Marketing automation platform with lead nurturing, email marketing, website visitor tracking, and analytics. Financial services features include compliance tools, advisor engagement tracking, and integration with financial service CRMs.
Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
More Marketing Automation Platforms
More Distribution & Sales ...
|
Multi-channel Campaign Execution Ability to create and deploy campaigns across channels like email, social media, SMS, and print. |
Act-On supports execution across email, social, and SMS as indicated by product capabilities listed on the website. | |
|
Campaign Scheduling Capability to schedule campaigns in advance for different time zones and customer segments. |
Campaign scheduling for sending at optimal times and to segments is a standard feature of Act-On, per product documentation. | |
|
A/B Testing Functionality for split testing elements such as subject lines or offers. |
A/B testing (split testing) is called out on Act-On's feature pages. | |
|
Segmentation Ability to segment audiences based on attributes or behaviors. |
Segmentation is a core Act-On function, enabling filtering by attributes and behaviors. | |
|
Personalization Dynamic modification of content within campaigns based on user data. |
Act-On enables personalized messaging using user data, per website copy and tech documentation. | |
|
Template Library A pre-built library of campaign and email templates. |
Provides a template library for emails and campaigns built into the platform. | |
|
Approval Workflows System for campaign reviews and approvals by multiple stakeholders. |
Approval workflows are available as part of their compliance features for financial services. | |
|
Version Control Ability to manage revisions and restore previous versions of campaigns. |
No information available | |
|
Campaign Cloning Quick duplication and re-use of previous campaigns. |
Campaign cloning is standard in Act-On for duplicating campaigns. | |
|
Omni-channel Coordination Orchestrate consistent messaging across all touchpoints. |
Act-On allows coordination of email, SMS, and social touches, enabling omni-channel orchestration as described on their platform page. | |
|
Campaign Capacity Maximum number of simultaneous campaigns supported. |
No information available | |
|
Audience Size Supported The number of contacts or audience members the platform can handle per campaign. |
No information available |
|
Lead Capture Integration with web forms, landing pages, and offline channels to capture leads. |
Act-On integrates with landing pages and web forms for lead capture; confirmed via marketing materials. | |
|
Lead Scoring Assign scores to leads based on behavior, demographics, and engagement. |
Lead scoring based on engagement is an explicit Act-On feature. | |
|
Automated Lead Nurturing Rules-based email drip programs and follow-up workflows. |
Automated drip campaigns and nurturing workflows are standard Act-On features. | |
|
CRM Integration Native or API connections to CRM systems for seamless lead handover. |
Integrates natively and via APIs with Salesforce, Microsoft Dynamics, and other CRMs, per integration docs. | |
|
Duplicate Detection & Merging Automatic identification and merging of duplicate lead records. |
No information available | |
|
Lead Segmentation Ability to categorize leads by attributes for targeted nurturing. |
Lead segmentation is supported via their segmentation engine and lists. | |
|
Lead Source Tracking Tracking the original source of each lead for ROI analysis. |
Landing pages, form tracking, and attribution tools allow lead source tracking in Act-On. | |
|
Contact Enrichment Automatic enhancement of lead profiles with third-party data. |
Act-On offers contact enrichment with integrations and native data enhancement options. | |
|
Workflow Triggers Event-based automation for lead engagement or notifications. |
Workflow triggers using behavioral and event-based criteria are supported in automation builder. | |
|
Lead Assignment Automated routing of leads to sales or relationship managers. |
Lead assignment and routing are supported field-mapped to CRMs or within Act-On lists. | |
|
Lead Database Size Maximum number of leads supported in the platform. |
No information available |
|
Real-time Dashboards Instant visualizations of campaign and lead data. |
Real-time dashboards for campaign metrics and lead tracking are an Act-On feature. | |
|
Customizable Reporting Ability to build custom reports with chosen metrics and filters. |
Customizable reporting with filters is highlighted among Act-On analytics capabilities. | |
|
