What's new in Act!?
We’re constantly working to add new functionality and improve the user experience for Act! Premium users. Keep reading to learn what’s new in Act!.
Act! Premium Cloud accounts receive automatic updates when new functionality is released. Keep reading to learn What’s New in Act! Premium Cloud.
Act! Marketing Automation
Act! Companion
2024
Activity and History Workflow Enhancements
Experience more modern activity and history workflows with a redesigned interface that’s more intuitive to use.
Calendar Enhancements
Experience a refreshed, more modern calendar that makes using the Act! Calendar more enjoyable and efficient. Enhancements include new right-click functionality, calendar views, and more.
Learn more
2023
Act! Sidebar for Outlook
Experience effortless productivity and streamlined workflows with Act! Sidebar for Outlook. Featuring a modern interface that seamlessly integrates with Act!, Act! Sidebar for Outlook automatically records email exchanges to history, allows you to add & update contact information, review detailed history records, and schedule activities with one or more attendees, directly from Outlook.
Learn more
SMS4Act! Templates
Unlock the full potential of SMS4Act! with text message templates. SMS4Act! templates allow you to utilise a single message across multiple customers and use dynamic placeholders to personlize text messages for maximum effect.
Learn more
Linktivity Add-On Bundles
Supercharge your productivity with seamlessly integrated tools and workflows to create interactive quotes, generate leads, manage event registrations, and provide self-service appointment booking.
Advanced Dashboards & Usability Enhancements
We’re happy to announce you can now view advanced dashboards in the Act! Companion mobile app. We’ve also improved mobile app navigation by increasing clickable areas, and refreshed icon placement, spacing, and alignment to make using the mobile app more intuitive.
Custom Tables Trial Availability
Utilizing Custom Tables allows you to manage detailed data commonly stored in spreadsheets directly in Act!. Act! subscribers can now trial Custom Tables for 14 days, complete with demo data, and see firsthand how to gain new insights from consolidated data, drive targeted sales & marketing campaigns, and provide personalized customer experiences.
SMS4Act! Integrated SMS Text Messaging
SMS4Act! allows for ad-hoc text messages to be sent to customers anywhere in the world, directly from Act!. Create text messages for any occasion including scheduling, order updates, shipping status, event reminders, promotion notifications, and more.
Campaign Dashboard Enhancements
To improve overall usability, the Campaign Dashboard now includes a new “Properties” dropdown menu with new options to quickly review specific campaign metrics. Options include the abilty to “Jump to Campaign”, “Jump to Campaign Dashboard”, and “Export all Email Campaigns”.
New Suppression List Filters
To make it easier for Act! Marketing Automation users to zero in on the right data, we’ve added three new filters for suppression “Reason”, “Status” and by date.
Additional Mail Merge Date Formats
In locales or industries where the 24-hour time format is preferred, users can now select this option on the fly or set it as the default option within the Account Properties settings.
List Sorting Enhancements
To make it easier for users to find email templates, we’ve improved load time performance and introduced four new sorting options.
Users can now sort by:
- Template Name Ascending
- Template Name Descending
- Last Edit Date Ascending
- Last Edit Date Descending
Login Accessibility
We’ve made it easier for users to quickly access the mobile app with the option to “Remember Username”.
A new blue background helps improve text readability.
Opportunity Filtering
Act! mobile app users can quickly review opportunities by status with new filtering, search for opportunities by opportunity name, and see which filters have been applied.
Proximity Search Enhancements
Act! Proximity Search performance and stability has been improved to easily find the address you’re looking for while ensuring its accuracy.
Act! Insight Dashboard Builder
Actionable insights are vital to business success. Act! Insight now includes an advanced dashboard builder, which allows you to quickly create new analytics dashboards so you can visualize your data, gain meaningful insights, and react quickly to changing market conditions.
Multi-Factor Authentication (MFA)
Act! admins can now configure and require Multi-Factor Authentication (MFA), a multi-step authentication process that provides an additional layer of security to prevent unauthorized account access. It works by requiring users to enter a unique numerical code sent to them via text message, in addition to their username and password, when logging into Act!.
Additional Popup to Modal Conversions
To continue improving the Act! user experience, we converted an additional 10 popup windows to modals, including:
- Attach link (on documents tab)
- Attach File
- Display Map
- Select Users
- Reports View > Edit
- View Linked Fields
- Driving Directions
- Edit List Values
- Opportunity Graphs
- Customise Columns
Additional Popup to Modal Conversions
To continue improving the Act! user experience, we converted an additional 8 popup windows to modals, including:
- Clear Activity
- Product List Page
- Duplicate Contact
- Activity Types
- Password Policy
- Sort Dialog
- Grant Calendar Access
- Deletion Confirmation
Create and Edit Products
Act! Companion now allows you to create and edit products in-app.
