ACT! PRODUCTS

Act!

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Act! Pro

Full-featured CRM

$299.95 USD/user.

Act! CRM Pro Edition
This version of Act! is designed for teams of 1 to 10 users. It offers full contact, company, and group functionality and a basic opportunity pipeline. It has strong individual scheduling and security. It includes the traditional set of reports. Custom Tables can be achieve with the purchase of an add-on. Act! Pro can be installed in a Windows environment and allows network sync (inside the LAN or firewall). Act! Marketing Automation is not supported. Swiftpage technical support is not included. Licensing is perpetual and sold at $299.95 USD per user.
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Act! Premium

Full-featured CRM

$420 USD/user.

Act! CRM Premium Edition
This version of Act! is designed for teams of 10 or more users. It offers full contact, company, and group functionality and a extended (dynamic) opportunity pipeline. It has strong team scheduling and security. Additional security features allow custom user permissions, advanced admin options, and team level permissions. It includes the traditional set of reports, plus Insights Reporting and Team Dashboards. Custom Tables can be achieved with the purchase of an add-on or upgrading to Act! Premum Plus. Act! Premium can be installed in a Windows or Web environment and allows network (inside the LAN or firewall) and internet sync (outside firewall). WebAPI support is included with Act! Connect (Zapier), Dynamic Pipelines, and Insights Reporting. Act! Marketing Automation is supported. Swiftpage technical support is included. Subscription licensing is priced at $420 USD per user per year.
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Act! Premium (/w Tables4Act Swiftpage Bundling)

Full-featured CRM

$540 USD/user.

Act! CRM Premium Edition
This version of Act! is designed for teams of 10 or more users. It offers full contact, company, and group functionality and a extended (dynamic) opportunity pipeline. It has strong team scheduling and security. Additional security features allow custom user permissions, advanced admin options, and team level permissions. It includes the traditional set of reports, plus Insights Reporting and Team Dashboards. Custom Tables can be achieved with the purchase of an add-on or upgrading to Act! Premum Plus. Act! Premium can be installed in a Windows or Web environment and allows network (inside the LAN or firewall) and internet sync (outside firewall). WebAPI support is included with Act! Connect (Zapier), Dynamic Pipelines, and Insights Reporting. Act! Marketing Automation is supported. Swiftpage technical support is included. Subscription licensing is priced at $420 USD per user per year.
Are you in the Wealth Management industry?   We have a custom tailored version of Act! called The Advisor.  Click here for more info.

Act! Addons

The File Manager

Time to go paperless!
It's time to go paperless! FileManager™ for Act! delivers powerful features in a simple, affordable package that makes file management and organization a breeze.

FileManager for ACT! delivers powerful features in a simple, affordable package that makes file management and organization a breeze. Supports Act! 2011 or later.

Handheld Contact

The power of Act! on your smartphone or tablet.
Handheld Contact for Act! makes it simple to go mobile with the power to wirelessly access and manage your Act!™ Contacts, Calendar, Activities, and more right on your mobile device – even if you have no Internet connection.
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Addons for Act! v.19 / 20 / 21

Act! v16/17 is a great product but you may find that it is missing functionalities that are important to you.  Exponenciel has developed the following add-ons to provide you with these important missing functionalities:

  • ACT! Calendar To Excel
  • ACT! List View Manager
  • Additional Alarm Lead Times
  • Advanced Activity Window
  • Advanced Do Not Call Lookup
  • Advanced Dropdown Lists
  • Advanced Excel Templates
  • Advanced Excel Templates II
  • Advanced Layout Tools Pack
  • Advanced Lookup by Groups
  • Automatic Data Entry - From Table
  • Automatic Field Calculations
  • Automatic Web Forms
  • AutoNumbers for ACT! Records
  • Click Dialer Plugin
  • Copy Data Between Records
  • DB Plugin for Act! (Dropbox)
  • Default Lookup Field
  • E-mail Addresses Lookup
  • Evernote Plugin for Act!
  • Excel Quote-Invoice Maker
  • Excel Quote-Invoice Maker II
  • Favorites for ACT!
  • Interactive Advanced Queries
  • LayoutSwitch
  • MagicJack Plugin
  • MailChimp Plugin for ACT!
  • Multiple Activities Reschedule
  • Multiple Companies Contact Lookup
  • Navigation Bar for Companies-Groups
  • New History Window Fix
  • OneDrive Plugin for Act!
  • Purge Notes & History
  • Skype Plugin for ACT!
  • Universal Dialer Plugin for ACT!
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The Knowtifier

Knowledgeable notifications deliver on your intentions

The Knowtifier delivers on the promise of truly automated customer notifications for birthdays, anniversaries, renewal dates, maturity dates, or any type of customer notification you'd like to trigger from Act!. What's more, unlike other automation products, the Knowtifer can trigger customer emails off of both contact and custom fields within Act!, and have those email notifications merge Act! data into the emailed notifications.
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act4outlook

The essential Actcessory 4 integrating with Microsoft Outlook

Finally you can disable the Address book integration between Act! & Outlook that can create such system overhead. Act4outlook passively attaches all outbound Outlook email to the appropriate contact History quickly, and allows you the enhanced ability to create contacts & activities from your Outlook inbox.

