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Is ACT! 2007 Software
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If you choose one of the Premium versions (Web or Workgroups), you can choose to upgrade your database platform to Microsoft® SQL ServerTM Standard. How do you know which to choose? Well, it's all about scalability.
I've created several comparison charts below to help you decide which ACT! is the right one for you and your company. OR, try using our Select Your ACT! Version Wizard to help you decide what you need.
Because we are one of the largest resellers in North America, we can offer you a better deal than the one ACT! is currently offering.
| Key Differentiating Features | ACT! | Prem WrkGrp | Prem Web | ||
| Software Integration Features | |||||
| Works with Microsoft Word | X | X | |||
| Works with Lotus Notes | X | X | |||
| Syncs with PDAs (Palm or PocketPC) | X | X | |||
| Peachtree or Quickbooks Integration | X | X | |||
| Create Contact from Outlook Email | X | X | |||
| Outlook Calendar Integration | X | X | |||
| Automatic Outlook Calendar Sync | X | ||||
| Scheduling Features | |||||
| Activity Series Scheduling | X | X | |||
| Availability tab in Schedule Dialog | X | ||||
| Oppotunity Features | |||||
| Customizable Opportunity Fields | X | X | |||
| Instant Quote | X | X | |||
| Security Features | |||||
| Limited Access for Contacts | X | X | |||
| Custom User Permissions | X | X | |||
| Field Level Security | X | X | |||
| Automation Features | |||||
| Database Backup | X | X | |||
| Database Sync | X | ||||
| Silent Install Support | X | ||||
| Platform Differentiating Features | ACT! | Prem Web / Windows | Prem Web / Windows SQL [ST] | ||
| Scalability | |||||
| 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 | ||
Feature Comparison Chart: ACT! 2007 Product Family
Bolded items below are new or improved features to the 2007 release. |
| 2007 Features | ACT! | ACT! Prem for Workgroups |
ACT! Prem for Web |
| Organize Your Contact Data in One place | |||
| Track Complete Information: Including attachments, documents, sales opportunities, emails and more | X | X | X |
| 60+ Pre-defined Fields | X | X | X |
| Enter virtually unlimited date-and time-stamped Notes and History | X | X | X |
| Split-Panel Note Preview | X | X | |
| Create Company Records | X | X | X |
| Specify Linked Contact/Company Fields | X | X | X |
| Update Company Linked Fields from a Contact | X | X | X |
| 15 hierarchies of Groups and Subgroups - Dynamic membership | X | X | X |
| Attach documents to Activities and History items | X | X | X |
| Share Notes and Histories Between Contacts | X | X | X |
| Rich Text Formatting - supports colors, bullets, graphics, URLs | X | X | X |
| Layout Designer | X | X | X* |
| Customizable Navigation Bar | X | X | |
| Maintain Private Records | X | X | X |
| Stay in Touch and Grow Business Relationships | |||
| Linked Correspondence | X | X | X |
| Last Communications Fields | X | X | X |
| Built-in Word Processor that supports tables, HTML images, spell checking, and more! | X | X | X |
| Mail Merge using ACT! Word Processor | X | X | X |
| Mail Merge using Microsoft® Word® | X | X | X |
| Validate and correct addresses during mail merge | X | X | X |
| Pre-formatted templates | X | X | X |
| Opportunity Lookups | X | X | X |
| Customizable Opportunity Fields | X | X | |
| Drop-down lists in Opportunity Fields | X | X | |
| Instant Quotes | X | X | |
| Sales Reports | X | X | X |
| Pipeline Report | X | X | X |
| Export to Excel® | X | X | X |
| Schedule from an Opportunity | X | X | X |
| Get a Complete View of Customer Interactions | |||
| Advanced Keyword Search | X | X | |
| Quick Search | X | ||
| Save Lookups as Groups | X | X | X |
| Lookup Ranges | X | X | X |
| Lookup Indicator | X | X | |
| Edit within Queries | X | X | |
| Access 38+ standard reports | X | X | X |
| Use Report Designer | X | X | X* |
| Field Types - Picture, Yes/No, Memo, E-mail | X | X | X* |
| Customize Drop-downs; Utilize Multi-Select values | X | X | X |
| Share Drop-down lists across different fields | X | X | X |
| Custom Activity Types | X | X | X* |
| Custom History Types | X | X | X* |
| Custom Priorities | X | X | X* |
| Securely Administer and Deploy to Workgroups and Teams | |||
| Increased Scalability to accommodate your workgroup or team | X | X | |
| 5 Security Levels for Users | X | X | X |
| Custom User Permissions | X | X | |
| Grant Contact Access en Masse | X | X* | |
| Lookup Contacts by Access | X | X* | |
| Password Expiration Options | X | X | X* |
| Complexity of a Password | X | X | X* |
| Password Re-use | X | X | X* |
| Field Level Security | X | X | |
| Secure Notes, History, and Opportunities en Masse | X | X | X* |
| Automatic Database Sync | X | X* | |
| Automatic Database Backup | X | X* | |
| Automatic Database Maintenance | X | X* | |
| Silent Install | X | ||
| Eliminate Duplicate Records | X | X | X* |
| Prevent Duplicate Records | X | X | X |
| Access critical information when mobile or remote | |||
| Citrix®/Terminal Services support | X | X | |
| Synchronize Palm OS® | X | X | |
| Synchronize Pocket PC | X | X | |
| Works with ACT! for Palm OS | X | X | |
| Accounting Integration | |||
| Peachtree by Sage | X | X | |
| QuickBooks® Professional and QuickBooks Premier | X | X | |
We really did write the book. We authored the "Official ACT! Quicky Study Guide" for ACT! 2007 (as well as for ACT! 2006, 2005, 2004 (or 6) and 2000 (or 5). We also have developed courseware modules that you can use for teaching how to better use ACT!. The courseware comes with laminated cheat sheets to help you learn the new features more quickly...or you can buy these reference guides separately, if you like. If you want additional information about our courseware and learning aids, contact us toll free at: 877-661-5200 or email us.