CRM + Marketing Automation + Support
Act! Growth Suite - Compare Plans
| Plan (We recommended Premier) | Starter | Professional | Premier | Ultimate |
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Customer management
Keep rich customer details, emails, documents, notes, histories, activities, and more in one easy to find place - Act! |
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| Groups & filters
Organize similar contacts into dynamic groups and/or companies for targeted communications or sales initiatives. |
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| Search
Find what you need in an instant with powerful search options |
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| Task & activity management
Track and prioritize calls, meetings, and to-dos - all associated with Act! contacts. Alerts keep everyone productive and on top of customer commitments. |
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| Calendar
See exactly what you have planned for the day from your Act! calendar |
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| Opportunity tracking
Track products or servics, status, days open, probablity of close, documents, and more with every sales opportunity for total visibility and control of your sales pipeline. |
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| Sales process automation
Manage opportunities using a simple, out-of-the-box sales process or one configured to fit your comopan's sales methodology. |
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| Sales pipeline management
See a complete, visual representation of your sales pipeline at-a0glance 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 dealls, and more based on filters you apply. |
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| Sales engagement tracking
Enable email open & click tracking in Outlook®, so you know where to focus your sales efforts afterr you hit send. |
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| Call lists & hot leads
Zero in on your most interested leads with intelligent Cal Lists that rank campaign recipients by level of engagement. |
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| Analytics & reporting
Know where to focus your time & attention with analytics & reporting for your sales deals. |
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| Integration with Outlook, Google & more
Interact seamlessly with Microsoft®; Outlook®, from within Act!. |
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| Integration with popular apps
Connect to popular business apps like Slack™, QuickBooks® Online, Shopify, and hundreds more. |
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| Custom fields
Add custom fiields to capture data specific to your business or industry needs. |
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| User Administration
Add users to Act! with ease to get the onboard. |
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| Mobile app
Stay connected to key Act! details from wherever you work with Act! Companion, a native mobile CRM app designed for iPhone®, iPad®, and Android™. |
Coming soon |
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| Contact import tool
Import your existing contacts into Act! with the help of an intuitive import tool. |
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| Account management
Manage interactions at the company or account level for a complete view of your relationships with that organizatiton. |
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| Dynamic groups & filters
Organize similar contacts into dynamic groups based on criteria you define. |
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| Sales pipeline management
See a complete, visual representation of your sales pipeline at-a-glance to project revenue, adjust strategy, and quickly focus effors. Incontext KPIs provide an instant roll-up of metrics like opportunity close rate, closed-won value, open deales, & more based on filters you apply. |
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| Act! Insight analytics
Guide decision-making with rich, actionable insights from interactive Act Insight dashboards covering individual, team, and business performance. |
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| Google integration
Integrate sealessly with Google™ |
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| Data import tool
Seamlessly move all the customer information from your current CRM solution into Act! with an intuitive import tool. |
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| Cloud storage - 4GB | ||||
| Additional Cloud storage per 4GB | — | $5 USD/account/mo |
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| Private Cloud add-on option | — | Call for pricing | Call for pricing | Call for pricing |
| 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/money_format - billed annually | ||
| Plan (We recommended Premier) | Professional | Premier | Ultimate |
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| Vast template library
Find exactly what you need with 170+ 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. Campaigns will render beautifully on any device, because all email templates are mobile responsive. |
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| Interactive template editor
Build responsive email campaigns using the interactive template editor. Get started with 170+ ready-made templates, then customize imagery, colors, fonts, and more to fit your company’s brand. Import photos from repositories like Dropbox or use one of over 500,000 free, high-quality stock photos via Unsplash, Pexels, and Pixabay. |
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| Mobile & desktop preview
View desktop and mobile email campaign previews to ensure images, copy, and other campaign components render perfectly before you send. |
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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 & lead capture
Design effective lead capture forms on landing pages or embed forms on your company’s website 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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| 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. |
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| Visual workflow designer
Use the visual workflow designer, providing a graphical representation of your company’s communication flow, to easily build multi-stage campaigns. Edit existing stages or add new ones from this intuitive workflow view. |
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| Real-time campaign 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. Individual campaign results push to Act! contact records automatically for a detailed interaction history. |
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| Marketing 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 via the unsubscribe designer, and so much more. |
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| 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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| Nurture marketing
Build highly personalized, response-driven nurture marketing campaigns using the visual campaign workflow designer and let Act! Marketing Automation do the work for you. Campaigns are automatically triggered by recipient responses based on criteria you define. |
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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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| Advanced lead capture & surveys
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 keep 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
Identify prospects on your company’s website in real-time to engage when they’re most interested. See who’s been on your website today, yesterday, this week, last week, or the last 30 days. 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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| 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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| 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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| 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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| Deliverability & marketing consulting
Accelerate the success of your business with expert guidance designed to help you manage your sender reputation, improve inbox delivery rates, comply with the GDPR, build campaigns, develop templates, and more. |
$150/hr | $150/hr | |
| Additional 2,500 email sends (per mo) | $15 | $15 | $15 |
| Additional domain (per domain, per mo) | $50 | $50 | $50 |
| Plan (We recommended Premier) | Professional | Premier | Ultimate |
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| 12x5 phone support
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| Online support tickets
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| Web chat
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| Support mobile app
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| Self-service Getting Started resources
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| Knowledgebase
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| Act! Community
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| Video training
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| Getting Started concierge call
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| Getting Started concierge call for Marketing Automation
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| Onboarding webinar for Marketing Automation
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| Saturday phone support
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$5 USD/user/mo (billed annually | ||
| Priority queuing
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$5 USD/user/mo (billed annually | Dedicated Ultimate Support queue> | |
| Appointment setting
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$5 USD/user/mo (billed annually | ||
| Voicemail call back
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$5 USD/user/mo (billed annually | ||
| Ultimate Support advisor
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$10 USD/user/mo (billed annually | $10 USD/user/mo (billed annually | |
| Dedicated web chat
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$10 USD/user/mo (billed annually | $10 USD/user/mo (billed annually | |
| Password reset
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$10 USD/user/mo (billed annually | $10 USD/user/mo (billed annually | |
| Guaranteed response times
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$10 USD/user/mo (billed annually | $10 USD/user/mo (billed annually | |
| Exclusive Ultimate Support web tutorials
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$10 USD/user/mo (billed annually | $10 USD/user/mo (billed annually |
| Plan (We recommended Premier) | Professional | Premier | Ultimate |
|---|---|---|---|
| Valuable features & connections
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Act! Companion, Act! Insight, sales pipeline managemetn, Ask Act! with Amazon Alexa, Act! Connect, Act! API, and more | ||
| Automatic product updates & upgrades
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| Getting Started concierge call
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| Expert technical support
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| Exclusive training resources
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| Act! Insider enewsletter
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| Dedicated account manager
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| Marketing Automation
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| Getting Started concierge call for Marketing Automation
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| Onboarding webinar for Marketing Automation
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| Enhanced technical support
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Starting at$5 USD/user/mo (billed annually | ||