Act! Release Overview-v15-Present

released 08/05/19

Act! Companion now includes a new notes view, allowing you create, edit, and view notes across contacts, companies, groups, and opportunities in the app. Additional improvements include a history view revamp and rich text formatting inside of notes and history.

released 06/24/19

Act! Growth Suite now includes a number of valuable Marketing Automation enhancements. Now you can access 170+ impactful email templates that fit your industry, business, and communication style. Choose from a diverse library of promotional, transactional, webinar, and enewsletter email templates for building campaigns. Campaigns will render beautifully on any device, because all email templates are mobile responsive. Additional features include a new visual workflow for selecting email templates and a new image manager, making it easy to quickly find the templates and visuals you need.

released 05/31/19

Act! Companion now includes heat maps, so you can easily see customers in your proximity. You also get a new Groups view, additional activity and history filters, and an in-app notification that lets you know when new versions are available.

released 05/02/19

Act! now includes CRM and Marketing Automation in one with the new Act! Growth Suite, an all-in-one sales and marketing platform that provides everything you need to successfully run and grow your business. Additional innovations include Marketing Automation dashboards in Act! Insight, a new marketing calendar view, and asset tracking for PDFs and YouTube videos. Plus, experience improvements to Act! Companion Mobile app, Custom Tables, IT administration, and so much more!

released 03/04/19

Act! Companion now includes a convenient business card reader, making it easy to add new contacts on-the-fly. Additional enhancements let you do more from the app—view documents associated with your contacts, add attachments, and send SMS text messages to your Act! contacts.

released 12/03/18

Act! Companion now includes new calendar views, including daily, monthly, and yearly options, providing organized access to your schedule from the app! A new companies view enables you to access, create, update, and delete Act! companies on-the-fly. Enhancements to search include a convenient global search option and expanded search filters across the app, making it easier than ever to find what you need in an instant!

v21 Act! Pro, Act! Premium, Act! Premium Plus, & Act! Marketing Automation released 11/07/18

Your trusted CRM choice just got better! Act! now includes dynamic sales pipeline management, powerful new Marketing Automation, and more transforming Act! into the ultimate small business toolset.

Dynamic Sales Pipeline Management

Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often. Available exclusively to active Act! Premium members!

Powerful New Marketing Automation

Optimize all the ways you communicate with prospects and customers with the new Act! Marketing Automation to maximize engagement and drive business growth. Available exclusively to active Act! Premium members! Additional subscription required.

Subscriber-Exclusive Enhancements

Benefit from dozens of valuable subscriber-exclusive product enhancements, including improvements to Act! Insight, Custom Tables, the Welcome page, and so much more!

released 07/02/18

Act! Companion now includes expanded history, activity, and contact views for more detail about your customer relationships from the app. Enhancements to notification settings give you additional control over the types of notifications you receive. 

v20.1 Act! Pro, Act! Premium, & Act! Premium Plus released 03/22/18

Introducing the most adaptable, everywhere, connected Act! experience yet!

Custom Tables & Industry Templates

Unlock the full potential of Act! using Custom Tables and Industry Templates in the new Act! Premium Plus. 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. Plus, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more.

Next Generation Outlook^® Integration

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

Act! Insight & Act! Companion Improvements

Strengthen business insights and improve sales mobility with enhancements to valuable subscriber-only features Act! Insight and the Act! Companion mobile app. 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. 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.

New Customer Support Options

Get the help you need, when and how you need it with flexible new options for customer support that empower your productivity, including a new Ultimate support plan option, enhanced digital self-service experience, and more.

^{Important Note: Office 2010 is no longer supported in Act! v20.1.}

released 02/11/17

Act! Companion has been transformed! Experience an all-new look with modern and mobile-friendly design updates. You can count on the same great functionality from the previous versions, including access to contacts, activities, history, and Act! Insight. But now, Act! Companion has been optimized to help users work quickly with easily discoverable actions, a simplified login experience, and access to all available dashboards in the Act! Insight view.

v20 Act! Pro & Act! Premium released 10/10/2017

Meet the modern, new Act! complete with Act! insight*, Ask Act!™ with Amazon Alexa*, and so much more!