Attribution Modeling Tools to track and analyze marketing touchpoints throughout the client journey. |
Attribution modeling for multichannel campaigns is included in reporting features. | |
|
ROI Tracking Measurement of the financial return for each campaign or channel. |
ROI tracking tools available for campaign performance measurement. | |
|
Funnel Analysis Visualization and analytics of how leads progress through sales stages. |
Funnel analytics for conversion tracking is included among reporting options. | |
|
Export Options Download reports in multiple formats (CSV, XLS, PDF). |
Export options (CSV, XLS, PDF) for reports are documented in support articles. | |
|
Scheduled Reporting Automated periodic delivery of reports to stakeholders. |
Scheduled (automated) reporting delivery is available, as per platform & support documentation. | |
|
KPI Monitoring Tracking and alerting of marketing key performance indicators. |
KPI dashboards and monitoring are supported for campaign and sales performance. | |
|
Data Visualization Tools Charts, graphs, and dashboards to make analytics accessible. |
Data visualization tools—graphs, charts, dashboards—are core analytics features. | |
|
Analytics API Programmatic access to analytics data for third-party tools. |
Analytics data accessible via API is referenced in the Act-On API documentation. | |
|
Report Generation Speed Average time required to generate a report. |
No information available |
|
Native CRM Integrations Out-of-the-box integration with major CRM systems like Salesforce or Microsoft Dynamics. |
Native CRM integrations with Salesforce, Microsoft Dynamics, and others; cited on integration landing page. | |
|
Open API Access Availability of application programming interfaces for custom connections. |
Open API access is available for custom integrations, per developer documentation. | |
|
Data Import/Export Support for importing and exporting contacts, data, and campaign results. |
Data import/export of contacts, campaign data, etc., supported through admin and integration tools. | |
|
Fund Platform Integration Connection to fund management and distribution systems. |
No information available | |
|
Compliance Platform Integration Integration with regulatory compliance solutions (e.g., MiFID II, GDPR tracking). |
Compliance platform integration is included as a key financial services differentiator on the Act-On industry page. | |
|
Email Service Provider (ESP) Compatibility Plug in to third-party or preferred ESPs. |
ESP compatibility for use with third-party email service providers is supported. | |
|
Webinar/Events Integration Syncing with webinar and event platforms for lead tracking. |
No information available | |
|
Marketing Data Warehousing Centralized storage for structured marketing data. |
Marketing data warehousing features are available for advanced customers wanting centralized data storage. | |
|
Batched Data Synchronization Bulk and scheduled data transfers to reduce load and maintain consistency. |
No information available | |
|
Single Sign-On (SSO) Integration with corporate authentication systems. |
Single sign-on (SSO) is listed as a security and convenience option for enterprise users. |
|
Role-based Access Control Customisable permissions and user roles for security and process management. |
Role-based access control is present for user management and security configuration. | |
|
User Audit Trails Comprehensive logs of user activity for compliance and troubleshooting. |
User audit trails provided for compliance and troubleshooting, as described for regulated industries. | |
|
Multi-user Collaboration Simultaneous, real-time work on campaigns and data. |
Multi-user collaboration is a core function for campaign and marketing teams. | |
|
Commenting & Notes Ability to annotate, comment, or tag collaborators on campaigns. |
Commenting and notes for collaboration on assets and campaigns available in Act-On. | |
|
Team Task Assignment Delegation of tasks or campaign steps to teammates. |
No information available | |
|
Approval Workflows Pre-defined stages for approval and stakeholder signoff. |
Approval workflows and signoff included for multi-step review in finance and compliance uses. | |
|
User Capacity Number of users that can simultaneously access the platform. |
No information available |
|
Personalized Email Content Dynamic insertion of individual data (e.g., name, portfolio, investment preferences). |
Personalized email content via dynamic tags and segmentation is an everyday Act-On feature. | |
|
Dynamic Web Content Show different website experiences based on client segment or behavior. |
