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 SMS text messaging
- Industry-specific templates
- Act! Companion mobile app
Get started by choosing how you'd like to use Act!
CLOUD-BASED
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Act! Premium Cloud
CRM + Marketing Automation*
$30
$40 (Cloud w/ desktop sync)
USD/user/mo
(billed annually)
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
- Personalized onboarding session
- 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*
$37.50
user/mo
(billed annually)
Experience the security and control of an on-premises 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
- Personalized onboarding session
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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
Included
*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 866-530-2718 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.
Custom Tables
Maintain industry-specific data like insurance policies, service contracts, mortgages, projects, and more.
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SMS4Act! Text Messaging
Use integrated SMS text messaging to send and record personalized messages directly from Act!.
Additional Cloud Storage
(Act! Premium Cloud only)
Get additional Cloud storage per 5Gb
Hybrid w/ Desktop Sync
(Act! Premium Cloud only)
![](https://www.act.com/wp-content/uploads/Linktivity-icon_dark-1-1.png)
Linktivity Solutions
(Act! Premium Cloud only)
To purchase, call 866-530-2718
Looking for more add-ons? Check out our other Act! Apps
Keep connected with Act! Mobile Apps
![](https://www.act.com/wp-content/uploads/MobileApps-Image.png)
Stay productive and up-to-date from anywhere
Quickly find contacts, stay on top of tasks, and keep opportunities advancing 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 prioritize 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! 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. Personalize to stay informed and productive throughout your day.
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Mail merge Send personalized communications to contacts or groups with unique data from their individual customer records.
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SMS Text Messaging Send text messages for promotions, appointment reminders, order updates, and more. Automatically track sends and replies for follow-up and reference.
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Starting at $19 / mo |
Online forms & surveys Streamline the collection of customer data and generate leads with customizable forms for quote & service requests, surveys, and much more. Includes Link2calendar for self-service calendar booking.
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Starting at $22.50 / month (Cloud only) |
Online event management Make planning online events such as webinars, training sessions, virtual trade shows, and more, a breeze. From marketing to attendees, managing RSVPs, publishing event details, and sending reminders. Includes Link2calendar for self-service calendar booking.
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Starting at $22.50 / month (Cloud only) |
GROUPS & SEARCH | |
Search & lookups Find what you need in an instant with powerful search options.
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Groups & filters Organize similar contacts into groups for targeted communications or sales initiatives.
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Dynamic groups Organize 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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Quotes Generate standard quotes in .doc format using optional Microsoft Word integration.
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Advanced interactive quotes Close more business with customizable online quotes. Includes automated follow-up activity scheduling & customer reminders, quote dashboards & reports, and secure payment processing. Includes Link2calendar for self-service calendar booking.
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Starting at $22.50 / month (Cloud only) |
Reporting & Analytics | |
Reporting View and customize 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 |
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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Administration & Customization | |
Preferences Tailor the way Act! operates for you, your team, or your company for maximum productivity.
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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.
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Layout designer Customize the way your customer information is viewed by configuring fields, labels, backgrounds, picklists, images and more.
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Custom Fields Add custom fields to capture data specific to your business or industry needs.
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Multi-Factor Authentication Protect your Act! data with Multi-Factor Authentication, a multi-step authentication process that helps prevent unauthorized access to your account.
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Custom Tables Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with Custom Tables.
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$10 / month |
Platform & Technology | |
Data import Import existing Act! databases, or pull in contact information from other CRM systems or external lists via .csv files.
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API Enable external services and applications to extend or augment data or functionality to enhance your Act! experience.
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Secure AWS hosting Act! Premium Cloud is hosted on the Amazon Web Services (AWS) platform for best-in-class performance, security, and reliability.
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(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.
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(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.
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(Cloud only) |
Desktop Sync Deploy a desktop client and sync data back and forth to the Cloud for maximum flexibility.
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$10 / month (Cloud only) |
Cloud Storage |
15GB (Cloud only) |
Additional Cloud storage per 5Gb |
$4 / month (Cloud only) |
Act! Marketing Automation Plans
Basic Included | Select account/mo | Complete $199 account/mo | Advanced $399 account/mo | |
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Email marketing
Create and send
impactful email
campaigns proven to
drive sales to your Act!
contacts.
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2,500 emails/mo to unlimited contacts2 |
25,000 emails/mo to unlimited contacts |
50,000 emails/mo to unlimited contacts |
100,000 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.
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Interactive template editor
Edit existing or build your own mobile responsive email campaigns using the interactive template editor.
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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.
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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.
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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.
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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.
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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.
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AI Writing Assistant
Leverage advanced AI within Act! Marketing Automation to effortlessly create compelling marketing content for emails, landing pages, webinar invites, and more.
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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.
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HTML email editor
Import and edit existing HTML campaign templates using the WYSIWYG email editor or build new HTML campaigns from scratch.
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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.
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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.
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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.
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Team Management
Give team members
access to manage
specific campaigns,
templates, and landing
pages.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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!.
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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.
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Additional email sends (Per 2,500/mo2)
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$15/mo |
$15/mo (Volume discounts apply) |
$15/mo (Volume discounts apply) |
$15/mo (Volume discounts apply) |
Additional domains
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per domain $50/mo |
per domain $50/mo |
per domain $50/mo |
per domain $50/mo |
Act! Support Plans
Included | Enhanced Support $10 per user/month |
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Knowledgebase Browse help topics and search for answers to frequently asked questions.
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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.
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Act! product error troubleshooting by phone3 Call in for help if you encounter an Act! error message dialog box.
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Live chat3 Receive product troubleshooting and help accessing resources via online chat.
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Support ticket submission Submit your tickets through our convenient support system.
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Personalized onboarding session Get up and running and be productive quickly with an assist from the experts.
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Product troubleshooting by phone3 Call in for product troubleshooting and help accessing resources.
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How-to / feature guidance by phone3 Get assistance with specific features so you can maximize your use of Act! and drive results.
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Priority queuing Jump to the front of the line when you call in.
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Voicemail call back Leave a message, we’ll hold your place, and call you back when you get to the front of the queue.
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Appointment setting Set a time that works best for your schedule to get answers when it’s most convenient for you.
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Extended hours phone support Standard support: 8:30 a.m. to 8:00 p.m. Eastern time
Enhanced support: 6:30 a.m. to 8:00 p.m. Eastern time Enhanced support (Saturdays): 9:00 a.m. to 2:00 p.m. Eastern time |
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Professional services4 Engage with knowledgeable Act! support reps on a per-hour basis for certain issues outside the scope of your Act! support.
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$175/hr | $175/hr |
*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.
1Basic tier limited to emails as only available action type.
2Basic tier limited to 10,000 email sends per month (Included + Paid).
3US: M-F 8:30am-8:00pm Eastern; UK: 9:00am-5:00pm.
4Each Professional Services session is billed a minimum of one hour; no pro-rations or partial hour billing.
**The discount applies to first term of Act! Marketing Automation Select for new subscriptions, or for the remainder of the current Act! subscription term. Offer cannot be applied to Growth Suite plans or existing Act! Marketing Automation plans. Offer ends September 30, 2024.
![Two people shaking hands while having coffee, and a decorative image in the top right corner showing an Act! dashboard with green graphs](https://www.act.com/wp-content/uploads/prem-insight-1-min-1024x608.png)
![Two people shaking hands while having coffee, and a decorative image in the top right corner showing an Act! dashboard with green graphs](https://www.act.com/wp-content/uploads/prem-insight-1-min-1024x608.png)
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