What's new in Act! v25

Act! Marketing Automation & Act! Companion Mobile App Enhancement
Advanced Dashboard Builder
New SMS text messaging


Act! CRM Act! Marketing Automation & Act! Companion Mobile App

Enhanced Usability

Act! Marketing Automation & Act! Companion Mobile App Enhancements

With enhancements to Act! Marketing Automation and Act! Companion, user accessibility, and the user experience are maximized for all Act! users. 

Act! Marketing Automation enhancements include a new campaign dashboard, new suppression list filters, additional date formats for mail merge, and improved list sorting.

To optimize the overall mobile app experience, we’ve made a number of enhancements to the login experience, opportunity filtering, and Act! proximity search.

Richer Insights

Act! Insight Advanced Dashboard Builder

Actionable insights are vital to business success. Act! v25 introduces an advanced dashboard builder to Act! Insight, which allows you to quickly create more granular, custom analytics dashboards so you can visualize more of your data, gain more meaningful insights, and react quickly to changing business conditions.

New dashboards can be created for multiple pieces of data stored in contact, company, group, and opportunity records, which can be grouped and filtered, allowing users to monitor aspects of their business in Act! like never before.

Active subscribers can access the new dashboard builder by going to Act! Insight, clicking the gear icon, then clicking “Create a chart,” and selecting “Create advanced chart.”

Act! Insight Advanced Dashboard Builder
Act! CRM Integrated SMS Text Messaging

Better Communication

Integrated SMS Text Messaging

With open rates 4x greater than email, text messaging is an affordable and effective way for businesses of all sizes to extend their reach, stay top-of-mind with customers, and stand out from the competition. 

Act! v25 introduces SMS4Act!, which allows for ad-hoc text messages to be sent to customers anywhere in the world, directly from Act!. Create text messages for any occasion including scheduling, order updates, shipping status, event reminders, promotion notifications, and more, and record the results in Act!.

To get started with SMS4Act!, select SMS from the top navigation bar and click on “Get Started.” 

Act! Custom Tables available for active 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! can assist your organisation, how?