Act CRM – Cloud

Act CRM – Cloud

Act CRM Cloud Fuel your business growth with CRM + Marketing Automation

Act CRM Cloud seamlessly combines CRM and Marketing Automation in one solution.

Create effective response-driven nurture marketing campaigns to personalise marketing and sales activity at every stage of a buyers’ journey, along with the ability to incorporate social sharing. The workflow designer gives you a graphical view of your marketing workflows with live metrics so you can measure your success at each stage of your campaign.

Market like a pro with easy to use email marketing tools that help you to send impactful emails that promote your products or services whilst looking professional – all without the need for a big budget or marketing expertise.

market like a pro

Act Drip Campaign
  • Turn leads into sales by focusing on your most valuable opportunities and hot leads. Your sales and marketing efforts are fully combined to help you hit your sales goals.
  • Convert sales into lifelong customers by keeping them engaged. Build a communication process that helps you to keep in touch with your customers and stay relevant.

Act Automated Marketing enables you to create effective landing pages with built-in lead capture forms, automatically mapping the data into your Act CRM system. With additional multi-stage lead profiling, AMA helps your sales team convert more leads into sales.

Real-time response metrics provide accurate insights into your marketing campaigns including; opens. clicks, bounce rates and comparative stats for each campaign. Act CRM contact records will also be automatically updates with email campaign history so you can see which emails have been received and whether they were opened.

growth suite

Act CRM and Marketing Automation – Act CRM is the bestselling contact management solution with over 4 million users worldwide.

Act keeps all the details of your business relationships in a single, organised view, so you’re informed and prepared for every interaction.

Keep contact info and associated notes, history, activities, documents, opportunities, and social media updates in one organised place.

Use Act CRM Cloud to;

  • Organise your calendar and activities.
  • Follow and report on marketing activity.
  • Build better customer relationships with detailed insights.
  • Fuel business growth.

leadform

Why partner with Softext

  • Access to Act certified consultants
  • Customise database for Contact, Companies and Group layouts*
  • Design Email, Word templates and reports to use*
  • Import data (contacts, companies & groups)*
  • Onsite installation and Training*
  • FREE online demo and consultation
    *Additional costs may apply apply

Which Act CRM Cloud plan is best for your business?

Act CRM Essentials

Basic CRM + eMarketing

£15 user/mo (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
  • 2Gb Cloud Storage
  • 2,500 Emails/mo

Act CRM Expert

Advanced CRM + eMarketing

£40 user/mo (billed annually)

Everything in Standard, plus:

  • Advanced Sales Pipeline Management
  • Custom Sales KPIs
  • Custom Dashboards & Analytics
  • Advanced Customisation
  • Custom Queries
  • Marketing Automation (Optional)
  • Priority Support
  • 6Gb Cloud Storage
  • 25,000 Emails/mo

Act CRM: Essentials, Standard and Expert

Supported Browsers

Google Chrome™ Browser for Windows
Google Chrome™ Browser for Mac
Microsoft Edge™ v79 and above

Supported Office Integrations

Microsoft® Office 2019 for Windows (32-bit and 64-bit)
Microsoft® Office 2016 for Windows (32-bit and 64-bit)
Microsoft® Office 2013 for Windows (32-bit and 64-bit)
Microsoft® Exchange and Office 365 for contact and calendar synchronisation for Windows (Further information around Exchange support is available here)
.NET 4.7 (required for integration features only)

Mobile Client System Requirements

Safari® for iPad®
Safari® for iPhone®
Google Chrome™ Browser for Android
Internet access to Act! for Web IIS server

Act Growth Suite  – Access via Cloud, Web, & Mobile

Server System Requirements

  • 4 GB available hard disk space
  • 1280 x 768 or higher resolution monitor
  • Broadband Internet connection
  • 4 GB system memory
  • 1.8 GHz processor
  • Network Interface Card
  • Router and/or Firewall that supports IPv4 NAT or IPv6

Supported Operating Systems

  • Windows Server 2019
  • Windows Server 2016
  • Windows Server 2012 R2
  • Windows Server 2012
  • Windows 10 (32-bit and 64-bit)
  • Windows 8.1 (32-bit and 64-bit)

Database Server

Act! uses SQL Server® 2014 Express or your existing installation of SQL Server 2012 or newer. Note that SQL Server 2008 R2 is no longer a supported Microsoft product, and existing installations of this version must be upgraded for continued compatibility with Act!. Further information is available here. If you would like to use an edition of SQL Server other than the one provided, please consult Microsoft documentation for specific hardware and software requirements for that edition.

