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Home » Intro to Act! Premium v25 » Act! Premium CRM Desktop & Cloud Intro

Act! Premium CRM Desktop & Cloud Intro

Act North America

Customer Relationship Management Made Easy!

On Premises

Act! Premium Desktop
  • $37.50
  • user/mo (billed annually)
  • BUY NOW
  • Experience the security and control of an on-premises solution where you deploy and manage software.
  • Networked and offline access
  • Self-Managed security
  • Complete control of updates
  • Compatibility w/desktop add-ons
  • Key Features:
  • Rich account management
  • Calendar & activity tracking
  • Dynamic sales pipeline management
  • Act! Insight analytics
  • Act! Office, Outlook, & Google
  • Act! Companion mobile app
  • Data import tool
  • Act! Marketing Automation (Basic tier)
  • Expert Technical Support
    Monday to Friday-8:30am to 8pm Eastern

Cloud Based

Act! Premium Cloud
  • $30.00
  • user/mo (billed annually)
  • BUY NOW
  • Enjoy the convenience and peace of mind of a cloud based solution where Act! handles all the technical details.
  • Immediate, browser based access
  • World class, secure hosting
  • Automatic updates and backups
  • Optional desktop sync
  • Key Features:
  • All features of Act! Premium Desktop, plus:
  • Automatic upgrades
  • Nightly backups
  • Disaster recovery
  • 6GB Cloud storage
  • Desktop sync (optional $)

