advanced

Y

Advanced

Groups & Search

Search & Lookups

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

Y

Y

Y

Y

Groups & Filters

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

Y

Y

Y

Y

Dynamic Groups

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

Y

Y

Y

Y

Advanced Queries

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

Y

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

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

Y

Products & Pricing

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

Y

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

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

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

Y

Quotes

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

Y

Y

Y

Y

Interactive Quotes

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

Y

Standard

Y

Advanced

Y

Advanced

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

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

Y

Integrations

Office Integration - Export to Excel/Word

Interact seamlessly with Microsoft® Office from within Act!.

Y

Y

Y

Y

Outlook Integration - Contacts/Calendar/Email

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

Y

Y

Y

Y

Google Integration - Contacts/Calendar/Email

Integrate seamlessly with Google™.

Y

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

Y

Y

Act! Connect Integration with Popular Apps

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

Y

Y

Y

Accounting Link

Seamlessly connect Act! with accounting software to sync customer records, access financial insights, and view key metrics like invoices, payments, and aged receivables—all in one place.

Y

Y

Administration & Customization

Preferences

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

Y

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

Y

Layout Designer

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

Y

Y

Y

Y

Custom Fields

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

Y

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

Y

Custom Industry Tables

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

$5/user/mo

Y

$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

Y

API

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

Y

Y

Y

Self-Hosted

Secure AWS Hosting

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

Y

Y

Y

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

Y

Y

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

Y

Y

Additional Desktop Sync/Activation 

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

$10/user/mo 

$10/user/mo 

$10/user/mo 

Cloud Storage Included

15Gb 

25Gb 

35Gb 

Additional Cloud Storage (per 5Gb)

$4/mo 

$4/mo 

$4/mo 

Professional Services & Support

Online Customer Portal

Provide customers with secure, 24/7 self-service access to their account information and documents.

$100/mo

per account 

Y

Project Management

Plan, track, and manage projects seamlessly while keeping teams and clients aligned.

Y

Y

*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! Advantage Cloud

Act! Premium Desktop

Standard

Professional

Ultimate

MARKETING

Email Marketing

Email Sends/Month

Increase your monthly email send limits as your communication needs grow, or move to a higher tier of Act! Advantage for higher send limits and additional features.

2,500 emails/mo

to unlimited contacts

25,000 emails/mo

to unlimited contacts

50,000 emails/mo

to unlimited contacts

Self-Host*

Email Marketing

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

Y

Y

Y

170+ Responsive Templates

Get started with 170+ mobile responsive email templates that fit your industry, business, and communication style. Choose from a diverse library of promotional, transactional, webinar, and enewsletter email templates for building campaigns.

Y

Y

Y

Interactive Template Editor

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

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

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

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

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

Deliverability & Compliance Tools

Rest-assured campaigns will reach inboxes, because Act! Marketing 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

AI Writing Assistant 

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

Act! Email Marketing Plus

$79/mo/account
25,000 total sends

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

HTML Email Editor

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

$

Y

Y

URL Shortener

Shorten, organize, and track URLs effortlessly for cleaner, more professional links.

$

Y

Y

Social Sharing

Publish campaigns to social sites like Facebook, LinkedIn, and X 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

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

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

Team Management

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

$

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 lists associated 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

Marketing Automation

Act! Marketing Automation

$199/mo/account

50,000 total sends (includes everything in Act! Email Marketing Plus)

Act! Marketing Automation

$199/mo/account
50,000 total sends

Included

Self-Host*

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

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

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 and opportunities automatically based on recipient responses. Send notifications to Act! users when responses come in. Even load contacts into specific campaigns automatically.

$

$

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

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

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

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

Services & Add-ons

Additional Email Sends (Per 2500/mo)

$15/mo
(volume discounts apply)

$15/mo
(volume discounts apply)

$15/mo
(volume discounts apply)

Additional Domains (Per Domain)

$50/mo

$50/mo

Y

(one Included)

Email List Verification

Verify and clean your email list in real time to reduce bounce rates and improve email deliverability.

Y

250 scans/mo

Y

2,500 scans/mo

Y

5,000 scans/mo

Email List Verification - Additional Scans

$4/mo/1,000
(volume discounts apply)

$4/mo/1,000
(volume discounts apply)

$4/mo/1,000
(volume discounts apply)

*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

SELF-HOSTED ACT! PREMIUM DESKTOB SUBSCRIBERS - see https://actplatinum.com/act-marketing-automation/ for Pricing and Tier Features

NOTE: Standard tier limited to emails as only available action type. Standardtier limited to 10,000 email sends per month (Included + Paid).

Act! Advantage Cloud

Act! Premium Desktop

Standard

Professional

Ultimate

CUSTOMER SUPPORT

Standard Support

Knowledgebase

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

Y

Y

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

Y

Y

Act! Product Error Troubleshooting By Phone

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

Y

Y

Y

Y

Live Chat

Receive product troubleshooting and help accessing resources via online chat.

Y

Y

Y

Y

Support Ticket Submission

Submit your tickets through our convenient support system.

Y

Y

Y

Y

Personalized Onboarding Session

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

Y

Y

Y

Y

Enhanced Support

$10/user/mo

$5/user/mo

Included

$10/user/mo

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

$

Professional Services

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

$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!