What is Act!?
Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
Pricing
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
Company Facts
Product Details
Product Details
Act! Categories and Features
Social CRM Software
Act! empowers you to transform social interactions into genuine customer connections. You can gather leads generated from social media campaigns using landing pages and web forms, and effortlessly integrate new contacts from platforms like Facebook lead ads into Act! through Zapier. Each contact's journey is consolidated in a single record, allowing you to tailor your follow-ups with the perfect message at the optimal moment. Combine your social efforts with email marketing, surveys, and events to maintain engagement well beyond the social media feed.
Sales Tracking Software
Act! provides small sales teams with a comprehensive overview of all their deals. With a visual pipeline, users can monitor opportunities, identify the status of each deal, and catch any that may be stagnating before they fall through the cracks. The platform records all activities, including calls, emails, and meetings, while reminders ensure that follow-ups are timely. Managers can easily assess pipeline value and team performance through intuitive dashboards and reports, enabling accurate forecasting. Additionally, interactive quotes and payment options facilitate quicker deal closures.
Real Estate Lead Generation Software
Act! empowers real estate agents to effectively attract and transform leads into clients. Create customized landing pages and web forms specifically for property listings, open houses, and home appraisals, seamlessly integrating all submissions into your CRM. Every incoming lead can initiate an automatic follow-up task or an email drip campaign, ensuring that no potential client is overlooked. Monitor leads using an intuitive visual pipeline, and utilize the Act! Companion mobile application to maintain engagement while on the go, even between property viewings.
Real Estate CRM Software
In the real estate world, success relies heavily on connections, recommendations, and the right timing. Act! provides agents and brokerages with a comprehensive solution to manage every buyer, seller, and referral partner efficiently. It centralizes all contact information and maintains a complete history of interactions, along with automated reminders for follow-ups. Users can monitor listings and transactions using a visual pipeline, remain memorable through email drip campaigns, and gather new leads via web forms and landing pages. The Act! Companion mobile application ensures that contact information is readily accessible between showings. Each plan includes complimentary onboarding and a dedicated Account Manager for personalized support.
Online Form Builders
Every Act! Advantage plan comes with access to Act! Web Lead Forms. You can easily create forms for various purposes such as contact inquiries, quotes, event sign-ups, and more, all without the need for coding. Once you’ve built your forms, simply embed them on your website or share them online. In contrast to independent form builders, every submission is directly integrated into your CRM. These forms can add new contacts, update existing ones, set follow-up tasks, create sales opportunities, initiate drip marketing campaigns, and even facilitate payment collection. For those on Professional and Ultimate plans, advanced Web Lead Forms are also offered.
Marketing Automation Software
Act! offers an integrated solution that merges customer relationship management (CRM) with marketing automation, specifically tailored for small enterprises. You can effortlessly set up automated drip campaigns to cultivate leads, while utilizing web forms and landing pages to acquire new contacts. With Act! Advantage Ultimate, features such as lead scoring and tracking of website interactions allow you to identify which prospects are most interested and prepared to make a purchase. Each engagement is linked back to the individual contact profile, ensuring that both marketing and sales teams operate using the same information. To facilitate a smooth start, free onboarding services and a dedicated Account Manager are provided to help you launch your initial campaigns quickly.
Legal CRM Software
Law firms expand their business by leveraging referrals, maintaining a strong reputation, and providing attentive client service. Act! helps to streamline client management by consolidating clients, prospects, and referral contacts into a single platform, complete with comprehensive contact history and automated reminders for follow-ups. Gather new inquiries seamlessly using web forms, monitor potential cases through an intuitive visual pipeline, and nurture relationships with previous clients using targeted email campaigns. You can operate Act! either in the cloud or locally with Act! Premium Desktop, ensuring complete oversight of sensitive information.
Lead Management Software
Act! empowers small enterprises to oversee their leads from initial interaction to final transaction. Fresh leads generated from web forms, landing pages, and events are seamlessly integrated into Act!, allowing you to categorize them, designate follow-up actions, and monitor their advancement using a visual pipeline. Automated drip campaigns ensure that leads remain engaged, while the lead scoring feature in Act! Advantage Ultimate highlights the most active prospects. With sales and marketing utilizing a unified database, no lead is overlooked as it transitions between departments.