Act! Features and Benefits

CRM
Act! CRM Features
  • Relationship & Activity Management
  • Customer Management
    Keep rich customer details, emails, documents, notes, history, activities, & more in one easy place.
  • Task & Activity Management
    Track & prioritize calls, meetings, & to does all associated with your contacts.
  • Calendar
    See exactly what you have planned for the day from your Act! calendar.
  • Notes & History
    Keep detailed records of interactions with customers and prospects so you have a full picture of relationship.
  • Companies
    Associate contacts with their respective companies to understand & manage engagements comprehensively.
  • Relationship Timeline
    See a visual chronology of all activities & communications associated with a customer or prospect.
  • In-context maps & web info
    See real-time information from the web in context within each contact record-maps, social profiles, & more!
  • Call Lists & Hot Leads
    Zero in on your most interested leads with intelligent call list that rank campaign recipients by level of engagement.
  • Notifications & Alerts
    Notifications and alerts ensure you stay on task & on time throughout your day.
  • Secondary Contacts
    Record basic information about people associated with a contact without creating a new contact record.
  • Act! Companion-Mobile App
    Stay connected to key ACt! details from wherever you work with mobile app for iphone,ipad, or android.
  • Welcome Page-User Productivity Dashboard
    Start your mornings with an overview of your top deals and key activities. Personalize to stay informed and productive throughout your day.
  • Mail Merge
    Send personalized communication to contacts or groups with unique data from their individual customer records.
  • Groups & Search
  • Search & Lookups
    Find what you need in an instant with powerful search options.
  • Groups & Filters
    Organize similar contacts into groups for targeted communications or sales initiatives
  • Dynamic Groups
    Organize similar contacts into dynamic groups based on criteria you define.
  • Advanced Queries
    Perform custom, comprehensive database queries including searching multiple field types and ranges concurrently.
  • Opportunity & Pipeline Management
  • Opportunity Management
    Capture & manage key opportunity details, including status, value, estimated close dates, & more for every day sales.
  • Sales Process Management
    Manage opportunities using a simple out of the box sales process or one configured to fit your company's sales methodology.
  • Products & Pricing
    Capture and manage your catalog in Act! and associated product & pricing opportunities.
  • Sales Pipeline Mangement View
    See a complete, visual representation of your sales pipeline at a glance to project revenue, adjust strategy, and quickly focus efforts. In context, KPI's provide an instant rollup of metrics like opportunity to close rate, open leads,and more based on filters you apply.
  • Sales KPI's & Custom
    KPI's provide a quick look at sales activity and performance for the month or quarter. Create custom KPI's for additional insights into sales effectiveness.
  • Sales Opportunity Kanban Board
    Move sales opportunities from stage to stage through pipeline with a simple drag & drop motion, and watch your sales funnel through instantly.
  • Reporting & Analytics
  • Reporting
    View and customize 80 plus out of the box reports from contact list to activity reports to sales performance metrics.
  • Act! Insight-Dashboard Analytics
    Guide decision making with rich, actionable insights from interactive Act! Insight dashboards covering individual, team, monitor sales marketing, and business health KPI to drive smarter decision making.
  • Integrations
  • Office Integrations-Export to Word/Excel
    Interact seamlessly with Microsoft Office and Outlook from within Act!.
  • Outlook Integration-Contacts/Calendars/Emails
    Interact seamlessly with Microsoft Office and Outlook from within Act!.
  • Google Integration
    Integrate seamlessly with Google
  • Act! Connect- Integration with popular apps
    Connect to popular business apps like Slack, Shopify, & hundreds more.
  • Administration & Customization
  • Preferences
    Tailor the way Act! operates for you, your team, or your company for maximum productivity.
  • User Management
    Add users to Act! with ease to get onboarded
  • Layout Designer
    Customize the way your customer information is viewed by configuring fields, labels, backgrounds, images and more.
  • Custom Fields
    Add custom fields to capture data specific to your business or industry needs.
  • Custom Tables ($10/user/mo)
    Maintain detailed, industry specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with custom table
  • Platform & Technology
  • Data Import
    Seamlessly move all the customer information from your current CRM solution into Act with an intuitive import tool.
  • API
    API enable external services and applications to extend or augment data or functionality to enhance your Act! experience.
  • Desktop Sync (for Act! Premium Cloud only)($10/user/mo)
    Deploy a desktop client & sync data back and forth to the cloud for maximum flexibility.
  • Additional Cloud Storage 4GB (for Act! Premium Cloud only)($5/mo)
    Deploy a desktop client & sync data back and forth to the cloud for maximum flexibility.
  • Cloud Storage 6GB (for Act! Premium Cloud only)($10/user/mo)
    Deploy a desktop client & sync data back and forth to the cloud for maximum flexibility.
Marketing Automation
Marketing Automation Features
  • Included Basic Features
  • Email Marketing
    Create and send impactful email campaigns proven to drive sales to your Act! clients
  • 170 Plus Responsive Templates
    Get started with 170+ mobile responsive that fit your industry, business, & communication style. Choose from a diverse library of promotional, transactional, webinar, & enewsletter email templates for building campaigns.
  • Interactive Template Editor
    Edit existing or build your own responsive email campaigns using the interactive template edit.
  • 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.
  • Drip Marketing
    Build multi stage drip campaigns using the visual workflow designer to send a series of automated campaigns or communications to prospects & customer view email statistics and manage subscribers in each stage of your drip marketing campaign.
  • Visual Workflow Designer
    Use the visual workflow designer providing a graphical representation of your company's command flow, to easily build drip or nurture campaigns. Edit existing stages or add new ones from this intuitive workflow.
  • Campaign Calendar
    Know when campaigns are being sent with the marketing calendar, displaying planned campaigns in day, week, and month views. Filter bu user, single send campaigns, or recurring campaigns
  • 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.
  • Paid Features (See Pricing)
  • Select Marketing Features
  • TurnKey Campaigns
    Quickly jumpstart your marketing efforts using turnkey, pre built campaigns that make it easy to schedule and send promotions, proospecting emails, webinar or event invitations, welcome emails, reccuring newsletters, and much moer
  • HTML Email Editor
    Import and edit existing HTML campains templates using the WYSIWYG email editor or build new HTML campaigns from scratch.
  • Social Sharing
    Publish campaigns to social sites like Facebook. Linkedin, and Twitter to engage your company's social networks and expand your reach. Drive traffice to social networks with social buttons in the footer of your campaign.
  • Landing Pages
    Select from a catagorized libray of pre-built landing pages pages 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.
  • Surveys
    Create online surveys and polls using multiple questions types including radio buttons, sliders, ratings, and mor eto gather information about prospects and customers. Responses are mapped to fields in Act! automatically for richer prospect and customer profiles.
  • 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.
  • Team Management
    Give Team members access to manage specific campaigns templates and landing pages.
  • 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 & delivering a composite view of engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaigns, landing pages, and website interactions, or completed forms.
  • Response Driven Nuture Marketing
    Build highly personalized, response driven nurture marketing campaigns with decision tree and one or more actions to let Act! Marketing Automation do the work for you. Campaigns are automatically triggered by recipients responses based on criteria you define. The nurture campaigns are always up to date , because any changes made to associated Act! groups are automatically fed into your campaign.
  • Complete Marketing Features
  • Asset Tracking
    Measure engagement of YouTube videos, pdfs tp pinpoint your company's most impactful marketing assets. See time spent and page visits. 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.
  • Advanced Lead Capture
    Take lead capture and survey to the next level with advanced forms and surveys that allow further actions in Act!. Create activities and opportunities based on recipient responses.
  • Lead Management & Scoring
    Use lead scoring to undersatnd 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 keep deals moving ans close sales faster.
  • Event Marketing
    Host successful webcasts and tardeshows with a nuture template designed for marketing events. Send event invitations, gather registration information information, track attendees, send thank you emails, and more.
  • Website activity tracking
    See the interactions of both identified and anonymous visitors on your website today, yesterday, this week, last week or the lats 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.
  • Advanced Marketing Features
  • Progressive Profiling
    Gather information about a prospect overtime with short surveys that display questions based on what you already know about a lead to steadily build a rich prospect profile.
  • Progressive Profiling
    Gather information about a prospect overtime with short surveys that display questions based on what you already know about a lead to steadily build a rich prospect profile.
  • A/B Testing
    Test specific elements of two campaigns to determine your most impactful subject lines, email content, & more. Use the results to continually improve your content.
Support Benefits
Customer Support
  • Knowledge Base
    Browse help topics and search for answers to frequently asked questions.
  • Self-Service Portal (FAQ's, Guides, & Videos)
    Get guidance whenever you need, with 100 plus video tutorials and step-by-step guides to help you get started and continue to learn.
  • Product Troubleshooting by Phone
    Call in for product troubleshooting and help accessing resources.US: M-F 8:30am-8:00pm Eastern; UK: 9:00am-5:00pm.
  • Live Chat
    Receive product troubleshooting and help accessing resources via online chat.US: M-F 8:30am-8:00pm Eastern; UK: 9:00am-5:00pm.
  • Support Ticket Submission
    Submit your tickets through our convenient support system.
  • Professional Services ($150/hr)
    Engage with knowledgeable Act! support reps on a per- hour basis for certain issues outside the scope of your Act! support.Each Professional Services session is billed a minimum of one hour; no pro-rations or partial hour billing
  • Enhanced Support-$10 USD/User/Mo
  • Getting Started Scheduled Call
    Get up & running be productive quickly with an Act! expert. (New Customers Only)
  • How to/feature guidance by phone
    Get assistance with specific features so you can maximize your use of Act! and drive results. US: M-F 8:30am-8:00pm Eastern
  • Priority Queuing
    Jump to the front of the line when you call in​.
  • Voicemail Call Back
    Leave a message and Act! will hold your place and call you back when get to the front of the line.
  • Appointment Setting
    Set a time that works best for you when it's most convenient for you.
  • Saturday Phone Support
    Consult knowledgeable support advisors on Saturday from 9:00am-4:00pm EST

