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

2023

Custom Tables Trial Availability

Utilising 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 personalised customer experiences.

 

Learn more

18-09-2023

Integrated SMS Text Messaging with SMS4Act!

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.

 

Learn more

26-06-2023

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”.

 

Learn more

26-06-2023

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.

 

Learn more

26-06-2023

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.

 

Learn more

26-06-2023

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

Learn more

26-06-2023

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.

 

Learn more

26-06-2023

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.

 

Learn more

26-06-2023

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.

 

Learn more

26-06-2023

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.

Learn more
06-06-2023

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 unauthorised 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!.

 

Learn more

01-05-2023

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

Learn more

21-04-2023

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
Learn more
13-03-2023

Create and Edit Products

Act! Companion now allows you to create and edit products in-app.

14-04-2023

Activity Scheduling Enhancements

It is now possible to schedule an activity on behalf of a different Act! user.

 

Learn more

13-03-2023

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.

 

Learn more

23-02-2023

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.

 

Learn more

23-02-2023

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.

17-02-2023

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)
Learn more
26-01-2023

UI Styling Updates

To modernise the Act! user interface, we introduced a number of styling updates to the welcome page, navbar, tabs, detail views, icons, Act! Marketplace, and more.

 

Learn more

26-01-2023

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.

19-09-2022

Automatic Dialing to Phone Extensions

Act! Companion now includes the ability to automatically dial extensions and configure dialing behavior.

18-08-2022

Autocomplete Address Fields

Act! Companion now includes the ability to autocomplete Address fields using Google Maps data.

16-07-2022

2020

New Team Capabilities

Take your marketing to new heights with Preference and Unsubscribe Centres, new Folders and Teams capabilities, and numerous enhancements to help you effectively get the word out and stay in touch with customers.

01-12-2020

Marketing Asset Library

Drive effective outreach with categorised, 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.

01-03-2020

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.

11-07-2019

Introducing Act! Marketing Automation

Optimise all the ways you communicate with prospects and customers to maximise engagement and drive business growth with Marketing Automation functionality in Act!.

10-07-2019

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.

v25
  • 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 visualise 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 personalised 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.
v24
  • New 64-bit Architecture - Windows & Web
    Act! v24 capitalises 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.
v23
  • 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.
v22.1
  • 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 categorised, 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.
v22.1 v22
  • Personalised Home Screen
    Start your day from the all-new, personalised 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 customisations 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.
  • Modernised Look & Feel
    Experience the modernised 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.
v20.1 v21
  • Powerful Marketing Automation
    Optimise all the ways you communicate with prospects and customers to maximise 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 specialised 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”.

 

Learn more

26-06-2023

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.

 

Learn more

26-06-2023

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.

 

Learn more

26-06-2023

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
Learn more
26-06-2023

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.

19-09-2022

2020

New Team Capabilities

Take your marketing to new heights with Preference and Unsubscribe Centres, new Folders and Teams capabilities, and numerous enhancements to help you effectively get the word out and stay in touch with customers.

01-12-2020

Marketing Asset Library

Drive effective outreach with categorised, 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.

01-03-2020

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.

11-07-2019

Introducing Act! Marketing Automation

Optimise all the ways you communicate with prospects and customers to maximise engagement and drive business growth with Marketing Automation functionality in Act!.

10-07-2019

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

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.

26-06-2023

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.

26-06-2023

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.

26-06-2023

Create and Edit Products

Act! Companion now allows you to create and edit products in-app.

14-04-2023

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.

17-02-2023

Automatic Dialing to Phone Extensions

Act! Companion now includes the ability to automatically dial extensions and configure dialing behavior.

18-08-2022

Autocomplete Address Fields

Act! Companion now includes the ability to autocomplete Address fields using Google Maps data.

16-07-2022

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.