Overview
|
Pro
|
|
Premium
|
| Number of users |
1 -10 |
|
10+ |
| Contact and Customer Manager functionality |
Yes |
|
Yes |
| Windows Mobile Access |
Yes |
|
Yes |
| Web access |
No |
|
Yes |
| Standard security settings |
Yes |
|
Yes |
| Enhanced security settings |
No |
|
Yes |
| Group scheduling functionality |
No |
|
Yes |
| Dashboards and reporting with team views |
No |
|
Yes |
| Advanced administration and sync options |
No |
|
Yes |
Organise Contact Details
|
Pro
|
|
Premium
|
| New easier to navigate ACT! interface including a Welcome Page |
Yes |
|
Yes |
| Attach documents to History and Activities |
Yes |
|
Yes |
| Create Company Records |
Yes |
|
Yes |
| 15 levels of Groups and Subgroups with dynamic membership rules |
Yes |
|
Yes |
| Apply Note / History items to multiple contacts |
Yes |
|
Yes |
| Rich Text Formatting |
Yes |
|
Yes |
| Web Links Tab |
Yes |
|
Yes |
| Link Contact/Company Fields |
Yes |
|
Yes |
| Inbuilt integration with Sage 50 Accounts |
Yes |
|
Yes |
| Import data from hoovers.com¹ |
Yes |
|
Yes |
Communicating with Contacts
|
Pro
|
|
Premium
|
| Automatic contact sync between ACT! & Outlook |
Yes |
|
Yes |
| Send Outlook emails directly from ACT! |
Yes |
|
Yes |
| Attach new Outlook emails to an ACT! contact |
Yes |
|
Yes |
| Create ACT! Contacts from Outlook E-mail |
Yes |
|
Yes |
| Choose an ACT! history option for every new Outlook email |
Yes |
|
Yes |
| Attach received Outlook emails to ACT! en masse |
Yes |
|
Yes |
| |
|
|
|
| ACT! E-Marketing tab |
Yes |
|
Yes |
Get more done
|
Pro
|
|
Premium
|
| Create ACT! Smart Tasks |
Yes |
|
Yes |
| Import data directly from Excel |
Yes |
|
Yes |
| Custom History / Activity Types |
Yes |
|
Yes |
| Custom Priorities |
Yes |
|
Yes |
| Check other users activity availability |
Yes |
|
Yes |
| Interactive graphical dashboards |
Yes |
|
Yes |
| Automatic Outlook Calendar Sync |
Yes |
|
Yes |
| Create ACT! activities from Outlook |
Yes |
|
Yes |
| Team dashboards |
No |
|
Yes |
| View activities for 10+ users |
No |
|
Yes |
Control your sales pipeline
|
Pro
|
|
Premium
|
| Create Sales Opportunities layouts |
Yes |
|
Yes |
| Add unlimited custom opportunities fields |
Yes |
|
Yes |
| Track communications with each opportunities |
Yes |
|
Yes |
| Create multiple sales processes |
Yes |
|
Yes |
| Filtered opportunity List View |
Yes |
|
Yes |
| Track Multiple Products per Opportunity |
Yes |
|
Yes |
| Opportunity Lookups |
Yes |
|
Yes |
| Customisable Opportunity Fields |
Yes |
|
Yes |
| One Button Export to Excel |
Yes |
|
Yes |
| Define a default currency for each ACT! database |
Yes |
|
Yes |
| Sales dashboards |
Yes |
|
Yes |
| Link Opportunities with multiple contacts |
Yes |
|
Yes |
| Sales team dashboards |
No |
|
Yes |
Complete View of Customer Interactions
|
Pro
|
|
Premium
|
| Advanced Keyword Search |
Yes |
|
Yes |
| Save Lookups as Groups |
Yes |
|
Yes |
| Edit Queries & Preview Results |
Yes |
|
Yes |
| Perform searches on Groups and Companies |
Yes |
|
Yes |
| Switch searches between contacts, groups & companies |
Yes |
|
Yes |
| Previous look-up option |
Yes |
|
Yes |
Securely Administer & Deploy to Teams
|
Pro
|
|
Premium
|
| Export ACT! contacts in vCard format |
Yes |
|
Yes |
| Supports Citrix/Terminal Services access |
Yes |
|
Yes |
| Set Password Format, Expiry & Re-Use Rules |
Yes |
|
Yes |
| Create up to 50 remote databases simultaneously |
Yes |
|
Yes |
| Company and Group Security Rules enforced |
Yes |
|
Yes |
| Set Custom User Permissions |
No |
|
Yes |
| Grant Contact Access en Masse |
No |
|
Yes |
| Dual Web Access capability |
No |
|
Yes |
| Web Access using FireFox |
No |
|
Yes |
| Supports Windows 7 |
Yes |
|
Yes |
| Supports MS Office 2010, 2013 & 2016 |
Yes |
|
Yes |
| Works with 64-bit versions of Windows & Win Server 08 & later |
Yes |
|
Yes |
| Automatic Database Sync & Backup |
Yes |
|
Yes |
| Automatic Database Maintenance |
Yes |
|
Yes |
| Field Level Security |
No |
|
Yes |
| Faster sync and sync progress bar |
Yes |
|
Yes |
| Exclude attachments for faster back-up |
Yes |
|
Yes |
