What new in Act v20 - Most Innovative Act! Ever

Act! v20 has a completely overhauled Outlook / Office / Google integration, added the long anticipated Custom Tables and even more to the CRM product trusted for over 30-years.

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Act! Custom Tables available to active Act! Premium Plus subscribers

Do you maintain complex data separate from Act!, because you struggle to find the right place for insurance policy details, product catalogues, mortgage information, or project management dates? Unlock the full potential of Act! using Custom Tables Manager and Industry Templates in the new Act! Premium Plus. Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique business processes, and specialised industry practices together in Act! to manage your business. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies,groups, and opportunities for easy reference. Plus, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more.

  • Asset Tracking
  • Event Management
  • Financial Services
  • Recruitment
  • Membership
  • Project management
  • Service management
  • Support management
  • Training
  • Any specialised use

Act! Insight Dashboards available to active Act! Premium subscribers

Active Act! subscribers will gain rich insights to guide decision-making from NEW interactive, graphical Act! Insight dashboards. The Key Insight dashboard enables users to understand more about marketing efforts, their sales pipeline, business performance, and business health.
Users can personalise dashboards and configure the Act! Insight view to display insights relevant to their business or individual role. Users also gain a new Act! Insight view in the Act! Companion mobile app.

  • Average Time in Stage
  • Marketing Effectiveness/Penetration
  • Business Health
  • Return on Investment
  • Customers Location of Sales by…
  • Productivity by Rep
  • Top Customers
  • Average time to close an opportunity
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Fresh, new look to Act! v20

Act! v20 boasts a modernised UI with updates consistent across Windows® and Web.

Updates include a modern navigation bar, new big button menu design, new Web login screen and contemporary icons.

Fortunately all the features and functionality you love are still right where you’d expect to find them!

If the dark menu bars don’t appeal to you, don’t worry. You can switch to a silver colour theme with a few clicks of the mouse.

New look available to Act! Premium Subscribers and Act! Pro v20 users

Optimised Act! v20 Emarketing Workflow

All Act! v20 users leveraging the power of Act! emarketing can now manage campaigns through an intuitive, optimised workflow within Act!.

Users can quickly and easily execute campaigns and track results from five newly designed views:

Overview, Options, Create, Send and Track with full-screen Call Lists – all now fully integrated within Act!.

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Act! Companion - new mobile app

Stay connected to key Act! Premium details from wherever you are with Act! Companion, a native mobile app designed for iPhone®, iPad®, and Android™ . Create and update contacts, receive alerts for upcoming activities, capture important history items, and get driving directions with maps. Best part, Act! Companion is included in your active Act! Premium subscription at no extra charge!

  • Create, update, and delete contacts on-the-fly.
  • Schedule and update activities and to-dos.
  • Receive alerts for upcoming activities so you can plan for what’s next.
  • Capture important history items and associate history to contacts or users with @mentions.
  • Schedule and update activities and to-dos.
  • Get driving directions, find nearby places of interest, and navigate to meetings with maps.
  • Gain insight into business and team performance with interactive, graphical Act! Insight dashboards.

Dozens of Act! v20 Usability Improvements

Users can now work with Act! on Chrome for Mac. Below are just a few of the usability Improvements you will find with Act v20.

  • Quickly identify opportunities that need attention with the new opportunity field ‘Days in Stage’.
  • Right-click functionality in Windows® to change the status of an opportunity
  • Use ‘freeze columns’ functionality in Windows® when working in list views
  • Available to Act! Premium Subscribers and Act! Pro v20 users
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Ask Act! with Amazon Alexa Integration

Ask Act! with Amazon Alexa will revolutionize the way Act! Premium subscribers interact with their CRM by allowing them to quickly access contact details, look up customer information, and inquire about what’s on their calendar. Users can retrieve existing data easier than ever before.

“By 2020, Gartner predicts 30 percent of searches will be done using audio-centric technology such as Amazon’s Echo, Dot or Show,” said Lorcan Malone, president and COO of Swiftpage. “Soon, Act! subscribers will be able to interact with their CRM through simple commands to save time, free up their hands and increase productivity.”

  • Access contact details
  • Access calendar details
  • Works with Amazon Echo, Echo Dot, and Echo Show

Which is the right Act! CRM software management solution for you?

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Act! Pro

Entry-level, out-of-the-box feature set for individuals

  • Desktop access
  • Contact management
  • Sales automation
  • Act! emarketing


Best for:

Cost-conscious individuals and small workgroups.

Deployment:
Windows®

Features:
Contacts, Groups & Companies, Notes & History
Tasks, Calendar & Activities, Opportunity Tracking
Outlook, Google, Dropbox & social integration
Integrated emarketing Services
Best Practice Process Automation
Dashboards & Reports
Mobile and Marketplace Solutions Available

Only €279 per user

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Act! Premium

Full-featured, everywhere access CRM for individuals & teams

Instant on-premises with online access or cloud hosted with Act! Premium

  • Online, offline, & mobile access
  • Contact management
  • Sales automation
  • Act! emarketing
  • Act! Insight
  • Act! Connect
  • Act! Companion app
  • Act! Premium Contact Link
  • Act! API
  • Expert technical support
  • Product upgrades

Best for:
Mature small-to-medium sized businesses that value flexibility and web services connectivity.

Deployment:
Windows®, Web, Cloud hosted and Mobile

Features
Group access PC, Web, mobile
Group Scheduling,
Group Dashboards and Reports
Enhanced Security Settings
Advanced Admin Options

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Act! Premium Plus

Adaptable CRM that complements your unique business

Unlock the full potential of Act! with Custom Tables in a flexible on-premises or Cloud environment

Includes Act! Premium features, plus:

  • Custom Tables Manager
  • Industry Template Library
  • Private Cloud option

Best for:
SMBs requiring an adaptable CRM that complements your unique business. desktop or Cloud environment options.

Deployment:
Windows®, Web, Cloud hosted and Mobile

Features:
Subscription based Payment
On-demand access to Act! Premium
Exclusive video training
and expert support – included!
Automatic setup, backups, and upgrades
Affordable, flexible subscription options
Integrated emarketing services

  • €35*

    Prices are per user/month/excl. VAT

    **Billed annually at €420 plus vat

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