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The new
Act! CRM SaaS is Here!

Fast & Easy setup, with No Software to install or databases to deploy

The new Act! CRM SaaS is here, and it's faster, more robust than anything you've seen before from Act!. What's more, you're in complete control of your account as you can renew and add seats, as well as order add-ons right from within the web interface. And you have both annual and monthly purchase options.

The Act! SaaS is a completely rebuilt service with a 64-bit architecture that is blazing fast, and commercially is being offered in three tiers - Essentials, Standard, and Expert.

Each tier will be differentiated by CRM features, storage capacity, and the number of email sends per month, but all will be software free. Yes, you read that right, no more software to install or syncing databases to deploy with the new Act! SaaS as everything is in the cloud. All tiers include Act! Marketing Automation, and all will be available below $50/user/month. That's right, all three tiers will be cheaper than the legacy Growth Suite Professional tier.

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Act! CRM SaaS Tiers

The following are the three tiers of the new Act! CRM SaaS, with each of them including one online user, Select Marketing Automation, and corresponding level of Swiftpage technical support. 

All tiers include the following Basic CRM features at a minimum:

  • Contacts, Calendar, Companies, Basic Groups & partial Opportunities (includes sales process, detail and list views, products) , Task Lists, Act! Companion, Relationships, Import/Export, Notes/Histories, Layout Designer, Marketing Automation, Reports, Search, Secondary Contacts, User Management, Timeline, partial Define Fields (edit existing fields, but not create new ones), Web Info Tab, and partial Welcome Page (does not include the ability to add/remove charts)

Please note each tier is available monthly or annually, and add-on options exist for custom tables, additional storage, AMA options & email sends, additional domains, plus SMS Texting, as well.

Basic CRM


Essentials

$1500per month/billed annually
(available monthly for $22)

Includes:

  • Relationship & Task Management
  • Opportunity Management
  • Email Template Library & HTML Editor
  • Campaign Management
  • Standard Reports
  • Act! Companion Mobile App
  • Data Import Tool
  • 2Gb Cloud Storage *
  • 2,500 Emails/mo. *
  • Digital Support

* Optional upgrades available

Basic CRM


Essentials

While this tier does not support Outlook integration, you can subscribe to Act4mail and get full Outlook integration via the API with all three tiers, including Essentials.

What you need!


Standard

$3000
per month/billed annually
(available monthly for $40)

Everything in Essentials, plus:

  • Outlook & Google Integration
  • Dynamic Groups (limited)
  • Dashboards & Analytics
  • Integration with Popular Apps through Zapier
  • Team Management
  • Professional Marketing Automation *
  • 4Gb Cloud Storage *
  • 10,000 Emails/mo. *
  • Digital + Phone Support

* Optional upgrades available

What you want!


Expert

$4500per month/billed annually
(available monthly for $55)

Everything in Standard, plus

  • Advanced Sales Pipeline Management
  • Custom Sales KPIs
  • Custom Dashboards & Analytics
  • Advanced Customization
  • Custom Queries
  • Professional Marketing Automation *
  • 6Gb Cloud Storage *
  • 25,000 Emails/mo. *
  • Digital + Phone + Priority Queuing Support

* Optional upgrades available

What you want!


Expert

Everything in Standard, plus

  • Advanced Sales Pipeline Management
  • Custom Sales KPIs
  • Custom Dashboards & Analytics
  • Advanced Customization
  • Custom Queries
  • Professional Marketing Automation
    (optional upgrades available)
  • 6Gb Cloud Storage
    (optional upgrades available)
  • 25,000 Emails/mo.
    (optional upgrades available)
  • Digital + Phone + Priority Queuing Support

Summary

Just to reiterate, the new Act! CRM SaaS offerings include no software to install or syncing databases to deploy so new accounts can be provisioned within minutes. The same try-before-you-buy experience is available so you can test-drive all the features at blazing speeds to determine which tier is right for you and your team. 

If you're a long-time Act! user with lots of customizations, add-ons, a large database, and you require offline access to your database then Act! CRM SaaS may not be the right solution for you. 

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Feature Comparison Chart by Tier

When Act! CRM SaaS meets powerful Marketing Automation, the possibilities are limitless! Act! SaaS provides the ultimate toolset to grow your small business. Compare the features of our SaaS plans below, and choose the one right to boldly grow your business.

The first column, namely Act! Desktop, is provided as a comparable to the new SaaS offerings so customers understand how they fit into the Act! family of products.

