Good morning, ladies and gentlemen! This is Tony Holowitz, and today we’ll discuss how to start a trial of Act CRM or Act SaaS. Act SaaS, where “SaaS” stands for “Software as a Service,” is unique because it’s all web-based, and there’s no desktop software to install. It offers a fantastic opportunity to explore Act without any commitments. Let’s dive into the step-by-step process.

Why Try Act CRM or Act SaaS?

Act’s web-based approach means you can do everything yourself, making it an excellent way to get your feet wet with Act. If you need assistance, I’m here to help, but starting a free trial is a simple process.

How to Start a Free Trial

Step 1: Accessing the Free Trial Page

• Visit the Free Trial Page: Look for the free trial link at the end of this guide or on the Act website.
• Fill Out the Information: Complete the required fields with your details.
• Verify You’re Not a Robot: Click on the “I’m not a robot” checkbox.
• Start Your Free Trial: Click on the “Start Your Free Trial” button.

Step 2: Submitting Your Information

• Receive an Email: Once you submit the free trial request, you’ll receive an email with information regarding your account.
• Click Continue: Proceed to the next steps by clicking “Continue.”

Step 3: Providing Business Information

• Choose Your Profession: For example, select “Professional Services.”
• Provide Additional Information (Optional): You can provide further details or skip to the bottom and click “Continue.”
• Choose Your Business Size: Select an option like “1 to 5.”
• Click on ‘Manage Contacts’: Click “Continue” again.

Step 4: Setting Up a Password

• Create a Password: Your password must be at least eight characters, including uppercase, lowercase, and a symbol.
• Tips for a Strong Password: It’s good to have a regular password that you can remember but try to mix it up slightly.
• Submit Your Password: Click “Continue” to complete the process.

Step 5: Inside Act

• Access Your Free Trial: You are now inside Act, and your free trial is set up!

Step 6: Configuration and Backup (Optional)

• Configure Your Settings: Watch for other videos or guides on how to configure your Act setup.
• Upload a Backup: If you have an existing Act database, you may want to upload a backup.

Conclusion

Starting a trial of Act CRM or Act SaaS is a straightforward process that allows you to explore the software’s features without any initial investment. Feel free to reach out if you have any questions or need further assistance. Thank you very much for your time, and have a great day!