What's New in Act! v20.1

Introducing the most adaptable, everywhere, connected Act! experience yet! Optimize your unique business with Custom Tables Manager in the new Act! Premium Plus, next generation Microsoft® Outlook® integration, compatibility with Office 365 and Exchange for contact and calendar sync, and so much more.

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Adaptable

Adapt Act! to fit your unique needs using the new Custom Tables Manager and enhanced customization capabilities in Act! Insight.

Custom Tables

Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique business processes, and specialized industry practices together in Act! to manage your business. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference. Custom Tables Manager is available to active Act! Premium Plus subscribers! Learn more.

Act! Insight

Act! Insight dashboards now include rich customization capabilities, so you can pull in data from all Act! entities, reporting-based fields, and custom fields, making it easier to measure business and team performance. Even drill through to Act! list views from dashboards. Act! Insight is available to active Act! Premium subscribers!

Everywhere

Enjoy everywhere access to Act! opportunities from new views in the Act! Companion mobile app.

Act! Companion

Act! Companion now includes Act! opportunities so you can manage your pipeline from anywhere. View opportunities in new list or detail views, and easily create, update, close, or delete opportunities on-the-fly. Act! Companion is available to active Act! Premium subscribers! Learn more.


 

Connected

Extend your connected workspace via next generation Microsoft®Outlook® integration for Act!. 

Outlook Integration

Sync for Outlook® contacts and calendar details leverage modern new engine technology to drive superior sync performance and enhance duplicate checking. Quick actions within Outlook® let you record emails to Act! history manually from the inbox and sent folder, auto-record emails to Act! history when emails are sent, or bulk sync emails to Act! history. Configure what gets recorded to Act! history—emails components or email components plus attachments. Mail Merge improvements make it possible to include images in your communications, whether you’re using new or existing templates.

Compatibility Updates

Work with popular Microsoft® platforms Office 365 and Exchange for contact and calendar sync. These newly supported platforms provide additional convenience, flexibility, access options, and control.