Act! CRM – SaaS

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:

OPTIONESSENTIALSSTANDARDEXPERT
Relationship & Task ManagementYESYESYES
Opportunity ManagementYESYESYES
Email Templates & HTML EditorYESYESYES
Campaign ManagementYESYESYES
Standard ReportsYESYESYES
Act! Companion Mobile AppYESYESYES
Data Import ToolYESYESYES
SupportDigitalDigital & PhonePriority
Storage2Gb4Gb6Gb
Email Marketing Emails 2500 p/mth10,000 p/mth25,000 p/mth
Office & Google IntegrationNOYESYES
Dynamic GroupsNOYESYES
Dashboard & AnalyticsNOYESYES
Integration with Popular AppsNOYESYES
Team ManagementNOYESYES
Marketing Automation NOOptionalOptional
Advanced Pipeline ManagementNOYESYES
Custom Sales KPIsNOYESYES
Custom Dashboards & AnalyticsNOYESYES
Advanced CustomisationNOYESYES
Custom QueriesNOYESYES

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

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