ACT! Comparison Chart

ACT! by Sage Features: Product Features Comparison

Key Differentiating Features

This abbreviated chart helps you decide among the options. Instead of focusing on all of the amazing features that you will find in ACT, this chart lists only the major differentiating factors to help you understand the differences when making your selection.

KEY DIFFERENTIATING FEATURES	ACT! 2007	Premium for Workgroups 2007	Premium for Web 2007
SOFTWARE INTEGRATION FEATURES
Works with Microsoft Word	■	■
Works with Lotus Notes	■	■
Syncs with PDAs (Palm or PocketPC)	■	■
Peachtree or Quickbooks Integration	■	■
Create Contact from Outlook Email	■	■
Outlook Calendar Integration	■	■
Automatic Outlook Calendar Sync		■
SCHEDULING FEATURES
Activity Series Scheduling	■	■
Availability tab in Schedule Dialog		■
OPPORTUNITY FEATURES
Customizable Opportunity Fields		■	■
Instant Quote	■	■
SECURITY FEATURES
Limited Access for Contacts		■	■
Custom User Permissions		■	■
Field Level Security		■	■
AUTOMATION FEATURES
Database Backup		■	■
Database Sync		■
Silent Install Support		■

Platform Differentiating Features

PLATFORM DIFFERENTIATING FEATURES	ACT!	Premium (EX)*	Premium (ST)*
Number of Users	1 - 10	1 - 30	1 - 50+
File Size Limitation of Database	4GB	4GB	No Limit
Max RAM Used	1GB	1GB	OS Max
MAX Number of Processors Used	1	1	4

* Windows and Web Version

ACT! by Sage 2007 Product Family: Feature Comparison

Interface did not change from 2006 or 2007 and is very similar to earlier versions of ACT!
Feature set is consistent with ACT! 6.0: Important menus maintained and Hotkeys and Function Keys work the same.
View the system requirements for all 2007 versions.

FEATURES	ACT! 2007	ACT! Premium for Workgroups 2007	ACT! Premium for Web 2007
ORGANIZE YOUR CONTACT DATA IN ONE PLACE
Track complete information including attachments, documents, sales opportunities, e-mails, and more	■	■	■
60+ pre-defined fields	■	■	■
Enter virtually unlimited date-and time-stamped Notes and History	■	■	■
Split-panel Note preview	■	■	■
Create Company records	■	■	■
Specify linked Contact/Company fields	■	■	■
Update Company linked fields from a Contact	■	■	■
15 hierarchies of Groups and Subgroups dynamic membership	■	■	■
Attach documents to Activity and History items	■	■	■
Share Notes and History between Contacts	■	■	■
Rich Text Formatting supports colours, bullets, graphics, URLs	■	■	■
Layout Designer	■	■	■
Customizable navigation bar	■	■
Maintain private records	■	■	■
STAY IN TOUCH AND GROW BUSINESS RELATIONSHIPS
Linked correspondence	■	■	■
Last Communication fields	■	■	■
Built-in word processor supports tables, HTML images, spell checking, and more	■	■	■
Mail Merge using ACT! Word Processor or Microsoft Word	■	■	■
Validate and correct addresses during mail merge	■	■	■
Pre-formatted templates	■	■	■
ACT! E-mail Client	■	■
ACT! E-mail Client integrated with Lotus Notes	■	■
Integration with Outlook e-mail	■	■	■
Use Outlook e-mail while in ACT!	■	■	■
Use ACT! as Outlook address book	■	■	■
Resolve e-mail address and create ACT! History from Outlook	■	■	■
Attach Outlook e-mail to ACT! Contacts	■	■	■
Specify Outlook default History types	■	■	■
Create ACT! Contact from Outlook e-mail	■	■
PRIORITIZE YOUR WORK
Schedule calls, meetings, and to-dos	■	■	■
Track Activities	■	■	■
Rich Text Formatting in Activity details	■	■	■
Built-in Calendar with Calendar pop-ups	■	■	■
Five different calendar views	■	■
Filter private activities	■	■	■
Create and edit Activity Series	■	■	■
Activity conflict notification	■	■	■
Automatic rollover of Activities	■	■	■
Recurring Activities	■	■	■
View other users Calendar	■	■
Set alarms	■	■	■
View global events	■	■	■
Paper organizers templates	■	■	■
Automatic Sync with Outlook Calendar		■
FORECAST AND TRACK SALES OPPORTUNITIES
Forecasting tools	■	■	■
Opportunity List View	■	■	■
Customize sales processes	■	■	■
Generate product list	■	■	■
Import product list	■	■	■
Track multiple products	■	■	■
Opportunity Lookups	■	■	■
Customizable Opportunity fields		■	■
Drop-down lists in Opportunity fields		■	■
Instant quotes	■	■
Sales reports	■	■	■
Pipeline report	■	■	■
Export to Excel	■	■	■
Schedule from an Opportunity	■	■	■
GET A COMPLETE VIEW OF CUSTOMER INTERACTIONS
Advanced Keyword Search	■	■
Quick Search	■	■	■
Save Lookups as Groups	■	■	■
Lookup ranges	■	■	■
Lookup Indicator	■	■
Edit within Queries	■	■
40+ standard reports	■	■	■
Report Designer	■	■	■
Field types picture, Yes/No, memo, e-mail	■	■	■
Customize drop-downs; utilize multi-select values	■	■	■
Share drop-down lists across different fields	■	■	■
Custom Activity types	■	■	■
Custom History types	■	■	■
Custom Priority types	■	■	■
SECURELY ADMINISTER AND DEPLOY TO WORKGROUPS & TEAMS
Increased scalability to accommodate your workgroup or team		■	■
5 security levels for users	■	■	■
Custom user permissions		■	■
Grant Contact access en masse		■	■
Lookup Contacts by access		■	■
Password expiration options	■	■	■
Complexity of a password	■	■	■
Password re-use	■	■	■
Field level security		■	■
Secure Notes, History, and Opportunities en masse	■	■	■
Automatic database sync		■	■
Automatic database backup		■	■
Automatic database maintenance		■	■
Silent install		■
Eliminate duplicate Records	■	■	■
Prevent duplicate Records	■	■	■
ACCESS CRITICAL INFORMATION WHEN MOBILE OR REMOTE
Citrix/Terminal Services support	■	■
Synchronize Palm OS	■	■
Synchronize Pocket PC	■	■
Works with ACT! for Palm OS	■	■
ACCOUNTING INTEGRATION
Peachtree by Sage	■	■
QuickBooks® Professional and QuickBooks Premier	■	■

ACT! Product Line

Products and Solutions

Products for 1-5 Users

Products for 6 or More Users

ACT! Premium for Real Estate

Accounting Integration

Mobile Solutions

Add-on Solutions

SageCRM Solutions

Features . Technology

ACT!- Goldmine Comparison

Resources

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ACT! Comparison Chart

ACT! by Sage Features: Product Features Comparison

Key Differentiating Features

Platform Differentiating Features

ACT! by Sage 2007 Product Family: Feature Comparison

ACT! Product Line

Features . Technology

Resources

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