Act CRM Pricing Review: January 2021

Act CRM database software pricing can be a little confusing when you try to break down all your options


If you were to pick up the phone today and call Act directly you would most likely be directed to Act’s new sass web-based Act CRM.  Introduced in October 2020, Act sass CRM is completely web based.  Prices range from $15-$45 per month.

But what if you do not want web-based Act CRM?

Act software has traditionally been sold as desktop software.  You physically install the software on your computer.  Act contact management software has been around for more than 20 years and all software was designed this way.  This is how long time Act users are used to purchasing the software.  But times have changed.

Act Pro software was discontinued for sale in June 2020.  Act Pro was designed for 1 to 10 users.  Act premium software is designed for 10 or more CRM users.  Act premium has a few more options under the hood.  As of today, January 2021, I can direct you to copies of Act Pro while supplies last.  The price is approximately $350.

The better option is an Act subscription for approximately $330 per year.  What you receive is Act Premium software, future updates, some free technical support directly from Act, an app for your smartphone or iPad and tablets, and the ability to network Act on two devices. For example, your desktop and laptop computer.

Another feature of Act premium is the ability to use Act Connect.

Act connect is a feature that allows you to connect Act CRM to other software such as QuickBooks Online, Gmail, Google Calendars and much more.the connection is made in many cases through a third-party tool called Zapier.  You can visit to learn more.

That the connections you can make between Act and Zapier are limited but growing.  It is the future of software and Act CRM.  Imagine being able to connect Different software to Act And the possibilities that can open to you as a consumer.

The Act CRM networking dilemma, solution and pricing.

If you want to share your data between your laptop and desktop computer you have to be adept at networking or hire someone to do that for you.  If you are a larger company you might have to purchase a server and hire an IT professional to set up and manage those connections and security.

For $120 a year we can Act as your networking department by professionally managing your Act CRM data.  We would ask you to make a backup of your Act data and send it to us so that we can put it on our cloud server.  Once this is completed, you will be able to access your Act database immediately via a web browser such as Google Chrome.  After we have your data in the cloud we can turn around and send you a database for both your laptop and desktop computer.  These databases are technically called remote databases or RDB’s.  They have the ability to communicate with one another and synchronize your data.

If you are an individual user, for approximately $450 per year you can have Act on your desktop computer, your laptop computer and in the cloud to be accessed from any computer via a web browser. 

The price to add users to Act CRM

If you decide you want to add another user you have the option of physically installing Act desktop software or just providing web access for that new user.  You can actually do both if that works better for you.

All you have to do is purchase a new subscription, install Act on the new user’s computer and we will send you a remote database for that user.  If the user has a second computer, no problem.  We will send you a second remote database for that additional computer.

So let me break this down for you to simplify Act CRM pricing options.  These are your options that I have described so far:

  1. Act Premium annual subscription is $330
  2. Cloud hosting is an addition$120 per user
  3. Act SaaS CRM Monthly-to-Month and Annual Options: $180 to $540
  4. Act Pro $350 (while supplies last from select Act Certified Consultants)

Helping Long Time Act Users to Decide Which is the Best Act CRM Solution

When I occasionally get calls from clients and Act users asking if there is something better I always suggest to them that Act is the devil you know.  Changing to a different software will have its own challenges and you will not learn what you are missing until you invest a lot of time with it.  Act Pro users who do not want to change to a subscription are going to be left out of the cold.  Times are changing.  Act software is changing.  The world is changing.  Years ago we did not have smartphones and access to data everywhere.  Today, Act CRM is evolving to help hold Act users and new Act users do more with the software.

At the end of the day is not Act software all about profitability?

If the software you are using does not generate more income by far than the cost of the software I contend you are doing something wrong.  Act is just a tool.  What you do with it is up to you.  I advise long time Act users to use the software to stay in touch with customers and to reach out to potential customers or prospects.  It is easy to do if you put your mind to it.

Act’s new SaaS offering is very intriguing to me.  

I will write about this more in a different article and in greater detail.  The SaaS offering was released in mid October 2020.  On Christmas day I set up a free trial because I wanted to see how much of it was automated.  The database I uploaded was available to start using after about 60 minutes.  

The difference between Act premium and the SaaS Act CRM offering is that this software is completely web based. I was able to quickly and easily upload and organize my contacts to make this a very viable customer relationship management tool.  I like this Act product.  It includes marketing automation and is great for marketing and sales teams.

When people try to compare Act other software they have to realize that most CRM database programs that have been popularized are web-based.  Long time Act users are used to having Act installed on their computers and that will take some getting used to for them.  The value of your contact information makes it worth taking the time to learn how to use and utilize whichever version of Act software you decide to purchase to its fullest.

Act CRM Database Software Pricing: What to Expect in 2021

Act CRM software is changing for the better.  If you are looking for a contact manager database this year you have options from Swiftpage Act.

As a long time Act teacher, trainer and consultant, I find the options this year very exciting for Act software users.  

At the end of June 2020, Swiftpage the makers of Act software announced they would no longer sell Act Pro.  Act Pro software is desktop software with a one-time purchase price.  Long time Act users that previously purchased Sage Act Software Symantec Act Software tended to upgrade every 3 to 6 years.

