Learn More

Average Ratings 554 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Description

Building better people is the first step to building a better business. PlanPlus Online Business Edition is a unique software product that combines a proven personal productivity tool with a powerful Customer Relationship Management system. PlanPlus Online's Business CRM solution allows for collaboration, sales, marketing and project management. This will enable productivity and ensure accountability within your company.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

3CX Yes 
Cognition Cockpit Yes 
Cyfe Yes 
Data Sentinel Yes 
Dropbox Yes 
Google Contacts Yes 
Google Workspace Yes 
Insider One Yes 
Lyftrondata Yes 
Microsoft 365 Yes 
MigrationCrunch Yes 
OfficeReady Yes 
Qlik Application Automation Yes 
QuoteWerks Yes 
Salesforce Data 360 Yes 
Slack Yes 
Spotler Yes 
Windward Hub Yes 
Workato Yes 
iCloud Yes 

Integrations

3CX No 
Cognition Cockpit No 
Cyfe No 
Data Sentinel No 
Dropbox No 
Google Contacts No 
Google Workspace No 
Insider One No 
Lyftrondata No 
Microsoft 365 No 
MigrationCrunch No 
OfficeReady No 
Qlik Application Automation No 
QuoteWerks No 
Salesforce Data 360 No 
Slack No 
Spotler No 
Windward Hub No 
Workato No 
iCloud No 

Pricing Details

$30.00/month/user
Act! Advantage Standard $30/mo/user billed annually
Act! Advantage Professional $45/mo/user billed annually
Act! Advantage Ultimate $60/mo/user billed annually
Act! Premium Desktop (On-Premises) $37.50/mo/user billed annually
Free Trial Yes 
Free Version No 

Pricing Details

$12 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Act!

Founded

1987

Country

United States

Website

www.act.com

Vendor Details

Company Name

PlanPlus Online

Founded

2006

Website

www.planplusonline.com

Product Features

Automotive CRM

Call Logging Yes 
Contact Management Yes 
Customer Support Yes 
Inventory Management Yes 
Lease Management Yes 
List Management Yes 
Marketing Automation Yes 
Product Catalog Yes 
Quotes / Proposals Yes 
Service Department Management Yes 
Showroom Management No 
Territory Management Yes 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management No 
Financial Management Yes 
Inventory Management No 
Marketing Management Yes 
Order Management Yes 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling Yes 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation Yes 
Medical History Records Yes 
Patient Communications Yes 
Patient Management Yes 
Physician Management Yes 
Predictive Analytics No 

Landing Page

A/B Testing Yes 
Analytics Yes 
Drag & Drop Yes 
Form Creation Yes 
Real Time Editing Yes 
Responsive Yes 
SEO Management Yes 
Templates Yes 

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence Yes 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Online Form Builders

Artificial Intelligence Yes 
Assign Roles / Permissions Yes 
Collaboration Tools Yes 
Conversational Forms Yes 
Data Tables Yes 
Drag & Drop / No Code Yes 
Export to PDF Yes 
HIPAA Compliant Yes 
Import Existing Forms Yes 
Mobile Forms Yes 
Offline Forms No 
Pre-made Templates Yes 
Quizzes / Questionnaires No 
Reporting / Data Visualization Yes 
Signup Forms Yes 
Surveys Yes 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking Yes 
Segmentation Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

Social CRM

Calendar/Reminder System Yes 
Customer Support Yes 
Email Marketing Yes 
Lead Capture Yes 
Lead Nurturing Yes 
Live Chat No 
Marketing Automation Integration Yes 
Multi-Channel Social Integration No 
Social Media Monitoring No 
Task Management Yes 

Product Features

Appointment Scheduling

Appointment Reminders No 
Automated Scheduling No 
Calendar Sync No 
Client Database No 
Group Scheduling No 
Mobile Access No 
Multi-Location No 
Online Booking No 
Online Payments No 
Recurring Appointments No 
Room Booking Management No 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

PIM

Content Syndication No 
Data Modeling No 
Data Quality Control No 
Digital Asset Management No 
Documentation Management No 
Master Record Management No 
Version Control No 

Productivity

Collaboration No 
Database Creation No 
Document Creation No 
File Sharing No 
Notes Management No 
Office Suite No 
Presentation Tools No 
Project Management No 
Task Management No 
Team Chat No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Real Estate Agency

Calendar Management Yes 
Client / Property Matching No 
Client Database Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Email Marketing Yes 
Flyer / Catalog Printing No 
Lead Management Yes 
Listing Management Yes 
Property Database Yes 
Website Management Yes 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching No 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Alternatives

DejaOffice CRM Reviews

DejaOffice CRM

CompanionLink Software

Alternatives

IXACT Contact Reviews

IXACT Contact

Elm Street Technology
monday CRM Reviews

monday CRM

monday.com