Dynamic content and web personalization can be enabled based on segments/behaviors. | |
|
Recommendation Engine AI-driven recommendations for investment products or educational resources. |
No information available | |
|
Conditional Messaging Automated display of content based on rules/triggers. |
Conditional messaging based on rules is available in both email and automation flows. | |
|
Personalization Rules Capacity Maximum number of complex rules supported for content personalization. |
No information available | |
|
Multi-language Support Personalized communications in multiple global languages. |
Multi-language support is referenced for global customer communication. |
|
Consent Management Capture and manage client communication preferences and regulatory consents. |
Consent management for preferences and compliance is emphasized on the financial services solutions page. | |
|
GDPR & Local Law Compliance Tools ensuring storage and use of client data meet applicable standards. |
GDPR and similar compliance features described as part of regulatory support. | |
|
Audit Trails Recordkeeping of all user, system, and client actions. |
Audit trails of user actions and campaign changes included for compliance. | |
|
Data Encryption Encryption of data at rest and in transit. |
Encryption at rest and in transit is mentioned as standard security best practice. | |
|
Role-based Permissions Granular user access controls based on roles. |
Granular role-based permissions are available as part of access controls. | |
|
Data Retention Policies Automated enforcement of data retention and purging policies. |
No information available | |
|
PII Data Masking Masking of personally identifiable information in UI and exports. |
No information available | |
|
Access Logging Monitoring and logging all data access and changes. |
Access logging features documented for regulated industry requirements. |
|
Multi-step Workflow Automation Visual autoscheduling of complex marketing or sales sequences. |
Workflow automation builder supports multi-step marketing/sales workflows. | |
|
Behavior-triggered Journeys Automatically adjust journeys based on client engagement signals. |
Journeys/automations can be triggered by user behavior or other conditions. | |
|
Journey Mapping Visualization Graphical user interface for designing and viewing customer journeys. |
Drip program/journey builder is graphical and supports visualization of steps. | |
|
Journey Analytics Reporting on journey progression, dropoff points, and conversion rates. |
Journey analytics and reporting on progression, dropoff, and conversion are included. | |
|
Workflow Capacity Maximum number of workflows or journeys that can be active concurrently. |
No information available | |
|
Journey Length Supported Maximum number of steps or events within a single customer journey. |
No information available |
|
Centralized Content Repository Single location for management of all campaign assets (documents, banners, etc). |
Centralized content repository for images, files, and assets is core to campaign setup. | |
|
Asset Tagging & Categorization Organize content through metadata and folders for easy retrieval. |
Tagging/categorizing assets is available for marketers managing content. | |
|
Document Version Control Track changes and revert to prior versions of documents. |
Document versioning supported for digital assets. | |
|
Approval Workflows for Content Structured process for internal content review and signoff. |
Approval workflows for content are documented for compliance signoff. | |
|
Bulk Asset Upload/Download Efficient handling of large quantities of content files. |
Bulk asset upload/download for large content libraries is possible. | |
|
Content Sharing & Distribution Ability to distribute content internally or with external partners (e.g. IFAs, distributors). |
Content sharing/distribution to external/internal users is available. | |
|
Branding Controls Enforce corporate brand guidelines through templates and permissions. |
Branding controls through template enforcement present for compliance and consistency. | |
|
Digital Rights Management Control the usage and distribution rights of digital assets. |
Digital rights controls for assets are supported. | |
|
Content Repository Size Total storage allocated for content assets. |
No information available |
|
Data Validation Automated checks to ensure records are entered in the correct format. |
Validations for data format and integrity are part of form and import workflows. | |
|
Duplicate Detection Identify and flag duplicate data entries across leads, contacts, and accounts. |
Duplicate detection during lead upload is supported. | |
