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.
Basic version comparison – Pro Vs. Premium
Act! Pro
- 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
Act! Premium
- 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
Act! Premium Cloud
- 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
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 |