Sage ACT! Pro & ACT! Premium Features Version Comparison

Sage ACT! Pro & Premium Features

v2005

v2006

v2007

v2008

v2009

v2010

v2011

v2012

Multi-select values & customisable drop-downs

Rich text formatting including colours, bullets, graphics & URLs

Attach documents to activities, notes & history

Company records with contacts linked to companies

Dynamic group membership

5 Calendar views inc daily, weekly & monthly

Sales opportunity features including Opportunity list view, instant quotes, sample sales processes & a graphical sales pipeline

Preformatted reports

Export to Excel

Query based Sync

Customisable opportunity field names & types

X

Citrix and Terminal Services

X

X

Automatic database backup & sync

X

Last email field

X

X

Specifiy linked contact & company fields

X

Security features including field-level security & the ability to secure notes, history & opportunities en masse

X

Graphical activity, opportunity & admin dashboards

X

X

X

Duplicate checking by first & last names

X

X

X

Group & Company features including duplicate checking & advanced queries

X

X

X

Related contacts

X

X

X

Microsoft Outlook Email integration & Outlook rules

X

X

X

X

Social Media integration

X

X

X

Sage E-Marketing for Act!*

X

X

X

Act! Mobile Live*

X

X

X

Reports View

X

X

X

Simplified Navigation

X

X

X

Welcome Page

X

X

X

Customisable oportunities

X

Smart Tasks

X

Professionally designed email marketing templates** that complement smart tasks

X

Sage Business Info Services for ACT!*

X

X

X

Sage ACT! and Outlook Contact Calendar Sync

X

Sage ACT! and Outlook Contact Calendar Sync in ACT! Premium (access via web)

X

Direct import from Excel

X

X

X

Redesigned welcome page with featured videos

X

X

X

Security that prevents sensitive email history from attaching to ACT! user records

Works with Microsoft Office 2010 and Windows 7 32Bit

X

X

X

X

X

X

Sage ACT! scratchpad***

Universal search

X

X

X

X

X

X

X

Seamless interaction with Gmail

Google Contacts & Google Calendar Synch

X

X

X

X

X

X

X

Access to Sage ACT! contacts & calendar from virtually anywhere with Sage ACT! Connect****

Connections page

X

X

X

X

X

X

X

Usability improvements based on customer feedback

Confirmation message after importing from Excel & other ACT! databases

X

X

X

X

X

X

X

Menu that displays exact install times & required components

Works with Internet Explorer 9 & Firefox 4

X

X

X

X

X

X

X

Important Notes:

For Sage ACT!: Review Sage ACT! requirements at the Sage website.

Sage ACT! only integrates with MS Office including Outlook 2003, 2007 and 2010 32 bit edition. It does not support the 64 bit edition.

For Sage Connected Services for ACT!:The mobile component of Sage ACT! Connect requires an active data plan. You are responsible for all data related charges to your mobile phone. To faciliate mobile stup, Sage ACT! Connect sends a text message to your phone. Based on your wireless plan, you may receive an extra charge from your carrier for this message. Sage E-Marketing is provided by Switfpage.

For Sage ACT! 6 or previous versions: Customer activation and registration are required to use Sage ACT!. Certain features may have changed or are no longer available, including inbound caller ID functionality, WinFax integration, recording and playback of macros, email / modem based data syncronisation and SideACT!.

* - Requires additional subscription (or free with Cover Extra)

** - Requires additional subscription to Sage E-Marketing

*** Sage ACT! scratchpad is not supported in a Citrix environment

**** - Requires additional subscription (or 1 user free with Cover Extra for 12 months only available at point of purchase or renewal)

Click here to buy Sage ACT! Software online

Click here to go to our Sage ACT! Software page