|
Data Cleansing Tools Automated processes to repair, complete, or remove poor quality data. |
Data cleansing features available for improved lead quality. | |
|
Custom Field Support Support for a wide variety of field types and custom records. |
Custom fields supported in contacts and leads for advanced data capture. | |
|
Data Import Wizard Guided processes for uploading and mapping externally-sourced data. |
Import wizard with mapping and error checking included. | |
|
Change History Tracking Complete record of data modifications for audit and troubleshooting. |
Change history tracking is generally available for auditing. | |
|
Data Access API Available APIs for accessing data programmatically. |
APIs for data access are available according to developer resources. | |
|
Data Retention Controls Automated enforcement of data retention policies based on jurisdiction. |
No information available | |
|
Data Storage Capacity Maximum database size for all customer and marketing data. |
No information available |
|
24/7 Support Availability Access to technical support and troubleshooting around the clock. |
24/7 support is mentioned in Act-On's support and helpdesk materials. | |
|
Onboarding Services Guided onboarding and setup assistance for new customers. |
Onboarding support and migration services are listed as part of customer onboarding. | |
|
Dedicated Customer Success Manager Named manager assisting with adoption and maximizing use of platform. |
Dedicated customer success manager referenced for enterprise and regulated accounts. | |
|
Knowledge Base Comprehensive self-serve documentation, FAQs, and guides. |
Comprehensive knowledge base is available on Act-On's website. | |
|
User Training Webinars Regularly-held training for platform end-users. |
Regular user training webinars are offered per support/events calendar. | |
|
In-app Guidance Contextual help and walkthroughs within the application interface. |
In-app guidance provided with tooltips, walkthroughs, and contextual help. | |
|
Support Response SLA Published service level agreement for support response time. |
No information available | |
|
Community Forums Access to a user community for sharing tips and best practices. |
Active community forums for users to ask questions and share learnings. |
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
More Lead Management Software
More Business Development and Marketing ...
|
Lead Capture Automation Automatically imports leads from multiple sources (website forms, email, social media, etc.). |
The Act-On website specifies automated lead capture from website forms, email, and marketing campaigns. | |
|
Contact Database Capacity Maximum number of contacts or leads the system can manage. |
No information available | |
|
Duplicate Detection Ability to detect and merge duplicate leads or contacts. |
Act-On offers duplicate detection and lead deduplication tools as part of its data management suite. | |
|
Custom Fields Allows creation and editing of custom data fields for contacts/leads. |
The solution allows users to create custom fields for contact and lead records. | |
|
Lead Assignment Rules Rules to automatically assign leads to specific users, teams, or workflows. |
Lead assignment rules are supported via automated workflows and segmentation. | |
|
Bulk Import/Export Enables bulk uploading or exporting of contacts/leads via CSV or other formats. |
Platform supports bulk importing and exporting of contacts via CSV and integrations. | |
|
Lead Segmentation Ability to categorize leads by region, value, source, or other attributes. |
Act-On supports segmentation of leads by almost any attribute for targeted nurturing. | |
|
Activity Timeline Comprehensive timeline of all lead-related activities and interactions. |
Activity timelines are available and show all interactions with each lead. | |
|
Contact History Tracking Tracks history and status changes for each contact. |
Contact history tracking is built into the platform CRM module. | |
|
Relationship Mapping Visualizes and tracks relationships between contacts/organizations. |
No information available | |
|
Lead Notes & Comments Log notes and comments on individual leads or contacts. |
Notes and comments can be attached to contacts and leads. | |
|
Merge & Deduplicate Leads Supports merging and cleaning up duplicate leads. |
Includes lead deduplication and merge functionality. | |
|
Tagging & Labeling Ability to tag or label contacts for easy organization and retrieval. |
Tagging and labeling leads and lists is a standard feature for segmentation. | |
|
