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Home » Act! CRM Software » Act! CRM Software » What Act! Advantage Plan Do I Need?

What Act! Advantage Plan Do I Need?

Allen Byard Picture
Allen Byard-Act! Certified Consultant
Act! Advantage Standard
$30.00User/Mo
  • Email Marketing (includes 2,500 sends/mo)
  • Full-featured CRM & Mobile App
  • Office 365 & Gmail Integration
  • Interactive Quotes
  • Online Appointment Scheduling
  • Online Forms
  • Online Surveys
  • Website Chat
  • Event Management
  • Reports & Interactive Dashboards
  • Standard Support w/ Dedicated Act! Onboard Specialist
  • 15 GB Storage w/ Nightly Backups & Automatic Updates
Act! Advantage Professional
Most Pop
$45.00User/Mo
  • Includes everything in Standard plus:
  • Email Marketing Plus (includes 25,000 sends/mo)
  • Advanced Interactive Quotes
  • Advanced Online Appointment Sheduling
  • Advanced Online Forms
  • Advanced Online Surveys
  • Advanced Website Chat
  • Advanced Event Management
  • Project Management
  • Accounting Integration
    Accounting integration includes Xero, QuickBooks Online, & MYOB
  • 25 GB Storage
Act! Advantage Ultimate
$60.00User/Mo
  • Includes everything in Professional plus:
  • Marketing Automation (incudes 50,000 sends/mo)
  • Custom Industry Tables
  • Online Customer Portal
  • Enhanced Support
  • 35 GB Storage
  • Accounting integration includes Xero, QuickBooks Online, & MYOB

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Act!
STANDARD
PROFESSIONAL
ULTIMATE
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.
  • 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.
  • 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.
  • Act! Companion-Mobile App
    Stay connected to key ACt! details from wherever you work with mobile app for iphone,ipad, or android.
  • SMS Text Messaging
    Send text messages for promotions, appointmnet reminders, order updates, & More. Automatically track sends and replies for follow up and refferal.
  • Online Appointment Scheduling
    Let's customers book appointments with you online, sync schedules with Act! and automate confirmations.
  • Online Surveys
    Create and automate customer surveys to collect actionable insights directly inside Act!
  • Website Chat
    Engage website visitors in real time and convert charts into leads stored in Act!
  • Web Lead Forms
    Capture leads ans customer data w/ customizable web forms that automatically update act! and trigger follow ups.
  • Online Event Management
    Plan, promote, and track RSVP's for webinars and events while automating reminders and follow ups.
  • Starting at $19/mo
  • Standard

    Let clients view your availability and book appointments instantly. Meetings are automatically added to your Act! calendar, and new contacts are created if they don't alreday exist. Both you and your client receive instant booking confirmations.
  • Standard

    Easily create and publish online surveys to collect customer insights, automated follow-ups perfect for individual users.
  • Standard

    Enagage website visitors in real time and convert chates into leads stored inside Act!
  • Standard

    Embed customizable contact forms and publish online forms and questionnaires to efficiently collect data-no coding needing. All submissions sync seamlessly into Act! making it easy to capture and manage insights in one place.
  • Standard

    Plan, promote, and track RSVPs for webinars and events while automating reminders and follw-ups inside Act!
  • Starting at $19/mo
  • Advanced

    Everything in Standard, plus a shared team calendar that combines team availability into one view-making it easy for clients to book with the next available representative. Also includes meeting reminders and support for paid appointments-streamlining scheduling for your entire team.
  • Advanced

    Everything in Standard, plus drip email campaigns and shared images to boost engagement and responses.
  • Advanced

    Everything in Standard, plus support for multiple websites. Department based routing ensures conversations are directed to the right agents, improving response times and delivering more efficient, personalized support across your entire team.
  • Advanced

    Everything in Standard, plus the ability to trigger drip campaigns, create opportunities directly from form submissions, and share images to enrich customer interactions.
  • Advanced

    Everything in Standard, plus multi-user event management, drip email campaigns, ability to charge for events, and enhanced tools for seamless event coordination.
  • Starting at $19/mo
  • Advanced

    Everything in Standard, plus a shared team calendar that combines team availability into one view—making it easy for clients to book with the next available representative. Also includes meeting reminders and support for paid appointments—streamlining scheduling for your entire team.
  • Advanced

    Everything in Standard, plus drip email campaigns and shared images to boost engagement and responses.
  • Advanced

    Everything in Standard, plus the ability to trigger drip campaigns, create opportunities directly from form submissions, and share images to enrich customer interactions
  • Advanced

    Everything in Standard, plus the ability to trigger drip campaigns, create opportunities directly from form submissions, and share images to enrich customer interactions.
  • Advanced

    Everything in Standard, plus multi-user event management, drip email campaigns, ability to charge for events, and enhanced tools for seamless event coordination.
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 Management 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.
  • Quotes
    Generate standard quotes in doc. format using optional Microsoft Word integration.
  • Interactive Quotes
    Close more business with customizable online quotes. Includes automated follow-up activity scheduling and custtomer reminders, quotes dashboards and reports, and secure payment processing.
  • Standard

    Create, send, and accept online quotations with ease-perfect for indivdual users managing their sales process.
  • Advanced

    Everything in Standard, plus multi-user support for teams and organizations, advanced reporting for deeper insights, and the ability to select email templates on the fly for faster, more consistent communication.
  • Advanced

