	ACT! 6	ACT! 2005	ACT! 2006	ACT! 2007	ACT! 2008	ACT! 2009
Contact and Customer Management
Separate Notes and History tabs
Notes and History shared between Contacts
Unlimited Secondary Contacts
Rich text formatting including colors, bullets, graphics, URLs
Attach documents to Activities and History
Synchronize attachments
Groups with 15 levels of hierarchy (14 Subgroups)
Dynamic Membership
Split Panel Notes Preview
Hyperlink to Companies from Contact List view
Specify Linked Contact/Company fields ¹
Print any ACT! calendar template with the contact phone number
View all group associations
Duplicate checking for Groups and Companies
Advanced Queries for Groups and Companies
List Edit Mode
Company Management
Company Records
Contacts linked to Companies
Tree view for Companies
Intuitive Interface
Streamlined Setup Assistant
Lookups and Searching
Lookup Indicator²
Edit existing Queries²
Advanced Keyword Search²
Save Lookups as Groups
Easy and powerful Lookups
Fast access to previous contact Lookups
Sales Opportunity Management
Opportunity list view
Opportunity Lookups
Instant Quotes^{3 2}
Multiple built-in ACT! sales processes
Track multiple products
Generate and import product list⁴
Opportunity date fields
Calendar and Activity Management
Rich text formatting in Activity details
Five calendar views including daily, weekly, and monthly
View global events
Change activity organizer
Automatic Outlook calendar sync²
ACT! activity scheduling from Outlook e-mails
One-click calendar copy
Calendar printing improvements
Calendar visibility improvements
Prospect and Customer Communications
Built-in spell checker
Improved Mail Merge
Validate and correct addresses during Mail Merge
ACT! E-mail Find
Use ACT! as Outlook address book
ACT! E-mail Client integrated with Outlook®, Outlook Express, or Lotus Notes®
Create ACT! Contacts from Outlook e-mail⁵
Attach Outlook e-mail to ACT! Contacts⁵
Specify default history types and create ACT! history from Outlook⁵
Use flexible Outlook Rules in ACT!
Last E-mail field
En Masse E-mail attaching
E-mail send from the Notes Preview Pane
Dashboards and Reporting
ACT! Dashboard
ACT! Premium Dashboard with team views
20+ preformatted/streamlined sales reports
Graphical sales pipeline with drill down to see opportunity details
Data Sharing and Security
Group scheduling
Manage resources including conference rooms and equipment
Five security levels
Mark Notes and Opportunities as private
Secure Notes, History, and Opportunities en masse
Field level security
Company security⁶
Group and Company security⁷
Customization
Share drop-down lists across different fields
Field types – Picture, Yes/No, Memo, E-mail
Customizable drop-downs; utilize multi-select values⁴
Customizable Priority, Activity, and History types⁴
Customizable opportunity field names and types with drop-down lists⁴
Administration
Scalability to accommodate larger teams⁸
View team memberships⁴
Grant Contact access en masse⁴
Lookup Contacts by access
Custom user permissions
Automatic database sync and backup⁴
Automatic database maintenance⁴
Password rules
Query-based sync
Improved administration for remote users⁴
Support for Non-Local Machine Administrators^{9 4}
Silent Install¹⁰
ACT! Scheduler in ACT!
ACT! Scheduler with hourly options¹¹
Simplified installation of a remote database
Streamlined sync progress bar
Option to exclude attachments from backups¹¹
Quick info for logged-in users
Mobile and Remote Access
BlackBerry®¹²
Citrix® or Terminal Services¹³ support
Microsoft® Office Integration
Tighter Outlook integration
Export to Excel®
Accounting Integration
Peachtree by Sage and QuickBooks® Pro/ Premier
Simply Accounting by Sage, Sage MAS 90 and Sage MAS 200, and Sage BusinessWorks

If upgrading from ACT! 6.0, ACT! 2009 offers over 300 new features!

1 Not all fields can be linked and linked field types must be compatible.
2 This feature is not available in ACT! Premium forWeb.
3 Requires Microsoft Excel and Word 2002, 2003, and 2007.
4 In ACT! Premium for Web, this operation must be performed on the Web server.
5 ACT! must be added as an Outlook address book to use this feature.
6 In order to utilize Company Security, you must add the Company Access control to your layout.
7 Limited access Group and Company names will be viewable from the tree view, but all associated information will remain inaccessible.
8 Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements found at:
www.act.com/2009systreq are based on single user environments. You must purchase one license of ACT per user.
9 Must be a member of the Microsoft Windows Administrator’s group to perform the following: install, register, and activate ACT. Features such as ACT! Scheduler (Premium product only), sharing database with other users, and changes to handheld sync settings must be performed by a Windows administrator.
10 Delivered as an MSI package. Software to distribute MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate.
11 In ACT! Premium for Web, administrative functions must be performed on the Web server.
12 Requires additional purchase.
13 Citrix and Terminal Services require specific configurations. Citrix is supported using Presentation Server 3.0 and 4.0.

Sage ACT! customized for Registered Reps

Contact and Customer Management

Company Management

Intuitive Interface

Lookups and Searching

Sales Opportunity Management

Calendar and Activity Management

Prospect and Customer Communications

Dashboards and Reporting

Data Sharing and Security

Customization

Administration

Mobile and Remote Access

Microsoft® Office Integration

Accounting Integration

If upgrading from ACT! 6.0, ACT! 2009 offers over 300 new features!