Supported Browsers

  • Microsoft Internet Explorer® 11
  • Google Chrome™ Browser for Windows
  • Google Chrome™ Browser for Mac

Supported Office Integrations

  • Microsoft® Office 2019 (32-bit and 64-bit)
  • Microsoft® Office 2016 (32-bit and 64-bit)
  • Microsoft® Office 2013 (32-bit and 64-bit)
  • Microsoft® Exchange and Office 365 for contact and calendar synchronization (Further information around Exchange support is available here)
  • .NET 4.7 (required for integration features only)

Mobile Client System Requirements

  • Safari® for iPad®
  • Safari® for iPhone®
  • Google Chrome™ Browser for Android
  • Internet access to Act! for Web IIS server

SQL Server Edition Recommendations
Express is free, but limits processor use to the lesser of a single CPU socket or 4 cores. Memory is also limited to 1 GB, and the size of your data file cannot exceed 10 GB. For this reason, we recommend SQL Standard for any deployment over 20 users or 5 GB in size, allowing for growth. Individual performance may vary based on actual database size, hardware variations, and product usage.

Custom Tables

Unlock the full potential of Act! with Custom Tables, providing maximum adaptability so you can bring complex data sets, unique business processes, and specialised industry practices together in Act!.

Feature highlights

  • Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with spreadsheet-like functionality, embedded within Act!.
  • Associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.
  • Benefit from the power of CRM to action on the data you keep in Custom Tables—schedule activities, send follow-up emails, and more.
  • Search and view roll-up data in filterable, aggregate list views for things like all projects or all service contracts or view highly-specialised information like the details of an individual project or service contract for a particular contact.
  • Get started with numerous out-of-the-box templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Projects, Realty, Service, Software, and Support—all included in the Industry Template Library.

Custom Tables FAQs

Custom Tables make it possible to bring complex data sets, unique businesses processes, and specialised industry practices together in Act! to manage your business. Custom Tables Manager in Act! enables you to embed tables with spreadsheet-like functionality into Act!, so you can track rich, specialised data. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.

Do you sell multiple products? Do you offer services or sell service contracts? Have you ever missed a renewal date? If you answered yes to any of these questions, your business will benefit from using Custom Tables.

The possibilities are limitless! For example, you can track insurance policy details, product catalogs, mortgage information, or project management dates. You can even keep photos of inventory within Custom Tables.

In Act! list views, Custom Tables look like a spreadsheet within one tab of your database where you can store an infinite amount of data. This makes it easy for managers to view roll-up metrics for things like all product sales for a particular company. You can also view individual details at the contact level like the details of an individual product sold to a particular contact.

Not only are you able to associate individual table entries to Act! entities, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more. Action on communications tied to policy end dates, contract renewal dates, upcoming warranty expirations, or even birthdays tracked in Custom Tables.

Yes the Industry Template Library includes templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Projects, Real Estate, Service, Software, and Support.

Custom Tables Manager is available at extra cost of £96 + vat per user – annual susbcription

Act CRM Cloud is available in three tiers: Essentials, Standard and Expert. Read below to see the features included with each variation.

CRM
  • RELATIONSHIP & ACTIVITY MANAGEMENT

    RELATIONSHIP & ACTIVITY MANAGEMENT
  • Customer management
    Customer management
  • Task & activity management
    Task & activity management
  • Calendar
    Calendar
  • Notes & history
    Notes & history
  • Companies
    Companies
  • Relationship timeline
    Relationship timeline
  • Secondary contacts
    Secondary contacts
  • In-context maps & web info
    In-context maps & web info
  • Call lists & hot leads
    Call lists & hot leads
  • Notifications & alerts
    Notifications & alerts
  • Act! Companion - Mobile app
    Act! Companion - Mobile app
  • Welcome page - User productivity dashboard
    Welcome page - User productivity dashboard
  • Mail merge
    Mail merge
  • GROUPS & SEARCH

    GROUPS & SEARCH
  • Search & lookups
    Search & lookups
  • Groups & filters
    Groups & filters
  • Dynamic groups
    Dynamic groups
  • Advanced queries
    Advanced queries
  • OPPORTUNITY & PIPELINE MANAGEMENT

