Please Contact us if you would like further
Email
Tel
information on ACT!Software
0845 230 0665
ACT! 2007 Product Family Comparison Chart
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 ■ ■