Upgrade Center Tab – New Features – US

1 Access to hundreds of new features and enhancements

Unlock the full potential of Act! and achieve your goals with automatic access to the latest product innovations and usability enhancements. Experience integrated email marketing, robust Outlook and Google integration, interactive quotes, online appointment scheduling, accounting integration, the all-new Act! Mobile, and more.

Act! Marketing Automation

Go beyond basic CRM—create and automate emails, reminders, and campaigns right inside Act!. Save time, stay connected, and turn engagement into revenue by prioritizing the leads that matter most.

Ready-to-use templates for emails and landing pages
Automated workflows triggered by your criteria
Actionable insights with real-time metrics and prioritization

Learn more about Act! Marketing

See Act! Marketing in action

Act! Insight

Put next-level reporting at your fingertips. Get instant visibility into sales, team performance, and business health with interactive dashboards you can use out of the box—or customize to fit your unique goals.

Interactive dashboards with pre-built and customizable charts
Performance metrics for sales, teams, and the business overall
Flexible options to sort, filter, and personalize views

See Act! Insight in action

Sales Pipeline Management

See your pipeline like never before. Act! Sales Pipeline Management gives you a visual, interactive view of your opportunities so you can quickly see what’s in your pipeline, how deals are progressing, and where to focus your efforts.

Pipeline dashboard for instant visibility into deals and stages
Drag-and-drop Kanban board to update opportunities in real time
Customizable KPIs to measure performance the way you work

See Sales Pipeline Management in action

Act! Mobile

Stay connected anywhere. Act! Mobile gives you instant access to customer data on the go—helping you stay prepared, respond faster, and deliver better customer experiences. Best of all, it’s included with an Act! Cloud subscription at no additional cost.

Access & update info from anywhere, anytime
Capitalize on opportunities the moment they arise
Exceed expectations with faster, more responsive service

Learn more about Act! Mobile

See Act! Mobile in action

Outlook Integration

Work smarter right from Outlook. Act! Sidebar for Outlook embeds key CRM functionality directly into your inbox—saving time, eliminating app-switching, and giving you instant context on every email.

Embedded toolbar to access Act! functions inside Outlook
Archive emails from known contacts into Act!
Create new records for unknown Outlook contacts on the spot

Learn more about Act! Sidebar for Outlook

And More!

And that’s not all! Act! delivers a modern, personalized UI with flexible dashboards, powerful custom tables, performance and productivity enhancements, and ongoing compatibility updates—all deployable in the cloud or on-premises. With Act! Advantage, you also get integrated quoting, forms, surveys, event management, and a customer portal—bringing CRM, marketing, and front-office tools together in one seamless solution.

See what’s new since your version