Lead Capture Software
Act! streamlines the process of lead management by directly funneling leads from your website into your CRM system. Every Act! Advantage subscription comes with Act! Web Lead Forms, which can easily be integrated into your site or distributed as a link without the need for any coding skills. Each lead submission has the capability to either create or update a contact, set a follow-up task, initiate an opportunity, or kick off an email drip campaign. Additionally, by utilizing landing pages, surveys, website chat features, and event registration, you can further enhance your lead capture efforts, all integrated within a single platform.
Landing Page Builder
Act! provides an intuitive platform for creating landing pages designed to gather leads and seamlessly integrate them into your CRM system. By combining these landing pages with Act! web forms, you can efficiently collect contact information and set off automated follow-up actions, such as task assignments, opportunity tracking, or email drip campaigns. There's no need for any coding skills, and each entry is directly linked to a contact record, allowing you to track which pages successfully convert visitors into clients. Landing pages are just one feature of Act! Marketing, which also includes tools for email campaigns, surveys, and event management, all conveniently contained within your CRM.
Insurance CRM Software
Insurance firms expand by focusing on renewals, cross-selling opportunities, and nurturing enduring client connections. Act! consolidates all policyholders' contact information and histories in a single location, offering automated reminders for renewals and follow-ups. Organize clients into dynamic groups, create tailored email campaigns, and monitor new business through an intuitive visual pipeline. Act! upholds SOC 2 compliance standards and can be operated in the cloud or on-premises via Act! Premium Desktop. Complimentary onboarding and a personal Account Manager are provided as part of the service.
Hotel CRM Software
The success of hotels, inns, and hospitality establishments depends heavily on returning guests and exceptional service. Act! centralizes guest and group information, including preferences and past interactions, allowing your staff to tailor each visit and subsequent communication. You can launch email marketing campaigns for seasonal promotions, organize and oversee events, and collect insights through surveys. With automated reminders, you can effortlessly maintain communication with guests before and after their stay, transforming first-time visitors into repeat patrons.
Healthcare CRM Software
Effective health and wellness strategies depend on fostering robust, personal connections with clients. Act! consolidates client information, including contact details, scheduled appointments, follow-up notes, and interaction records, all in one convenient platform. The online appointment booking feature enables clients to schedule their sessions easily, while automated reminders ensure that follow-ups are timely. Additionally, email marketing campaigns help keep your community updated. Act! adheres to SOC 2 compliance standards and is available both in the cloud and on-premises through Act! Premium Desktop. With complimentary onboarding and a dedicated Account Manager, you’ll receive support tailored to align Act! with the specific needs of your practice.
Financial CRM Software
Financial advisors and their firms rely heavily on trust and enduring relationships to thrive. Act! consolidates all of your client interactions, including contact histories, notes, and meetings, into a single accessible platform, ensuring you are always ready for your discussions. You can categorize clients using dynamic groups, set up automated reminders for reviews and check-ins, and launch customized email campaigns, all from one location. Act! adheres to SOC 2 compliance standards, offering flexibility to operate in the cloud or on-premises with Act! Premium Desktop, giving you complete oversight of your data. Additionally, the service includes complimentary onboarding and a dedicated Account Manager to assist you.
Email Marketing Software
Act! offers integrated email marketing as part of each Act! Advantage plan, seamlessly linking it to your CRM. You can create campaigns using ready-made templates, customize them with your contact information, and establish automated drip campaigns for consistent follow-ups. Since email functionality is embedded within your CRM, each open and click is directly associated with the corresponding contact record and sales pipeline, providing sales teams with clear insights into engagement levels. The pricing structure is based on users rather than the number of contacts, meaning that expanding your list won’t increase your costs. The Act! Advantage Ultimate plan allows for up to 50,000 email sends each month.
