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Act! Pro vs Premium

Act! Pro vs Premium
All the juicy differences
 

Overview

Pro

Premium

Number of users 1 -10 10+
Contact and Customer Manager functionality X X
Windows Mobile Access (Sage ACT! Connect) X X
Web access via "ACT! for Web" & "ACT! Premium Mobile" - X
Standard security settings X X
Enhanced security settings - X
Group scheduling functionality - X
Dashboards and reporting with team views - X
Advanced administration and sync options - X
 

Organize Contact Details

Pro

Premium

New easier to navigate ACT! interface including a Welcome Page X X
Attach documents to History and Activities X X
Create Company Records X X
15 levels of Groups and Subgroups with dynamic membership rules X X
Apply Note / History items to multiple contacts X X
Rich Text Formatting X X
Web Links Tab X X
Link Contact/Company Fields X X
Integration with Sage 50 Accounts (with free Sage ACT! Link) X X
Import data from hoovers.com¹ X X
     

Communicating with Contacts

Pro

Premium

Automatic contact sync between ACT! & Outlook X X
Send Outlook emails directly from ACT! X X
Attach new Outlook emails to an ACT! contact X X
Create ACT! Contacts from Outlook E-mail X X
Choose an ACT! history option for every new Outlook email X X
Attach received Outlook emails to ACT! en masse X X
Use Outlook Rules to automatically file emails in ACT! X X
ACT! E-Marketing tab X X
     

Get more done

Pro

Premium

Create ACT! Smart Tasks X X
Import data directly from Excel X X
Custom History / Activity Types X X
Custom Priorities X X
Check other users activity availability X X
Interactive graphical dashboards X X
Automatic Outlook Calendar Sync X X
Create ACT! activities from Outlook X X
Team dashboards - X
View activities for 10+ users - X
     

Control your sales pipeline

Pro

Premium

Create Sales Opportunities layouts X X
Add unlimited custom opportunities fields X X
Track communications with each opportunities X X
Create multiple sales processes X X
Filtered opportunity List View X X
Track Multiple Products per Opportunity X X
Opportunity Lookups X X
Customizable Opportunity Fields X X
One Button Export to Excel X X
Define a default currency for each ACT! database X X
Sales dashboards X X
Link Opportunities with multiple contacts X X
Sales team dashboards - X
     

Complete View of Customer Interactions

Pro

Premium

Advanced Keyword Search X X
Save Lookups as Groups X X
Edit Queries & Preview Results X X
Perform searches on Groups and Companies X X
Switch searches between contacts, groups & companies X X
Previous look-up option X X
Manage "Resources" with Activities - X
     

Securely Administer & Deploy to Teams

Pro

Premium

Export ACT! contacts in vCard format X X
Supports Citrix/Terminal Services access X X
Set Password Format, Expiry & Re-Use Rules X X
Create up to 50 remote databases simultaneously X X
Company and Group Security Rules enforced X X
Set Custom User Permissions like restricting "Record Deletion" and "Export to Excel" - X
Grant Contact Access en Masse - X
Dual Windows and Web Access capability - X
Web Access using FireFox - X
Supports Windows 7 & Windows 8 (ACT 2013 SP1) X X
Supports MS Office 2010 & Office 2013 (ACT! 2013 SP1) X X
Works with 64-bit versions of Vista & Win Server 2003/08/11 (ACT! 2013 SP1) X X
Automatic Database Sync & Backup X X
Automatic Database Maintenance X X
Field Level Security - X
Faster sync and sync progress bar X X
Exclude attachments for faster back-up X X
Advanced syncing features with "Network & Internet Syncing" - X

 

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