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Act Premium Plus

Includes all the features of Act! Premium as well as custom tables.

Unlock the full potential of Act using custom tables manager which allows you to bring complex data sets and unique processes to help you manage your business.

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Category:
  • Description
  • Services
  • System Requirements
  • Add-ons

Description

Make it yours Quickly


Leverage industry-specific templates, fully optimised to capture and manage data relevant to your unique business or industry. Get started with templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Projects, Realty, Service, Software, and Support.

Or start from scratch as we can design Custom Tables to manage the detailed data you’ve always wanted to capture, but just didn’t have a place for—the possibilities are limitless!

Put the data to work

Because you now have a place for everything in Act!, you get total visibility of what’s happening with your business and customers in one place.  

Managers can search and filter Custom Tables to view roll-up metrics for things like insurance policies, product sales, mortgage totals, or project deadlines, while users can view highly-specialised information like the details of an individual insurance policy, product sale, mortgage, or project for a particular contact. Instead of digging through disparate spreadsheets or other systems for answers, all the customer details are at your fingertips—right where you need them in Act!.

Take it a step further and action on communications tied to policy end dates, contract renewal dates, upcoming warranty expirations, or even birthdays tracked in Custom Tables.

Act! Companion

Key contact details

Enjoy everywhere access to key contact and customer details from your mobile device. Need to add a new prospect or update a customer’s phone number? It’s easy to create, update, and delete contacts on-the-fly.

Activities, alerts, & history

Be productive with quick access to activity details and alerts that inform you of what’s next. Schedule and update activities as your day progresses. Capture history and associate to your contacts or other Act! users.

Interactive maps

Know more about where you’re going and what’s around you with interactive maps. Get driving directions, find nearby places of interest, and locate customers in your area.

Act! Insight

Gain insight into business and team performance with Act! Insight dashboards. See dynamic, visual snapshots of real-time metrics for team performance, top performing products, and win/loss analysis.

Sales opportunities

Manage your pipeline from anywhere. View opportunities in list or detail views, and easily create, update, close, or delete opportunities on-the-fly.

Act! Connect

Connect with hundreds of popular apps that extend the power and reach of Act! Premium — a valuable active subscriber benefit! Get started with a few simple steps, then watch as Act! Connect  automatically moves info between Act! Premium and the apps of your choice.

 

 

 

 

Act! Partner Services

Out of the box Act is an easy to use CRM system but we always recommend having an experienced consultant/technician to help you get set up correctly.
Please see some of the services we can provide below.

Implementation

Where are your users based and how do you want them accessing Act. Depending on which Act variant  (Pro, Premium or cloud) will give you different options for accessing Act.

We can assist you remotely or onsite with the following:

  • Installation: Server and terminal PCs, configure web/remote access
  • Auto backups and database maintenance to protect your data
  • Database customisation. Build you a custom layout, creating the fields you require to store the information you want
  • Set up user accounts and permissions
  • Import existing contacts/companies into Act!

Act! Training

Provided by fully accredited Act! Trainers and tailored to your requirements. Training can be delivered Remotely, onsite or in a classroom environment to help you get up and running and using Act! in the right way.

Topics Covered

Users new/existing

  • Creating new contacts / companies
  • Lookups and searches
  • Scheduling activities
  • Attach documents to contacts
  • Using the notes, history, documents and other tabs
  • Setting up and using email functionality
  • Creating email/letter templates
  • Creating and managing groups
  • How to run reports and edit existing
  • Opportunities – creating and tracking opportunities
  • Dashboards/Act! Insights

Administrators have the most rights with Act!. They are the ones responsible for maintaining that database, making changes and managing users.

