Act4Advisors Contact and Client Relationship Management software for Financial
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  • Premium vs Standard

ACT! is a feature-rich, robust contact and customer management solution ideal for individuals and small business professionals who have contacts or customers. ACT! Premium Solutions are the ultimate solutions for corporate workgroups and sales teams that depend on strong opportunity management and coordinated teamwork to grow their businesses. Compare ACT! Features.

 
ACT! Pro
ACT! Premium
Contact and Client Management    
Allows more than 10 users to share a single database No Yes

Maintain contact details, notes, history, activities, opportunities, documents, secondary contacts, and more on Contact Records

Yes Yes

Duplicate checking and the ability to merge records

Yes Yes

Lookups and Searching    

Lookups on all fields

Yes Yes

Advanced queries

Yes Yes

Sales Opportunity Management

   

Built-in or custom sales process with multiple steps

Yes Yes

Track product/services, details, and more for each sales opportunity

Yes Yes

Calendar and Activity Management

   

Schedule calls, meetings, and to-dos, plus custom activities

Yes Yes

At-a-glance user availability

No Yes
Group Scheduling Functionality No Yes

Prospect and Customer Communications

   

ACT! and Outlook® e-mail integration

Yes Yes

Create activities and contacts from Outlook e-mails

Yes Yes

Dashboards and Reporting

   

Dashboard with team views

No Yes

Report on activities by user

No Yes

Data Sharing and Security

   

View activities for 10+ users on your ACT! calendar

No Yes

Specify user permissions and access

Yes Yes

Anywhere Workforce

   

Windows or offline access

Yes Yes

Web access 1

No Yes

     

*If you have a large number of users or large databases, you have options with the use of Microsoft® SQL Server® 2008. To learn more, contact Sales 800.831.7636.

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