Overview |
Pro |
Premium |
Number of users |
1 -10 |
10+ |
Contact and Customer Manager functionality |
• |
• |
Windows Mobile Access |
• |
• |
Web access |
– |
• |
Standard security settings |
• |
• |
Enhanced security settings |
– |
• |
Group scheduling functionality |
– |
• |
Dashboards and reporting with team views |
– |
• |
Advanced administration and sync options |
– |
• |
Organise Contact Details |
Pro |
Premium |
New easier to navigate ACT! interface including a Welcome Page |
• |
• |
Attach documents to History and Activities |
• |
• |
Create Company Records |
• |
• |
15 levels of Groups and Subgroups with dynamic membership rules |
• |
• |
Apply Note / History items to multiple contacts |
• |
• |
Rich Text Formatting |
• |
• |
Web Links Tab |
• |
• |
Link Contact/Company Fields |
• |
• |
Inbuilt integration with Sage 50 Accounts |
• |
• |
Import data from hoovers.com¹ |
• |
• |
Communicating with Contacts |
Pro |
Premium |
Automatic contact sync between ACT! & Outlook |
• |
• |
Send Outlook emails directly from ACT! |
• |
• |
Attach new Outlook emails to an ACT! contact |
• |
• |
Create ACT! Contacts from Outlook E-mail |
• |
• |
Choose an ACT! history option for every new Outlook email |
• |
• |
Attach received Outlook emails to ACT! en masse |
• |
• |
Use Outlook Rules to automatically file emails in ACT! |
• |
• |
ACT! E-Marketing tab |
• |
• |
Get more done |
Pro |
Premium |
Create ACT! Smart Tasks |
• |
• |
Import data directly from Excel |
• |
• |
Custom History / Activity Types |
• |
• |
Custom Priorities |
• |
• |
Check other users activity availability |
• |
• |
Interactive graphical dashboards |
• |
• |
Automatic Outlook Calendar Sync |
• |
• |
Create ACT! activities from Outlook |
• |
• |
Team dashboards |
– |
• |
View activities for 10+ users |
– |
• |
Control your sales pipeline |
Pro |
Premium |
Create Sales Opportunities layouts |
• |
• |
Add unlimited custom opportunities fields |
• |
• |
Track communications with each opportunities |
• |
• |
Create multiple sales processes |
• |
• |
Filtered opportunity List View |
• |
• |
Track Multiple Products per Opportunity |
• |
• |
Opportunity Lookups |
• |
• |
Customisable Opportunity Fields |
• |
• |
One Button Export to Excel |
• |
• |
Define a default currency for each ACT! database |
• |
• |
Sales dashboards |
• |
• |
Link Opportunities with multiple contacts |
• |
• |
Sales team dashboards |
– |
• |
Complete View of Customer Interactions |
Pro |
Premium |
Advanced Keyword Search |
• |
• |
Save Lookups as Groups |
• |
• |
Edit Queries & Preview Results |
• |
• |
Perform searches on Groups and Companies |
• |
• |
Switch searches between contacts, groups & companies |
• |
• |
Previous look-up option |
• |
• |
Securely Administer & Deploy to Teams |
Pro |
Premium |
Export ACT! contacts in vCard format |
• |
• |
Supports Citrix/Terminal Services access |
• |
• |
Set Password Format, Expiry & Re-Use Rules |
• |
• |
Create up to 50 remote databases simultaneously |
• |
• |
Company and Group Security Rules enforced |
• |
• |
Set Custom User Permissions |
– |
• |
Grant Contact Access en Masse |
– |
• |
Dual Web Access capability |
– |
• |
Web Access using FireFox |
– |
• |
Supports Windows 7 |
• |
• |
Supports MS Office 2010 |
• |
• |
Works with 64-bit versions of Vista & Win Server 2003/08 |
• |
• |
Automatic Database Sync & Backup |
• |
• |
Automatic Database Maintenance |
• |
• |
Field Level Security |
– |
• |
Faster sync and sync progress bar |
• |
• |
Exclude attachments for faster back-up |
• |
• |