Act! Premium Desktop

Desktop CRM for advanced features, local data management, and on-premises control.

by Act! · CRM & Sales Automation

Executive Summary

Act! Premium Desktop is a robust, on-premises CRM solution designed for businesses seeking advanced features and complete control over their customer data. It offers a desktop deployment option, allowing users to manage data, opportunities, and records locally, ensuring enhanced security and data sovereignty. The platform is continuously updated with powerful enhancements, such as an advanced dashboard builder and Multi-Factor Authentication (MFA), to boost business effectiveness and provide a secure environment. This solution is ideal for organizations that prefer to host their CRM data on their own servers, providing a high degree of customization and integration capabilities. With its RESTful Web API, Act! Premium Desktop seamlessly connects with hundreds of other business applications, enabling automated workflows and streamlined operations. It supports various business needs, from managing sales pipelines to detailed customer relationship tracking, all within a secure and controlled desktop environment. Act! Premium Desktop is built on a foundation of stability and security, with upgrades to core technologies like .NET and SQL, and adherence to compliance standards such as SOC 2 and GDPR. It empowers users with tools for comprehensive data management, opportunity tracking, and personalized insights through customizable dashboards, making it a powerful asset for sales professionals and businesses focused on local data management.

Use Cases

  • Managing customer data and interactions locally with full control
  • Streamlining sales processes and tracking opportunities from lead to close
  • Automating workflows and integrating with other business applications via API
  • Creating custom dashboards for visualizing key performance indicators and sales trends
  • Providing a secure, on-premises CRM solution for businesses requiring data sovereignty

Features

Visibility

  • Advanced Dashboard Builder: Create custom dashboards to visualize key performance indicators and business insights.

Support

  • Phone Support: Direct phone support available for assistance.
  • Online Resources: Access to guides, articles, and videos for self-service support.

Intelligence

  • Advanced Dashboard Builder: Create custom dashboards to visualize key performance indicators, sales trends, and business insights.

Technical Specifications

Architecture
Desktop application with local database management, leveraging .NET and SQL technologies.
Deployment
On-Premise
Authentication
MFA
API Available
Yes

Integrations

  • Outlook
  • Slack
  • QuickBooks Online

Security & Compliance

Certifications: SOC 2, GDPR

Pricing

Model
Subscription-based, per user per month
Starting Price
$39.00
Target Customer
SMB,Mid-Market
Contract Type
Annual
Free Trial
No

About Act!

Act! is a customer relationship management (CRM) product focused on small and mid-sized businesses, providing contact management, sales automation, and marketing tools. It offers cloud and on-premises deployment options to help teams manage leads, track customer interactions, and automate marketing campaigns.

Founded: 1987 · Headquarters: Scottsdale, United States and Newcastle upon Tyne, England · Employees: 501-1000 · Private