Act! CRM SaaS features & benefits
New Act! customers (click + to expand each section)
Act! Desktop
Essentials
Standard
Expert
CRM Options (click to expand)
Act! Subscription
Act! Desktop
SaaS Essentials
SaaS Standard
SaaS Expert
Hosting Included
Starter includes Act! 365 which is a strictly SaaS solution with no on-premise client. The Act! CRM option is self-hosted, but can be deployed in the Cloud for an extra fee, Act! CRM supports both on-premise, cloud, or a mix of both.
Contact, Company, & Calendar Management
All the CRM essentials required to manage your contacts, company & calendars, including Task & Activities, Notes & Histories, Company field linking, Relationship Timeline, Secondary Contacts, In-Context Maps & Web Info, Notification & Alerts, and Mail Merge
Act! Companion Mobile App
Always have your business-critical CRM data at your fingertips with the Act! Companion mobile app.
Call Lists & Hot Leads
Use the integrated Act! Marketing Automation to see click-through campaign feedback. Act! Desktop requires AMA as a separate subscription.
Groups & Filters
Organize similar contacts into groups by manual population or dynamic population based on flexible criteria you create (Dynamic not supported in Essentials). Groups can be used for targeted communications, marketing campaigns, or sales initiatives
Advanced Queries
Build complex advanced queries with the desktop and expert CRM package.
Opportunity tracking & sales process management
Capture and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal. Manage Opportunities using sample processes, or design your own to best fit your company's sales methodology. Sales Pipeline Management View, Sales KPI's (standard & custom), and Sales Opportunity Kanban Board only available in Desktop & Expert tiers.
Analytics & reporting
Know where to focus your time and attention with analytics and reporting from your sales deals. Standard Act! reporting included with all tiers. Act! Insight included with Desktop and Expert tiers, with standard charts & view only in Standard Tier (cannot create new charts or views with Standard)
Integrations
Microsoft Word & Excel integration available across all tiers, with Act! Connect integration not available in Essentials. Act! Connect is required for Zapier connections.
Outlook & Gmail integration
Interact seamlessly with MS Office and Outlook from within Act!
Administration & Customization
Preferences, User Management, and Layout Designer available across all tiers, with Team Management unavailable in Essentials. Custom fields can only be edited/deleted in Essential & Standard tiers, with full custom field management in Desktop & Expert.
Offline Windows client
Act! SaaS is a strictly Cloud-based offering with no software to install and no databases to remotely deploy. Act! Desktop supports offline database access with syncing to a centralized host.
Import Tool
Import data easily from a variety of data formats.
Cloud Storage
n/a
2GB
4GB
6GB
Desktop cloud storage limits will be set by 3rd party hosting providers, but the SaaS limits are structured to suit each tier.
Additional Cloud Storage (per 4GB)
n/a
$5/mo
$5/mo
$5/mo
Additional Cloud storage purchased at $60/year/account for each additional 4GB increment required.
Marketing Automation Features by Tier (click to expand)
Email Sends Per Month
n/a
2,500
10,000
25,000
Additional email sends per month
$5 / 1000 sends
$15 / 2500 sends
$15 / 2500 sends
$15 / 2500 sends
Additional domains per month
n/a
$50
$50
$50
Email marketing
Send beautiful, responsive campaigns to your Act! contacts & groups. Dynamically merge fields from your contacts in Act!
Interactive drag & drop template editor
Build responsive email campaigns using the drag & drop interactive editor. Get started with 170 sample templates, then customize imagery, colours, fonts, and more to fit your brand. Import photos from repositories like Dropbox, or use one of 500,000 free, high quality stock photos via Unsplash, Pexels, and Pixabay
Drip marketing
Build multi-stage drip campaigns using visual workflow designer to send a series of automated campaigns or communications to your prospects and customers. View email statistics and manage subscribers in each state of your drip campaign
Mobile & desktop preview
View desktop and mobile campaign previews to ensure your images, content, and other campaign components render perfectly before you send them
Visual workflow designer
Use the visual workflow designer, provide a graphical representation of your communication flow, to easily build your multi-stage campaigns. Edit existing stages or add new ones from this intuitive workflow view
Marketing Calendar
Get an easy calendar view of all your past and scheduled campaigns by Day, Week, or Month. You can also filter by users or show all.
Social sharing
Publish campaigns to social sites like Facebook, LinkedIn, and Twitter to engage your social networks to expand your reach. Drive traffic to your social networks with social buttons in the footer of all your campaigns
Turnkey campaigns
Quickly jumpstart your marketing efforts using turnkey, pre-built campaigns that make it easy for you to send sales promotions, sales prospecting emails, webinars and event invitations, welcome emails, ongoing newsletters, and so much more
Deliverability & compliance tools
Rest assured your campaigns will reach inboxes because AMA is backed by an expert delivery team that helps you manage your sender reputation, giving you outstanding delivery rates. Access numerous compliance tools to help with GDPR & CASL compliance, spam analysis, managing opt-outs via the unsubscribe designer where you can customize your opt-out page, global suppression against email addresses or domains, and pre-campaign exclusion lists
Surveys
Create online surveys and polls using multiple question types, including radio buttons, sliders, ratings, and more to gather information about your prospects and customers. Responses are mapped to fields in Act! automatically for richer prospect and customer profiles
