Act! Pro vs Premium

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Act! Pro vs Premium

Regardless of whether you select ACT Pro or Premium, the ACT product line has been the #1 best-selling  contact  manager for almost 30 years. Designed to take the guesswork and complexity out of managing  customer relationships, Act! gives users a 360-degree view of their contacts and interaction  history, tightly coupled with simple yet powerful scheduling and e-marketing tools.  Act! enables users to determine the best next move more easily, then take action faster, so they focus more of their time on doing what matters most: attracting new customers  and growing their businesses.

SwiftPage offers three main ACT! products. Selecting the right one depends on the number of users,  your unique security needs, and deployment requirements. The list below helps illustrate the differences between each product, as well as the costs.

If you’re still uncertain which product is right for you, please feel free to call one of our Canadian ACT Certified Consultants.

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Basic version comparison – Pro Vs. Premium

Act! Pro

Both versions of Act! include:
  • Contacts, Groups & Companies
  • Notes & History
  • Tasks, Calendar & Activities
  • Opportunity Tracking
  • Outlook®, Google®, and Social Integration
  • Best Practice Process Automation
  • Dashboards & Reports
  • Optional Handheld Contact mobile solution
  • Support for 1-10 Users
$299.95 USD/ user (one time cost) *

Act! Premium

All of the features of Act! Pro, plus:
  • Team Access to a Central Database via Windows®, Web, and Mobile
  • Group Scheduling
  • Group Dashboards and Reports
  • Enhanced Security Settings
  • Advanced Admin Options
  • Support for 10+ users
  • ACT for Web
  • HTML5-based Mobile Included 2
  • Hosting Options Available
$420 USD/ user / year (ACT Subscription – Self-hosted) *

Act! Premium Cloud

All of the features of ACT! Premium, plus:
  • Act! Premium available on Windows®, Web & Mobile, with Canadian based hosting
  • Expert technical support from Swiftpage
  • Video training (up to five hours)
  • Automatic product & feature updates
$420 USD/ user / year (ACT Subscription – Hosted) *

2 Act! Premium Mobile requires set-up and configuration of Act! Premium (access via web). Data access available via active internet connection from supported device browsers. Review Act! system requirements.

Detailed version comparison – Pro Vs. Premium

Features
Act! Pro
Act! Premium
Number of users
1-10
10+
Contact and Customer Manager functionality
Windows Mobile Access
Web access
Standard security settings
Enhanced security settings
Group scheduling functionality
Dashboards and reporting with team views
Advanced administration and sync options
Organize Contact Details
New easier to navigate ACT! interface including a Welcome Page
Attach documents to History and Activities
Create Company Records
15 levels of Groups and Subgroups with dynamic membership rules
Apply Note / History items to multiple contacts
Rich Text Formatting
Web Links Tab
Link Contact/Company Fields
Inbuilt integration with Sage 50 Accounts
Import data from hoovers.com¹
Communicating with Contacts
Automatic contact sync between ACT! & Outlook
Send Outlook emails directly from ACT!
Attach new Outlook emails to an ACT! contact
Create ACT! Contacts from Outlook E-mail
Choose an ACT! history option for every new Outlook email
Attach received Outlook emails to ACT! en masse
Use Outlook Rules to automatically file emails in ACT!
ACT! E-Marketing tab
Get more done
Create ACT! Smart Tasks
Import data directly from Excel
Custom History / Activity Types
Custom Priorities
Check other users activity availability
Interactive graphical dashboards
Automatic Outlook Calendar Sync
Create ACT! activities from Outlook
Team dashboards
View activities for 10+ users
View of Customer Interactions
Advanced Keyword Search
Save Look ups as Groups
Edit Queries & Preview Results
Perform searches on Groups and Companies
Switch searches between contacts, groups & companies
Previous look-up option
Field Level Security
Export ACT! contacts in vCard format
Supports Citrix/Terminal Services access
Set Password Format, Expiry & Re-Use Rules
Create up to 50 remote databases simultaneously
Company and Group Security Rules enforced
Set Custom User Permissions
Grant Contact Access en Masse
Dual Web Access capability
Web Access using FireFox
Supports Windows 7 & 8
Supports MS Office 2013
Works with 64-bit versions of Vista & Win Server 2003/08/12
Automatic Database Sync & Backup
Automatic Database Maintenance
Field Level Security
Faster sync and sync progress bar
Exclude attachments for faster back-up
Control your sales pipeline
Create Sales Opportunities layouts
Add unlimited custom opportunities fields
Track communications with each opportunities
Create multiple sales processes
Filtered opportunity List View
Track Multiple Products per Opportunity
Recherche d’opportunités
Customizable Opportunity Fields
One Button Export to Excel
Define a default currency for each ACT! database
Sales dashboards
Link Opportunities with multiple contacts
Sales team dashboards
= Included
= Partially included
= Not included

500 Gordon Baker Road,
Toronto ON M2H 3B4
  1.800.857.0558 - 416.499.3090
  info@actcrm.ca
www.actcrm.ca