Smart Search Provides intelligent search functionality within contact and lead records. |
Act-On provides smart/intelligent search across records. |
|
Customizable Pipelines Allows creation and configuration of sales/pipeline stages. |
No information available | |
|
Multiple Pipelines Support Enables managing multiple sales processes or pipelines simultaneously. |
Multiple sales pipelines can be managed with customized workflows. | |
|
Opportunity Tracking Tracks individual deals or opportunities, with value and forecast probability. |
Supports opportunity/deal tracking and management. | |
|
Pipeline Visualization Provides visual tools (e.g., Kanban) for viewing pipeline status and progress. |
Pipeline visualization with drag-and-drop/kanban support is available. | |
|
Stage Automation Automates movement between pipeline stages based on criteria. |
Some automation for pipeline stage movement is available via workflow/automation builder. | |
|
Deal Value Forecasting Calculates expected value and win probability of pipeline opportunities. |
Deal value forecasting is supported by pipeline analytics tools. | |
|
Historical Pipeline Analytics Provides insights and analytics over past pipeline activity. |
Historical pipeline analytics and trends are featured in the reporting suite. | |
|
Deal Age Tracking Tracks how long each opportunity spends at each stage. |
No information available | |
|
Lost/Won Deal Analysis Allows analysis of reasons for won or lost deals. |
Lost/won analysis and reporting supported for deals and conversions. | |
|
Customizable Opportunity Fields Supports additional data fields for opportunities in the pipeline. |
No information available | |
|
Linked Contacts & Accounts Connects pipeline opportunities to relevant contacts and organizations. |
No information available | |
|
Activity Reminders Automated reminders for follow-ups and tasks within the pipeline. |
Automated email and task reminders are available within marketing campaigns and sales modules. |
|
CRM Integration Ability to integrate natively or via API with CRM platforms (e.g., Salesforce). |
Native integrations with Salesforce, Microsoft Dynamics, and other CRMs are advertised. | |
|
Email Integration Syncs with email platforms (Gmail, Outlook) for communication tracking. |
Email platform integrations (e.g., Gmail, Outlook) for communication tracking are supported. | |
|
Calendar Integration Connects with calendar apps for meeting scheduling and reminders. |
Integration with Google and Microsoft calendar for scheduling and reminders is supported. | |
|
Marketing Automation Integration Connects with marketing automation platforms (e.g., HubSpot, Marketo). |
Integration with HubSpot and Marketo is readily available. | |
|
Social Media Integration Imports leads from and tracks interactions on social media platforms. |
Social media lead import and tracking are included in digital marketing features. | |
|
Financial Platform Integration Connects with financial planning, portfolio management, or advisory systems. |
Integrates with financial CRMs such as Redtail, Salesforce Financial Services Cloud. | |
|
API Accessibility Provides open API for custom integrations. |
Extensive API documentation provided for custom integrations. | |
|
Webhooks Support Able to send real-time data to external applications via webhooks. |
Platform can send real-time data and event notifications using webhooks. | |
|
Data Import/Export Tools Supports data transfer between systems via standard files (CSV, XLSX, etc.). |
Data import/export via CSV, Excel, and connected apps is explicitly supported. | |
|
Mobile Application Integration Synchronizes data and workflow with mobile apps. |
Mobile experience is supported via mobile web browser integration but not a dedicated native app (see mobile app availability). | |
|
Phone/VoIP Integration Logs and tracks calls through VoIP or telephony integration. |
No information available |
|
Workflow Automation Builder Visual tool for creating automated workflows and triggers. |
Visual workflow automation builder is a core feature of the platform. | |
|
Scheduled Reminders Automated reminders for follow-ups, renewals, or scheduled activities. |
Automated scheduled reminders are built into campaign and task modules. | |
|
Drip Marketing Campaigns Automates nurturing campaigns with sequences of communications. |
Drip campaigns are one of Act-On’s main marketing automation features. | |
|
Task Automation Automatically creates tasks based on lead actions or criteria. |
Automated task creation based on lead engagement is supported. | |
|
Conditional Logic Automation Processes actions based on IF/THEN logic set by users. |
