|
Standard |
PRO |
| Contact Management |
|
|
| Contact Limit |
10k |
100k |
| Upload contact lists and easily map fields |
x |
x |
| Initial Import of ACT! database or Excel list included |
|
x |
| Share contact info, notes and history |
x |
x |
| Unlimited Customization of fields, screens and reports |
x |
x |
| Robust search and query of all database fields |
x |
x |
|
|
|
| Marketing Automation |
|
|
| Email and Letter mail merge templates |
x |
x |
| No limit on email blasts |
x |
x |
| Proposals and quotations with embedded excel sheets |
x |
x |
| Multi-step marketing campaigns with automated emails |
|
x |
|
|
|
| Sales Management |
|
|
| Easy to use wizard for Report customization |
x |
x |
| Output report results directly to Excel |
x |
x |
| Sales Process Automation with Alerts |
x |
x |
| Lead Distribution Rules |
|
x |
|
|
|
| Document Management |
|
|
| Shared document library |
x |
x |
| Attach documents to contact records, access and open anywhere |
x |
x |
| Dedicated Document Mgmt folder for each Contact |
|
x |
| Streamlined open, edit and re-save documents |
|
x |
| Full integration of mail merge document creation, sending and archival |
|
x |
|
|
|
| Administrative |
|
|
| Add, change users, passwords and security levels |
x |
x |
| One click activate/deactivate any user account |
x |
x |
| View currently logged on users |
x |
x |
| Log file of user logon/logoff activity |
x |
x |
| One click activation of new fields and layouts to all users |
x |
x |
|
|
|
| Hosted and Supported |
|
|
| Always up to date without painful synchronization |
x |
x |
| No software to buy, install and maintain |
x |
x |
| Comprehensive Training Videos Online 24/7 |
x |
x |
| Semi-Monthly Public Training Webinars included |
x |
x |
| No charge for upgrades and enhancements |
x |
x |
| Backups and data security included |
x |
x |
| Email and Chat Support Incidents each month |
4 |
Unlimited |
| Phone Support |
|
Unlimited |
| Up-Time Guarantee |
x |
|
| |
|
|
| Pricing and Terms |
|
|
| Annual subscription rate per user |
$299 |
$449 |
| Cancel anytime for prorated refund |
x |
x |
| Initial import of ACT database or Excel list included |
|
x |
| Month to Month Subscription Available |
x |
|
| |
 |
|
Available to PRO Subscribers |
|
|
| Email Management & Integration |
|
|
| Automatically attach all incoming and outgoing email to contacts |
|
|
| Sync with Outlook, including Contacts, Calendar and Tasks |
|
|
| Mobile Access |
|
|
| Wireless, 2 way sync contacts and calendar with mobile phones and PDAs |
|
|
|
|
|
| Web Lead Capture/Auto-Responder |
|
|
| Automatically capture and respond to web leads |
|
|
| |
|
|