Interactive, Graphical Act! Insight Dashboards*

Guide decision-making with rich insights from interactive, graphical Act! Insight dashboards. See dynamic, visual snapshots of real-time metrics for sales productivity and performance, sales pipeline health, top performing products, and more with 12 out-of-the-box dashboards. Gain insight no matter where you are with a new Act! Insight view in Act! Companion mobile app.

Ask Act!™ With Amazon Alexa*

Interact with Act! through simple, verbal requests to Amazon Alexa¹ via Ask Act!™—a leading edge voice integration available to active Act! Premium subscribers. Ask for key Act! contact and calendar details, then sit back as Amazon Alexa tells you what you want to know. No need to search your laptop or mobile device to stay informed!

Fresh, New Look

Experience a fresh, new look with visually stunning design updates consistent across Windows® and Web. Enjoy a modern navbar, new big button menu design, new Web login screen, and contemporary icons.

Optimized Emarketing Workflow

Manage Act! emarketing campaigns through an intuitive, optimized workflow in Act!. Everything you need to create, send, and track campaigns is available in five newly designed views—Overview, Options, Create, Send, and Track with full-screen Call Lists².

Compatibility & Usability Improvements

Benefit from compatibility and usability improvements that make Act! even better! Now you can work with Act! on Chrome for Mac³, quickly identify opportunities that need attention with the new opportunity field ‘Days in Stage’, and so much more.

^{*Requires an active Act! Premium subscription.
1 Works with Amazon Echo, Echo Dot, and Echo Show.
2 Additional fee required.
3 Office integration is not available using Chrome, even on Windows®. Integration with Outlook® for Mac is available with Act! Premium Contact Link via the Act! API.}

released 08/08/17

Act! Companion 1.5 now includes maps! Get driving directions to a contact, find nearby places of interest, and navigate to the location of your meeting with ease. Act! Companion also includes a number of new updates since its release with v19. Check out What’s New in Act! Companion below to learn more. 

Pro & Act! Premium released 05/24/17

Act! v19 continues to deliver enhancements that maximize your productivity and subscription value—making your Act! experience even better!

Compatibility Updates

Now compatible with Microsoft® SQL Server 2016 and Windows® Server 2016.

Act! Emarketing Call List1 Improvements

Focus in on campaign results by date with a new date range filter in the Call List¹.

Act! Companion* Mobile App Enhancements

Do more from the app! Schedule and update activities and to-dos.

Web Client Rich Text Controls

Enjoy new rich text controls when entering notes, history, and more. Controls include new options for fonts, font sizes, strikethrough formatting, text background colors, and bullet points.

Performance & Quality Updates

Benefit from our ongoing commitment to a best-in-class user experience with customer-driven updates.

¹ Additional fee required.

*Requires an active Act! Premium subscription.

Pro & Act! Premium released 03/08/17

Act! v19 continues to maximize your productivity and your subscription value!

NEW eCommerce Connections*

Connect with popular eCommerce solutions BigCommerce, Ecwid, Etsy, Shopfy, Volusion, and WooCommerce for visibility into customer purchase history in Act! Premium. Use those details to have informed sales conversations and send targeted marketing campaigns. Setup is fast and easy—no technical expertise needed.

Dozens Of Quality Updates

Benefit from dozens of quality updates that improve your user experience.

Act! Companion Mobile App Enhancements*

Capture details on the spot and easily associate history to Act! Premium contacts and other users with @ mentions.

• *Requires an active Act! Premium subscription.

Pro & Act! Premium released 1/11/17

Now 64-bit compatible, the new Act! v19 is designed to maximize your productivity and your subscription value!

64-Bit Compatible

Work with the Microsoft® Office products you rely on every day, because Act! is now 64-bit compatible.