Not limited to the inbox, though, Act4outlook can safely send your Outlook contacts and calendar items to Act! without fear of mass duplicates or calendar corruption. Act4outlook is designed to allow you to right-click on a contact or calendar item and simply select "Send to Act!" and have it automatically appear in your database.
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Durkin Computing

Impact Suite for act!

With the latest version of Impact Suite for ACT!, managing, enhancing, and getting more out of your Swiftpage ACT! software has never been easier! purchase $100 yearly subscription

Add-ons Included:
  • Contact, Company, Groups and Opportunities
  • Activities, Task List and Calendar Views
  • History and Notes List Views
  • Smart Notes, Tab Indicators and Math Functions
  • Unlimited Custom Tables
  • Product overview

The Advisor

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Compliance & Tracking

Capture key client data and interactions, including automatic e-mail recording. Then generate a summary report to see a comprehensive client overview.
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Fields for the financial industry

Personal data fields for client and prospects. Includes date of birth, social insurance number, driver’s license numbers, multiple address fields, and more.
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Powerful tracking

Track living benefits, life insurance investments and group insurance policies. Built in support for multiple policies, custom filtering, sorting and summary fields for a more general overview.
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Quickly target contacts

With a few mouse clicks you can target certain groups within your contacts database. Built in e-mail and letter templates are available for marketing and servicing your clients.
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Simple address managment

Custom address container for easy mail merging, labels, and envelopes. Mark which address is the primary address and a mailing label is automatically generated. The mailing label will also reflect the naming convention for the client and their spouse (respects independent last names).
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Capture households and companies

Households and companies are separated so you can capture data unique to each. For households, you can maintain a record for each member, their relationships, and more. For companies, have all of your carriers at your fingertips, track all the trusted advisors of your clients, and capture group insurance policies for the companies you deal with.

Price

Act! Premium

$420 USD
  • Annual Subscription

The Advisor Premium

$299 USD
  • Annual Subscription

The advisor works with act! Premium only.
If you have 10 or more users call 514-375-2465.
Sign-up here for a free demo

Act! Reporting Tools

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CrystalClear Essentials

$199 USD

Crystal Clear Essentials is a powerful new reporting tool for your Act! Built using the world’s most popular report generator, Crystal Reports, Crystal Clear Essentials delivers vital information to managers and executives in a way that is not possible using the built-in Act! report generator.

  • Over 60 reports
  • Flexible user prompts
  • Improved User Interface
  • Increase Efficiency

Durkin Computing

$299 USD

Reusable Reports of Any Type
The Durkin Report Designer provides all tools that may be necessary to create professional reports of virtually any type, including hierarchical master-detail reports from custom tables, table and multi-column reports, as well as interactive drill-down and drill-through reports.
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Reporting4act

By Keystroke

Reporting4Act! is quite simply the most powerful, easy to use reporting product on the market for your Act! CRM data. And now it's available in three different tiers to fit every budget.
Reporting4Act! provides a step-by-step method to create professional business reports from information stored in Act!. Anyone can create detailed reports, high level overview, drill-down, charts/graphs, pivot tables, and more in minutes rather than hours. What’s more, it’s ready to report on custom tables in the Act! Premium Plus, as well as Tables4Act!, Topline Designer, and Durkin Tables.
Reporting4Act! actually rewards you for your efforts in putting data into Act!. Create detailed reports and know what is happening with prospects and clients. Analyze opportunities and learn why they closed or were lost. Scan through the call list and read the details quickly to determine how to prioritize calls and more.
Call 514.375.2465 for pricing

Act! Services

Many of our customers feel they are not taking full advantage of all the features of Act!  The 80/20 rule is quite common. 80% of Act! owners use only 20% of the program.  If this is your situation we can help with services designed to help you get the most out your Act! system.
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Consulting Services

Business Process Planning
Database Design
Customization of Fields, Screens, and Tables
E-Marketing Campaigns (planning, execution, and results)
Report design and delivery
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Training Services

Online or On-Premise
New user, Intermediate or Administrator
Act! E-Marketing
Act! Report Design
Act! Education Series Workshops
More Info
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Support Services

Remote or On-Premise contracts
Rapid response
Authorized Partner and Reseller ACT! - ACT! Marketing Automation - Zoho CRM - Zoho ONE Montreal - Quebec - Canada © 2020 Buell & Associates. All Rights Reserved.