From smarter list lookups and bulk updates to improved better company-contact alignment, Act! Premium Desktop v27 simplifies essential workflows so you can focus less on data maintenance and more on building stronger customer relationships.
Work Smarter with Your Data
Keep your database organized and accurate with tools that simplify updates and help you find exactly what you need. Cut out repetitive tasks to save time, reduce errors, and keep your records complete for more confident decision-making.
What’s new:
- Append to Field: Apply changes to a field across multiple records by adding or appending values—without overwriting existing data. Append to Field makes bulk updates safer and more flexible, letting you enrich records, add tags, or adjust fields while preserving what’s already there.
- List Lookup: Quickly search your Act! database against any list—or multiple values at once. Whether you’re pasting in a list of email addresses or entering common field values, List Lookup finds every matching contact in seconds without the need for repetitive lookups.
Simplify Pipeline & Record Management
Manage opportunities and records with fewer steps and greater accuracy. Reduce repetitive actions to speed up workflows, keep company and contact details in sync, and help your team focus on moving deals forward.
What’s new:
- Oppdater: Easily manage large volumes of opportunities with one step. Oppdater lets you apply mass updates to Status, Process, or Stage for all opportunities in a lookup—streamlining pipeline management and eliminating repetitive edits.
- Primary Contact Plus: Easily keep contact and company details aligned. With Primary Contact Plus, you can set a primary contact, sync their information across the company and all linked contacts, and bring together related custom table data—preventing overwrites and ensuring every record stays accurate and consistent.
Stay Current & Compatible
Act! v27 keeps your platform current with the latest technology, ensuring compatibility and long-term stability. With SQL 2022 included and a new mail merge option, you can work confidently knowing your CRM is secure, supported, and adaptable to your needs.
What’s new:
- Microsoft SQL 2022: Run Act! with confidence on the latest Microsoft SQL platform, ensuring smooth performance, stronger security, and compatibility with today’s business technology.
- Mail Merge Enhancements: Mail merge to Word and email now uses the same process and file formats as Act! in the Cloud—delivering a consistent experience across platforms and making it easier to work with templates and merged documents.
Ready to upgrade? Call us at 866-532-0380 (US), 1300 724 327 (AU), 0800 443 163 (NZ) or contact your Act! Certified Consultant.
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