Act! Products and Pricing

With proven CRM and powerful Marketing Automation, the possibilities are limitless! Act! provides the ultimate toolset to build relationships, maximize engagement, and drive business growth.

Corelogix Addons

We have several Act! addons that we have tailor made to enhance upon already great Act! features. Try one out today and take your Act! experience to the next level.

NEW Act!View+
It’s like a Swiss Army knife, giving you access to multiple different ways to view your Act! database information!

Price: $39/user – Annual Subscription

  • A Fresh, Modern Makeover with Act!View+

      • Vibrant colors, sleek fonts, and stylish icons
      • Improved list views
      • Playful custom color themes
      • Revamped calendar
    • Pop-Out windows for added convenience
    • Say hello to AMA Pop-Out with shareablelLink
    • Welcoming the new Sidebar Experience
    • Introducing SyncManager for Streamlined synchronization
    • Dive into Campaign Results to get all the stats on your email campaigns

  • Pop-Out windows for added convenience

  • Pop-Out windows for added convenience

  • Say hello to AMA Pop-Out with shareable link

  • Welcoming the new Sidebar Experience

  • Introducing SyncManager for Streamlined synchronization

  • Dive into Campaign Results to get all the stats on your email campaigns

NEW CallManager
CallManager, the ultimate integration tool that seamlessly connects Act! CRM with RingCentral VoIP phone system.

Price: $49/user – Annual Subscription

  • Connects to RingCentral through:

    • Softphone: MS Teams, Bria, RingCentral,
    • VoIP Desk Phones
    • Cell Phone (with app)

  • Dialling Features:

    • Received calls automatically brings up the contacts record in Act!, if the phone number matches any number for that contact.
    • Outbound calls can do the following
      • Place a call
      • Put call on hold
      • Record a call
    • Send a text message from the contact record and have it record in the contacts history in Act!

Whether you’re attaching Scans, Incoming Files, Quotes, Letters…any type of file you want associated with a Contact or Company, The FileManger gives you organized, easy access.

Price: $59/user – Annual Subscription

  • Works with current filing structure or have FileManager create one for you

  • Access your documents from a separate tab in Act!, or pop out a free floating window

  • Scans and attaches directly to an Act!

DayManager™ takes the Act! calendar to the next level. It adds new functionality to help you stay productive and better manage your day. All done in a new modern design.

Price: $59/user – Annual Subscription

  • Add travel time or mark an activity as tentative and have it display visually on the calendar

  • Send e-mail reminders to your contacts at set intervals

  • Manage your day with categorized time blocks

The Advisor™ integrates with Act! and is designed for financial service professionals. The Advisor™ has been developed over 15 years and is the most sophisticated and powerful offering connected to the Act! CRM system.

Reg. Price: $225/user
Now $199/user – Annual Subscription

  • Track living benefits, life insurance, and investments. Capture multiple policies per client.

  • Specific fields for the financial industry

  • Advanced time tracking and reporting capabilities

The SalesRep seamlessly integrates with Act!, the premier CRM solution, tailored specifically for sales professionals. With 30 years of experience in designing custom database layouts for sales experts, we’ve channeled this expertise into developing an add-on that stands as the most advanced and potent sales productivity tool available for the Act! CRM system.

Price: $199/user – Annual Subscription

  • Track living benefits, life insurance, and investments. Capture multiple policies per client.

  • Specific fields for the financial industry

  • Advanced time tracking and reporting capabilities

Archive contacts with the click of a button and they will no longer appear in searchers or your contact list. Contacts remain in the database so they can be restored easily should the need arise.

Price: $29/user – Annual Subscription

  • Contacts retain all their data, including notes/histories, but are hidden from view

  • Switch to archive view to see all your archived contacts

  • Archive a contact or a lookup with with a simple button on the toolbar

Useful Utilities

Simple yet powerful, these addons provide extra functionality and customization within Act!

Other Addons

These third party solutions are hand picked by our team and offer exciting enhancements to Act!

Need a Custom Solution?

Looking for something tailor made for your business? Our team can develop a custom addon to suit your specific business needs. Ever wish Act! had a certain feature or additional functionality. We can make those needs a reality, call us today for a quote.