    Everything in Standard, plus multi-user support for teams and organizations, advanced reporting for deeper insights, and the ability to select email templates on the fly for faster, more consistent communication.
Act!
STANDARD
PROFESSIONAL
ULTIMATE
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
  • Outlook and Google Integration for Apple MAC OS users.
    Integrate seamlessly with Microsoft Outlook & Google from within Act! on Mac OS.
  • Act! Connect- Integration with popular apps
    Connect to popular business apps like Slack, Shopify, & hundreds more.
  • Accounting Link (Supports integration with Xero, QuickBooks, and MYOB)
    Seamlessly connect Act! with accounting software to sync customer records, access financial insights, and view key metrics like invoices, payments, and aged recievables-all in one place.
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.
  • Multi-Factor Authentication
    Protect your Act! data with multi-factor authentication , a multi step authentication process that helps prevent unauthorized access to your account.
  • 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
Platform Technology
  • Data Import
    Seamlessly move all the customer information from your current CRM solution into Act with an intuitive import tool.
  • API (External Connections)
    API enable external services and applications to extend or augment data or functionality to enhance your Act! experience.
  • Secure AWS Hosting
    Act! Cloud is hosted on the Amazon Web Service (AWS0 platform for best in class performance, security, & reliabilty.
  • 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.
  • Nightly Backups
    Rest easy knowing your data is protective at all times and that you're covered in the event of an unplaned outage or disaster.
  • Desktop Sync
    Deploy a desktop client & sync data back and forth to the cloud for maximum flexibility.
  • Cloud Storage
  • Additional Cloud Storage (per 5 GB)
  • $10/User/Mo
  • 15 Gb
  • $4/mo (volume discounts apply)
  • $10/user/mo
  • 25 Gb
  • $4/mo (volume discounts apply)
  • $10/User/Mo
  • 35 Gb
  • $4/mo

    volume discounts apply

Act!
STANDARD
PROFESSIONAL
ULTIMATE
Email Marketing
  • Email Sends/Mo
    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.
  • Email Marketing
    Create and send impactful email campaigns proven to drive sales to your Act! contacts.
  • 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.
  • Interactive Template Editor
    Edit existing or build your own mobile responsive email campaigns using the interactive template editor.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • AI Writing Assistant
    Leverage advanced AI within Act! Marketing to effortlessly create compelling marketing content for emails, landing pages, webinar invites, and more.
  • 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.
  • HTML Email Editor
    Import and edit existing HTML campaign templates using the WYSIWYG email editor or build new HTML campaigns from scratch.
  • URL Shortener
    Shorten, organize, and track URLs effortlessly for cleaner, more professional links.
  • 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.
  • 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.
  • 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.
  • Team Management
    Give team members access to manage specific campaigns, templates, and landing pages.
  • 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.
  • 2,500 emails/mo to unlimited contacts
  • Act! Email Marketing Plus
  • $79/mo/account
  • 25,000 total sends
  • 25,000 emails/mo to unlimited contacts
  • 50,000 emails/mo to unlimited contacts
Marketing Automation
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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
Services & Add-ons
  • Additional Email Sends (Per 2500/mo)
  • Additional Domains (Per Domain)
  • Email List Verification
    Verify and clean your email list in real time to reduce bounce rates and improve email deliverability.
  • Email List Verification - Additional Scans
  • $15/mo (volume discounts apply)
  • $50/mo
  • 250 scans/mo
  • $4/mo/1,000 (volume discounts apply)
  • $15/mo (volume discounts apply)
  • $50/mo
  • 2,500 scans/mo
  • $4/mo/1,000 (volume discounts apply)
  • $15/mo (volume discounts apply)
  • (one included)
  • 5,000 scans/mo
  • $4/mo/1,000 (volume discounts apply)
Act!
STANDARD
PROFESSIONAL
ULTIMATE
Customer Support
  • Standard Support
  • Knowledgebase
    Browse help topics and search for answers to frequently asked questions.
  • Self-Service Portal (FAQs, Guides & Videos)
    Get guidance whenever you need, with 100+ video tutorials and step-by-step guides to help you get started and continue to learn.
  • Act! Product Error Troubleshooting by Phone
    Call in for help if you encounter an Act! error message dialog box.
  • Live Chat
    Receive product troubleshooting and help accessing resources via online chat.
  • Support Ticket Submission
    Submit your tickets through our convenient support system.
  • Personalized Onboarding Session
    Get up and running and be productive quickly with an assist from the experts.
  • Enhanced Support
  • Product Troubleshooting by Phone
    Call Act! for product troubleshooting and help accessing resources.
  • How-to / Feature Guidance by Phone
    Get assistance with specific features so you can maximize your use of Act! and drive results.
  • Priority Queuing
    Jump to the front of the line when you call in.
  • Voicemail Call Back
    Leave a message, we'll hold your place, and call you back when you get to the front of the queue.
  • Appointment Setting
    Set a time that works best for your schedule to get answers when it’s most convenient for you.
  • Extended Hours Phone Support
    Standard support: 8:30 a.m. to 8:00 p.m. EST Enhanced support: 6:30 a.m. to 8:00 p.m. EST Enhanced support (Saturdays): 9:00 a.m. to 2:00 p.m. EST
  • $10/user/mo
  • $5/user/mo