Act! CRM – SaaS launched in October 2020 and is the current fully featured cloud based version of Act! CRM hosted by Act!
Act! SaaS CRM will have a number of options and addon packages available depending on the tier chosen. These options will include:
- Custom Tables
- Additional Cloud Storage
- Act! Marketing Automation
- SMS Messaging Function
We would urge anyone interested in Act! CRM – SaaS to contact us first to discuss the options and 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.
A link to a trial version is here
At the time of launch 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 |
| 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 |
Important Notes:
- Review Act! system requirements here.
- You must purchase one license of Act! CRM Premium 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
