What's New in Act! CRM v27? - Smarter Business

What's new in Act! v27

Act! Premium Desktop v27 introduces a suite of powerful enhancements designed to make managing data, opportunities, and records faster and easier than ever. Whether you’re a CRM power user, administrator, or team lead focused on keeping your database clean and consistent, v27 helps eliminate bottlenecks, cut down on manual work, and give you greater control over how your data behaves inside Act!.

Act! Premium V27 Download link How do I upgrade to Act! v27 from a previous version?

Work Smarter with Your Data

Keep your database organised and accurate with tools that simplify updates and help you find exactly what you need. Cut out repetitive tasks to save time, reduce errors, and keep your records complete for more confident decision-making.

What’s new:

Append to Field: Apply changes to a field across multiple records by editing or appending values—without overwriting existing data. Append to Field makes bulk updates safer and more flexible, letting you enrich records, add tags, or adjust fields while preserving what’s already there.
List Lookup: Quickly search your Act! database against any list—or multiple values at once. Whether you’re pasting in a list of email addresses or entering common field values, List Lookup finds every matching contact in seconds without the need for repetitive lookups.

Simplify Pipeline & Record Management

Manage opportunities and records with fewer steps and greater accuracy. Reduce repetitive actions to speed up workflows, keep company and contact details in sync, and help your team focus on moving deals forward.

What’s new:

Oppdater: Easily manage large volumes of opportunities with one step. Oppdater lets you apply mass updates to Status, Process, or Stage for all opportunities in a lookup—streamlining pipeline management and eliminating repetitive edits.
Primary Contact Plus: Easily keep contact and company details aligned. With Primary Contact Plus, you can set a primary contact, sync their information across the company and all linked contacts, and bring together related custom table data—preventing overwrites and ensuring every record stays accurate and consistent.

Stay Current & Compatible

Act! v27 keeps your platform current with the latest technology, ensuring compatibility and long-term stability. With SQL 2022 included and a new mail merge option, you can work confidently knowing your CRM is secure, supported, and adaptable to your needs.

What’s new:

Microsoft SQL 2022: Run Act! with confidence on the latest Microsoft SQL platform, ensuring smooth performance, stronger security, and compatibility with today’s business technology.
Mail Merge Enhancements: Mail merge to Word and email now uses the same process and file formats as Act! in the Cloud—delivering a consistent experience across platforms and making it easier to work with templates and merged documents.

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 Act!. 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?

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