Contact Management Software
Act! began its journey with contact management, and it remains central to our operations. The platform consolidates all interactions—calls, emails, meetings, notes, and historical data—into a single, shared record, providing your team with a comprehensive view of each contact. You can effortlessly categorize contacts using dynamic groups that refresh in real-time, create reminders to ensure timely follow-ups, and integrate your emails directly from Outlook using the Act! Sidebar. Plus, with the Act! Companion mobile app, you can access all this information while on the move. Trusted by over 800,000 users globally.
Construction CRM Software
Construction and trading companies secure projects by leveraging connections, submitting bids, and maintaining follow-ups. Act! consolidates contacts, project leads, and proposals into a single platform, ensuring that nothing falls through the cracks from the initial site assessment to the finalized agreement. Monitor bids via an intuitive visual pipeline, create interactive quotes that clients can approve and pay for online, and establish reminders for follow-ups and recurring projects. Web forms facilitate the direct entry of new inquiries into Act!, while the Act! Companion mobile application ensures that essential information is readily available on-site. Each subscription comes with complimentary onboarding and access to a dedicated Account Manager.
CRM Software
Act! is a customer relationship management tool designed specifically for small to medium-sized enterprises that thrive on personal connections. This platform seamlessly integrates sales, marketing, and customer management, allowing all your contacts, transactions, follow-ups, and email marketing efforts to be managed in one centralized location. Each Act! Advantage subscription comes equipped with features like email marketing, customizable web forms, online scheduling, and interactive quotations and payment options. Additionally, users benefit from complimentary personalized onboarding and access to a dedicated Account Manager. With over 800,000 users globally and a legacy spanning more than 39 years, Act! has earned recognition as a finalist for the 2026 CRMmys in the category of Best CRM for Small Business. Choose between a cloud-based solution or the option to run Act! locally with Act! Premium Desktop.
Business Management Software
Act! provides a comprehensive solution for small businesses to handle all aspects of customer management in a single platform. This includes managing contacts, tracking sales leads, launching marketing initiatives, scheduling appointments, generating quotes, and processing payments. By utilizing this unified system, your team can access shared customer data and establish clear action plans without the need for multiple tools. The platform features intuitive dashboards and reports that offer a quick overview of your sales pipeline and overall activity. Additionally, Act! seamlessly integrates with popular applications like Outlook, RingCentral, and Zapier, enhancing your existing workflow. For more than 39 years, Act! has been instrumental in fostering growth for small businesses.
Automotive CRM Software
Automotive dealerships and service centers rely heavily on maintaining a loyal customer base and prompt communication. Act! centralizes customer contact information and interaction logs, enabling your team to engage at optimal times, whether it's for service notifications or trade-in promotions. Streamline your marketing efforts by automating email campaigns that remind customers about maintenance and showcase special offers. Monitor sales prospects visually with an intuitive pipeline and easily gather new leads through web forms. Each subscription comes with complimentary onboarding and the support of a dedicated Account Manager.
More Act! Categories
eCommerce CRM
Act! empowers eCommerce enterprises to transform occasional purchasers into devoted clientele. By integrating Zapier, you can import order histories from platforms like Shopify and BigCommerce into Act!, ensuring that each customer profile reflects their purchase history. Create customer segments using dynamic groups, execute personalized email campaigns and automated drip sequences, and collect insights through surveys. Capture new subscribers and leads via landing pages and web forms, all seamlessly linked to a single CRM system.
Sales Management
Act! empowers small business proprietors and sales leaders to maintain team focus and accountability. With a comprehensive overview of each representative's pipeline, activities, and follow-up actions all in one location, users can leverage dashboards and reports to monitor performance and predict revenue. The shared contact history ensures continuity, so no one has to start over when a deal is transferred. The platform integrates email marketing, quoting, and payment processing, streamlining the entire sales journey. Additionally, a dedicated Account Manager is available to maximize the benefits of all features for your team.
Retail CRM
Retailers achieve success by transforming one-time shoppers into loyal patrons. Act! consolidates customer contacts and their purchase histories in a single platform, enabling you to tailor offers and connect at the optimal moment. Launch email marketing campaigns for special promotions and events, collect insights through surveys, and categorize customers using dynamic groups. Integrate Shopify and BigCommerce order data into Act! with Zapier, allowing your sales information and marketing efforts to work in harmony.
