Simple. Affordable. Flexible.

Get organized with a secure customer database, accessible from anywhere. Stay organized with prioritized task lists and a 360° view of your clients. Lean on us to answer questions, ingest data, or design campaigns. That's why we're here.

The Total Package

Customer Relationship Management

Customer Relationship Management

Integrated SMS Text Messaging

Integrated SMS Text Messaging

Automated Email Marketing

Automated Email Marketing

Mobile Phone Apps

Mobile Phone Apps

Email, Calendar & Prioritized Tasks

Email, Calendar & Prioritized Tasks

Sales Pipeline Management

Sales Pipeline Management

Industry Specific Templates

Industry Specific Templates

Analytics Dashboard & Reporting

Analytics Dashboard & Reporting

STEP 1
Pick Your Package

Work the way you want.

Most Popular
Act! Premium Cloud
CRM + Marketing Automation*
$30

$40 (w/desktop sync)

USD/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
  • Automated updates & nightly backups
  • Robust mobile app
  • MacOS compatibility
  • Expert technical support
  • Dedicated onboarding specialist
Act! Premium Desktop
CRM + Marketing Automation*
$3750

USD/user/mo
(billed annually)

Choose Desktop to experience the security and control of an on-premises solution where you deploy and manage the software.

  • Networked & offline access
  • Self-managed security
  • Complete control of updates
  • Expert technical support
  • Dedicated onboarding specialist

STEP 2
Market Like a Pro

Turnkey communications for clients and leads.

Basic

Everything needed to send professional email campaigns.

Send up to 2,500 emails to unlimited contacts.

Included

INCLUDED
Select

Basic plus nurture campaigns, AI writing assistant, landing page templates, surveys and more!

Send up to 25,000 emails unlimited contacts.

$79
per account/month

Complete

Select plus lead scoring, lead workflows, and more.

Send up to 50,000 emails to unlimited contacts.

$199
per account/month

Advanced

Complete plus A/B testing, progressive profiling, and expert consultation.

Send up to 100,000 to unlimited contacts.

$399
per account/month

STEP 3
Add What You Need

Extensions to optimize your experience.

Enhanced Support

Enhanced Support

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

Custom Tables

Maintain industry-specific data like insurance policies, service contracts, mortgages, projects, and more.
SMS4Act! Text Messaging

SMS4Act! Text Messaging

Use integrated SMS text messaging to send and record personalized messages directly from Act!.
Online Quotes

Online Quotes

(Act! Premium Cloud only)
Close more business with interactive online quotes.
Lead Forms

Lead Forms

(Act! Premium Cloud only)
Generate new leads with customizable web forms .
Event Management

Event Management

(Act! Premium Cloud only)
Make planning online events such as webinars, training sessions, and more, a breeze.
Additional Cloud Storage

Additional Cloud Storage

(Act! Premium Cloud only)
Get additional Cloud storage per 5Gb
Desktop Sync

Desktop Sync

(Act! Premium Cloud only)
Deploy a desktop client and sync data back and forth to Act! Premium Cloud.

*Featured add-ons are billed annually.

**SMS4Act! text messaging plans start at $19 per month. Pricing is month-to-month and requires no annual contract. An active Act! Premium subscription is required.

Visit Act! Apps to see available apps and integrations.

STEP 4
Ready to Act!

Give us a call to talk specifics, answer questions or schedule a demo today.

