| Features |
ACT! |
ACT! Premium Solutions |
| Contact and Customer Management |
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Maintain contact details, notes, history, activities, opportunities, documents, secondary contacts, and more on Contact Records
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Duplicate checking and the ability to merge records
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| Lookups and Searching |
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Lookups on all fields
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Advanced queries
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| Sales Opportunity Management |
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Built-in or custom sales process with multiple steps
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Track product/services, details, and more for each sales opportunity
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| Calendar and Activity Management |
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Schedule calls, meetings, and to-dos, plus custom activities
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At-a-glance user availability
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| Prospect and Customer Communications |
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ACT! and OutlookŪ e-mail integration
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Create activities and contacts from Outlook e-mails
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| Dashboards and Reporting |
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Dashboard with team views
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Report on activities by user
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| Data Sharing and Security |
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View activities for 10+ users on your ACT! calendar
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Specify user permissions and access
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| Anywhere Workforce |
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Windows or offline access
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Web access1
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