    OPPORTUNITY & PIPELINE MANAGEMENT
  • Opportunity management
    Opportunity management
  • Sales process management
    Sales process management
  • Products & pricing
    Products & pricing
  • Sales pipeline management view
    Sales pipeline management view
  • Sales KPIs - Standard & custom
    Sales KPIs - Standard & custom
  • Sales opportunity Kanban board
    Sales opportunity Kanban board
  • REPORTING & ANALYTICS

    REPORTING & ANALYTICS
  • Reporting
    Reporting
  • Act! Insight -Dashboard & analytics
    Act! Insight -Dashboard & analytics
  • INTEGRATIONS

    INTEGRATIONS
  • Office integration - Export to Excel/Word
    Office integration - Export to Excel/Word
  • Outlook integration - Contacts/Calendar/Email
    Outlook integration - Contacts/Calendar/Email
  • Google integration - Contacts/Calendar/Email
    Google integration - Contacts/Calendar/Email
  • Act! Connect - Integration with popular apps
    Act! Connect - Integration with popular apps
  • ADMINISTRATION & CUSTOMIZATION

    ADMINISTRATION & CUSTOMIZATION
  • Preferences
    Preferences
  • User management
    User management
  • Layout designer
    Layout designer
  • Team management
    Team management
  • Custom fields
    Custom fields
  • Custom Tables add-on option
    Custom Tables add-on option
  • PLATFORM & TECHNOLOGY

    PLATFORM & TECHNOLOGY
  • Data import tool
    Data import tool
  • API
    API
  • Cloud storage - 4GB

    Cloud storage - 4GB
  • Additional Cloud storage per 4GB

    Additional Cloud storage per 4GB
  • Private Cloud add-on option

    Private Cloud add-on option
Basic
  • ESSENTIALS
  • RELATIONSHIP & ACTIVITY MANAGEMENT

  • Customer management
  • Task & activity management
  • Calendar
  • Notes & history
  • Companies
  • Relationship timeline
  • Secondary contacts
  • In-context maps & web info
  • Call lists & hot leads
  • Notifications & alerts
  • Act! Companion - Mobile app
  • Welcome page - User productivity dashboard
    Standard1
  • Mail merge
  • GROUPS & SEARCH

  • Search & lookups
  • Groups & filters
  • Dynamic groups
  • Advanced queries
  • OPPORTUNITY & PIPELINE MANAGEMENT

  • Opportunity management
  • Sales process management
  • Products & pricing
  • Sales pipeline management view
  • Sales KPIs - Standard & custom
  • Sales opportunity Kanban board
  • REPORTING & ANALYTICS

  • Reporting
  • Act! Insight -Dashboard & analytics
  • INTEGRATIONS

  • Office integration - Export to Excel/Word
  • Outlook integration - Contacts/Calendar/Email
  • Google integration - Contacts/Calendar/Email
  • Act! Connect - Integration with popular apps
  • ADMINISTRATION & CUSTOMIZATION

  • Preferences
  • User management
  • Layout designer
  • Team management
  • Custom fields
    Partial4
  • Custom Tables add-on option
    £8 user/mo
  • PLATFORM & TECHNOLOGY

  • Data import tool
  • API
  • Cloud storage - 4GB

    2GB
  • Additional Cloud storage per 4GB

  • Private Cloud add-on option

Basic
  • STANDARD
  • RELATIONSHIP & ACTIVITY MANAGEMENT

  • Customer management
  • Task & activity management
  • Calendar
  • Notes & history
  • Companies
  • Relationship timeline
  • Secondary contacts
  • In-context maps & web info
  • Call lists & hot leads
  • Notifications & alerts
  • Act! Companion - Mobile app
  • Welcome page - User productivity dashboard
    Standard1
  • Mail merge
  • GROUPS & SEARCH

  • Search & lookups
  • Groups & filters
  • Dynamic groups
    Standard2
  • Advanced queries
  • OPPORTUNITY & PIPELINE MANAGEMENT

  • Opportunity management
  • Sales process management
  • Products & pricing
  • Sales pipeline management view
  • Sales KPIs - Standard & custom
  • Sales opportunity Kanban board
  • REPORTING & ANALYTICS

  • Reporting
  • Act! Insight -Dashboard & analytics
    Standard3
  • INTEGRATIONS

  • Office integration - Export to Excel/Word
  • Outlook integration - Contacts/Calendar/Email
  • Google integration - Contacts/Calendar/Email
  • Act! Connect - Integration with popular apps
  • ADMINISTRATION & CUSTOMIZATION

