ACT Pro vs ACT Premium for v18 – 10 Things to Know Before You Buy ACT CRM

Act Pro vs Act Premium – Product Comparison

Act! CRM has 2 on premise products, ACT v18 Pro and ACT v18 Premium, and we are always asked by potential customers which product is right for their business.

Act! has previously published 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 v18 Pro or ACT v18 Premium at www.actplatinum.com

Comparing Act Pro vs Act Premium in order to assist in selecting the right product for your business, below are 10 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!.

8. The Act! v18 Premium product has the all-new Web API platform that allows users to connect Act! to other business productivity tools to increase productivity and streamline aspects of your business. The Web API platform provides users with the ability to develop new applications and is only available to Act! Premium for Web deployments.

9. Act v18 Premium Perpetual License Purchases now includes the 1st year of Act! Software Updates and Act! Technical Support. After the 1st year Premium Perpetual customers will have the option to renew their Premium service to always have the latest release of Act! Premium software and Act! Technical Support. Act! v18 Pro does not include software updates or Act! Technical Support, Pro customers have the ability of purchasing software upgrades with any new release and there is a 30 Day Act! Tech Support Package available for $40 per license on your account.

10. Act! v18 Premium provides customers with Subscription payment options, these options gives you monthly or annual subscription services of software rental, updates and Act! Technical Support with no upfront license costs. Now you have an option of Act Subscription for the Premium product as an alternate way to gain access to the Act! Premium software at a lower startup cost.

You can purchase the latest Act! CRM v18 Software products with current discounts and promotions from our ACT CRM eStore at www.actplatinum.com and if you have any additional questions please send us a Contact Us form.

Bing Your Contacts – with the ACT Web Info Tab

Add Functionality to the ACT Web Info Tab with Custom Links

Like you, I manage my business through my ACT database. My favorite tab in Act! is the ACT Web Info Tab for its instant ability to find a wealth of information about… anything and everything. And researching my contacts or their companies helps me develop a deeper relationship with that person or gather relevant data about the company for our joint project, transaction, agreement, and so on. The ACT Web Info Tab is a fantastic source of viewing internet data regarding contacts without leaving the Act! program, saving me time in everyday use from having to toggle between Act! and the internet browser.

While ACT! comes with many useful links, including those for Google and Yahoo, some people prefer to use Bing (powered by Microsoft) as their Search Engine site. As with most features in ACT CRM, the Web Info Tab is easy to customize and by adding a couple of custom Bing Links – you can make Bing your ‘Research Engine’.

Bing Your Contacts - to create the Bing links, select the Edit Links button on the tab and follow these simple steps:

1. Click the Add button
2. In the Site Name box, type Bing and if you are going to be searching based on an ACT! field such as Company then include a descriptive name for your link i.e. Bing – Company
3. In the URL box, type http://www.bing.com/search?q={act field name} i.e. http://www.bing.com/search?q={Company}

Repeat the steps above if you want to add another link to search a different database field. Click the OK button to close the edit box and you will now see your custom links in the User Links list. Bing On!

[Note- The list is in alpha-order and your new link may appear at the bottom of the list. Select the Edit Links button once more to resort into alpha-order.]

Bing Link ACT Web Info Tab

Now if Bing isn’t your thing, you can add your own industry-specific sites as links that you use in your business. Financial Companies can add links to financial sites, Real Estate Companies to residential/commerical listing sites, Retailers to shipping sites, etc. – the possibilities are up to you!

ACT CRM Upgrade – ACT 2013 at Upgrade Prices for ACT 2010 or Older

ACT CRM Upgrade Pricing for any previous version of ACT! for the Month of June

Swiftpage, the new owners of ACT!, for the month of June are offering current and former ACT! customers an ACT CRM Upgrade Promotion to upgrade their older ACT! version at the discounted upgrade price. Normally upgrade pricing is only for those that own ACT! 2011 or newer (click here to read the ACT! Upgrade Pricing Policy), but they are waving the upgrade policy for the entire month.

Visit our eStore for great pricing on ACT CRM 2013 products and a 10% discount on your entire ACT CRM order!

ACT CRM Upgrade Discount Promotion

If you currently own ACT! 2010, ACT! 2009, ACT! 2008, ACT! 2007, ACT! 2006, ACT! 2005, ACT! 6 or older – now is the time to upgraded to ACT! 2013!

Each year’s release has added robust features to increase productivity and empower your business to convert leads, retain customers and generate more sales. Below is a summary of the major features and enhancments per release.

ACT! CRM 2013

  • Social Updates
  • Smart Tasks with field updates
  • Offline Smart Tasks
  • Premium Web Mobile Opportunities
  • ACT! CRM 2012

  • Premium Web Mobile
  • Universal Search
  • Gmail History and Google Contact & Calendar Sync
  • Scratchpad
  • ACT! CRM 2011

  • Smart Tasks
  • Outlook Contact & Calendar Sync
  • Excel Import
  • History Type Filtering
  • ACT! CRM 2010

  • Customizable Opportunities
  • Web Info Tab
  • E-marketing for ACT! powered by Swiftpage
  • Reports and Welcome Views
  • ACT! CRM 2009

  • Direct Outlook Email Integration
  • Related Contacts
  • Powerful Lookups
  • Robust Previous Lookups
  • ACT! CRM 2008

  • Dashboards
  • Advanced Group and Company Features
  • Contact List View Editing
  • Document Shortcuts
  • ACT! CRM 2007

  • Field Level Security
  • Database Backup & Maintenance Automation
  • Attach Outlook Email to ACT! Contact
  • Notes & History Preview Pane
  • ACT! CRM 2006

  • Contact Access Level Features
  • Group & Company Tree View
  • Citrix & Terminal Service Support
  • Attachment Sync
  • ACT! CRM 2005

  • New Field Types
  • Export to Excel
  • ACT! as an Outlook Address Book
  • Additional User Security Options