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Vertical CRM Subscription Features | Top US Act! Software Partner
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Vertical CRM Subscription Features

VERTICAL CRM SOLUTIONS – CUSTOMIZED ACT! DATABASE FOR YOUR BUSINESS

Our vertical CRM solutions are specifically designed for the latest version of Act! Premium Cloud and Act! Premium Self-Hosted products. These vertical solutions are a great start and a right fit for industry information and processes tailored for your needs.

SELECT A SECTION (+) BELOW TO SEE THE DETAILS OF THE SUBSCRIPTION FEATURES

SUBSCRIPTION FEATURES

Bundle Features

Self-Hosted

Hosted

Cloud

SUBSCRIPTION FEATURES

Act! 1 Year Subscription

Act! Premium

Act! Premium
w/RTG Hosting

Act! Premium Cloud w/Sync

Included Users

1

1

1

Additional User Cost*

$450

$540

$480

Year 2 Cost (Per User)*

$450

$540

$480

Available Access Methods

Windows, Cloud & Mobile

Cloud, Windows & Mobile

Cloud, Windows & Mobile

NOTES

*Based on current prices, subject to change at Manufacturer's discretion.  Sales Tax may apply.

CRM FEATURES

Act! Premium CRM Features

Self-Host

Hosted

Cloud

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 List & Hot Leads

Y

Y

Y

Notifications & Alerts

Y

Y

Y

Act! Companion Mobile App

Y

Y

Y

Welcome Page - User 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

REPORTING & ANALYTICS

Reporting

Y

Y

Y

Act! Insight -Dashboards & Analytics

Y

Y

Y

INTEGRATIONS

Office - Export to Excel/Word

Y

Y

Y

Outlook - Contacts/Calendar/Email

Y

Y

Y

Google - Contacts/Calendar/Email

Y

Y

Y

Act! Connect - Popular Apps Integration

Y

Y

Y

ADMINISTRATION & CUSTOMIZATIONS

Preferences

Y

Y

Y

User Management

Y

Y

Y

Team Management

Y

Y

Y

Layout Designer

Y

Y

Y

Custom Fields

Y

Y

Y

Custom Tables

$10/user/mo

$10/user/mo

$10/user/mo

PLATFORM & TECHNOLOGY

Data Import 

Y

Y

Y

API

Y

Y

Y

Desktop Sync

Y

Y

Y

Cloud Storage

N/A

5GB

6GB

Additional Cloud Storage 

N/A

10GB $10/mo

4GB $5/mo 

MARKETING FEATURES

Act! Premium Marketing Features

Self-Host

Hosted

Cloud

BASIC MARKETING AUTOMATION (Included in Premium Subscription)

Email Sends Per Month

2,500

2,500

2,500

Email Marketing

Y

Y

Y

170+ Responsive Templates

Y

Y

Y

Interactive Template Editor

Y

Y

Y

Email Tracking & Metrics

Y

Y

Y

Drip Marketing (1)

Limited

Limited

Limited

Visual Workflow Designer

Y

Y

Y

Campaign Calendar

Y

Y

Y

Per Additional 2500 Email Sends/mo (2)

$15/mo

$15/mo

$15/mo

Additional Domain (per Domain)

$50/mo

$50/mo

$50/mo

MARKETING AUTOMATION OPTIONAL PACKAGES - Includes Features Above PLUS:

Turnkey Campaigns

Packages S, C & A

Packages S, C & A

Packages S, C & A

HTML Email Editor

Packages S, C & A

Packages S, C & A

Packages S, C & A

Social Sharing

Packages S, C & A

Packages S, C & A

Packages S, C & A

Landing Pages

Packages S, C & A

Packages S, C & A

Packages S, C & A

Surveys

Packages S, C & A

Packages S, C & A

Packages S, C & A

Team Management

Packages S, C & A

Packages S, C & A

Packages S, C & A

Deliverability & Compliance Tools

Packages S, C & A

Packages S, C & A

Packages S, C & A

Marketing Automation to CRM Workflow

Packages C & A

Packages C & A

Packages C & A

Response-driven Nurture Marketing

Packages C & A

Packages C & A

Packages C & A

Asset Tracking

Packages C & A

Packages C & A

Packages C & A

Advanced Lead Capture

Packages C & A

Packages C & A

Packages C & A

Lead Management & Scoring

Packages C & A

Packages C & A

Packages C & A

Event Marketing

Packages C & A

Packages C & A

Packages C & A

Website Activity Tracking

Packages C & A

Packages C & A

Packages C & A

Progresssive Profiling

Package A

Package A

Package A

A/B Testing

Package A

Package A

Package A

SMS - Phone Number + 500 Sends/mo (3)

$6.25/mo

$6.25/mo

$6.25/mo

SMS - Per Additional 500 Sends/mo (3)

$5/mo

$5/mo

$5/mo

*NOTES

(1) Basic tier limited to emails as only available activity type.

