ACT! by Sage / ACT by Sage Premium
Features |
v6 |
v2005 |
v2006 |
v2007 |
v2008 |
v2009 |
v2010 |
Manage Relationships |
| Separate notes & history
tabs |
X |
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| Notes & history shared between contacts |
X |
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| Unlimited secondary contacts |
X |
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Rich text formatting including colours, bullets, graphics
& URLs |
X |
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| Attach documents to activities & history
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X |
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Synchronise attachments |
X |
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| Groups with 15 levels of hierarchy (14 subgroups) |
X |
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Dynamic group membership |
X |
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| Company records |
X |
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Contacts linked to companies |
X |
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Tree view for companies |
X |
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| Split panel notes & history preview |
X |
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X |
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Hyperlink to companies from
contact list view |
X |
X |
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Specify linked contact / company fields |
X |
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X |
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Print any ACT! calendar template with the contact phone
number |
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X |
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View all group associations |
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X |
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Duplicate checking for groups & companies |
X |
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X |
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Advanced queries for groups & companies |
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List edit mode (See *1) |
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X |
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Duplicate checking by first & last name |
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X |
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Related contacts |
X |
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Streamlined, easier to learn & use layouts with new
colours |
X |
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X |
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Related tasks |
X |
X |
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X |
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Consolidated menus |
X |
X |
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X |
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Big "easy" buttons |
X |
X |
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X |
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Welcome page |
X |
X |
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X |
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Social media integration |
X |
X |
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X |
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Search |
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| Lookup indicator (See *1) |
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X |
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| Edit existing queries (See *1) |
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X |
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| Advanced keyword search |
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X |
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| Save lookups as groups |
X |
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Streamlined lookup functionality |
X |
X |
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Instant access to search |
X |
X |
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Be More Productive |
| Rich text formatting in activity details |
X |
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| 5 calendar views inc daily, weekly & monthly |
X |
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View global events |
X |
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Change activity organiser |
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X |
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| ACT! activity scheduling from Microsoft Outlook
emails |
X |
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X |
X |
X |
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Improved printing |
X |
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| Support for iCalendar |
X |
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Market Effectively |
Built in spell checker |
X |
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Improved mail merge |
X |
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Validate & correct addresses using mail merge |
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ACT! email find |
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Last email find |
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En masse email attaching |
X |
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Email send from the notes preview pane |
X |
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Email marketing, survey & Web forms; marketing results
tabs; and drip marketing (requires additional subscription) |
X |
X |
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Mail merge in ACT! by Sage Premium for Web with Word |
X |
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Sell More |
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Opportunity list view |
X |
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Opportunity lookups |
X |
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Instant quotes (See*2) |
X |
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Multiple built-in ACT! sales processes |
X |
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Track multiple products |
X |
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Generate & import product list |
X |
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Opportunity date fields (ACT! by Sage Premium only) |
X |
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X |
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Customisable opportunities |
X |
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New ACT! sales processes |
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Instant quotes (See*2) in Act Premium for Web with Word |
X |
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Measure results |
20+ preformatted / streamlined sales reports |
X |
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Graphical sales pipeline with drill down to see opportunity
details |
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ACT! Dashboard |
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ACT! Premium Dashboard with team views (ACT! by Sage Premium
only) |
X |
X |
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X |
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Streamlined reports view |
X |
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New dashboards |
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13 new opportunity reports |
X |
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New OLEDB provider |
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Share & Secure |
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Group scheduling (ACT! by Sage Premium only) |
X |
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Manage resources including conference rooms & equipment
(ACT! by Sage Premium only) |
X |
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5 security levels (ACT! by Sage Premium only) |
X |
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Mark notes & opportunities as private |
X |
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Secure notes, history & opportunities en masse |
X |
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Field level security |
X |
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Company security |
X |
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X |
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Group & company security (ACT! by Sage Premium only) |
X |
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X |
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Personalise (See*3) |
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Share drop-down lists across different fields |
X |
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Field types designed as yes/no, memo, picture & email |
X |
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Customisable drop-downs |
X |
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Utilise multi-select values |
X |
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Customisable priority, activity & history types |
X |
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Customisable opportunity field names & field types
with drop-down lists |
X |
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Access |
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ACT! Premium for Web |
X |
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Citrix or terminal services support |
X |
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Blackberry (See*4) |
X |
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iPhone (See*4) |
X |
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Integrate |
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Export to Excel |
X |
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Use ACT! as Outlook address book |
X |
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ACT! email client integrated with Outlook, Outlook Express
os Lotus Notes |
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X |
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Creat ACT! contacts from Outlook email (See*1) |
X |
X |
X |
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Attach Outlook email to ACT! contacts |
X |
X |
X |
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Specify default history types and create ACT! history from
Outlook |
X |
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X |
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Flexible Outlook rules & ACT! |
X |
X |
X |
X |
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Support for vCard |
X |
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Administer & Maintain (See*3) |
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Scalability to accomodate teams of 10+ (ACT! by Sage Premium
only) |
X |
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Query based sync |
X |
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View team memberships (ACT! by Sage Premium only) |
X |
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Grant contact access en masse (ACT! by Sage Premium only) |
X |
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Lookup contacts by access (ACT! by Sage Premium only) |
X |
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Custom user permissions (ACT! by Sage Premium only) |
X |
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Automatic database sync and backup |
X |
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Improved administration for remote users |
X |
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Support for non-local machine administrators |
X |
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Silent Install (See*5) (ACT! by Sage Premium only) |
X |
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Automatic database maintenance |
X |
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Password rules |
X |
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ACT! scheduler in ACT! |
X |
X |
X |
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X |
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ACT! scheduler with hourly options |
X |
X |
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X |
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Simplified installation of a remote database |
X |
X |
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X |
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Streamlined sync progress bar |
X |
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Option to exclude attachments from backups |
X |
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Quick info for logged-in users |
X |
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Create remote databases simultaneously |
X |
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Specify currency at the time of database creation |
X |
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