For many Act Pro users, upgrading to a version of Act software that is an annual subscription is too much to take.  They do not want to pay yearly for software they are used to buying once.  As much as I can appreciate the way they think about Act, I also feel that as business owners if you cannot leverage the software to make way more money for yourself that its yearly subscription price, you are leaving some of the assets of the software on the table.  My opinion.  

For the record, I am a partner at a firm that purchased copies of Act Pro version 22 and you can still purchase Act Pro while supplies last for approximately $350.when you purchase Act Pro you received no Act CRM support.  My standard consulting rate for Act software support is between $125 and $175 per hour.

Act CRM Pricing

Act software costs depend on a few different factors.  Do you want your Act database on your desktop as a software you download or are you comfortable with using Act cloud software? Using Act CRM online allows you to access all of your data from any computer that has Internet access.  There are fewer set up issues that include configuring your Act CRM system.

As an Act software subscriber you can enjoy the best of both worlds: Act CRM in the cloud and Act CRM on your desktop.

Many companies use Act database software by installing their database on a server in their office.  Typically, you have to pay an IT company to install Act on your server, install it on multiple workstations, configure it, set preferences, and get it working with Microsoft Outlook.  Historically, Windows updates can wreak havoc on certain computer settings and Act contact software is not immune to that possibility.

To lower your Act software cost you can have us host your Act CRM database in our cloud environment.  Once your Act database is uploaded to our professionally managed Act software servers, we turned around and said each Act user I unique type of database called a remote database.  The remote database or RDB, communicates with our server so changes made on your desktop software of Act will synchronize back to our Act cloud server.  

Imagine you have 10 users that all use Act.  All of their data will synchronize amongst those 10 computers.  In addition to that, we recognize that you might have more than one computer.  For example, a laptop computer in a desktop computer that you would like to have your Act database software on.  No problem.  Each Act software user is entitled to two remote databases.

The argument for an Act software annual subscription

Act contact management software has been around for a very long time; more than 20 years.  As you do in Act CRM review I would urge you to consider the following:

  • Swiftpage Act is a software company whose goal is to make money so they can continue to employ their staff and improve the software.  When you purchase software once every five years that does not occur.  Your continued support helps Act Marketing Automation.
  • Act Marketing Automation is a phenomenal tool that is only available to subscribers.  You can use it for email marketing, intelligence gathering, sales leads, salesperson management and customer interaction.
  • Having a connection to your Act database in the cloud opens up a world of possibilities to connect Act CRM to other software.
  • API connections to CRM software improve the ability of Act to communicate with other software.
  • A subscription affords you a certain level of Act technical support for free
  • A subscription gives you access to tools for your smartphone and mobile device.  Some of those tools are free
  • A subscription makes it easy to upgrade and extend the value of your software

Act SaaS CRM Software Cost

In October 2020, Act introduced a new SaaS product (software as a service) with a monthly option and an annual option with three different levels: Act CRM Essentials, Act CRM Standard and Act CRM Expert.  Essentials is $180 per year, standard is $360 per year and expert is $540 per year.  I recommend you start with their 14 day free trial and if you are still uncertain the best program then pay monthly until you figure it out.  Prices are 22, 40 and $55 respectively.

Act sass CRM is completely web based.  You can use it on multiple devices in via multiple browsers.  It is easy to add and subtract users and you can grow into it.

ACT CRM Pricing Jan 2021

Act CRM installed or on premise

If you would like to subscribe to Act and install it on your computer (also called on premise) it is $330 per year per user.

If you would like to also have Act on multiple computers, such as a desktop and laptop computer, and keep the data synchronized you should update your subscription to include hosting.  I offer hosting the Keystroke.  Hosting is $120 per year per user.

The distinct advantage of Act CRM hosting and synchronization

When we Act is your professionally managed server we are responsible for helping you and sure a connection from our server to your computer and Act remote database.  It is a lot less expensive to pay $120 per year vs. purchasing a server and then having to configure everything to work together.

CRM Reality Check

As I sit here writing this I realize that the prices I have mentioned could change.  I also understand that people that use Act might need Act technical support and help.  I can help you there.  The reality is when you are ready to purchase Act software you should reach out to be to talk about your needs and your approach to purchasing software.

At the end of the day, you and I and the makers of Act (Swiftpage) all benefit from you having a fantastic experience with the software.  Let us make sure that happens.

Make Sure to Backup Your Act CRM Database Manually or Automatically

A Reminder to Backup Your Act CRM Database

You can backup your Act CRM database either manually or automatically using the Act Scheduler.  When you backup your Act database it creates a zip file that is typically stored on your computer.  If your computer fails, the zip file might be lost.  I recommend using a service such as Carbonite that will completely backup your computer and that zip file.  At a minimum, get a copy of that zip file in the cloud so it is safe.  If you have questions about how to complete this task please reach out to me.  From my blog

Act Manual Backup:

Act Automatic Backup:

Why is it so important to backup your Act software data?  The most obvious answer is to protect all the content in contacts that you have put into Act.  If your computer fails or is destroyed you need a backup of your data.  Just as a matter of practice, you should backup your Act CRM daily.  Act makes it easy with its Act scheduler tool.  It allows you to automate the process.