Restaurant CRM
Restaurants and food establishments thrive by building a loyal customer base, securing catering contracts, and forging strong relationships within the community. Act! consolidates all guest, catering, and vendor information in one central location, providing a complete history and reminders for follow-up actions. You can launch email marketing campaigns to promote specials and upcoming events, gather customer feedback through surveys, and manage catering and event requests via web forms. Additionally, the platform offers online appointment scheduling, allowing clients to effortlessly arrange tastings or consultations.
Pharma CRM
Sales teams in the pharmaceutical and life sciences sectors depend on robust connections with healthcare providers, partners, and distributors. Act! consolidates contacts, meetings, and notes into a single platform, ensuring representatives are well-prepared for each appointment. The tool allows users to monitor opportunities via a graphical pipeline, set up follow-up reminders automatically, and access the Act! Companion mobile app while on the go. Act! adheres to SOC 2 compliance standards and provides options for both cloud and on-premises deployment, along with complimentary onboarding and a dedicated Account Manager to support users.
Opportunity Management
Act! streamlines opportunity management for small enterprises. Effortlessly generate opportunities from your contacts or submissions via web forms, navigate them through various pipeline phases, and designate specific next actions and responsible individuals. Instantly view deal worth, stage progression, and anticipated closing dates, and leverage dashboards for revenue forecasting. Generate dynamic quotes that customers can easily accept and pay online, while automated reminders ensure that every transaction progresses smoothly.
Mortgage CRM
Mortgage experts secure clients primarily via referrals, prompt follow-ups, and building trust. Act! provides a centralized platform for managing borrowers, referral partners, and real estate agents, ensuring access to comprehensive contact histories and automated reminders for important dates. Users can monitor loans through a visual pipeline, keep in touch with former clients via automated email marketing, and gather new leads through web forms. Act! is SOC 2 compliant and offers complimentary onboarding along with a dedicated Account Manager for each subscription plan.
Marketing CRM
Act! integrates customer relationship management (CRM) and marketing functionalities into a single platform designed specifically for small enterprises. It offers a suite of features including email marketing, automated drip campaigns, landing page creation, web forms, surveys, and event organization, all linked to your contact database. This seamless connection allows the marketing team to track which campaigns lead to actual sales, while the sales team can view the engagement history of each lead prior to their initial outreach. Additionally, the pricing structure is based on the number of users rather than the number of contacts, ensuring that expanding your audience does not increase your costs.
Manufacturing CRM
Producers depend on enduring partnerships with distributors, retailers, and B2B clients. Act! consolidates all accounts, contacts, and interactions into a single platform, enabling sales and service teams to access comprehensive histories. Monitor quotes and prospects via a visual sales pipeline, dispatch interactive quotes that customers can approve online, and establish reminders for reorders and follow-ups. Dashboards provide a quick overview of your pipeline and activities, while a dedicated Account Manager customizes Act! to align with your sales methodology.
Law Firm Marketing
Act! provides a comprehensive solution for law firms to enhance their marketing efforts and cultivate referral relationships all in one place. Utilize integrated email marketing to distribute newsletters and practice updates, generate leads through web forms and landing pages, and maintain engagement with referral sources through automated follow-up messages. Each inquiry and response from campaigns is linked to the corresponding contact record, allowing you to track which strategies attract new clients. With complimentary onboarding and a dedicated Account Manager, you'll have the support needed to hit the ground running.
Hedge Fund CRM
Investment companies and asset managers rely on well-structured and private relationship information. Act! consolidates investors, potential clients, and collaborators in a single platform, providing comprehensive contact records, meeting summaries, and reminders for follow-ups. You can categorize contacts into dynamic groups and deliver focused updates via email marketing campaigns. For firms seeking complete authority over their data, Act! Premium Desktop operates on-site, ensuring adherence to SOC 2 standards. A personal Account Manager is available to customize Act! according to your firm's specific needs.
