What's New Since Your Version

Act! Companion now includes a new notes view, allowing you create, edit, and view notes across contacts, companies, groups, and opportunities in the app. Additional improvements include a history view revamp and rich text formatting inside of notes and history.

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Act! Growth Suite Enhancements Released Act! Growth Suite now includes a number of valuable Marketing Automation enhancements. Now you can access 170+ impactful email templates that fit your industry, business, and communication style. Choose from a diverse library of promotional, transactional, webinar, and enewsletter email templates for building campaigns. Campaigns will render beautifully on any device, because all email templates are mobile responsive. Additional features include a new visual workflow for selecting email templates and a new image manager, making it easy to find the templates and visuals you need for building campaigns.

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Act! Companion now includes heat maps, so you can easily see customers in your proximity. You also get a new Groups view, additional activity and history filters, and an in-app notification that lets you know when new versions are available.

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Act! now includes CRM and Marketing Automation in one with the new Act! Growth Suite, an all-in-one sales and marketing platform that provides everything you need to successfully run and grow your business. Additional innovations include Marketing Automation dashboards in Act! Insight, a new marketing calendar view, and asset tracking for PDFs and YouTube videos. Plus, experience improvements to Act! Companion Mobile app, Custom Tables, IT administration, and so much more!

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See Act! Growth Suite Plans & Pricing
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Act! Companion now includes documents, giving you convenient access to attachments associated with your contacts from the app. Additional enhancements let you do even more from the app—add attachments from your mobile device and send SMS text messages to your Act! contacts with ease

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Act! Companion now includes new calendar views, including daily, monthly, and yearly options, providing organised access to your schedule from the app! A new companies view enables you to access, create, update, and delete Act! companies on-the-fly. Enhancements to search include a convenient global search option and expanded search filters across the app, making it easier than ever to find what you need in an instant!

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Your trusted CRM choice just got better! Act! now includes dynamic sales pipeline management and powerful new Marketing Automation, transforming Act! into the ultimate small business toolset.

Dynamic Sales Pipeline Management

Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often. Available exclusively to active Act! Premium members!

Powerful Marketing Automation

Optimise all the ways you communicate with prospects and customers with the new Act! Marketing Automation to maximise engagement and drive business growth. Additional subscription required.

Subscriber-Exclusive Enhancements

Benefit from dozens of valuable subscriber-exclusive product enhancements, including improvements to Act! Insight, Custom Tables, the Welcome page, and so much more!

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• Products & Pricing
• Act! Marketing Automation
• System Requirements

Introducing the most adaptable, everywhere, connected Act! experience yet!

Custom Tables & Industry Templates

Unlock the full potential of Act! using Custom Tables and Industry Templates in the new Act! Premium Plus. Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique business processes, and specialised industry practices together in Act! to manage your business. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference. Plus, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more.

Next Generation Outlook^® Integration

Extend your connected workspace via next generation Microsoft^® Outlook^® integration for Act! CRM. Sync for Outlook^® contacts and calendar details leverage modern new engine technology to drive superior sync performance and enhance duplicate checking. Quick actions within Outlook^® let you record emails to Act! history manually from the inbox and sent folder, auto-record emails to Act! history when emails are sent, or bulk sync emails to Act! history. Configure what gets recorded to Act! history—email components or email components plus attachments. Mail Merge improvements make it possible to include images in your communications, whether you’re using new or existing templates.

Compatibility Updates

Work with popular Microsoft^® platforms Office 365 and Exchange for contact and calendar sync. These newly supported platforms provide additional convenience, flexibility, access options, and control.

Act! Insight & Act! Companion Improvements

Strengthen business insights and improve sales mobility with enhancements to valuable subscriber-only features Act! Insight and the Act! Companion mobile app. Act! Insight dashboards now include rich customisation capabilities, so you can pull in data from all Act! entities, reporting-based fields, and custom fields, making it easier to measure business and team performance. Act! Companion now includes Act! opportunities so you can manage your pipeline from anywhere. View opportunities in new list or detail views, and easily create, update, close, or delete opportunities on-the-fly.

New Customer Support Options

Get the help you need, when and how you need it with flexible new options for customer support that empower your productivity, including a new Ultimate support plan option, enhanced digital self-service experience, and more.

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• What's New Brief
• Custom Tables & Industry Templates
• Products & Pricing
• Support Plans & Pricing
• System Requirements

Important Note: Office 2010 is no longer supported in Act! v20.1.