Act! Advantage Pricing

All-in-one storage of every organisation & every person interacting with your team. Includes unlimited custom fields, notes, documents, and history of all past communication (calls, meetings, emails, SMS, and more) plus all scheduled activities for each person & organisation. Track and prioritise calls, meetings, and other activities via notifications and task list & calendar views – all linked to the people & organisations in your database. See real-time information from the Web within each contact record, including maps, social profiles, and other sites you select.

Use features like Mail Merge to send personalised communications to contacts or groups with unique data from their individual customer records.

*SMS requires an account with Sinch MessageMedia starting at $25 per month after a free trial period (not per user), which includes $25 of SMS credits. Click here for details.

Find what you need in an instant with powerful search options. Organise similar contacts into groups for targeted communications or sales initiatives. Organise similar contacts into dynamic groups based on criteria you define. Perform custom, comprehensive database queries, including searching multiple field types and ranges concurrently.

Capture and manage key opportunity details, including status, value, estimated close dates, and unlimited custom fields for every sales deal. Set your own sales stages to match your processes. Select products/services to each opportunity from your own imported/entered price list. See a complete, visual representation of your sales pipeline at-a-glance to project revenue, adjust strategy, and quickly focus efforts. In-context KPIs provide an instant roll-up of metrics like opportunity close rate, closed-won value, open deals, and more based on filters you apply. Move sales opportunities from stage to stage through the pipeline with a simple drag-and-drop motion, and watch your sales funnel update instantly.

Start your morning with an overview of your top deals and key activities. Personalise to stay informed and productive throughout your day. Guide decision-making with rich, actionable insights from interactive Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs to drive smarter decision making. View and customise 80+ out of the box reports – from contact lists to activity reports to sales performance metrics.

Tailor the way Act! operates for you, your team, or your company for maximum productivity. Add users to Act! with ease to get them onboarded and create a team role to then set preferences, define processes and configure security and sharing rights. Customise the way your customer information is viewed by configuring fields, labels, backgrounds, picklists, images and more. Add unlimited custom fields to capture data specific to your business or industry needs. Import existing Act! databases, or pull in contact information from other CRM systems or external lists via .csv files.

Use Act! from Windows desktop, laptop, tablet, Apple Mac, Chromebook, or any other device with Google Chrome, Microsoft Edge or Apple Safari web browser. Stay connected to key Act! details wherever you work with Act! Mobile for iPhone®, iPad®, and Android™.

Close more business with customisable interactive online quotations which automatically create/update a corresponding opportunity. Track when recipients view your quotes. Add sequential quote numbering, multi-currency, GST, and volume pricing. Recipients can click to accept a quote after adjusting any editable options & quantities, which then updates the quote & opportunity in Act!, marks it closed/won & notifies the user. Includes automated follow-up activity scheduling & customer reminders, quote dashboards & reports.

*Professional/Ultimate tiers include secure payment processing via Paypal, advanced reporting, advanced product list, and access to other user’s quotes & templates.

Plan, track, and manage projects seamlessly while keeping teams and clients aligned.

Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with Custom Industry Tables.

Allows one nominated user to embed customisable contact forms and publish online forms and questionnaires to efficiently collect customer data—no coding required. All submissions sync seamlessly into Act!, making it easy to capture and manage insights in one place.

*Professional/Ultimate tiers add access for multiple nominated users, can trigger one or more follow up emails, create an opportunity from each submission, and share images to enrich customer interactions.

Add a live chat widget to your website to provide real-time customer assistance and improve engagement. Asks the visitor for additional information if not found in your database, and adds the contact. Allows one nominated user to engage website visitors in real time and record chat history to Act!.

*Professional/Ultimate tiers add support for multiple chat users and multiple websites. Department-based routing ensures conversations are directed to the right agents, improving response times and delivering more efficient, personalised support across your entire team.

Let your customers view your availability and book appointments instantly. Meetings are automatically added to your Act! calendar, and new contacts are created if they don’t already exist. Both you and your customer receive instant booking confirmations.

