Act4Advisors Contact and Client Relationship Management software for Financial
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  • Premium vs Standard

ACT! is a feature-rich, robust contact and customer management solution ideal for individuals and small business professionals who have contacts or customers. ACT! Premium Solutions are the ultimate solutions for corporate workgroups and sales teams that depend on strong opportunity management and coordinated teamwork to grow their businesses. Compare ACT! Features.

 
Sage ACT! Pro
Sage ACT! Premium
Contact and Customer Management    

Maintain contact details, notes, history, activities, opportunities, documents, secondary contacts, and more on Contact Records

Yes

Yes

Duplicate checking and the ability to merge records

Yes

Yes


Lookups and Searching
 

Lookups on all fields

Yes

Yes

Advanced queries

Yes

Yes


Sales Opportunity Management

 

Built-in or custom sales process with multiple steps

Yes

Yes

Track product/services, details, and more for each sales opportunity

Yes

Yes


Calendar and Activity Management

 

Schedule calls, meetings, and to-dos, plus custom activities

Yes

Yes

At-a-glance user availability

No

Yes

Group Scheduling Functionality
No
Yes

Prospect and Customer Communications

 

ACT! and Outlook® e-mail integration

Yes

Yes

Create activities and contacts from Outlook e-mails

Yes

Yes


Dashboards and Reporting

 

Dashboard with team views

No

Yes

Report on activities by user

No

Yes


Data Sharing and Security

 

View activities for 10+ users on your ACT! calendar

No

Yes

Specify user permissions and access

Yes

Yes


Anywhere Workforce

 

Windows or offline access

Yes

Yes

Web access 1

No

Yes


     

*If you have a large number of users or large databases, you have options with the use of Microsoft® SQL Server® 2008. To learn more, contact Sales 800.831.7636.

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