Act Today - premier provider of Customer Relationship Management (CRM) software and solutions in Australia. With our team of 20 Certified Consultants, we specialise in ACT!, helping businesses put systems in place to increase their sales, improve their productivity and boost profits. Services include CRM strategy, implementation, conversion, upgrade services and training                            Prosper Through Better Business Relationships
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      from ACT! 6
      from ACT! 7/8 Standard
       from ACT! 7/8 Workgroups
      Why Workgroups 		 

Upgrading from ACT! 6

ACT! 2007/9 Standard


ACT! by Sage 2008 offers an extensive amount of new features and functionality over your current version of ACT!. Top rated features from other ACT! customers that have upgraded from ACT! 6.0 include the Company Record feature, one-click Excel export†, separate Notes and History tabs for tracking information, direct integration with Microsoft Outlook and an Interactive Dashboard.

Top features and benefits:

  1. Seamlessly integrate ACT! and Microsoft Outlook E-mail, saving you time while allowing you to track vital information on your ACT! Contact Record.
  2. New interactive Dashboard with comprehensive, graphical representations of key information.
  3. Quickly view your most recent communications with a contact using the Last E-mail field.
  4. Manage your contacts at the company level for a complete customer view.
  5. Utilise separate Note and History tabs for more accurate tracking of your relationship with a contact.
  6. View multiple notes at once and preview the critical ones using the new split-panel notes feature.
  7. Maintain accurate, up-to-date customer information in one database.
  8. Analyze your data or share with non-ACT! users using one-click export to Microsoft Excel.
  9. Tailor ACT! to your business using customisable priority, activity, and history types.
  10. Garner more accurate reporting and better insight into your business with advanced field types.
  11. Organise and drill down on important groups of contacts.

What can you expect with ACT! 2008/10?

Ready to upgrade?

Please review the ACT! 6 to ACT! 2008 Considerations as there are many issues to consider before upgrading.

Please be sure to review the system requirements for compatibility.

See How to Order

Should you be considering ACT! Premium products?

They provide:

  • Flexible deployment options with ACT! by Sage Premium 2008 (10.0) and ACT! by Sage Premium for Web 2008 (10.0).
  • Scalability to accommodate larger workgroups or teams.
  • Centralised administration and advanced security functions geared towards workgroups and teams.
  • Automatic database synchronisation, maintenance, and backup to ensure up-to-date customer information and database reliability.
  • Advanced opportunity tracking for more accurate data and better reporting.
  • Group Scheduling for your entire workgroup to increase team efficiency.
  • Synchronisation of ACT! and Microsoft Outlook calendars so you have current times of important meetings.

Read more about Premium for Workgroups


Important Note: Customer activation and registration are required to use ACT! Standard and ACT! Premium. Certain features have changed or are no longer available, including inbound caller ID functionality, WinFax integration, recording and playback of macros,
e-mail/modem–based database synchronisation, and SideACT!. Several aspects of the system requirements have been updated. It is recommended that you carefully review the system requirements for compatibility and acceptance prior to upgrading.

Compatibility with ACT! Products: ACT! 2008/10 and ACT! 2008/10 Premium are not compatible with ACT! Premium for Web 2005/2006, ACT! for Palm OS® 1.0 or ACT! Link 2.0 for use with QuickBooks®. Compatible versions may be released in the future.

ACT! Add-on Products: Certain ACT! add-on products may not be compatible with ACT! 2008/10 and ACT! 2008/10 Premium. Please check our addons page or contact us to determine compatibility.

  1. During setup, users must select if they want to access Outlook e-mail through the ACT! E-mail client or direct integration with Outlook. Requires Microsoft Outlook 2002, 2003 or 2007.
  2. Sage Software offers a recommendation of up to 30 users for ACT! Premium and ACT! Premium for Web (EX Editions) and up to 50 users for ACT! Premium and ACT! Premium for Web (ST Editions). Actual scalability and number of users supported will vary based on hardware and size and usage of your database. Sage Software scalability recommendations are based on in-house performance tests using the recommended server system requirements. Published minimum system requirements are based on single user environments. You must purchase one license of ACT! per user.
  3. This feature is not available in ACT! Premium for Web.
  4. Requires Microsoft Outlook 2002, 2003 or 2007. This feature is not available in ACT! Premium for Web.

 
 

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