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*
€30
€39 (Cloud w/ desktop sync)
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
- Expert technical support
- 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*
€36
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
- Expert technical support
-
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.
AMA Basic
*Basic
AMA Select
per account/month
*Select
AMA Complete
per account/month
*Complete
AMA Advanced
per account/month
*Advanced
Already a subscriber? To upgrade your Act! Marketing Automation plan,
call us at 020 3856
8517 or contact your Act! Certified Consultant.
Featured Add-Ons
Enhanced
Support
Experience VIP service with priority queuing, feature guidance by phone, appointment setting, and more.
month*
Custom
Tables
Maintain industry-specific data like insurance policies, service contracts, mortgages, projects, and more.
month*
SMS4Act! Text Messaging
Use integrated SMS text messaging to send and record personalized messages directly from Act!.
Additional Cloud Storage
(Act! Premium
Cloud only)
Additional Cloud storage per 5Gb
month*
Hybrid w/ desktop sync
(Act! Premium
Cloud only)
Deploy a desktop client and sync data back and forth to Act! Premium Cloud.
Linktivity
Create interactive quotes, generate leads, manage event registrations, and provide self-service appointment booking.
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.
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Task & activity management
Track and prioritise calls, meetings, and to-dos—all associated with your contacts.
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Calendar
See exactly what you have planned for the day from your Act! calendar.
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Notes & history
Keep a detailed record of interactions with customers and prospects so you have a full picture of each relationship.
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Companies
Associate Contacts with their respective Companies to understand and manage engagements comprehensively.
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Relationship timeline
See a visual chronology of all activities and communications associated with a customer or prospect.
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Secondary contacts
Record basic information about people associated with a contact without creating a new contact record.
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In-context maps & web info
See real-time information from the Web, in-context within each contact record - maps, social profiles, and more.
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Call lists & Hot Leads
Zero in on your most interested leads with intelligent Call Lists that rank campaign recipients by level of engagement.
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Notifications & alerts
Notifications and alerts ensure you stay on task and on time throughout your day.
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Act! Companion - Mobile app
Stay connected to key Act! details from wherever you work with a mobile app for iPhone®, iPad®, and Android™.
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Welcome page - User productivity dashboard
Start your morning with an overview of your top deals and key activities. Personalise to stay informed and productive throughout your day.
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Mail merge
Send personalised communications to contacts or groups with unique data from their individual customer records.
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GROUPS & SEARCH | |
Search & lookups
Find what you need in an instant with powerful search options.
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Groups & filters
Organise similar contacts into groups for targeted communications or sales initiatives.
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Dynamic groups
Organise similar contacts into dynamic groups based on criteria you define.
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Advanced queries
Perform custom, comprehensive database queries, including searching multiple field types and ranges concurrently.
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Opportunity & Pipeline Management | |
Opportunity management
Capture and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal.
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Sales process management
Manage opportunities using a simple, out-of-the-box sales process or one configured to fit your company’s sales methodology.
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Products & pricing
Capture and manage your catalog in Act! and associate products and pricing to Opportunities.
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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.
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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.
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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.
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Reporting & Analytics | |
Reporting
View and customise 80+ out of the box reports - from contact lists to activity reports to sales performance metrics.
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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.
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Integrations | |
Office integration - Export to Excel/Word
Interact seamlessly with Microsoft® Office from within Act!.
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Outlook integration - Contacts/Calendar/Email
Interact seamlessly with Microsoft® Outlook® from within Act!.
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Google Integration - Contacts/Calendar/Email
Integrate seamlessly with Google™.
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Outlook & Google Integration for Apple Mac OS users
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Cloud only |
Act! Connect - Integration with popular apps
Connect with hundreds of apps that extend the power and reach of Act!, via Act! Connect.
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