Act4Advisors Contact and Client Relationship Management software for Financial
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ACT! 6
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ACT! 2009
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ACT! 2010
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ACT! 2011
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ACT! 2012

Contact and Customer Management

Separate Notes and History tabs
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Notes and History shared between Contacts
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Unlimited Secondary Contacts
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Rich text formatting including colors, bullets,
graphics, URLs
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Attach documents to Activities and History
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Synchronize attachments
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Groups with 15 levels of hierarchy (14 Subgroups)
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Dynamic Membership
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Split Panel Notes Preview
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Hyperlink to Companies from Contact List view
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Specify Linked Contact/Company fields 1
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Print any ACT! calendar template with the contact phone number Contact Management Software
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View all group associations
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Duplicate checking for Groups and Companies
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Advanced Queries for Groups and Companies
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List Edit Mode
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Duplicate checking by first and last name need CRM Solutions need CRM Solutions
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Streamlined, easier to use layouts with new colors need CRM Solutions need CRM Solutions
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Related Tasks need CRM Solutions need CRM Solutions
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Consolidated menus need CRM Solutions need CRM Solutions
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Welcome Page need CRM Solutions need CRM Solutions
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Related Contacts need CRM Solutions Contact Management Software Contact Management Software Contact Management Software Contact Management Software
Social Media Integration need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software
Company Records
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Contacts linked to Companies
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Tree view for Companies
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Sage Business Info Services for ACT!14 need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software
Direct Import from Excel® Re-designed Welcome Page with Featured Videos need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software
Sage ACT! Scratchpad** need CRM Solutions need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software
Sage ACT! Connect * need CRM Solutions need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software

Intuitive Interface

 
Streamlined Setup Assistant
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Lookups and Searching

 
Lookup Indicator2
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Edit existing Queries2
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Advanced Keyword Search2
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Save Lookups as Groups
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Easy and powerful Lookups
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Fast access to previous contact Lookups
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Instant Access to Search need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software
Universal Search need CRM Solutions need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software

Sales Opportunity Management

 
Opportunity list view need CRM Solutions
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Opportunity Lookups
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Instant Quotes 2, 3
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Multiple built-in ACT! sales processes need CRM Solutions
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Track multiple products
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Generate and import product list4
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Opportunity date fields
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Customizable Opportunities need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software
New ACT! Sales Processes need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software
Instant Quotes in ACT! Premium for Web with Word need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software
Customizable Opportunities need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software

Calendar and Activity Management

 
Rich text formatting in Activity details
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Five calendar views including daily, weekly,
and monthly
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View global events
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Change activity organizer
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Automatic Outlook calendar sync2
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ACT! activity scheduling from Outlook e-mails
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One-click calendar copy
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Calendar printing improvements
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Calendar visibility improvements
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Support for iCalendar need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software
Smart Task need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software

Marketing Communications

 
 
Built-in spell checker
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Improved Mail Merge
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Validate and correct addresses during Mail Merge
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ACT! E-mail Find
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Last Email Field
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Last E-mail field
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En Masse E-mail attaching
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E-mail send from the Notes Preview Pane
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Email marketing, survey and web forms, marketing results tab, and drip marketing need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software
Mail merge in Sage ACT! Premium for Web with Word need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software
Professionally Designed Email Marketing Templates15 that compliment Smart Tasks need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software

Dashboards and Reporting

 
ACT! Dashboard
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ACT! Premium Dashboard with team views
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20+ preformatted/streamlined sales reports
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Graphical sales pipeline with drill down to see
opportunity details
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Streamlined reports view need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software
New Dashboards need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software
13 New Reports need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software
New OLEDB Provider need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software

Data Sharing and Security

 
Group scheduling
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Manage resources including conference rooms and equipment
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Five security levels
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Mark Notes and Opportunities as private
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Secure Notes, History, and Opportunities en masse
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Field level security
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Company security6
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Group and Company security7
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Customization

 
Share drop-down lists across different fields
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Field types – Picture, Yes/No, Memo, E-mail
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Customizable drop-downs; utilize multi-select values 4
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Customizable Priority, Activity, and History types4
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Customizable opportunity field names and types with drop-down lists4
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Administration

