Full-featured CRM and Marketing Automation for individuals and SMBs.
With Act! Premium, you have options.
- Customer relationship management
- Sales pipeline management
- Marketing automation included
- Analytics dashboards & reporting
- Calendar, email, & activity tracking
- Integrated specific templates
- Industry-specific templates
- Act! Companion mobile app
Get started by choosing how you'd like to use Act!
CLOUD-BASED
Act! Premium Cloud
CRM + Marketing Automation*
$36
$48 (Cloud w/desktop sync)
AUD/NZD/+GST/user/mo
(billed annually)
Choose Cloud to enjoy the convenience and peace of mind of a cloud-based solution where we handle all the technical details
- Immediate, browser-based access
- World-class, secure hosting
- Automatic updates and backups
- Optional desktop sync
- All features of Act! Premium Desktop, plus:
- Automatic upgrades
- Nightly backups
- Disaster recovery
- 6GB Cloud storage
- Desktop sync (optional $)
ON-PREMISES
Act! Premium Desktop
CRM + Marketing Automation*
$44
AUD/NZD/+GST/user/mo
(billed annually)
Choose Desktop if you want to experience the security and control of an on-premise solution where you deploy and manage the software.
- Networked and offline access
- Self-managed security
- Complete control of updates
- Compatibility w/desktop add-ons
-
Act! Marketing Automation
(Basic tier) - Rich account management
- Calendar & activity tracking
- Dynamic sales pipeline management
- Act! Insight analytics
- Office, Outlook®, & Google™ integration
- Act! Companion mobile app
- Data import tool
- Expert technical support3
Already using Act! or have questions? Call and speak with us today.
Act! is CRM and Marketing Automation all in one.
Select the perfect-fit Act! Marketing Automation
plan for your business.
Already a subscriber? To upgrade your Act! Marketing Automation plan,
call us at 866-530-2718 or contact your Act! Certified Consultant.
Featured Add-Ons
Custom
Tables
Maintain industry-specific data like insurance policies, service contracts, mortgages, projects, and more.
$12 per user /
month*
month*
Hybrid w/ desktop sync
(Act! Premium
Cloud only)
Deploy a desktop client and sync data back and forth to Act! Premium Cloud.
$12 per user /
month*
month*
Additional Cloud Storage
(Act! Premium
Cloud only)
Additional Cloud storage per 5Gb
$4.80 AUD / $5.60 NZD per account/
month*
month*
*Featured add-ons are billed annually.
To purchase, call 020 3856 8517
Looking for more add-ons? Check out our other Act! Apps
Stay connected with the Act! Companion Mobile App
Keep your mind on your business while you are on the move.
Access contacts, integrate maps & directions and update leads and pipeline from the palm of your hand!
CRM Features and Benefits
| Relationship & Activity Management | |
|
Customer management
Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place.
|
 |
|
Task & activity management
Track and prioritize calls, meetings, and to-dos—all associated with your contacts.
|
|
|
Calendar
See exactly what you have planned for the day from your Act! calendar.
|
|
|
Notes & history
Keep a detailed record of interactions with customers and prospects so you have a full picture of each relationship.
|
|
|
Companies
Associate Contacts with their respective Companies to understand and manage engagements comprehensively.
|
|
|
Relationship timeline
See a visual chronology of all activities and communications associated with a customer or prospect.
|
|
|
Secondary contacts
Record basic information about people associated with a contact without creating a new contact record.
|
|
|
In-context maps & web info
See real-time information from the Web, in-context within each contact record - maps, social profiles, and more.
|
|
|
Call lists & Hot Leads
Zero in on your most interested leads with intelligent Call Lists that rank campaign recipients by level of engagement.
|
|
|
Notifications & alerts
Notifications and alerts ensure you stay on task and on time throughout your day.
|
|
|
Act! Companion - Mobile app
Stay connected to key Act! details from wherever you work with a mobile app for iPhone®, iPad®, and Android™.
|
|
|
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.
|
|
|
Mail merge
Send personalized communications 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 and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal.
|
|
|
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 associate products and pricing to 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 KPIs provide an instant roll-up of metrics like opportunity close rate, closed-won value, open deals, and more based on filters you apply.
|
|
|
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.
|
|
|
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.
|
|
| Reporting & Analytics | |
|
Reporting
View and customize 80+ out of the box reports - from contact lists to activity reports to sales performance metrics.
|
|
|
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.
|
|
| Integrations | |
|
Office integration - Export to Excel/Word
Interact seamlessly with Microsoft® Office from within Act!.
|
|
|
Outlook integration - Contacts/Calendar/Email
Interact seamlessly with Microsoft® Outlook® from within Act!.
|
|
|
Google Integration - Contacts/Calendar/Email
Integrate seamlessly with Google™.
|
|
|
Act! Connect - Integration with popular apps
Connect with hundreds of apps that extend the power and reach of Act!, via Act! Connect.
|
|
| Administration & Customisation | |
|
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 them onboarded and create a team role to then set preferences, define processes and configure security and sharing rights.
|
|
|
Layout designer
Customize the way your customer information is viewed by configuring fields, labels, backgrounds, picklists, 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 Tables
Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with Custom Tables.
|
|
| Platform & Technology | |
|
Data import
Import existing Act! databases, or pull in contact information from other CRM systems or external lists via .csv files.
|
|
|
API
Enable external services and applications to extend or augment data or functionality to enhance your Act! experience.
|
|
|
Secure AWS hosting
Act! Premium Cloud is hosted on the Amazon Web Services (AWS) platform for best-in-class performance, security, and reliability.
|
Cloud only |
|
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.
|
Cloud only |
|
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.
|
Cloud only |
|
Desktop Sync
Deploy a desktop client and sync data back and forth to the Cloud for maximum flexibility.
|
$12/user/mo (Cloud only) |
|
Cloud Storage
|
15Gb (Cloud only) |
|
Additional Cloud storage per 5Gb
|
$4.80 AUD/mo, $5.60 NZD/mo (Cloud only) |
Act! Marketing Automation Plans
Features and Benefits
ALL FEATURES
SOME FEATURES – NOT INCLUDED
[] Expand all
[] Collapse all
Desktop
Cloud
[]
[]
CRM
Relationship & Activity Management
Customer management
Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place.