CRM Features and Benefits

Included
-
Not Included
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.
Desktop:
Cloud:
Task & activity management
Track and prioritize calls, meetings, and to-dos—all associated with your contacts.
Desktop:
Cloud:
Calendar
See exactly what you have planned for the day from your Act! calendar.
Desktop:
Cloud:
Notes & history
Keep a detailed record of interactions with customers and prospects so you have a full picture of each relationship.
Desktop:
Cloud:
Companies
Associate Contacts with their respective Companies to understand and manage engagements comprehensively.
Desktop:
Cloud:
Relationship timeline
See a visual chronology of all activities and communications associated with a customer or prospect.
Desktop:
Cloud:
Secondary contacts
Record basic information about people associated with a contact without creating a new contact record.
Desktop:
Cloud:
In-context maps & web info
See real-time information from the Web, in-context within each contact record - maps, social profiles, and more.
Desktop:
Cloud:
Call lists & Hot Leads
Zero in on your most interested leads with intelligent Call Lists that rank campaign recipients by level of engagement.
Desktop:
Cloud:
Notifications & alerts
Notifications and alerts ensure you stay on task and on time throughout your day.
Desktop:
Cloud:
Act! Mobile App
Stay connected to key Act! details from wherever you work with a mobile app for iPhone®, iPad®, and Android™.
Desktop:
Cloud:
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.
Desktop:
Cloud:
Mail merge
Send personalized communications to contacts or groups with unique data from their individual customer records.
Desktop:
Cloud:
SMS Text Messaging
Send text messages for promotions, appointment reminders, order updates, and more. Automatically track sends and replies for follow-up and reference.
Desktop:
Starting at $19 / mo
Cloud:
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.
Desktop:
-
Cloud:
Starting at $22.50 / month
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.
Desktop:
-
Cloud:
Starting at $22.50 / month
GROUPS & SEARCH
Search & lookups
Find what you need in an instant with powerful search options.
Desktop:
Cloud:
Groups & filters
Organize similar contacts into groups for targeted communications or sales initiatives.
Desktop:
Cloud:
Dynamic groups
Organize similar contacts into dynamic groups based on criteria you define.
Desktop:
Cloud:
Advanced queries
Perform custom, comprehensive database queries, including searching multiple field types and ranges concurrently.
Desktop:
Cloud:
Opportunity & Pipeline Management
Opportunity management
Capture and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal.
Desktop:
Cloud:
Sales process management
Manage opportunities using a simple, out-of-the-box sales process or one configured to fit your company’s sales methodology.
Desktop:
Cloud:
Products & pricing
Capture and manage your catalog in Act! and associate products and pricing to Opportunities.
Desktop:
Cloud:
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.
Desktop:
Cloud:
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.
Desktop:
Cloud:
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.
Desktop:
Cloud:
Quotes
Generate standard quotes in .doc format using optional Microsoft Word integration.
Desktop:
Cloud:
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.
Desktop:
-
Cloud:
Starting at $22.50 / month
Reporting & Analytics
Reporting
View and customize 80+ out of the box reports - from contact lists to activity reports to sales performance metrics.
Desktop:
Cloud:
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.
Desktop:
Cloud:
Integrations
Office integration - Export to Excel/Word
Interact seamlessly with Microsoft® Office from within Act!.
Desktop:
Cloud:
Outlook integration - Contacts/Calendar/Email
Interact seamlessly with Microsoft® Outlook® from within Act!.
Desktop:
Cloud:
Google Integration - Contacts/Calendar/Email
Integrate seamlessly with Google™.
Desktop:
Cloud:
Act! Connect - Integration with popular apps
Connect with hundreds of apps that extend the power and reach of Act!, via Act! Connect.
Desktop:
Cloud:
Outlook & Google Integration for Apple Mac OS users
Desktop:
-
Cloud:
Administration & Customization
Preferences
Tailor the way Act! operates for you, your team, or your company for maximum productivity.
Desktop:
Cloud:
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.
Desktop:
Cloud:
Layout designer
Customize the way your customer information is viewed by configuring fields, labels, backgrounds, picklists, images and more.
Desktop:
Cloud:
Custom Fields
Add custom fields to capture data specific to your business or industry needs.
Desktop:
Cloud:
Multi-Factor Authentication
Protect your Act! data with Multi-Factor Authentication, a multi-step authentication process that helps prevent unauthorized access to your account.
Desktop:
Cloud:
Custom Tables
Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with Custom Tables.
Desktop:
$10 / month
Cloud:
$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.
Desktop:
Cloud:
API
Enable external services and applications to extend or augment data or functionality to enhance your Act! experience.
Desktop:
Cloud:
Secure AWS hosting
Act! Premium Cloud is hosted on the Amazon Web Services (AWS) platform for best-in-class performance, security, and reliability.
Desktop:
-
Cloud:
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.
Desktop:
-
Cloud:
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:
-
Cloud:
Desktop Sync
Deploy a desktop client and sync data back and forth to the Cloud for maximum flexibility.
Desktop:
-
Cloud:
$10 / month
Cloud Storage
Desktop:
-
Cloud:
15GB
Additional Cloud storage per 5Gb
Desktop:
-
Cloud:
$4 / month

*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.

A Proven and Popular Solution.