 
Scalability to accommodate larger teams8
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View team memberships4
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Grant Contact access en masse4
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Lookup Contacts by access
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Custom user permissions
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Automatic database sync and backup4
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Automatic database maintenance4
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Password rules
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Query-based sync
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Improved administration for remote users4
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Support for Non-Local Machine Administrators4, 9
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Silent Install10
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ACT! Scheduler in ACT!
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ACT! Scheduler with hourly options11
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Simplified installation of a remote database
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Streamlined sync progress bar
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Option to exclude attachments from backups11
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Quick info for logged-in users
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Create remote databases simultaneously
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Specify currency at the time of database creation
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Anywhere Access

 
Sage ACT! Connect* need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software Contact Management Software
Sage ACT! Premium Mobile need CRM Solutions need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software
Smartphone i.e iPhone, iPad, Android, Windows Mobile, Blackberry, etc.12
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Citrix® or Terminal Services13 support
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ACT! Premium for Web (hosted or self hosted) need CRM Solutions Contact Management Software Contact Management Software Contact Management Software Contact Management Software

Integration

 
Peachtree by Sage2 Contact Management Software
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Export to Excel®
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Use ACT! as Outlook address book
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Simply Accounting by Sage, Sage MAS 90 and Sage MAS 200, and Sage BusinessWorks2
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ACT! e-mail client integrated with Outlook, Outlook Express, or Lotus Notes® Contact Management Software Contact Management Software Contact Management Software Contact Management Software Contact Management Software
Create ACT! contacts from Outlook e-mail2
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Attach Outlook e-mail to ACT! contacts
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Specify default history types and create ACT! history from Outlook
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Flexible Outlook rules and ACT!
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Support for vCard
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Outlook Contact Sync need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software
Outlook Calendar Sync need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software
Outlook Contact and Calendar Sync in the Sage ACT! Premium Web Client need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software Contact Management Software
Gmail Integration need CRM Solutions need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software
Google Contact Sync need CRM Solutions need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software
Google Calendar Sync need CRM Solutions need CRM Solutions need CRM Solutions need CRM Solutions Contact Management Software

If upgrading from ACT! 6.0, Sage ACT! offers over 300 new features!

* Requires an additional subscription.
** Sage ACT! Scratchpad is not supported ina a Citrix environment.

1 Not all fields can be linked and linked field types must be compatible.
2 This feature is not available in ACT! Premium for Web.
3 Requires Microsoft Excel and Word 2003, 2007, and 2010.
4 In ACT! Premium for Web, this operation must be performed on the Web server.
5 ACT! must be added as an Outlook address book to use this feature.
6 In order to utilize Company Security, you must add the Company Access control to your layout.
7 Limited access Group and Company names will be viewable from the tree view, but all associated information will remain inaccessible.
8 Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements found at:
www.act.com/2009systreq are based on single user environments. You must purchase one license of ACT per user.
9 Must be a member of the Microsoft Windows Administrator’s group to perform the following: install, register, and activate ACT. Features such as ACT! Scheduler (Premium product only), sharing database with other users, and changes to handheld sync settings must be performed by a Windows administrator.
10 Delivered as an MSI package. Software to distribute MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate.
11 In ACT! Premium for Web, administrative functions must be performed on the Web server.
12 Requires additional purchase.
13 Citrix and Terminal Services require specific configurations. Citrix is supported using Presentation Server 3.0 and 4.0.
14 Requires additional subscription.
15 Three Smart Task templates require a subscription to Sage E-marketing for ACT!.

Important Notes: Review Sage ACT! system requirements at www.act.com/2011systreq. You must purchase one license of Sage ACT! per user. Scalability varies based on hardware, size, and usage of your database. Compatibility: Visit www.actsolutions.com or contact your add-on product provider to determine compatibility. Review ACT! Mobile Live system requirements at www.act.com/mobilesystreq. Sage ACT! 2011 now supports Firefox® 3.5 and 3.6, and Microsoft® Office 2010 32-bit version. In Sage ACT! Premium (access via web), Sage Business Info Services for ACT! import functions must be performed on the web server. Sage E-marketing for ACT! is powered by Swiftpage™

Important Note for ACT! 6.x or Prior Customers: Customer activation and registration are required to use Sage ACT!. Certain features may have changed or are no longer available, including inbound caller ID functionality, WinFax integration, recording and playback of macros, email/modem-based database synchronization, and SideACT!.


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