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act 2010 standard edition act 6 symantec act corporate edition
ACT! by Sage ACT! by Sage Premium ACT! by Sage
Corporate Edition

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 act consultant act consultant act consultant
Note, history, activity, and document tracking act consultant act consultant act consultant
Social media profiles act consultant act consultant act consultant
Last communication fields act consultant act consultant act consultant
Duplicate checking act consultant act consultant act consultant
Record merge act consultant act consultant act consultant
Related contacts act consultant act consultant act consultant
Group and company tracking act consultant act consultant act consultant
Automatic add and remove of contacts in groups and companies act consultant act consultant act consultant
Linked company and contact fields1 act consultant act consultant act consultant
Tabbed interface act consultant act consultant act consultant
Big "easy" buttons act consultant act consultant act consultant
Right–click2 and one–click functionality act consultant act consultant act consultant
Type–ahead act consultant act consultant act consultant
Multi–select drop-downs act consultant act consultant act consultant
"Layman" verbiage throughout act consultant act consultant act consultant
Setup assistance for configuring preferences act consultant act consultant act consultant
In–context help, feature tours, and documentation act consultant act consultant act consultant
Search
Central search act consultant act consultant act consultant
Lookups on all fields act consultant act consultant act consultant
Advanced queries act consultant act consultant act consultant
Activity, opportunity, document, and user lookups act consultant act consultant act consultant
Save lookups as groups and companies act consultant act consultant act consultant
Be More Productive
Activities tied to contact records act consultant act consultant act consultant
Editable priority, activity, and history types act consultant act consultant act consultant
Activity series3 for activities with multiple steps act consultant act consultant act consultant
Activity rollover act consultant act consultant act consultant
Multiple calendar views act consultant act consultant  
Filterable task list view act consultant act consultant act consultant
Activity alarms act consultant act consultant act consultant
Calendar pop-ups act consultant act consultant act consultant
Calendar access by user act consultant act consultant act consultant
At-a-glance user availability4   act consultant act consultant
Manage and define resources   act consultant act consultant
Conflict notification   act consultant act consultant
Activities for 10+ users viewable on your ACT! calendar   act consultant act consultant
Market Effectively
E-mail marketing5 act consultant act consultant act consultant
Drip marketing5 act consultant act consultant act consultant
Survey and Web forms5 act consultant act consultant act consultant
Marketing results tab5 act consultant act consultant act consultant
Attach e-mails to contacts act consultant act consultant act consultant
Preformatted templates for e-mails and letters act consultant act consultant act consultant
Mail merge to contacts and groups act consultant act consultant act consultant
Validate and correct addresses during mail merge act consultant act consultant act consultant
History of all customer correspondence act consultant act consultant act consultant
Sell More
Opportunity note, history, activity, and document tracking act consultant act consultant act consultant
Product and service tracking act consultant act consultant act consultant
Built-in ACT! sales stages act consultant act consultant act consultant
Opportunity date fields act consultant act consultant act consultant
Opportunity designations as open, closed-won, closed-lost, and inactive act consultant act consultant act consultant
Instant quotes4, 6 act consultant act consultant act consultant
Filterable opportunity list view act consultant act consultant act consultant
Opportunity list export to Microsoft® Excel® act consultant act consultant act consultant
Measure Results
Interactive activity, opportunity, and user dashboards act consultant act consultant act consultant
Dashboard targets act consultant act consultant act consultant
Dashboard with team views   act consultant act consultant
Interactive pipeline report with drilldown capability act consultant act consultant act consultant
50+ preformatted report templates act consultant act consultant act consultant
Export reports to Excel, HTML, PDF, or e-mail act consultant act consultant act consultant
Activity reports by user   act consultant act consultant
Connector for third-party report writers act consultant act consultant act consultant
Share and Secure
Data sharing with 1-10 users act consultant act consultant act consultant
Data sharing with 10+ users   act consultant act consultant
Viewable team memberships   act consultant act consultant
Secured contacts, notes, history, and opportunities act consultant act consultant act consultant
Field level security      
Company security7 act consultant act consultant act consultant
Group and company security7   act consultant act consultant
Five security roles for users act consultant act consultant act consultant
User permissions and access specifications act consultant act consultant act consultant
Password rules act consultant act consultant act consultant
Personalize3
Layout designer for editing layouts act consultant act consultant act consultant
Field types designated as date, currency, yes/no, expansive memo, and picture act consultant act consultant act consultant
Remove, edit, or add fields act consultant act consultant act consultant
Add values to drop-downs act consultant act consultant act consultant
Customizable menus4, toolbars, columns, and navigation bar act consultant act consultant act consultant
Customizable sales processes act consultant act consultant act consultant
Customizable opportunity field names and field types act consultant act consultant act consultant
Customizable dashboards with the dashboard designer act consultant act consultant act consultant
Customizable reports with the report designer act consultant act consultant act consultant
ACT! online community for free downloads act consultant act consultant act consultant
ACT! Software Development Kit (SDK) act consultant act consultant act consultant
Enhancement solutions developed by third-party8 vendors act consultant act consultant act consultant
Access
Online access     act consultant
Offline access act consultant act consultant act consultant
Mobile access, including BlackBerry® and iPhone™9 act consultant act consultant act consultant
Citrix® or terminal services act consultant act consultant act consultant
Integrate
Office and Outlook® integration10 act consultant act consultant act consultant
Send meeting invites from ACT! to any iCalendar connected calendars act consultant act consultant act consultant
Contact4 and activity creation from Outlook e-mails act consultant act consultant act consultant
Share ACT! contacts in vCard format act consultant act consultant act consultant
Lotus Notes® integration act consultant act consultant act consultant
Excel import and export act consultant act consultant act consultant
Internet Explorer® and Macintosh® Safari® integration with ACT! Premium for Web11     act consultant
Sage accounting solutions integration act consultant act consultant act consultant
Administer and Maintain3
Automatic backup act consultant act consultant act consultant
Automatic database maintenance act consultant act consultant act consultant
Automatic synchronization act consultant act consultant act consultant
Silent install1, 2 administration and activation   act consultant act consultant
Automatic install updates   act consultant act consultant
Volume-based discounted pricing (5 seats or more)     act consultant
Dedicated account manager     act consultant
Dedicated pre-sales support teams     act consultant
Opportunity to purchase premium support     act consultant
Exclusive offers and promotions     act consultant
Access to and assistance with ACT! developer tools     act consultant
  1. Not all fields can be linked and linked field types must be compatible.
  2. In ACT! Premium for Web, this feature may behave differently.
  3. In ACT! Premium for Web, administrative functions must be performed on the Web server.
  4. This feature is not available in ACT! Premium for Web.
  5. Requires additional subscription.
  6. Requires Microsoft Excel and Word 2002, 2003, or 2007.
  7. Limited access group and company names will be viewable from the tree view, but all associated information will remain inaccessible.
  8. Sage and its affiliates are in no way liable or responsible for any claims made related to products or services provided by third party vendors. Sage does not guarantee the quality of third party products or services.
  9. Requires additional purchase.
  10. Outlook calendar integration is not available in ACT! Premium for Web.
  11. This feature is only available in ACT! Premium for Web on machines running a Safari® browser on a Macintosh® OS. The ACT! Word Processor and Microsoft Outlook integration are not available using
    this feature.
  12. 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.

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.

© 2009 Sage Software, Inc. All rights reserved. Sage, the Sage logos, ACT!, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. or its affiliated entities. All other trademarks are the property of their respective owners. 09-16237 07/09

   
 

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