Conditional IF/THEN logic is available in workflow automation. | |
|
Notifications Automated notifications for team or individual activities. |
Automated notifications to users and teams are built into the platform. | |
|
Lead Scoring Automation Automatically scores leads based on behavior and engagement. |
Lead scoring automation is a built-in part of the marketing suite. | |
|
Approval Workflows Routes deals, tasks, or leads for managerial approval based on rules. |
No information available | |
|
SLA Management Tracks and enforces service-level agreements with automated escalations. |
No information available | |
|
Automated Data Entry Uses AI or templates to suggest or auto-fill records. |
Platform can auto-fill records based on AI and predefined templates. |
|
Bulk Email Sending Allows sending personalized emails to large groups of leads. |
Users can send bulk personalized emails through marketing campaigns. | |
|
Email Templates Provides customizable templates for recurrent communications. |
Email templates are widely available and customizable. | |
|
Email Tracking Tracks opens, clicks, and replies on sent emails. |
Tracks email opens, clicks and replies as part of analytics. | |
|
SMS/Text Messaging Allows sending and tracking text/SMS messages to/from leads. |
SMS/Text message campaigns are supported. | |
|
Click-to-Call Enables direct calling from within the platform. |
Click-to-call is supported within integrated CRM environments. | |
|
Meeting Scheduling Allows leads to self-schedule meetings with advisors or staff. |
Meeting scheduling can be integrated and supported via calendar and website widgets. | |
|
Video Meeting Integration Integrates with video conferencing tools (e.g., Zoom, Teams). |
Video meeting integration is possible through third-party integrations (e.g., Zoom). | |
|
Personalization Tokens Insert dynamic data (name, company, etc.) into communications. |
Personalization tokens (merge tags) are available to customize communications. | |
|
Conversation History Maintains a record of all communications per lead. |
Conversation history is kept for all lead interactions—email, SMS, and other touchpoints. |
|
Dashboard Customization Users can customize reporting dashboards by metrics and KPIs. |
Dashboard metrics and charts are customizable per user or role. | |
|
Lead Source Attribution Tracks which channels generate the most leads and conversions. |
Tracks source attribution for leads and conversions through analytics. | |
|
Conversion Funnel Analysis Analyzes drop-off and conversion rates through pipeline stages. |
Conversion funnel reporting is a featured part of web analytics. | |
|
Activity Reporting Tracks call, email, meeting, and task activity per user or team. |
Activity reporting for calls, emails, meetings, campaigns available in reporting. | |
|
Performance Benchmarking Benchmarks team and individual performance. |
No information available | |
|
Real-Time Reporting Generates up-to-date reports from live data. |
Real-time dashboards and reporting are available in the analytics module. | |
|
Custom Report Builder Users can build custom reports and analytics. |
Custom report builder functionality described for analytics users. | |
|
Scheduled Report Delivery Automatically sends reports to stakeholders on a schedule. |
Reports can be scheduled for automated delivery. | |
|
Export Reports Exports reports in various formats like PDF, Excel, or CSV. |
Allows automated or manual export of reports in PDF, Excel, or CSV. | |
|
Goal Tracking Allows setting and monitoring of sales or meeting goals. |
Goal tracking for campaigns and team activity is supported. |
|
Encryption at Rest Data is encrypted when stored on servers. |
Data encryption at rest is stated in compliance documentation for financial services. | |
|
Encryption in Transit Data is encrypted during transmission (e.g., SSL/TLS). |
Encryption in transit via SSL/TLS required for compliance is confirmed. | |
|
Role-Based Access Control Restricts access based on user roles and permissions. |
Role-based access control for users is offered for enterprise and team deployments. | |
|
Audit Trails Records all user activity for compliance and security monitoring. |
Audit logs and activity tracking are available for compliance. | |
|
Data Backup & Recovery Automated data backup with restoration capability. |
Automated data backup and recovery commitment stated in service reliability documentation. | |
|
GDPR/CCPA Compliance Tools Features to help meet regulatory privacy requirements. |
Offers features to meet GDPR and CCPA compliance requirements for financial services. | |
|
