ACT! Feature Chart

ACT! by Sage Version Comparison Chart

Features	6.0	2005	2006	2007	2008	2008	2010
Contact and Customer Management 06
Separate notes and history tabs
Notes and history shared between contacts
Unlimited secondary contacts
Rich text formatting including colors, bullets, graphics, and URLs
Attach documents to activities and history
Synchronize attachments
Groups with 15 levels of hierarchy (14 subgroups)
Dynamic group membership
Company records
Contacts linked to companies
Tree view for companies
Split panel notes and history preview
Hyperlink to companies from contact list view
Specify linked contact/company fields
Print any ACT! calendar template with the contact phone number
View all group associations
Duplicate checking for groups and companies
Advanced queries for groups and companies
List edit mode1
Duplicate checking by first and last name
Related contacts
Streamlined, easier to learn and use layouts with new colors
Related tasks
Consolidated menus
Big "easy" buttons
Welcome page
Social media integration
Lookups and Searching
Lookup indicator1
Edit existing queries1
Advanced keyword search
Save lookups as groups
Streamlined lookup functionality
Instant access to search
Calendar and Activity Management
Rich text formatting in activity details
Five calendar views, including daily, weekly, and monthly
View global events
Change activity organizer
ACT! activity scheduling from Microsoft® Outlook® e-mails
Improved printing
Support for iCalendar
Marketing Communications
Built-in spell checker
Improved mail merge
Validate and correct addresses during mail merge
ACT! e-mail find
Last e-mail field
En masse e-mail attaching
E-mail send from the notes preview pane
E-mail marketing, survey and Web forms; marketing results tab; and drip marketing (requires additional subscription)
Mail merge in ACT! by Sage Premium for Web with Word
Sales Opportunity Management
Opportunity list view
Opportunity lookups
Instant quotes2
Multiple built-in ACT! sales processes
Track multiple products
Generate and import product list
Opportunity date fields
Customizable opportunities
New ACT! sales processes
Instant quotes2 in ACT! Premium for Web with Word
Dashboards and Reporting
20+ preformatted/streamlined sales reports
Graphical sales pipeline with drill down to see opportunity details
ACT! dashboard
ACT! Premium dashboard with team views
Streamlined reports view
New dashboards
13 new reports
New OLEDB provider
Data Sharing and Security
Group scheduling
Manage resources including conference rooms and equipment
Five security levels
Mark notes and opportunities as private
Secure notes, history, and opportunities en masse
Field level security
Company security
Group and company security
Personalization3
Share drop-down lists across different fields
Field types – picture, yes/no, memo, and e-mail
Customizable drop-downs
Utilize multi-select values
Customizable priority, activity, and history types
Customizable opportunity field names and types with drop-down lists
Anywhere Access
ACT! Premium for Web
Citrix® or terminal services support
BlackBerry®4
iPhone™4
Integration
Export to Excel®
Peachtree by Sage1
Simply Accounting by Sage, Sage MAS 90 and Sage MAS 200, and Sage BusinessWorks1
Use ACT! as Outlook address book
ACT! e-mail client integrated with Outlook, Outlook Express, or Lotus Notes®
Create ACT! contacts from Outlook e-mail1
Attach Outlook e-mail to ACT! contacts
Specify default history types and create ACT! history from Outlook
Flexible Outlook rules and ACT!
Support for vCard
Administration3
Scalability to accommodate teams of 10+
Query-based sync
View team memberships
Grant contact access en masse
Lookup contacts by access
Custom user permissions
Automatic database sync and backup
Improved administration for remote users
Support for non-local machine administrators
Silent install5
Automatic database maintenance
Password rules
ACT! scheduler in ACT!
ACT! scheduler with hourly options
Simplified installation of a remote database
Streamlined sync progress bar
Option to exclude attachments from backups
Quick info for logged-in users
Create remote databases simultaneously
Specify currency at the time of database creation

1. This feature is not available in ACT! Premium for Web.
2. Requires Microsoft Excel and Word 2002, 2003, or 2007.
3. In ACT! Premium for Web, administrative functions must be performed on the Web server.
4. Requires additional purchase.
5. Delivered as an MSI package. Software to distribute an MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate.

* Certified Consultants are third party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third party vendors.

Important Note: Review ACT! system requirements at www.act.com/2010systreq. You must purchase one license of ACT! per user. Scalability varies based on hardware, size, and usage of your database. Check with your add-on product provider to determine compatibility.

Important Note for ACT! 6.0 or Prior Customers: Customer activation and registration are required to use ACT!. Certain features may have changed or are no longer available, including inbound caller ID functionality, WinFax integration, recording and playback of macros, e-mail/modem–based database synchronization, and SideACT!.

 

About ACT!
ACT! by Sage is the #1 selling contact and customer manager in the world with 2.8 million users. It’s designed so you can organize all the details of your customer relationships in one place for a complete view of the people you do business with. Improve your marketing effectiveness to attract new customers and get more from existing relationships. And, take action on your most qualified sales leads with total visibility and control of your pipeline. Because ACT! is easy to learn and use, you can be more productive right away. Continue working with your existing business solutions, like Microsoft Outlook, Word, Excel, and Lotus Notes, because they integrate with ACT!.

About Sage CRM Solutions
Sage CRM Solutions is a portfolio of market-leading applications consisting of ACT! by Sage, SageCRM, and Sage SalesLogix. Over 63,500 organizations and 3.1 million users worldwide rely on Sage CRM Solutions to develop profitable, long-term business relationships.