(2) Basic tier limited to 10,000 email sends per month (Included + Paid).

(3) Not available for Basic tier, available for Select, Complete and Advanced tiers.

Select Plan (Package S) is $79/mo billed annually $948/year per Account

Complete Plan (Package C) is $199/mo billed annueally $2,388/year per Account

Advanced Plan (Package A) is $399/mo billed annueally $4,788/year per Account

SUPPORT FEATURES

Act! Premium Support Features

Self-Host

Hosted

Cloud

CUSTOMER SUPPORT

CLICK HERE for Act! Support's Scope of Services

Knowledgebase

Y

Y

Y

Self-Service (FAQs, Guides & Videos)

Y

Y

Y

Act! Error Troubleshooting by Phone (3)

Y

Y

Y

Live Chat (3)

Y

Y

Y

Support Ticket Submission

Y

Y

Y

Getting Started Scheduled Call

Enhanced Support

Enhanced Support

Enhanced Support

Act! Troubleshooting by Phone (3)

Enhanced Support

Enhanced Support

Enhanced Support

Priority Queuing

Enhanced Support

Enhanced Support

Enhanced Support

Voicemail Call Back

Enhanced Support

Enhanced Support

Enhanced Support

Appointment Setting

Enhanced Support

Enhanced Support

Enhanced Support

Saturday Phone Support

Enhanced Support

Enhanced Support

Enhanced Support

Professional Services (4)

$175/hr

$175/hr

$175/hr

*NOTES

ENHANCED SUPPORT IS AN ADDITIONAL $10/USER/MONTH BILLED $120/USER ANNUALLY

(3) US: M-F 8:30am 8:00pm Eastern

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

VERTICAL SOLUTIONS FOR ACT!

Act! For Commercial Real Estate

Specifically designed for commercial real estate professionals.

 

Features: Commercial Properties, Owners, Buyers, Sellers, Tenants, Deals and Leases

Commercial Real Estate vertical CRM solution for Act! is a customized Act! Premium CRM database for the commercial real estate industry. Centralize Property Owners, Buyers, Sellers, Tenants and Property Transaction Information for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for commercial real estate companies.

Commercial Real Estate CRM
Financial Advisor CRM for Act! Premium

Act! for Financial Professionals

Specifically designed for Financial professionals

 

Features: AUM Accounts Under Management, Other Assets, Policies, Seminar Participation

Financial Advisor vertical CRM solution for Act! is a customized Act! Premium CRM database for the Financial Professional industry.

Centralize Contacts, Financial Details and Accounts Under Management for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for financial professionals.

Act! For Home Builders

Specifically designed for home building companies

 

Features: Home Buyers, Builds, Subcontractors and Suppliers

Home Builder vertical CRM solution for Act! is a customized Act! Premium CRM database for the home building industry. Centralize Home Buyer, Home Build and Real Estate Transaction Information for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for home building companies.

Home Builder CRM for Act! Premium
Insurance Agent CRM for Act! Premium

Act! for Insurance Professionals

Specifically designed for Insurance professionals

Features: Commercial Policies, P&C Policies, Health Policies, Other Policies, Renewal Dates, Employer Participation

Insurance Agent vertical CRM solution for Act! is a customized Act! Premium CRM database for the Insurance industry. Centralize Agency Contacts, Policy Information and Employer Participation for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for insurance professionals.

Act! for Mortgage Professionals

Specifically designed for mortgage professionals

 

Features: Borrowers, Co-Borrowers, Loans in Process

Mortgage Broker/Lender/Loan Officer vertical CRM solution for Act! is a customized Act! Premium CRM database for the mortgage industry. Centralize Borrower, Co-Borrower and Loan Information for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for mortgage professionals.

Mortgage CRM for Act! Premium
Residential Real Estate CRM for Act! Premium

Act! for Residential Real Estate

Specifically designed for residential real estate professionals

 

Features: Buyers, Sellers, Real Estate Transactions, Commissions, Expenses

Real Estate Agent vertical CRM solution for Act! is a customized Act! Premium CRM database for the real estate industry. Centralize Buyer, Seller and Real Estate Transactions for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for residential real estate professionals.

Act! for Real Estate PLUS Mortgage

Specifically designed for residential real estate and lending professionals

 

Features: Buyers, Sellers, Borrowers, Real Estate Transactions, Loans in Process

Real Estate PLUS Mortgage vertical CRM solution for Act! is a customized Act! Premium CRM database for the real estate buying, selling and lending industry. Centralize Buyer, Seller, Borrower, Real Estate Transactions and Loans in Process for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for real estate agents and mortgage professionals.

Real Estate PLUS Mortgage CRM for Act! Premium

Our Vertical Industry Databases Work With The Latest Version For Act! Premium Products