Clear Activity in Alarms Window
If you've happened to set an alarm for an Activity, you can now use the alarm pop-up window to clear the activity. When an alarm pop-up is presented, you can select "Clear Activity", which allows you to "Save and Follow Up", which works in the same way as if you had cleared the Activity from the Calendar or Task List.
Warning Prompt when Removing an Attachment
When removing an attachment from a Note in Act!, there is a warning prompt asking if you are sure you want to remove the attachment. This same warning prompt has been added to Activities and History entries to add consistency across the product.
Record Manager Filtering, Auto-dialing, and Proximity Search
We made a number of enhancements to improve the Record Manager filter on the Opportunities screen, improved handling of auto-dialing for domestic and international numbers, and added a "Search this Location" button to the proximity search feature.
Popup to Modal Conversions
To improve the Act! user experience, we converted 11 popup windows to modals, including:
- Creating a new Note or editing an existing one
- Creating a new History entry or editing an existing one
- Creating a new Activity or editing an existing one
- Manage Users
- Define Fields
- Manage Teams
- The import wizard (through the Tools menu)
- Copy/Move contact data
- Check/Repair data
- Remove old data
- Edit menu tasks (Replace, Swap and Copy fields)
UI Styling Updates
To modernize the Act! user interface, we introduced a number of styling updates to the welcome page, navbar, tabs, detail views, icons, Act! Marketplace, and more.
2022
New Collaboration and Design tools
Enhance the effectiveness of your marketing efforts with new collaboration and design tools, intelligent A/B testing, and automatic follow-up actions based on marketing engagement score.
Automatic Dialing to Phone Extensions
Act! Companion now includes the ability to automatically dial extensions and configure dialing behavior.
Autocomplete Address Fields
Act! Companion now includes the ability to autocomplete Address fields using Google Maps data.
2020
New Team Capabilities
Take your marketing to new heights with Preference and Unsubscribe Centers, new Folders and Teams capabilities, and numerous enhancements to help you effectively get the word out and stay in touch with customers.
Marketing Asset Library
Drive effective outreach with categorized, pre-built marketing campaigns, templates, and landing pages with guided setup in Act! Marketing Automation. Plus, leverage new captcha controls, visual survey reports, and export capabilities.
2019
Pre-Built Marketing Campaigns
Quickly jumpstart your marketing efforts using turnkey, pre-built campaigns that make it easy for you to send sales promotions, sales prospecting emails, webinar and event invitations, welcome emails, ongoing newsletters, and so much more. Additionally, enjoy quick access to powerful Marketing Automation features and insights from the contact record—send a tracked email, add the selected contact into an existing campaign, and see contextual score and campaign data.
Introducing Act! Marketing Automation
Optimize all the ways you communicate with prospects and customers to maximize engagement and drive business growth with Marketing Automation functionality in Act!.
Customers love our award winning software!
Ready to win customers for life?
Try Act! free for 14 days. No download or credit card required.
If you’re not on the latest version of Act!, you’re missing out on game-changing innovations and modern enhancements on our next-generation platform.
- Multi-Factor Authentication (MFA)
Act! Premium Desktop v25.1 introduces Multi-Factor Authentication (MFA), providing an additional layer of security to prevent unauthorized account access and help organizations comply with data protection and privacy regulations. When configured, users will be asked to enter a unique numerical code sent via text message, in addition to their username and password, when logging into Act!.
- Custom Tables Enhancements
Gain richer insights into your Custom Tables data with new charting and reporting tools. Charting allows you to visualize and analyze data in graph or KPI format while the new Report Designer allows you to create custom reports for Custom Tables data. Subscribers can now trial Custom Tables for 14 days, complete with demo data, and see firsthand how to gain new insights from consolidated data, drive targeted sales & marketing campaigns, and provide personalized customer experiences.
- UX, Performance, and Visual Enhancements
Act! Premium Desktop v25.1 includes a number of enhancements to improve the user interface, performance, and overall customer experience. Updates include making it easier to read data in the “History”, “Notes”, and “Documents” tables by displaying data accurately in either RTF or HTML format, introducing infinite scroll to the MS Outlook address book to find contacts more easily, replacing popup windows with modals for added workflow efficiency, and enhancements to make editing tasks in Act! Scheduler more user-friendly.
