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