Modern, New Connections*

Extend the power and reach of Act! Premium with modern, new Connections. Act! Companion* keeps you connected to key Act! Premium v19 details from iPhone® or Android™¹. Act! Premium Contact Link helps you streamline your workflow between Act! and Outlook®. No web server, no problem! You can leverage these Web API-based connections as a Windows® user too with Act! Connect Link.

Act! Emarketing Performance Improvements

Save valuable time with performance improvements to Act! emarketing—campaigns send up to 5 times faster! Act! emarketing campaign management is also more efficient with improvements to email campaign history on the Contact Record, live feedback on your current service level, and more.

Customer-Driven Enhancements

Benefit from customer-driven feature enhancements that make Act! even easier to use, including 30+ refreshed reports, hundreds of quality updates, and more.

*Requires an active Act! Premium subscription.

¹ Works with iOS versions 9.x and up, and Android Lollipop and Marshmallow.

Act! Premium released 07/21/16

Act! Connect Link For Desktop Users

The all-new Act! Connect Link delivers the power of the Act! Connect integration platform to Act! Premium desktop users with no complicated setup – simply install and go! Now, whether you are using the web, desktop, or Cloud version of Act! Premium, it’s easier than ever to leverage the power of Act! Connect for simple integrations with hundreds of popular business apps that help you save time and accelerate your sales and marketing efforts.

Act! emarketing Enhancements

New Act! emarketing administrative features allow admins to designate which users can send emarketing campaigns, and from which sender profile.

Enhanced Security And Control

Additional administration and security options for Act! Premium Web API gives administrators expanded control over how the Web API and related integrations are used within their business.

Act! Premium For Web Enhancements

Act! Premium for Web updates enhance the usability of Opportunities by allowing users to manage Opportunity processes and products from the web client. Additionally, Act! Premium for Web users can streamline management of Contacts using the Copy/Move Contact Data option, making it easier to manage the integrity of their Act! data.

Quality And Performance Updates

Dozens of performance and quality enhancements across the product portfolio based on user and partner feedback.

Premium released 04/26/16

Prioritize Your Focus

Easily identify, organize, and keep track of the contacts you communicate with the most, with the all-new Favorite Contacts checkbox. And, get more insight into your sales pipeline history with a new Activity Create Date stamp.

Integrate With Ease

Act! Connect puts integration with hundreds of popular business apps at your fingertips! Quickly and easily set up connections between Act! and Outlook®, Slack, PayPal^®, Wufoo™, QuickBooks Online, and more! Enrich your Act! data and trigger actions that save time and accelerate your sales and marketing efforts. The improved installation of Act! Web API with Act! Premium for Web ensures you have the tools you need to get started with Act! Connect services, or create custom integrations.

Stay Up-To-Date

Stay compatible with the latest updates including support for Chrome™ and Internet Explorer^® 11 (without Compatibility Mode), plus experience dozens of performance and usability improvements based on customer feedback.

Premium released 02/08/15

Act! v18 brings a host of compatibility and productivity enhancements, new Act! emarketing administrative features, a fresh, modern look for Act! Premium for Web, and more! Extend the power of Act! and streamline efficiency with an all-new web API platform that allows for meaningful connections to business productivity tools, and stay up-to-date with the newest features available for Act! with flexible subscription plans – now including expert technical support.

released 10/20/15

Google Chrome™ Compatibility

Google released Chrome™ version 46 on October 16th, which removed a specific popup function in Chrome™ that is unfortunately used in over 200 areas within Act!. This has caused disruption to Act! Premium customers using the web interface in the Chrome™ browser.

This update was anticipated and we are aggressively working on a comprehensive update for all our Act! Premium v17 customers. In the meantime, we recommend using the Internet Explorer® browser for immediate access for Act! Premium for web and Act! Premium Cloud.