  • Preferences
  • User management
  • Layout designer
  • Team management
  • Custom fields
    Partial4
  • Custom Tables add-on option
    £8 user/mo
  • PLATFORM & TECHNOLOGY

  • Data import tool
  • API
  • Cloud storage - 4GB

    4GB
  • Additional Cloud storage per 4GB

    £4/mo
  • Private Cloud add-on option

    Call for pricing
Basic
  • EXPERT
  • RELATIONSHIP & ACTIVITY MANAGEMENT

  • Customer management
  • Task & activity management
  • Calendar
  • Notes & history
  • Companies
  • Relationship timeline
  • Secondary contacts
  • In-context maps & web info
  • Call lists & hot leads
  • Notifications & alerts
  • Act! Companion - Mobile app
  • Welcome page - User productivity dashboard
    Custom
  • Mail merge
  • GROUPS & SEARCH

  • Search & lookups
  • Groups & filters
  • Dynamic groups
    Custom
  • Advanced queries
  • OPPORTUNITY & PIPELINE MANAGEMENT

  • Opportunity management
  • Sales process management
  • Products & pricing
  • Sales pipeline management view
  • Sales KPIs - Standard & custom
  • Sales opportunity Kanban board
  • REPORTING & ANALYTICS

  • Reporting
  • Act! Insight -Dashboard & analytics
    Custom
  • INTEGRATIONS

  • Office integration - Export to Excel/Word
  • Outlook integration - Contacts/Calendar/Email
  • Google integration - Contacts/Calendar/Email
  • Act! Connect - Integration with popular apps
  • ADMINISTRATION & CUSTOMIZATION

  • Preferences
  • User management
  • Layout designer
  • Team management
  • Custom fields
  • Custom Tables add-on option
    £8 user/mo
  • PLATFORM & TECHNOLOGY

  • Data import tool
  • API
  • Cloud storage - 4GB

    6GB
  • Additional Cloud storage per 4GB

  • Private Cloud add-on option

Marketing
  • EMARKETING (INCLUDED)

    EMARKETING (INCLUDED)
  • Email sends/mo

    Email sends/mo
  • Email marketing
    Email marketing
  • 170+ responsive templated
    170+ responsive templated
  • Interactive template editor
    Interactive template editor
  • Email tracking & metrics
    Email tracking & metrics
  • Turnkey campaigns
    Turnkey campaigns
  • HTML email editor
    HTML email editor
  • Social sharing
    Social sharing
  • Landing pages
    Landing pages
  • Surveys
    Surveys
  • Drip marketing
    Drip marketing
  • Visual workflow designer
    Visual workflow designer
  • Campaign Calendar
    Campaign Calendar
  • Deliverability & compliance tools
    Deliverability & compliance tools
  • MARKETING AUTOMATION (OPTIONAL)

    MARKETING AUTOMATION (OPTIONAL)
  • Marketing Automation to CRM workflow
    Marketing Automation to CRM workflow
  • Response-driven nurture marketing
    Response-driven nurture marketing
  • Asset tracking
    Asset tracking
  • Advanced lead capture
    Advanced lead capture
  • Lead management & scoring
    Lead management & scoring
  • Event marketing
    Event marketing
  • Website activity tracking
    Website activity tracking
  • Progressive profiling
    Progressive profiling
  • A/B testing
    A/B testing
  • SERVICES & ADD-ONS

    SERVICES & ADD-ONS
  • Additional email sends (2,500 sends/mo)

    Additional email sends (2,500 sends/mo)
  • Additional domain (per domain)

    Additional domain (per domain)
  • SMS - phone number + 500 sends/mo
    SMS - phone number + 500 sends/mo
  • SMS - per additional 500 sends/mo

    SMS - per additional 500 sends/mo
Basic
  • ESSENTIALS
  • EMARKETING (INCLUDED)

  • Email sends/mo

    2,500
  • Email marketing
  • 170+ responsive templated
  • Interactive template editor
  • Email tracking & metrics
  • Turnkey campaigns
  • HTML email editor
  • Social sharing
  • Landing pages
  • Surveys
  • Drip marketing
  • Visual workflow designer
  • Campaign Calendar
  • Deliverability & compliance tools
  • MARKETING AUTOMATION (OPTIONAL)

  • Marketing Automation to CRM workflow
  • Response-driven nurture marketing
  • Asset tracking
  • Advanced lead capture
  • Lead management & scoring
  • Event marketing
  • Website activity tracking
  • Progressive profiling
  • A/B testing
  • SERVICES & ADD-ONS