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 your campaigns and improve your marketing strategy over time. Individual campaign results push to Act! contact records automatically for a detailed, reportable interaction history.
Advanced HTML email editor
Import and edit your existing HTML templates using the WYSIWYG email editor or build new HTML campaigns from scratch
Landing pages & lead capture
Design effective lead capture forms on landing pages or embed forms on your website to grow your prospect database. New leads are automatically added to your Act! once a form is completed
Asset Tracking
Asset tracking allows you to surface videos or documents in conjunction with webforms to harvest sign-ups in your database. A great tool for controlling the release of your digital assets, which tracking audience interest.
Response-driven nurture marketing
$99/mo
$99/mo
Build highly personalized, response driven nurture marketing campaigns using the visual campaign workflow designer and let AMA do the work for you. Campaigns are automatically triggered by recipient responses based on criteria you define
CRM workflow with prioritized sales follow-up
$99/mo
$99/mo
Automate workflow between sales and marketing to maximise engagement at every phase of the customer journey. Watch as AMA turns real-time response metrics into sales actions - alerting you 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/or opportunities automatically based on campaign & website interactions or completed lead forms and surveys
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. Setup automated tasks and alerts in Act! to keep deals moving and close sales faster
Website activity tracking & analytics
$99/mo
$99/mo
Identify prospects on your website in real-time to engage with them when they're most interested. See who's been on your site today, yesterday, this week, last week, or the last 30-days. Gain rich insites 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 follows in Act! automatically
Advanced lead capture & surveys
$99/mo
$99/mo
Take lead capture and surveys to the next level with advanced forms and surveys that allows further actions in Act!. Create Act! activities and opportunities automatically based on recipient responses. Send notificiations to Act! users when responses come in. Even load contacts into specific campaigns automatically
A/B testing
$149/mo
$149/mo
Test specific elements of two campaigns to pinpoint your most impactful subject lines, email content, and more. Use the results to continually refine your content for improved results
Multi-stage lead profiling
$149/mo
$149/mo
Gather information about a prospect over time with multi-stage lead profiling to steadily build a rich prospect profile in Act!
Progressive Profiling
$149/mo
$149/mo
Gather information about a prospect over time with short surveys that display questions based on what you already know of a lead to steadily build a rich prospect profile in Act!
Deliverability & marketing consulting services
$149/hr
$149/hr
$149/hr
Accelerate your success with expert guidance designed to help you manage sender reputation, improve inbox delivery rates, comply with GDPR, build campaigns, develop templates, and more. A one-hour session is included with the advanced campaign
-
$150/hr
$150/hr
1-hour included
Service & Add-ons (click to expand)
Custom Tables
$10/user/mo
$10/user/mo
$10/user/mo
$10/user/mo
Dramatically augment the functionality of your CRM with the power of Custom Tables. Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique business processes, contracts, products, and specialized industry practices together in Act!.
Additional Email Sends (per 2500/mo)
$10/mo
$10/mo
$10/mo
$10/mo
Increase your monthly sends to suit your marketing objectives. Must be added on an annual basis.
Additional Domains (per domain)
$50/mo
$50/mo
$50/mo
$50/mo
SMS: Phone Number + 500 monthly sends
$6.25/mo
$6.25/mo
$6.25/mo
SMS: Per Addional 500 monthly sends
$5/mo
$5/mo
$5/mo
Support Included (click to expand)
Self service resources like Getting Started Webinars, Guides, & Videos, and Knowledge Base
Online Support Portal & Online Case Management
Web Chat
12x5 Phone Support
Product Support by Remote Assistance
Saturday Phone Support
Appointment Setting & Voicemail Call Back
Priority Queuing
Professional Services by Swiftpage
$99/hr
$99/hr
$99/hr
$99/hr
Regular Monthly Cost (billed annually)
$32.50
$15.00
$30.00
$45.00
Past Pro & Premium customers should contact us at sales@kqc.ca for preferred pricing.
Additional domain (per domain, per month)
n/a
$50
$50
$50
Additional email sends per month
$5 / 1000 sends
$15 / 2500 sends
$15 / 2500 sends
$15 / 2500 sends
= Included
= Included with extra cost
= Excluded

Act! CRM SaaS Video Library

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Getting Started with Act! CRM SaaS

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Using the Getting Started Menus

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Importing Data

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Converting from Trial to Subscription

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Manage your account

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Getting Support

Click HERE to access more Act! CRM SaaS training videos

Frequently Asked Questions on Act! CRM SaaS

Will subscribers on current cloud offerings (Act! Premium Cloud, Act! Growth Suite Cloud) be migrated to Act! CRM (SaaS)?

We will not be auto-migrating any current cloud-based subscribers to Act! CRM at this time, but we encourage all customers -whether on a perpetual license, a premise-based subscription, or a cloud-based subscription -to evaluate how Act! CRM may be able to better meet their current and future needs.

Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

Contact Keystroke

Get in Touch

Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090

Kitchener   250 Woolwich St. S. Breslau, ON N0B 1M0
Toll Free : 800.939.4737 Ext. 1
Office : 519.579.1408

 
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Pay your bill online

 

Monday to Friday: 9AM to 6PM EST
Saturday & Sunday: Closed

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