- Outlook Integration Enhancements
Experience effortless productivity and streamlined workflows with Act! Sidebar for Outlook in Act! Premium v25.2. Featuring a modern interface that seamlessly integrates with Act!, Act! Sidebar for Outlook automatically records email exchanges to history, allows you to add & update contact information, review detailed history records, and schedule activities with one or more attendees, directly from Outlook.
- Act! Insight Advanced Dashboard Builder
Actionable insights are vital to business success. Act! v25 introduces an advanced dashboard builder to Act! Insight, which allows you to quickly create more granular, custom analytics dashboards so you can visualize more of your data, gain more meaningful insights, and react quickly to changing business conditions.
- Integrated SMS Text Messaging
SMS4Act! allows for ad-hoc text messages to be sent to clients and customers anywhere in the world, directly from Act!. Create personalized text messages for any occasion including scheduling, order updates, shipping status, event reminders, promotion notifications, and more, and record responses to Act! contact records.
- AMA & Act! Companion Mobile App Enhancements
Act! Marketing Automation enhancements include a new campaign dashboard, new suppression list filters, additional date formats for mail merge, and improved list sorting.
To improve the overall mobile app experience, we’ve made a number of enhancements to the login experience, opportunity filtering, and Act! proximity search.
- New 64-bit Architecture - Windows & Web
Act! v24 capitalizes on the inherent benefits of today’s 64-bit hardware and operating systems – gaining full access to all available system memory for superior speed, performance, and scalability. Multi-task, perform high-load functions, and support large files and data sets without memory issues via access to virtually unlimited RAM with a 64-bit native application vs. 4GB with a 32-bit application.
- Windows 11 & Office 2021 Compatibility
Run Act! v24 on Windows® 11 for the latest usability and security enhancements from Microsoft® – set to release in Q4 2021. Additional compatibility updates include support for Office 2019 and SQL Server 2019. Your Act! subscription ensures ongoing compatibility with current hardware, software, and operating systems for maximum productivity and peace of mind.
- Office Integration & Marketing Automation Enhancements
Run Act! v24 on Windows 11 for the latest usability and security enhancements from Microsoft. Additional compatibility updates include support for Office 2021 and SQL Server 2019. Your Act! subscription ensures ongoing compatibility with current hardware, software, and operating systems for maximum productivity and peace of mind.
- Act! Marketing Automation Innovations
Take your marketing to new heights with Preference and Unsubscribe Centers, new Folders and Teams capabilities, and numerous enhancements to help you effectively get the word out and stay in touch with customers.
- Revamped Outlook and Word Add-Ins
Interact seamlessly with the tools you rely on every day. Revamped Outlook and Word Add-ins streamline daily tasks for maximum productivity.
- User-Driven Performance & Productivity Enhancements
Benefit from performance and usability enhancements across to the solution, based on extensive input and validation from Act! customers across the globe - rigorously vetted to ensure quality.
- User Experience & Performance Enhancements
Benefit from 240+ enhancements across the product suite including a re-styled Opportunity pipeline view, an enhanced Outlook® add-in ribbon with 64 bit compatibility, increased start-up-speed, and much more.
- Pre-Built Marketing Asset Library
Drive effective outreach with categorized, pre-built marketing campaigns, templates, and landing pages with guided setup in Act! Marketing Automation. Plus, leverage new captcha controls, visual survey reports, and export capabilities.
- Mobile App Productivity Tools
Experience maximum productivity on the go with access to Hot Leads from Marketing Automation, configurable Activity notifications by type, native calendar integration, and a refreshed user interface in the Act! Companion mobile app.
- Personalized Home Screen
Start your day from the all-new, personalized home screen. Think of this new view as your Act! hub, enabling you to navigate the application from an easy-to-use interface, keep track of important items, and engage with your customers—close deals, manage campaign leads, and view your Call List. Make customizations to see what's most relevant to you and improve your daily productivity. You also have easy access to key getting started resources to get up and running quickly.
- Modernized Look & Feel
Experience the modernized look and feel of Act! complete with a user-centric design approach, fresh colors, and all-new icons. This new in-product design is not only visually stunning, it helps you interact with key areas of Act! that aid in getting work done quickly and efficiently, or do the work for you.
- Marketing Automation Features & Insights
Quickly jumpstart your marketing efforts using turnkey, pre-built campaigns that make it easy for you to send sales promotions, sales prospecting emails, webinar and event invitations, welcome emails, ongoing newsletters, and so much more. Additionally, enjoy quick access to powerful Marketing Automation features and insights from the contact record—send a tracked email, add the selected contact into an existing campaign, and see contextual score and campaign data.
- Powerful Marketing Automation
Optimize all the ways you communicate with prospects and customers to maximize engagement and drive business growth with Marketing Automation functionality in Act!.