  • Additional email sends (2,500 sends/mo)

  • Additional domain (per domain)

  • SMS - phone number + 500 sends/mo
  • SMS - per additional 500 sends/mo

Basic
  • STANDARD
  • EMARKETING (INCLUDED)

  • Email sends/mo

    10,000
  • Email marketing
  • 170+ responsive templated
  • Interactive template editor
  • Email tracking & metrics
  • Turnkey campaigns
  • HTML email editor
  • Social sharing
  • Landing pages
  • Surveys
  • Drip marketing
  • Visual workflow designer
  • Campaign Calendar
  • Deliverability & compliance tools
  • MARKETING AUTOMATION (OPTIONAL)

  • Marketing Automation to CRM workflow
  • Response-driven nurture marketing
  • Asset tracking
  • Advanced lead capture
    £79/mo
  • Lead management & scoring
  • Event marketing
  • Website activity tracking
  • Progressive profiling
    £119/mo
  • A/B testing
    (includes £79 package)
  • SERVICES & ADD-ONS

  • Additional email sends (2,500 sends/mo)

    £8/mo
  • Additional domain (per domain)

    £40/mo
  • SMS - phone number + 500 sends/mo
    £26/mo
  • SMS - per additional 500 sends/mo

    £25/mo
Basic
  • EXPERT
  • EMARKETING (INCLUDED)

  • Email sends/mo

    25,000
  • Email marketing
  • 170+ responsive templated
  • Interactive template editor
  • Email tracking & metrics
  • Turnkey campaigns
  • HTML email editor
  • Social sharing
  • Landing pages
  • Surveys
  • Drip marketing
  • Visual workflow designer
  • Campaign Calendar
  • Deliverability & compliance tools
  • MARKETING AUTOMATION (OPTIONAL)

  • Marketing Automation to CRM workflow
  • Response-driven nurture marketing
  • Asset tracking
  • Advanced lead capture
    £79/mo
  • Lead management & scoring
  • Event marketing
  • Website activity tracking
  • Progressive profiling
    £119/mo
  • A/B testing
    (includes £79 package)
  • SERVICES & ADD-ONS

  • Additional email sends (2,500 sends/mo)

  • Additional domain (per domain)

  • SMS - phone number + 500 sends/mo
  • SMS - per additional 500 sends/mo

CRM
  • Getting started webinars / Q&A
    Getting started webinars / Q&A
  • Self-service resources - Guides & video tutorials
    Self-service resources - Guides & video tutorials
  • Knowledgebase
    Knowledgebase
  • In-product ticket submission
    In-product ticket submission
  • Web Chat5
    Web Chat5
  • Product support by phone5
    Product support by phone5
  • Product support via remote access
    Product support via remote access
  • Saturday phone support
    Saturday phone support
  • Appointment setting
    Appointment setting
  • Voicemail call back
    Voicemail call back
  • Priority queuing
    Priority queuing
Basic
  • ESSENTIALS
  • Getting started webinars / Q&A
  • Self-service resources - Guides & video tutorials
  • Knowledgebase
  • In-product ticket submission
  • Web Chat5
  • Product support by phone5
  • Product support via remote access
  • Saturday phone support
  • Appointment setting
  • Voicemail call back
  • Priority queuing
Basic
  • STANDARD
  • Getting started webinars / Q&A
  • Self-service resources - Guides & video tutorials
  • Knowledgebase
  • In-product ticket submission
  • Web Chat5
  • Product support by phone5
  • Product support via remote access
  • Saturday phone support
  • Appointment setting
  • Voicemail call back
  • Priority queuing
Basic
  • EXPERT
  • Getting started webinars / Q&A
  • Self-service resources - Guides & video tutorials
  • Knowledgebase
  • In-product ticket submission
  • Web Chat5
  • Product support by phone5
  • Product support via remote access
  • Saturday phone support
  • Appointment setting
  • Voicemail call back
  • Priority queuing

Act Cloud + eMarketing offers your business;

  • Rich Customer Management – make every interaction count with quick, organised access to prospect and customer details.
  • Powerful Marketing Automation to optimise all the ways you can communicate with prospects and customers.
  • Dynamic Sales Pipeline Management – close deals faster by capturing all the details of a sales opportunity, and then progress deals through stags with a simple drag-and-drop tool.
  • Actionable business insights.
  • Popular apps & integrations available

1 Excludes add/remove chart capabilities.
2 Standard 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; UK: 8:00am-8:00pm.