| Features |
ACT! by Sage |
ACT! by Sage Premium |
ACT! by Sage Corporate Edition |
Manage Relationships |
| 60+ pre–defined field for contact details, e–mails, and phone numbers |
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| Note, history, activity, and document tracking |
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| Social media profiles |
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| Last communication fields |
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| Duplicate checking |
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| Record merge |
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| Related contacts |
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| Group and company tracking |
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| Automatic add and remove of contacts in groups and companies |
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| Linked company and contact fields1 |
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| Tabbed interface |
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| Big "easy" buttons |
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| Right–click2 and one–click functionality |
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| Type–ahead |
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| Multi–select drop-downs |
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| "Layman" verbiage throughout |
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| Setup assistance for configuring preferences |
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| In–context help, feature tours, and documentation |
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| Search |
| Central search |
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| Lookups on all fields |
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| Advanced queries |
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| Activity, opportunity, document, and user lookups |
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| Save lookups as groups and companies |
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| Be More Productive |
| Activities tied to contact records |
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| Editable priority, activity, and history types |
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| Activity series3 for activities with multiple steps |
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| Activity rollover |
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| Multiple calendar views |
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| Filterable task list view |
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| Activity alarms |
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| Calendar pop-ups |
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| Calendar access by user |
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| At-a-glance user availability4 |
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| Manage and define resources |
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| Conflict notification |
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| Activities for 10+ users viewable on your ACT! calendar |
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| Market Effectively |
| E-mail marketing5 |
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| Drip marketing5 |
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| Survey and Web forms5 |
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| Marketing results tab5 |
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| Attach e-mails to contacts |
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| Preformatted templates for e-mails and letters |
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| Mail merge to contacts and groups |
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| Validate and correct addresses during mail merge |
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| History of all customer correspondence |
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| Sell More |
| Opportunity note, history, activity, and document tracking |
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| Product and service tracking |
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| Built-in ACT! sales stages |
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| Opportunity date fields |
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| Opportunity designations as open, closed-won, closed-lost, and inactive |
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| Instant quotes4, 6 |
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| Filterable opportunity list view |
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| Opportunity list export to Microsoft® Excel® |
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| Measure Results |
| Interactive activity, opportunity, and user dashboards |
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| Dashboard targets |
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| Dashboard with team views |
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| Interactive pipeline report with drilldown capability |
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| 50+ preformatted report templates |
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| Export reports to Excel, HTML, PDF, or e-mail |
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| Activity reports by user |
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| Connector for third-party report writers |
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| Share and Secure |
| Data sharing with 1-10 users |
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| Data sharing with 10+ users |
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| Viewable team memberships |
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| Secured contacts, notes, history, and opportunities |
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| Field level security |
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| Company security7 |
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| Group and company security7 |
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| Five security roles for users |
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| User permissions and access specifications |
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| Password rules |
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| Personalize3 |
| Layout designer for editing layouts |
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| Field types designated as date, currency, yes/no, expansive memo, and picture |
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| Remove, edit, or add fields |
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| Add values to drop-downs |
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| Customizable menus4, toolbars, columns, and navigation bar |
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| Customizable sales processes |
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| Customizable opportunity field names and field types |
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| Customizable dashboards with the dashboard designer |
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| Customizable reports with the report designer |
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| ACT! online community for free downloads |
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| ACT! Software Development Kit (SDK) |
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| Enhancement solutions developed by third-party8 vendors |
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| Access |
| Online access |
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| Offline access |
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| Mobile access, including BlackBerry® and iPhone™9 |
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| Citrix® or terminal services |
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| Integrate |
| Office and Outlook® integration10 |
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| Send meeting invites from ACT! to any iCalendar connected calendars |
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| Contact4 and activity creation from Outlook e-mails |
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| Share ACT! contacts in vCard format |
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| Lotus Notes® integration |
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| Excel import and export |
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| Internet Explorer® and Macintosh® Safari® integration with ACT! Premium for Web11 |
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| Sage accounting solutions integration |
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| Administer and Maintain3 |
| Automatic backup |
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| Automatic database maintenance |
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| Automatic synchronization |
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| Silent install1, 2 administration and activation |
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| Automatic install updates |
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| Volume-based discounted pricing (5 seats or more) |
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| Dedicated account manager |
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| Dedicated pre-sales support teams |
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| Opportunity to purchase premium support |
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| Exclusive offers and promotions |
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| Access to and assistance with ACT! developer tools |
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