Distribution CRM
Distributors and wholesalers rely heavily on maintaining robust connections with their suppliers, dealers, and customers. Act! ensures that all accounts and contacts are meticulously organized, providing a comprehensive record of calls, emails, and meetings. You can monitor quotes and orders as potential opportunities within a visual pipeline, establish reminders for reorders and account evaluations, and dispatch email updates to targeted customer segments. Additionally, the Act! Companion mobile application allows sales representatives to access account information conveniently while on the go.
Banking CRM
Community banks and credit unions foster customer loyalty by providing personalized service. Act! consolidates customer and member interactions, conversations, and follow-ups into a single platform, ensuring that each banker can access the complete relationship history. Users can categorize clients using dynamic groups, launch targeted email marketing campaigns, and set up reminders for assessments and renewals. Act! also adheres to SOC 2 compliance standards and offers on-premises deployment options via Act! Premium Desktop for organizations that require comprehensive data management control.
B2B Sales Tools
Act! provides B2B sales teams with a comprehensive solution that consolidates key functionalities into a single platform. It includes features such as managing contacts and accounts, a visual representation of the sales pipeline, activity monitoring, handling quotes and payments, along with integrated email marketing. Users can easily log emails from Outlook using the Act! Sidebar, make calls and send texts directly from customer profiles with the RingCentral integration (available in Professional and Ultimate plans), and link additional applications via Zapier. Managers can stay updated through intuitive dashboards, while complimentary onboarding and a dedicated Account Manager ensure your team can hit the ground running.
Act! Customer Reviews
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Would you Recommend to Others? 8 out of 10
Act
4 out of 5 stars Date: Feb 08 2023SummaryThis is our only experience with a CRM but this seems to take care of our needs. I wish the architecture was directed a little more to the insurance field.
PositiveSupport is usually very prompt. They have a good reputation and the stability of the software has been acceptable.
NegativeThe total cost of usage. The structure is really not suited for the Insurance field.
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Would you Recommend to Others? 10 out of 10
Excellent
5 out of 5 stars Date: Feb 08 2023SummaryExcellent -- the processes of entering and retrieving information is quick -- meaning no delay in these processes. I also appreciate the fact I can attach Invoices to the customers' service records. It provides such valuable information.
PositiveIssues were taken care of in a timely manner; and after the update, all is working well. I really appreciate SCT as a service record "keeper" for our business. It really helps to provide wonderful information.
NegativeIt does have a tendency to "go down" at times -- but really other than that I have no complaints.
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Would you Recommend to Others? 9 out of 10
Ideal CRM system for any Business
5 out of 5 stars Updated: Feb 09 2023SummaryI have used it for over twenty years and will continue until I retire. Totally satisfied with the product and their service.
PositiveI have used ACT for almost twenty years. I have found it to be user friendly. I find the integration of ACT with the Microsoft Office Products a real plus in the fact that you can track all of the various types of correspondence with you customers and set follow up dates for specific activities using the synchronization of the two calendars. I moved from the desktop version to the Cloud Version and have found this system so much better when I have to travel nationally or internationally. As long as I have access to the internet, I am in business anywhere in the world. I know I do not use all of the features and benefits of the software but I liked the fact that I can customize it to my business needs makeing me even more comfortable with the system. I do recommend that you include the technical support program with the software and now you can find a quick answer to problems when upgrades from Microsoft with their products requires a special ACT Patch or whatever.
NegativeI would like more "best practices" presented to me so I can either try something new within the programming or change the way I use a particular feature, so it is more beneficial to me in terms of saving time.
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Would you Recommend to Others? 10 out of 10
Been using ACT forever!
5 out of 5 stars Date: Jun 30 2023SummaryACT Pro meets my needs and I will keep using it. Overall I would recommend it in a sales and/or marketing use. For personal use it is rather expensive.
PositiveI first started using ACT many years ago when I was managing all the sales and marketing for my computer software company. It did the job I needed done, making it easy for me to look up interactions with individuals and companies. I never used more than 20% of the features, I must admit. Once I left that business I continued to use ACT in a personal/private manner. Life is complicated. I depend on ACT to track my friends, relatives, and all the companies and professionals I interact with. Again, I don't probably even use 20% of the features anymore, but what it does for me is priceless. Easy to use and dependable. Best software I know.
