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Act! Vertical CRM | Custom Plans for Sector-Specific Needs
20085
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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

Cloud

Cloud w/Sync

Desktop

SUBSCRIPTION FEATURES

Act! 1 Year Subscription

Act! Premium Cloud

Act! Premium Cloud w/Sync

Act! Premium Desktop

Included Users

1

1

1

Additional User Cost*

$360

$480

$450

Year 2 Cost (Per User)*

$360

$480

$450

Available Access Methods

Cloud & Mobile

Cloud, Windows & Mobile

Windows, Cloud & Mobile

NOTES

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

CRM FEATURES

Act! Premium CRM Features

Cloud

Cloud w/Sync

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 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

N/A

Y

Y

Cloud Storage

15GB

15GB

N/A

Additional Cloud Storage 

5GB $5/mo 

5GB $5/mo 

N/A

MARKETING FEATURES

ACT! PREMIUM CLOUD, ACT! PREMIUM WITH DESKTOP SYNC, AND ACT! PREMIUM DESKTOP PRODUCTS INCLUDES THE ACT! MARKETING AUTOMATION BASIC PLAN

Act! Premium Marketing Features

Act! Premium

BASIC MARKETING AUTOMATION (Included in an Act! Premium Subscription)

Email Sends Per Month

2,500

Email Marketing

Y

170+ Responsive Templates

Y

Interactive Template Editor

Y

Email Tracking & Metrics

Y

Drip Marketing (1)

Limited

Visual Workflow Designer (1)

Limited

Campaign Calendar

Y

Deliverability & Compliance Tools

Y

Per Additional 2500 Email Sends/mo (2)

$15/mo

Additional Domain (per Domain)

$50/mo

SELECT MARKETING AUTOMATION

$79/account/mo

All Basic Features

Y

Email Sends Per Month

25,000

Turnkey Campaigns

Y

HTML Email Editor

Y

Social Sharing

Y

Landing Pages

Y

Surveys

Y

Drip Marketing

Y

Visual Workflow Designer

Y

Team Management

Y

COMPLETE MARKETING AUTOMATION

$199/account/mo

All Select Features

Y

Email Sends Per Month

50,000

Marketing Automation to CRM Workflow

Y

Response-driven Nurture Marketing

Y

Asset Tracking

Y

Advanced Lead Capture

Y

Lead Management & Scoring

Y

Event Marketing

Y

Website Activity Tracking

Y

ADVANCED MARKETING AUTOMATION

$399/account/mo

All Complete Features

Y

Email Sends Per Month

100,000

Progresssive Profiling

Y

A/B Testing

Y

*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).

The Act! Marketing Automation subscription fee shown above is per account, billed annually. There is no per user fee for this service.

Select Plan is $79/mo billed annually $948/year per Account

Complete Plan is $199/mo billed annually $2,388/year per Account

Advanced Plan is $399/mo billed annually $4,788/year per Account

SUPPORT FEATURES

Act! Premium Support Features

Cloud

Cloud w/Sync

Desktop

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 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.

Insurance Agent CRM for Act! Premium
Mortgage CRM for Act! Premium

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.

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.

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

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.

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