*Professional/Ultimate tiers add appointment reminder emails, and the option to add one or more shared team calendars that combine team availability for clients to book with the next available representative. Option to restrict appointments to groups of Act! contacts and/or process payment for an appointment via Paypal.

Allows one nominated user to create and publish online event sign-up pages that automatically add new contacts to Act!, organise sign-ups into groups, and link them to events with automated reminders and follow-ups to boost attendance.

*Professional/Ultimate tiers add multi-user event management, drip email campaigns, ability to charge for events via Paypal, and enhanced tools for seamless event coordination.

Provide your customers with secure, 24/7 self-service access to selected information and/or documents from their record in your Act! database. *Included in Ultimate tier; Available at extra cost in Professional tier.

No download required. Just enter your Microsoft 365 or Gmail credentials once to enable real-time calendar sync and/or email history recording, regardless of the type of device you use (Windows, Apple Mac, Chromebook, mobile, etc).

Optional download for Windows to synchronise contacts, calendar and/or email history with Microsoft 365, Outlook or Gmail; plus a Sidebar for Outlook Classic to view/edit Act! contact details; view/add notes/history; create a contact and/or activity from an email message.

Export filtered lists to Excel. Create letters & other documents for one or more contacts using Microsoft Word templates. Print envelopes & labels.

Act! Connect and Zapier allow no-code integration with over 8,000 other cloud services, such as ChatGPT, analytics, helpdesk/tickets, social media, lead capture, e-commerce, accounting, or your own web site.

*Zapier connections require a Zapier account starting at US$20 per month after a free trial period, subject to change.

Enable external services and applications to extend or augment data or functionality to enhance your Act! experience.

Seamlessly connect Act! with accounting software to sync customer records, access financial insights, and view key metrics like invoices, payments, and aged receivables—all in one place. Currently supports Xero & MYOB AccountRight.

Act! Cloud for AU/NZ customers is hosted by Amazon Web Services (AWS) in Sydney, Australia, for best-in-class performance, security, and reliability.

Automatic upgrades ensure you get and stay productive. New features and/or improvements are applied every 2-4 weeks. We take care of the technical details so you can focus on your business and customers. Backups run every 6 hours and are kept for a minimum of 14 days. Rest easy knowing your data is protected at all times and that you’re covered in the event of an unplanned outage or disaster.

Online Knowledgebase Search
Self-Service Video tutorials & step-by-step guides
Act! error message troubleshooting by Phone or Email
Support Ticket Submission & Live Website Chat
(10:00am – 4:00pm Sydney/Auckland time)

Personalised Onboarding Session with a local expert
How-to/Feature Guidance by phone
Priority Queuing & Extended hours
(9:00am – 5:00pm Sydney/Auckland time)

Additional Support options will be displayed at checkout including screen-sharing assistance for training, coaching, customisation, programming, scripting and/or advanced project work (see details here)

Create and send impactful email campaigns proven to drive sales to one or more groups of contacts from within Act! without the need to import/export data to another platform, saving time & money.

Build multi-stage drip campaigns using the visual workflow designer to send a series of automated campaigns or communications to prospects and customers. View email statistics and manage subscribers in each stage of your drip campaigns.

Edit existing or build your own mobile responsive email campaigns using the interactive template editor. Get started with 170+ mobile responsive email templates that fit your industry, business, and communication style. Choose from a diverse library of promotional, transactional, webinar, and enewsletter email templates for building campaigns.

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 campaigns and improve your marketing strategy over time.

Use the visual workflow designer, providing a graphical representation of your company’s communication flow, to easily build drip or nurture campaigns. Edit existing stages or add new ones from this intuitive workflow view.

Know when campaigns are being sent with the marketing calendar, displaying planned campaigns in day, week, and month views. Filter by user, single send campaigns, or recurring campaigns. Drill into any campaign for more detail.

Rest-assured campaigns will reach inboxes, because Act! Marketing is backed by an expert delivery team that helps you manage your company’s sender reputation, giving you outstanding delivery rates. Access numerous tools to help with GDPR compliance, spam analysis, managing opt-outs with multiple unsubscribe templates, and so much more.

