Act! CRM

Act! CRM - AspenTech CRM - actPro-logo-brand-150x150

A Brand New Act! Experience

CRM & Marketing Automation built for small & midsized business success. A true cloud based CRM experience, accessed from your web browser.

Act! has a brand new offering, a new experience built for those looking for a true cloud-based CRM with no desktop or server installs required. The web-based access is available anywhere you are, even when you have no internet connection!

With proven CRM and powerful Marketing Automation, the possibilities are limitless.

The new generation of Act! is here providing key features such as rich customer management, powerful Marketing Automation, dynamic sales pipeline management, actionable business insights and popular apps & integrations. The all new Act! CRM is a sales and marketing platform, providing everything you and your team need to successfully run and grow your business!

 Brand New Online Act! Experience + Marketing Automation
Three feature-packed editions to choose from!

Package & Pricing Overview

Act! Essentials Act! Standard Act! Expert
Basic CRM
+ eMarketing
Full-featured CRM
+ eMarketing
Advanced CRM
+ eMarketing
Starting at

$15

per user/month
(billed annually)
Starting at

$30

per user/month
(billed annually)
Starting at

$45

per user/month
(billed annually)

Includes

  • Relationship & Task Management
  • Opportunity Management
  • Email Template Library & HTML Editor
  • Campaign Management
  • Standard Reports
  • Act! Companion Mobile App
  • Data Import Tool
  • Digital Support

Everything in Essentials +

  • Office & Google Integration
  • Dynamic Groups
  • Dashboards & Analytics
  • Integration with Popular Apps
  • Team Management
  • Optional Marketing Automation Upgrades
  • Digital & Phone Support

Everything in Standard +

  • Advanced Sales Pipeline Management
  • Custom Sales KPIs
  • Custom Dashboards & Analytics
  • Advanced Customization
  • Custom Queries
  • Optional Marketing Automation Upgrades
  • Priority Support
2 Gb Cloud Storage
2,500 Emails/month
4 Gb Cloud Storage
10,000 Emails/month
6 Gb Cloud Storage
25,000 Emails/month
Try It Now Try It Now Try It Now

 

See Detailed Package Features

Essentials Standard Expert
CRM + eMarketing Everything in Essentials + Everything in Standard +

Essentials CRM Features:

  • Customer management
  • Task & activity management
  • Calendar
  • Notes & history
  • Companies
  • Relationship timeline
  • Secondary contacts
  • In-context maps & web info
  • Call lists & hot leads
  • Notifications & alerts
  • Welcome page1
  • Search & lookups
  • Groups & filters
  • Opportunity & sales process management
  • Products & pricing
  • Reporting
  • Outlook integration Export to Excel or Word
  • User preferences
  • User management
  • Layout designer
  • Data import tool
  • Limited custom fields4

Standard CRM Features:

  • Everything in Essentials, plus:
  • Dyanamic groups2
  • Act! Insights dashboards & analytics3
  • Outlook integration - Contacts, Calendar, & Email
  • Google integration - Contacts, Calendar & Email
  • Act! Connect - Integrate with other popular apps
  • Team management
  • Limited custom fields4

Expert CRM Features:

  • Everything in Standard, plus:
  • Customizable welcome page
  • Customizable dynamic groups
  • Advanced queries
  • Sales pipeline management view
  • Sales opportunity kanban board
  • Sales KPIs
  • Customizable Act! Insights dashboards & analytics
  • Fully customizable fields
2Gb Cloud Storage 4 Gb Cloud Storage 6 Gb Cloud Storage

Essentials Marketing
Automation:

Included Features (All Tiers)

  • Email marketing
  • Drip marketing
  • Turnkey campaigns
  • Interactive template editor
  • 170+ responsive templates
  • HTML template editor
  • Email tracking & metrics
  • Social sharing
  • Landing pages
  • Surveys
  • Visual workflow designer
  • Campaign Calendar
  • Deliverability & compliance tools

Standard Marketing
Automation:

Optional Features +$99/mo

  • CRM workflow
  • Nurture marketing
  • Asset tracking
  • Advanced lead capture
  • Lead management & scoring
  • Event marketing
  • Website Activity Tracking

Or for $149/mo total, get these additional features

  • Above features, plus:
  • Progressive Profiling
  • A/B Testing

Expert Marketing
Automation:

Optional Features +$99/mo

  • CRM workflow
  • Nurture marketing
  • Asset tracking
  • Advanced lead capture
  • Lead management & scoring
  • Event marketing
  • Website Activity Tracking

Or for $149/mo total, get these additional features

  • Above features, plus:
  • Progressive Profiling
  • A/B Testing
2,500 emails/month
to unlimited contacts
10,000 emails/month
to unlimited contacts
25,000 emails/month
to unlimited contacts

Digital Support

  • Getting started webinars & Q/A
  • Self-service resources - guides & video tutorials
  • Knowledgebase
  • In-product ticket submission
  • Web chat5
  • Professional services $99/hr6

Digital & Phone Support

  • Everything in Essentials, plus:
  • Product support by phone
  • Product support by remote access
  • Saturday phone support
  • Appointment setting
  • Voicemail call back

Priority Support

  • Everything in Standard, plus:
  • Priority queing
Try It Now Try It Now Try It Now

1Excludes add/remove chart capabilities.
2Standard dynamic groups only; cannot create new dynamic groups.
3Standard charts and views only; cannot create new charts or views.
4Edit/delete only; cannot create new fields.
5US: M-F 7:00am-8:00pm Eastern.
6Each Professional Services session is billed a minimum of one hour; no pro-rations or partial hour billing.

Additional Options:

All Levels - Essential, Standard, and Expert
Act! CRM Additional Cloud Storage - $5/4GB/month
Act! CRM Custom Tables - $10/user/month
Additional Marketing Automation Emails - $10/2500 emails/month
Additional Marketing Automation Domains - $50/domain/month
Marketing Automation SMS Phone Number + 500 sends/mo - $6.25/month
Marketing Automation SMS per additional 500 sends/mo - $5/month
Try It Now

Read More: How to Fuel Your Business with Marketing Automation Whitepaper