NegativeACT has a lot of features I don't use and which I would rather not be paying for, but as a database it doesn't have any obvious cons. Microsoft updates have screwed it up a couple times, but the support people have understood that and are very helpful.
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Would you Recommend to Others? 10 out of 10
Fantastic and Powerful Contact Manager
5 out of 5 stars Date: Feb 08 2023SummaryGreat product that is powerful. It is a very valuable tool to our sales process and customer management.
PositiveExcellent contact and customer information and sales management capabilities. Very powerful and valuable customer retention and management tool!
NegativeOccasional bug with some features, however tech support is also excellent and very easy to contact.
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Would you Recommend to Others? 9 out of 10
Great Software
5 out of 5 stars Date: Feb 08 2023SummaryFor the most part I am very happy with Act and would recommend it to anyone needing a high quality well supported contact management program.
PositiveThe ease of use for me is great. I've been using ACT for more than 25 years! I first starting using it when I was using Mac based computers. When ACT no longer support Macintosh I switched to PC just to be able to use ACT. It was well worth the transition.
NegativeSince I am a very small company and it is only me using the product I would like the cost to come down. It's a little expensive for me.
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Would you Recommend to Others? 10 out of 10
Excellent product
5 out of 5 stars Date: Feb 09 2023SummaryThe most important feature is the online remote session support is best. I would recommend this product and business to anyone.
PositiveI have used this product for over 20 years. The mail merge feature works incredible. The hybrid version allows you to work at home or the office or if you travel. You have it on your desktop and cloud to login remotely. You also can change the entire layout and customize it.
NegativeThe are none at this time, the CRM works really well.
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Would you Recommend to Others? 10 out of 10
Best sales tool
5 out of 5 stars Date: Jun 15 2022SummaryAwesome CRM. Great experience using it. Easy to customize and excellent customer support. Overall experience has been good. I have been using Act! for many years.
PositiveGreat value. CRM as a total solution providing all the tools to stay connected to clients and prospects. Package includes full CRM and a top notch, easy-to-use a marketing automation application. Highly recommended for SMB and sales professionals. Cannot live without it now.
NegativeTemplates for Marketing Automation could use more design options. However, this is not a major miss.
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Would you Recommend to Others? 10 out of 10
Robust and Reliable CRM
5 out of 5 stars Date: Nov 07 2022SummaryOverall, Act! CRM is a pretty robust customer relationship management product. It helps to enhance productivity and shares a more clear sales pipeline overview. The project report it shares is highly informative.
PositiveAct! CRM provides well-gathered summaries of the project's performance. The user interface is clean and easy to understand. Easy to manage sales pipeline and process. Gives real-time alerts to approach leads. Marketing automation to save time.
NegativeIt has less integration support with other marketing products.
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Would you Recommend to Others? 3 out of 10
Lagging in features, leading in raising prices. Wouldn't recommend.
2 out of 5 stars Updated: Feb 20 2020SummaryFind another solution. For the amount they want to charge there are better products with better support and a wider range of features, especially when you consider current pricing is higher than most competitors for less functionaly.
We've paid for most recent upgrade but will be migrating to another product in the near future. Frankly, after 20 and some odd years of using the product, I can't imagine that Swiftpage will still be around in 5 years.PositiveWe've used ACT at work since 1993 and have seen it go through many changes. It was a good central database to log contacts, companies and the interactions with them.
NegativeThe last few years, improvements are focused more on "add-on services" that will increase revenue for Swiftpage and NOT on fixing bugs or improving functionality and speed. (For example, attachments are impossible to move because paths are hard-coded, but this hasn't been fixed in years). Most importantly they REALLY REALLY want to get customers for the higher monthly fee subscriptions .. to the point where they handicap the base "pro" product, and are discontinuing it and moving to [high-priced] subscription only in 2020. Pricing is, in some cases HIGHER than Salesforce.com, for example, but for much less functionality.
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