Task & activity management
Track and prioritize calls, meetings, and to-dos—all associated with your contacts.
Calendar
See exactly what you have planned for the day from your Act! calendar.
Notes & history
Keep a detailed record of interactions with customers and prospects so you have a full picture of each relationship.
Companies
Associate Contacts with their respective Companies to understand and manage engagements comprehensively.
Relationship timeline
See a visual chronology of all activities and communications associated with a customer or prospect.
Secondary contacts
Record basic information about people associated with a contact without creating a new contact record.
In-context maps & web info
See real-time information from the Web, in-context within each contact record - maps, social profiles, and more.
Call lists & Hot Leads
Zero in on your most interested leads with intelligent Call Lists that rank campaign recipients by level of engagement.
Notifications & alerts
Notifications and alerts ensure you stay on task and on time throughout your day.
Act! Companion - Mobile app
Stay connected to key Act! details from wherever you work with a mobile app for iPhone®, iPad®, and Android™.
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.
Mail merge
Send personalized communications 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 and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal.
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 associate products and pricing to 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 KPIs provide an instant roll-up of metrics like opportunity close rate, closed-won value, open deals, and more based on filters you apply.
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.
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.
Reporting & Analytics
Reporting
View and customize 80+ out of the box reports - from contact lists to activity reports to sales performance metrics.
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.
Integrations
Office integration - Export to Excel/Word
Interact seamlessly with Microsoft® Office from within Act!.
Outlook integration - Contacts/Calendar/Email
Interact seamlessly with Microsoft® Outlook® from within Act!.
Google Integration - Contacts/Calendar/Email
Integrate seamlessly with Google™.
Act! Connect - Integration with popular apps
Connect with hundreds of apps that extend the power and reach of Act!, via Act! Connect.
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 them onboarded and create a team role to then set preferences, define processes and configure security and sharing rights.
Layout designer
Customize the way your customer information is viewed by configuring fields, labels, backgrounds, picklists, 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.
Coming Soon
Custom Tables
Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with Custom Tables.
$10
USD/user/mo $10
USD/user/mo
USD/user/mo $10
USD/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.
API
Enable external services and applications to extend or augment data or functionality to enhance your Act! experience.
Secure AWS hosting
Act! Premium Cloud is hosted on the Amazon Web Services (AWS) platform for best-in-class performance, security, and reliability.
-
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 protected at all times and that you're covered in the event of an unplanned outage or disaster.
-
Desktop Sync
Deploy a desktop client and sync data back and forth to the Cloud for maximum flexibility.
-
$10/user/mo
Cloud Storage
-
6Gb
Additional Cloud storage per 4Gb
-
$5/mo
[]
[]
Marketing Automation
-
-
Email marketing
Create and send
impactful email
campaigns proven to
drive sales to your Act!
contacts.
2,500 emails/mo to unlimited contacts.
25,000 emails/mo to unlimited 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 marketing1
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 designer1
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 Automation 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.
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
Publish campaigns to
social sites like Facebook,
LinkedIn, and Twitter 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.
-
Social Sharing
Publish campaigns to social sites like Facebook, LinkedIn, and Twitter 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.
-
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 Act!.
-
-
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.
-
-
Additional email sends
Per 2,500/mo
$19/AUD/mo
$20/NZD/mo Per 2,500/mo
$19/AUD/mo
$20/NZD/mo
$19/AUD/mo
$20/NZD/mo Per 2,500/mo
$19/AUD/mo
$20/NZD/mo
Additional domains
Per domain
$60/AUD/mo
$65/NZD/mo Per domain
$60/AUD/mo
$65/NZD/mo
$60/AUD/mo
$65/NZD/mo Per domain
$60/AUD/mo
$65/NZD/mo
[]
[]
Customer 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 phone3
Call in for help if you encounter an Act! error message dialog box.
Live chat3
Receive product troubleshooting and help accessing resources via online chat.
Support ticket submission
Submit your tickets through our convenient support system.
Professional services4
Engage with knowledgeable Act! support reps on a per-hour basis for certain issues outside the scope of your Act! support.Engage with knowledgeable Act! support reps on a per-hour basis for certain issues outside the scope of your Act! support.
"Getting Started" scheduled call
Get up and running and
be productive quickly
with an assist from the
experts (New customers
only).
-
Product troubleshooting by phone3
Call in for product
troubleshooting and help
accessing resources.
-
How-to / feature guidance by phone3
Get assistance with
specific features so you
can maximise 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.
-
Saturday phone support
Consult with
knowledgeable support
advisors on a Saturday
from 2pm to 9 pm UK
time.
-
Customers love our award-winning software!
*All Act! Premium subscriptions include Act! Marketing Automation (AMA) Basic. The Act!
Marketing Automation subscription fee shown above is per account, billed annually. There is no
per user fee for this service.
1 Basic tier limited to emails as only available action type.
2 Basic tier limited to 10,000 email sends per month (Included + Paid).
Ready to win customers for life?
Try Act! free for 14 days. No download or credit card required.