Verify and clean your email list in real time to reduce bounce rates and improve email deliverability. Plan for the number of new contacts you expect to add to your database each month. *Standard tier includes 250 addresses per month; Professional tier includes 2,500 addresses per month; Ultimate tier includes 5,000 addresses per month.

Build highly personalised, response-driven nurture marketing campaigns with decision trees and one or more actions to let Act! Marketing Automation do the work for you. Campaigns are automatically triggered by recipient responses based on criteria you define. The recipient lists associated with your nurture campaigns are always up-to-date because any changes made to associated Act! groups are automatically fed into your campaign lists. Plus, jumpstart your marketing efforts using turnkey, pre-built campaigns that make it easy to schedule and send sales promotions, prospecting emails, webinar or event invitations, welcome emails, recurring newsletters, and much more.

Leverage advanced AI within Act! Marketing to effortlessly create compelling marketing content for emails, landing pages, webinar invites, and more.

Publish campaigns to social sites like Facebook, LinkedIn, and X to engage your company’s social networks and expand your reach. Drive traffic to social networks with social buttons in the footer of your campaigns.

Import templates created by a third party or other application. Edit existing HTML email templates using the WYSIWYG email editor or build new HTML templates from scratch.

Watch as Act! Marketing Automation turns real-time response metrics into sales actions — alerting everyone of new prospects, prioritising follow-ups, and delivering a composite view of engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaign, landing page, and website interactions, or completed lead forms and surveys.

Measure engagement of YouTube videos and PDFs to pinpoint your company’s most impactful marketing assets. See time spent and page visits. Perform A/B testing against different assets. Implement lead capture forms and force sign-in to continue viewing assets. Drive qualified leads into Act! automatically for immediate follow-up. For deeper insights, view the asset dashboard with the number of impressions, average time spent, leads generated, ROI, and more.

See the interactions of both identified and anonymous visitors on your website today, yesterday, this week, last week, or the last 30 days. View website visitors in real-time and engage with identified prospects when they’re most interested. Gain rich insights 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 follow-ups in Act! automatically.

Test specific elements of two campaigns to determine your most impactful subject lines, email content, and more. Use the results to continually improve your content.

Use lead scoring to understand your most interested prospects based on campaign engagement, survey/web form responses, and website interactions. Prioritised leads are pushed into Act! groups automatically for easy sales follow-up. Set up automated tasks and alerts in Act! to keep deals moving and close sales faster.

Per domain per month (not per user)

Per computer per month. Licence to use the Act! desktop application synchronised to Cloud for maximum flexibility.

Per user per month. Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with Custom Industry Tables.

Per month (not per user). Provide your customers with secure, 24/7 self-service access to selected information and/or documents from their record in your Act! database.

Per user per month
Personalised Onboarding Session with a local expert
How-to/Feature Guidance by phone
Priority Queuing & Extended hours
(9:00am – 5:00pm Sydney/Auckland time)

Additional Support options will be displayed at checkout including screen-sharing assistance for training, coaching, customisation, programming, scripting and/or advanced project work (see details here)

Per month (not per user)
Response-Driven Nurture Campaigns
AI Writing Assistant
Social Sharing
HTML Template Import & Editing

Per month (not per user)
Response-to-CRM Workflow
Asset Tracking
Website Activity Tracking
A/B Testing
Lead Management & Scoring

Per 2500 sends per month (not per user). Standard tier limited to 10,000 total sends per month. Professional/Ultimate tiers have volume pricing available for 15000, 27500, 52500 extra sends per month.

Per domain per month

Per 1,000 addresses verified per month. Verify and clean your email list in real time to reduce bounce rates and improve email deliverability. Plan for the number of new contacts you expect to add to your database each month. *Standard tier includes 250 addresses per month; Professional tier includes 2,500 addresses per month; Ultimate tier includes 5,000 addresses per month.

Per extra 5Gb per month. Standard tier includes 15Gb; Professional tier includes 25Gb; Ultimate tier includes 35Gb