Two-Factor Authentication Additional security layer requiring secondary login verification. |
Two-factor authentication (2FA) is available. | |
|
Data Residency Options Choice of where customer data is physically stored. |
Data residency/location options are mentioned to meet regional compliance. | |
|
Single Sign-On (SSO) Supports secure authentication via SSO providers. |
Single Sign-On (SSO) via SAML and OAuth is supported. | |
|
PII Masking & Redaction Can mask or redact personally identifiable information in records. |
PII masking and redaction features referenced as part of compliance offer. | |
|
User Session Timeout Automatic logout after period of inactivity. |
Automatic log out/session timeout supported. |
|
Mobile App Availability Has a dedicated native mobile application (iOS, Android). |
No information available | |
|
Mobile Web Responsiveness Core functions accessible and usable via mobile web browser. |
Mobile web experience and accessibility are supported and promoted. | |
|
Offline Functionality Use core features without an active internet connection. |
No information available | |
|
Push Notifications Receive real-time notifications on mobile devices. |
No information available | |
|
Geo-tagging Records locations of client meetings or activities. |
No information available | |
|
Voice-to-Text Notes Allows verbal input for contact notes or follow-ups. |
No information available | |
|
Photo Uploads Attach photos or business cards from a mobile device. |
No information available |
|
UI/UX Customization Customizable layout, color schemes, and display settings. |
User-level dashboard and interface customization is provided. | |
|
Custom Dashboards Build specific dashboards for different user roles or teams. |
Custom dashboards can be built for campaigns, sales teams and leadership. | |
|
Custom Workflows Tailor workflows to match business processes. |
Workflow automation and customization supported; workflows are customizable. | |
|
Language Localization Offers multiple language options for the interface. |
Platform supports multi-language localization. | |
|
Accessibility Features Supports users with disabilities (e.g., screen readers, keyboard nav). |
No information available | |
|
Bulk Edit Tools Allows batch editing of multiple leads/contacts at once. |
Bulk editing tools are available within contacts and lead lists. | |
|
Contextual Help In-app user guides, tooltips, and onboarding tips. |
Platform provides contextual help and in-product guides. |
|
Guided Onboarding Automated or assisted onboarding for new users. |
Onboarding workflow and tutorials are built-in for new users. | |
|
Knowledge Base Comprehensive online documentation and FAQs. |
Comprehensive knowledge base and FAQ section available online. | |
|
Live Chat Support Live support chat available within the platform. |
Live chat support is available to users. | |
|
Phone Support Telephone support for urgent issues. |
Phone support is provided for paying customers. | |
|
Ticketing System Submit and track support tickets. |
Support ticketing system built into client portal. | |
|
Video Tutorials Access to training and explainer videos. |
Video tutorials provided in help and resource center. | |
|
User Community Forum Active online user forum for peer support. |
Active online community forum present for Act-On users. | |
|
Dedicated Account Manager Assigned support contact for business accounts. |
Dedicated account manager available for enterprise clients. |
|
Free Trial Availability Offers a free trial for a certain period or user limit. |
Free trial option is mentioned on the pricing page of Act-On. | |
|
Flexible Pricing Plans Provides multiple subscription or licensing options. |
Multiple pricing tiers and subscription options offered (Essentials, Professional). | |
|
User Scalability Maximum number of user seats supported per account. |
No information available | |
|
Storage Scalability Maximum data storage supported per account. |
No information available | |
|
Usage-Based Pricing Option to pay based on usage (contacts, emails, storage, etc.). |
Usage-based pricing is available depending on contacts and email volume. | |
|
No Long-Term Contract Subscription can be canceled at any time without penalty. |
No long-term contract required; monthly subscriptions can be canceled. | |
|
Volume Discounts Reduced pricing for higher usage or user counts. |
Volume discounts available for larger organizations. | |
|
Third-Party Add-On Pricing Transparent pricing for integrations and add-ons. |
Pricing for marketplace add-ons and third-party integrations is transparent on site. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.