Administrators

  • Creating and editing fields – customise your database layouts
  • Create/remove users and set permissions
  • Import/Export data
  • Setting up remote database and synchronisation

 

Act! Premium v20 (access via Windows®)

System Requirements1

  • 4 GB available hard disk space2
  • 1280 x 768 or higher resolution monitor
  • Broadband Internet connection
  • 2 GB system memory, 4GB for 64-bit OS
  • 1.8 GHz processor
  • Microsoft Update Service must be current and running

Works With

  • Microsoft® Office 2016 and 2013
  • Microsoft® Exchange and Office 365 for contact and calendar synchronisation
  • Internet Mail SMTP / POP33
    NOTE: Office 2010 is no longer supported in Act! v20.1.  Further information around Exchange support is available here.

Supported Operating Systems4

  • Windows Server 2016 (64-bit)
  • Windows Server 2008 R2 (64-bit)5
  • Windows Server 2012 (64-bit)
  • Windows Server 2012 R2 (64-bit)
  • Windows Server 2011 SBS (64-bit)6
  • Windows 10 (32-bit and 64-bit)
  • Windows 8.1 (32-bit and 64-bit)
  • Windows 8.1 Pro (32-bit and 64-bit)
  • Windows 8.1 Enterprise (32-bit and 64-bit)
  • Windows 7 SP1 (32-bit and 64-bit)​

Database Server

Act! Premium uses SQL Server® 2014 Express or your existing installation of SQL Server 2008 R2 or newer. If you would like to use a different edition of SQL Server other than the one provided, please consult Microsoft documentation for specific hardware and software requirements for that edition.

Act! Premium v20 (access via web or mobile)

Server System Requirements1

  • 4 GB available hard disk space2
  • 1280 x 768 or higher resolution monitor
  • Broadband Internet connection
  • 2 GB system memory, 4 GB for 64-bit OS
  • 1.8 GHz processor
  • Network Interface Card
  • Router and/or Firewall that supports IPv4 NAT or IPv6

Supported Operating Systems4

  • Windows Server 2016 (64-bit)
  • Windows Server 2008 R2 (64-bit)5
  • Windows Server 2012 (64-bit)
  • Windows Server 2012 R2 (64-bit)
  • Windows Server 2011 SBS (64-bit)6
  • Windows 10 (32-bit and 64-bit)
  • Windows 8.1 (32-bit and 64-bit)
  • Windows 8.1 Pro (32-bit and 64-bit)
  • Windows 8.1 Enterprise (32-bit and 64-bit)
  • Windows 7 SP1 (32-bit and 64-bit)

Database Server

Act! Premium uses SQL Server® 2014 Express or your existing installation of SQL Server 2008 R2 or newer. If you would like to use a different edition of SQL Server other than the one provided, please consult Microsoft documentation for specific hardware and software requirements for that edition.

Supported Browsers

  • Microsoft Internet Explorer® 11
  • Google Chrome™ Browser for Windows
  • Google Chrome™ Browser for Mac

Supported Office Integrations

  • Microsoft® Office 2016 and 2013
  • Microsoft® Exchange and Office 365 for contact and calendar synchronisation
  • .NET 4.0 (required for integration features only)
    NOTE: Office 2010 is no longer supported in Act! v20.1.  Further information around Exchange support is available here.

Mobile Client System Requirements

  • Safari® for iPad®
  • Safari® for iPhone®
  • Google Chrome™ Browser for Android
  • Internet access to Act! Premium for Web IIS server

SQL Server Edition Recommendations

SQL Express limits processor use to a single CPU but allowing multiple cores, memory used by SQL to 1 GB, and the size of your data file to 10GB. For this reason, we recommend SQL Standard for any deployment over 20 users or 5 GB in size, allowing for growth. Individual performance may vary based on actual database size, hardware variations, and product usage.

 

1. Higher specification PCs and networks will improve performance, and may be recommended for certain Operating System choices. Consult Microsoft documentation for more details.
2. Additional disk space may be required as local database size increases.
3. SSL Secured Mail Services are not supported.
4. Anti-Virus products are recommended but should be disabled during install and re-enabled afterwards. As with any Anti-Virus product, some configuration may be required for Act! to perform properly.
5. Server Core installations of Windows Server 2008 R2 are not supported.
6. Only for supported for upgrades, not new/clean installations of Act!.

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