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

   
 

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