ACT! Version Comparison Guide

ACT! is a feature-rich, robust contact and customer management solution ideal for individuals and small business professionals who have contacts or customers. ACT! Premium Solutions are the ultimate solutions for corporate workgroups and sales teams that depend on strong opportunity management and coordinated teamwork to grow their businesses.

Version Features
Sage ACT! 2012
  • Sage ACT! Scratchpad , a convenient, virtual notepad
  • Universal search that looks in contacts, groups, companies, opportunities, notes, history, and attachments
  • Seamless interaction with Gmail®
  • Google® Contacts and Google Calendar™ sync
  • Access to Sage ACT! contacts and calendar from popular smartphones, tablets, like the iPad®, and your laptop via supported web browsers with Sage ACT! Connect
  • Confirmation message after you import from sources like Excel® and other Sage ACT! databases
  • Menu that displays exact install times and components required
  • Works with Internet Explorer® 9 and Firefox® 4
Sage ACT! 2011
  • Smart Tasks, which is like workflow, only easier
  • Leads with Sage Business Info Services for ACT! powered by Hoover’s™
  • Microsoft® Outlook® contact and calendar sync
  • Direct import from Excel®, no .csv required
  • Works with Microsoft Office 2010 and Windows® 7
Sage ACT! 2010
  • View LinkedIn®, Facebook®, and more from within Sage ACT!
  • Email marketing with Sage E-marketing for ACT!
  • Reports view
  • Simplified navigation
  • Welcome page with feature tours, help, and news from Sage
  • Customizable opportunities
Sage ACT! 2009
  • Related contacts
  • Seamless interaction with Microsoft® Outlook® email
Sage ACT! 2008
  • Graphical dashboards
  • Duplicate checking by first and last name
  • Duplicate checking for groups and companies
  • Advanced Queries for groups and companies
Sage ACT! 2007
  • Last email field
  • Specify linked contact and company fields
  • Field-level security
  • En masse security for notes, history, and opportunities
Sage ACT! 2006
  • Customizable opportunity field names and types
  • Citrix® and Terminal Services
  • Field-level security
  • Automatic database backup and sync
Sage ACT! 2005
  • Multi-select values
  • Customizable drop-downs
  • Rich text formatting
  • Groups with dynamic group membership
  • Company records
  • Multiple calendar views
  • Opportunity list view
  • Instant quotes using supported versions of Microsoft® Excel® and Word
  • Sample sales processes
  • Graphical sales pipeline
  • Preformatted reports
  • Export to Excel
  • Query-based sync

1 Sage ACT! Scratchpad is not supported in a Citrix® environment.
2 Review Sage ACT! Connect system requirements at www.act.com/connectsystreq to confirm supported smartphones, tablets, and web browsers. 3 Requires additional subscription.
4 400 leads per month are included in the Reference + Leads service level. Additional leads are sold in blocks of 400.
5 Requires additional subscription.
6 Requires additional subscription.
7 This feature is only available in Sage ACT! Premium.
8 This feature is only available in Sage ACT! Premium.
9 This feature is only available in Sage ACT! Premium.

Please Contact Us or call us at 888-774-4653 if you have any questions or concerns.

Consultants and Trainers ACT! - Southern California

Phone: 888-774-4653
Fax: 866-798-2413

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