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Category: Act! Tips
Written by Ken Quigley
May 09 2023

With the scheduled release of Act! v25 next month, it's helpful to start planning the upgrade of your Act! software. Act! v25 will include the first schema change since Act! v21, and will feature exciting improvements to Insight reporting, SMS capabilities, as well as a long list of bug fixes. Whether you plan to upgrade to the latest version, or just a newer version than what you're currently using, we suggest you read the following tips to ensure a pain-free conversion.

  1. Do you have your Act! license key? Ensure that you have your license key before you upgrade. This can be found under HELP > ABOUT ACT!
  2. Check compatibility Upgrading any software can cause system conflicts due to compatibility issues, so we suggest that your hardware meets the minimum Act! system requirements. Additionally, you should confirm that your other Office software and add-ons are compatible. Also, if you're still using a 32-bit version of Act! (v23 or older), it is wise to check all your add-ons for 64-bit compatibility. Most subscription add-ons should be fine, but perceptual license products likely need to be updated.
  3. Will my customizations convert to v25? Yes, any database, report, template, or layout customizations will come across with v25, provided you're upgrading from an Act! version released in the last decade.
    If you have any custom programming created for your current version, we suggest checking with your provider in case additional updates are required.
  4. Backup, backup, backup! We strongly advise that you have at least one reliable backup of all your data prior to upgrading your database. Nothing is worse than realizing that something has gone wrong and you don’t have a backup. See How to back up and restore an Act! database.
  5. Start clean: Your existing database should be checked before conversion to get the best results. Upgrading is a perfect time to purge old data to decrease your database size and increase the efficiency and speed of your database. To get assistance with this process, please email us at This email address is being protected from spambots. You need JavaScript enabled to view it. or call us 1-800-857-0558. Alos, if you're upgrading from a 32-bit version, be sure to completely uninstall that version and restart your PC before installing Act! v25.
  6. How much time does it take to upgrade to v25? The time required to upgrade Act! depends on the number of users, locations, and deployment methods. It can take anywhere from 15 minutes for a single user to a few days for larger, more complicated sites. Ensure that you plan the time/day for the upgrade to allow for any unforeseen complications and to avoid your staff sitting around unable to access to their data.
  7. Can I upgrade to v25 myself or will I need help? Many users successfully upgrade Act! themselves. However, the ability to do so depends on the complexity of your environment. If you are a single user on Act! Pro v22, it is a straightforward uninstall/reinstall process. If you have a team of users, are synchronizing or use a hosted database service, your upgrade will need more planning and knowledge. Our team of Act! Certified Consultants specialize in Act! CRM, so they have the expertise to help you throughout the entire upgrade process – from data clean to training. Utilizing our services will ensure that your transition to v25 is smooth, and with minimal downtime. To discuss your Act! upgrade, email us at This email address is being protected from spambots. You need JavaScript enabled to view it. or call us at 1-800-857-0558.

You can download Act! Software from our websites.
Please download the correct version (Pro or Premium/Premium Web) for your region from HERE, and note the obsolescence date for Act! v23 is the end of July this year, and the same date next year for Act! v24. 

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