Act! CRM – SaaS is the fully featured cloud based version of Act! CRM hosted by Act! All tiers include email marketing and SMS messaging.
Act! SaaS CRM has a number of options and addon packages available depending on the chosen tier, these options include:
- Custom Tables
- Additional Cloud Storage
- Act! Marketing Automation additional features
We would urge anyone interested in Act! CRM – SaaS to contact us first to discuss the options and confirm which tier will meet their requirements.
Please note that it is NOT possible to have synchronised remote databases with Act! SaaS CRM and customisation is only possible on the top tier. Also note that integration between MS Office and multiple databases does have limitations.
A link to a trial version is here
There are three tiers available and a summary of their features is shown in this table:
| OPTION | ESSENTIALS | STANDARD | EXPERT |
|---|---|---|---|
| Relationship & Task Management | YES | YES | YES |
| Opportunity Management | YES | YES | YES |
| Email Templates & HTML Editor | YES | YES | YES |
| 170+ Responsive Templates | YES | YES | YES |
| Campaign Management | YES | YES | YES |
| Standard Reports | YES | YES | YES |
| Act! Companion Mobile App | YES | YES | YES |
| Data Import Tool | YES | YES | YES |
| Support | Digital | Digital & Phone | Priority |
| Storage | 2Gb | 4Gb | 6Gb |
| Email Marketing Emails | 2500 p/mth | 10,000 p/mth | 25,000 p/mth |
| Office & Google Integration | NO | YES | YES |
| Dynamic Groups | NO | YES | YES |
| Dashboard & Analytics | NO | YES | YES |
| Integration with Popular Apps | NO | YES | YES |
| Team Management | NO | YES | YES |
| Marketing Automation | NO | Optional | Optional |
| Advanced Pipeline Management | NO | YES | YES |
| Custom Sales KPIs | NO | YES | YES |
| Custom Dashboards & Analytics | NO | YES | YES |
| Advanced Customisation | NO | YES | YES |
| Custom Queries | NO | YES | YES |
| Social Sharing of emails | YES | YES | YES |
| Landing Pages | YES | YES | YES |
| Surveys | YES | YES | YES |
| Drip Marketing | YES | YES | YES |
| Asset Tracking | NO | Optional | Optional |
| SMS Messaging | Optional | Optional | Optional |
| Support | Web / Portal | Telephone | Telephone |
Important Notes:
- Review Act! system requirements here.
- You must purchase one license of Act! CRM per user.
- Scalability varies based on hardware, size, and usage of your database.
- Integration with MS Outlook and Google and other applications is dependent on compatibility which can vary between versions of Act! and other target applications.
- Act! software Legal & Contractual Information
- E.& O.E