Do not be like my new ACT CRM client.

I received a phone call from a long time Act user that wanted to upgrade to the newest version of Act software.  Part of that process involves creating a backup of your data during the transition to the newest version.  It was at that point that my client realized there were technical issues with creating that backup in Act.  It did not work.

If you cannot backup your Act database it is an indication that there might be some corruption in your data.  The more I think about this the more I realize it is cool reality as an Act software user.  Suddenly you are confronted with the fact that there is an issue with your data.

I have clients that are still using old versions of Sage Act CRM.  They have not upgraded their Act software in years.  For the record, Act has an obsolescence policy of three years (approximately).

Approximately two years ago an underlying component of their software ceased to exist.  What I mean is the manufacturer of the licensing component made the decision not to continue producing that software.  Therefore, Sage Act CRM users ran into issues.  

Most often they discover these issues when they purchase new computers and try to reinstall Sage Act CRM.In most cases they were able to install the software in a 30 day trial mode.  The problem was they could not register the software after the 30 days rendering it useless.

Many people were up in arms over this development.  I am really not sure why.  Nothing in this life is guaranteed and Most software Has some type of policy in place that suggests old versions will not work forever or be completely perfect.

At the end of the day if you are an Act software user it has always been my opinion that the cost is minimal for what you get.  Even as Swiftpage, the makers of Act CRM, have transitioned away from a one-time purchase of Act, Act Pro software, and move towards an annual subscription, Act premium software, I have always believed that you can leverage Act as a sales and marketing tool to make way more money and become more profitable than the cost of the software itself.

An alternative is to use Act as a cloud based CRM.

That might sound harsh, but I think if you are not using Act effectively and efficiently it will not pay for itself and I would suggest you get some training and consulting help with Act CRM.

By backing up your data on a regular basis you would have discovered this much earlier In the process.  At a minimum, you will most likely be able to export your contact information.  What I mean by that is all of your fields in Act can be exported, but not your notes, histories and activities.  Quite often your ability to use the software is not affected.  You just cannot make a backup.

Act database repairs for installed Act software

If this occurs you can have your database repaired.  As a partner of Keystroke, they offer a $300 scoping project in which they will examine your database and give you an estimate of how much it will cost to have it recovered.  My experience has been that many times they can recover the data for $300; within the scope of the project discovery.  Having stated that, it is in no way a guarantee.

The bottom line is this: backup your data so you discover inconsistencies or problems with your data before it becomes needed.  My Act training videos link above will show you how to accomplish that by creating backups.

The Act File Menu

If you are new to Act, or even a long time Act user, sometimes we take the tools right in front of us for granted. The file menu in Act offers a lot of functions that you should be aware of. Some of the items a rather obvious and some of the items need a little bit of an explanation.

The video above will show you and give you my opinion on some of the functions under the file menu in Act. If you have any questions about any of the things I discuss or would like to learn more, please contact me to discuss. Thank you.

Act Software Fundamentals: File Menu

The Act Edit Menu

Today we are going to explore Act’s Edit Menu to show you some of the key points of using this menu.

This menu gives you options to manipulate data within Act and I cannot stress enough how important it is to make backups before you make radical changes to your Act data. You will never be mad at yourself if you take a little of time to be safe by creating multiple incremental backups. You will make a mistake…eventually. Thankfully, the backups you made will save you.

As a computer user and Act user it is good to know about a few keyboard shortcuts that play a role on this menu and a few more:

  • Ctrl C is the keyboard shortcut for Copy
  • Ctrl V is the keyboard shortcut for Paste
  • Ctrl X is the keyboard shortcut for Cut
  • Ctrl P is the keyboard shortcut to Print
  • Ctrl Z is the keyboard shortcut to Undo


Act’s edit menu allows you to copy, move and swap data and this video explores and explains that in greater detail. Enjoy.

Upgrading Act: How do I upgrade my Act Software?

In this tutorial I will teach you how prepare to install an upgrade of your Act software.

Let me just clarify the key point here: this tutorial talks about upgrading your Act software from one year to the next. For example, you might be upgrading your Act software from version 19 to version 20. Occasionally, through the course of the year you might receive notices that there is an update available. That is different from an upgrade and if you have any questions please feel free to reach out to me (Tony Holowitz: 781-728-9777) and I would be more than happy to answer those questions.

The 1st Step to upgrading your software is to make a backup of your database. When you uninstall Act software the proper way the data will not be removed. All that will be removed is the actual software, not the data. I asked you to make a backup because I think it is a good habit to get into but not necessary for this tutorial about how to upgrade your Act database to a new version. It is just a safety net.

The 2nd Step is to go into the control panel of your computer and uninstall Act. The video I have included with this tutorial will show you how to complete that task.

The 3rd Step is to reboot your computer before you install the newest version of Act. When you install the newest version of Act you might be prompted to reboot again. No problem. Just allow the software to reboot your computer a 2nd time. It is no big deal. When your computer restarts it will initiate the install again, so you don’t have to do anything.