- Dynamic Sales Pipeline Management
See a complete, visual representation of your sales pipeline to project revenue, adjust strategy, and quickly focus efforts. In-context KPIs provide an instant roll-up of metrics like opportunity close rate, closed-won value, open deals, and more based on filters you apply.
- Custom Tables
Unlock the full potential of Act! with Custom Tables, providing maximum adaptability to bring complex data sets, unique business processes, and specialized industry practices together in Act!.
- Industry Template Library
Leverage out-of-the-box Custom Tables templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Projects, Realty, Service, Software, and more.
Using an older version of Act!?
See a comprehensive list of all the new features introduced since your version.
Customers love our award winning software!
Ready to win customers for life?
Try Act! free for 14 days. No download or credit card required.
Act! Marketing Automation updates are immediately available in Act! Premium. Keep reading to learn what’s new in Act! Marketing Automation.
2023
Campaign Dashboard Enhancements
To improve overall usability, the Campaign Dashboard now includes a new “Properties” dropdown menu with new options to quickly review specific campaign metrics. Options include the abilty to “Jump to Campaign”, “Jump to Campaign Dashboard”, and “Export all Email Campaigns”.
New Suppression List Filters
To make it easier for Act! Marketing Automation users to zero in on the right data, we’ve added three new filters for suppression “Reason”, “Status” and by date.
Additional Mail Merge Date Formats
In locales or industries where the 24-hour time format is preferred, users can now select this option on the fly or set it as the default option within the Account Properties settings.
List Sorting Enhancements
To make it easier for users to find email templates, we’ve improved load time performance and introduced four new sorting options.
Users can now sort by:
- Template Name Ascending
- Template Name Descending
- Last Edit Date Ascending
- Last Edit Date Descending
2022
New Collaboration and Design Tools
Enhance the effectiveness of your marketing efforts with new collaboration and design tools, intelligent A/B testing, and automatic follow-up actions based on marketing engagement score.
2020
New Team Capabilities
Take your marketing to new heights with Preference and Unsubscribe Centers, new Folders and Teams capabilities, and numerous enhancements to help you effectively get the word out and stay in touch with customers.
Marketing Asset Library
Drive effective outreach with categorized, pre-built marketing campaigns, templates, and landing pages with guided setup in Act! Marketing Automation. Plus, leverage new captcha controls, visual survey reports, and export capabilities.
2019
Pre-Built Marketing Campaigns
Quickly jumpstart your marketing efforts using turnkey, pre-built campaigns that make it easy for you to send sales promotions, sales prospecting emails, webinar and event invitations, welcome emails, ongoing newsletters, and so much more. Additionally, enjoy quick access to powerful Marketing Automation features and insights from the contact record—send a tracked email, add the selected contact into an existing campaign, and see contextual score and campaign data.
Introducing Act! Marketing Automation
Optimize all the ways you communicate with prospects and customers to maximize engagement and drive business growth with Marketing Automation functionality in Act!.
Customers love our award winning software!
Ready to win customers for life?
Try Act! free for 14 days. No download or credit card required.
Act! Companion mobile app updates become available when you update your mobile app. Keep reading to learn what’s new in the Act! Companion mobile app.
2023
Advanced Dashboards & Usability Enhancements
We’re happy to announce you can now view advanced dashboards in the Act! Companion mobile app. We’ve also improved mobile app navigation by increasing clickable areas, and refreshed icon placement, spacing, and alignment to make using the mobile app more intuitive.
Login Accessibility
We’ve made it easier for users to quickly access the mobile app with the option to “Remember Username”.
A new blue background helps improve text readability.
Opportunity Filtering
Act! mobile app users can quickly review opportunities by status with new filtering, search for opportunities by opportunity name, and see which filters have been applied.
Proximity Search Enhancements
Act! Proximity Search performance and stability has been improved to easily find the address you’re looking for while ensuring its accuracy.
Create and Edit Products
Act! Companion now allows you to create and edit products in-app.
Record Manager Filtering, Auto-dialing, and Proximity Search
We made a number of enhancements to improve the Record Manager filter on the Opportunities screen, improved handling of auto-dialing for domestic and international numbers, and added a "Search this Location" button to the proximity search feature.
Automatic Dialing to Phone Extensions
Act! Companion now includes the ability to automatically dial extensions and configure dialing behavior.
Autocomplete Address Fields
Act! Companion now includes the ability to autocomplete Address fields using Google Maps data.
2022
Customers love our award winning software!
Ready to win customers for life?
Try Act! free for 14 days. No download or credit card required.