ACT v17 Pro vs ACT v17 Premium – 7 Things to Know Before You Buy ACT CRM

ACT! CRM has 2 on premise products, ACT v17 Pro and ACT v17 Premium, and we are always asked by potential customers which product is right for their business.

ACT! publishes the below image to outline the product differences, but we want to provide more information to compare and contrast the products and features.
Buy ACT v17 Pro or ACT v17 Premium at

So to assist in selecting the right product for your business below are 7 things to know before you buy:

1. The number of active users is a determining factor, the Pro product has a limitation of 10 active users in a database. This means if you have more than 10 users you will need the Premium product. If you purchase the Pro product and need to add the 11th user or more you will need to purchase Premium upgrade licenses for the existing Pro licenses – provided your are within ACT!’s Upgrade Policy. Therefore, if your business is growing it would make sense to purchase the Premium product over the Pro at the on-set.

2. The Pro product has Windows only licensing, Premium has dual licensing for both Windows & Web (including Web Mobile) access. ACT! Premium allows you to do your own web hosting (without the monthly fees of other competing products) where you can deploy the web product with database access through your intranet or internet. With ACT! Premium Mobile you can travel light and stay connected by accessing your ACT! Premium contact, calendar and opportunity details from your iPhone®, iPad® or Android™ device.

3. The Premium product has Field Level Security that allows you to limit the access to certain Contact, Opportunity, Group and Company fields by users and teams. You can grant full access to those that need to update the field information, read only to those that need to see the information but cannot change the data, or no access to a field which means they cannot see the field within the database or reports. This is a valuable feature if your business works with social security numbers, credit card information or other sensitive data.

4. The Premium product has Record Level Security that allows you to limit the access to Contact, Opportunity, Group and Company records by users and teams. This is a powerful feature if you want your salespeople to see only their records, sales managers being able to see the records for their direct reports, by territories or if you want to divide the records by different departments or job responsibilities.

5. Both the Pro and Premium products have the database synchronization feature in which you can create remote databases that synchronize to your master database for disconnected/offline data access. The Pro Product only allows Application Synchronization which means that when a remote synchronizes to the master the ACT! program needs to be open and logged into master database – this is not ideal if the master database is hosted on a server or an unattended machine. The Premium product comes with Synchronization Services (network and internet) which allow the synchronization to occur without the ACT! program being open, the service runs on a host machine/server and listens for the synchronization connection.

6. The Dashboard is available in both products but the Pro version has a limitation of being only able to view the current user activity and opportunity information, filtering for a different user or multiple users is not an option. With the Premium product you can create Dashboard with multi-user, team, territory, region, and/or department views.

7. With the Premium product network users have an additional feature of being able to include other users and resources in their activity scheduling and checking on their availability. This is a helpful feature if your business has meetings or calls with your customers or prospects that involves more than one of your users of ACT!.

You can purchase the latest ACT! CRM v17 Software products with current discounts and promotions from our ACT CRM eStore at and if you have any additional questions please send us a Contact Us form.

Why You Want To Buy Act v17 With Business Care

Act v17 is due to release in a short couple of weeks, on October 23, 2014. This next version is set to have many new features and updates designed to turn your marketing efforts into sales and grow your business!

Swiftpage has made a great leap forward with the Act product line by uniting emarketing with the power of Act and has included an Act Emarketing Basic Account with every Act v17 license. Prior to the release of Act v17, a Basic Emarketing Account had a $10 monthly and now with it being free of charge there’s even more value to your Act v17 license purchase.

The Basic Act Emarketing Account includes unlimited sends to 500 contacts per month. This easy-to-use emarketing tool allows you to send targeted email campaigns right from your database to a lookup of contacts, groups or companies.

Your Basic Act Emarketing Account comes with graphical reports that tracks valuable information about your campaigns including opens, clicks and bounces. Kick your campaign results up a notch by subscribing to the Call List feature for $15 per month. The Call List is a real-time display in Act of your campaign recipient scores allowing you to prioritize your follow-up. By selecting a campaign send and the results will be listed by score on the right pane with the hottest leads at the top. Click on one of the hot leads and it will take you to that contact where you can follow-up immediately.

Act v17 Call List Emaketing

With Act v17 you can also create Smart Tasks to perform actions based on your Call List results such as send a different email template, schedule an activity, update a field, etc. adding a new and dynamic way of automating your follow-ups.

Why you want Business Care – Starting with the release of Act v17, Act Business Care subscribers will now receive a $15 credit toward their Act Emarketing service – this means you can have the monthly cost of the Call List covered! This is up to a $180 value and the price for a Bronze Business Care annual subscription for a Act v17 Pro License is $89.25 and Act v17 Premium License is $126.75. So as you can see the annual cost of a Bronze Business Care plan is a lot LESS than the annual cost for the Call List feature. Plus with an active business care plan you will receive all feature pack updates and any new Act version release during the term.

And for approximately $60 more per license you can upgrade the Bronze plan to Silver and receive unlimited Act Tech Support during the term. For approximately $120 more per license you can upgrade the Bronze plan to Gold and receive unlimited Act Tech Support, access to Advanced Act Tech Support, Act Tech Support Appointment Scheduling and Act Anytime Learning online training courses.

Now is the best time to purchase Act v17 with Business Care, during the Early Bird period (ending October 23, 2014) Act is offering 30% off v17 licenses when bundled with Business Care. If you attend one of our roadshows you will receive 35% off v17 licenses when bundled with Business Care. Sign-up Today & Save!

Customers who have active Business Care on October 23, 2014 will receive their Act v17 license, a Basic Act Emarketing Account and a $15 monthly Emarketing Credit automatically.