Featured Add-Ons

Marketing Automation

Marketing Automation

Enhance your CRM by optimizing the ways you communicate with prospects and customers.

Included:

Basic-Entry-level email marketing capabilities to help you get the word out and stay in touch.

2,500 emails per month to unlimited contacts

SELECT Marketing Automation-Powerful marketing automation features to engage your customers and grow your business.

25,000 emails per month to unlimited contacts

Includes Basic features

+ $79.00 USD/per account/mo
(billed annually)

COMPLETE Marketing Automation–Full-featured marketing automation and time-saving CRM workflow to connect your sales and marketing efforts.

50,000 emails per month to unlimited contacts

Includes basic & select features

+ $199.00 USD/per account/mo
(billed annually)

ADVANCED Marketing Automation-Sophisticated marketing automation features and valuable consulting services to fast-track your success.

100,000 emails per month to unlimited contacts

Includes basic, select, & complete features

+ $399.00 USD/per account/mo
(billed annually)

Custom Tables

Custom Tables

+ $10 USD/user/mo
(billed annually)

Unlock the full potential of Act!. Leverage the power of Custom Tables to bring complex data sets, unique business processes, and specialized industry practices together in Act!. Learn more

Dual Access (Desktop -Cloud Sync)

Dual Access (Desktop -Cloud Sync)

+ $10 USD/user/mo
(billed annually)

Leverage a hybrid deployment for maximum flexibility. Share and sync data between desktop and cloud instances of Act! to accommodate the unique ways you do business. This add-on option is available to Act! Premium Cloud customers only.

Enhanced Support

Enhanced Support

+ $10 USD/user/mo
(billed annually)

Experience VIP service with priority queuing, feature guidance by phone, appointment setting, and more.