We understand the importance of browser choice and are committed to resolving this issue for all specific versions of Act! v17. All issues are currently being tested and will be included in Act! v18, which has an anticipated release date in mid-December.

released 08/10/15

Windows® 10 Compatibility

Microsoft announced the release of Windows® 10 on July 29, 2015. Upgrading to Windows® 10 introduces many new features, some of which may affect Act!. We highly recommend performing a complete backup of your Act! database prior to upgrading to Windows®, though the current version of Act! (v17) is fully supported. We have additional recommendations to make your transition as smooth as possible – please visit the following Knowledgebase article to review our best practice guide: What are the best practices for using Act! v17 and later with Windows 10?

For known issues and workarounds for using Act! v17 and later with Windows® 10, please visit Known issues and workarounds for using Act! v17 and later with Windows 10

Note: Previous versions of Act! may have issues that cannot be resolved; review the KB above for details. Future releases of Act! will be fully tested and supported on Windows® 10.

released 08/10/15

Act! Essentials (formerly Act! Cloud) has been renamed! We have also updated the user interface. You will still see all the great same features but with an updated look – we hope you will like what we’ve done.

released 07/08/15

Check out the all-new, redesigned Act! emarketing template editor, with improvements to help you save time and market more effectively.

Optimized Template Storage

Optimized template storage makes it easy to quickly navigate and locate all your templates from one organized library.

Redesigned Icons

Redesigned icons help you interact with your templates more efficiently, directly from previews and in edit mode.

Consolidated Editing Tools

Consolidated editing tools including redesigned tool tabs and editing options for images, help you create and customize professional-looking templates faster and easier.

Premium released 07/01/15

Act! emarketing Improvements

Act! emarketing improvements include a refreshed dashboard in Act! to help guide you on what to do next, improved template organization for more efficient email campaign sending, and additional reporting tools to help you have more visibility into your email success. Plus, check out the all-new, redesigned template editor!

Do More, Faster

Do more, faster with new global scheduling preferences, enhanced keyword filtering for Notes and Activities, and easily-accessible find/replace commands for Lookup fields.

Stay Compatible

Stay compatible with the latest enhancements to popular business tools like Google Chrome.

Make Act! Work For You

Make Act! work for you with a more personalized experience including Act! notifications customizable big buttons, and default History options – now available for Windows® and Web!

released 05/26/15

Multi-user Features Now Available in Act! Essentials

Multi-User Functionality

Act! Essentials makes it easy for you to collaborate with teammates and keep up with the latest contact updates, to-dos, and activities – all in a single location, from any device. Multi-user functionality allows you to share contacts and keep track of all interactions, while still maintaining personal to-do lists and agenda items.

released 05/05/15

Act! subscription is now available!

Act! Works The Way You Do

Subscription options start at $10 for Act! Essentials and $25 for Act! Premium.¹ Don’t want to worry about the technical details? We’ve got you covered. For just an additional $10, we’ll host Act! Premium for you!² Plus, all Act! Premium subscriptions include support, email marketing, and access to all the new features and compatibility updates as they’re released. Act! has a solution that’s perfect for your business.

Premium released 02/25/15

Act! Premium v17.1 Released

Enhanced Call List³ Functionality

Enhanced Call List functionality enables users to take actions directly from the Call List – like scheduling follow-ups, and creating Histories and Lookups.

Additional Customization Options

Additional customization options give users a more personalized experience – including customizable big buttons, Act! Notifications, and default History options.

Usability Improvements Help Streamline Activities

Usability improvements help streamline activities like import and duplicate checking (on Windows® and Web!), Global Web Info preference management, and additional options for URL links in Documents.

Premium released 10/23/14

Say hello to Act! v17, the newest and most intelligent version of the #1 best-selling contact and customer manager. With enhancements to integration and automation, it’s easier than ever to turn your marketing efforts into successful sales.

Enhanced Act! emarketing

Enhanced Act! emarketing fuses your marketing and sales efforts together for individuals and now teams, by enabling automation of key follow-up activities driven by intelligence from campaigns and web forms.

Optimize Your Workforce And Drive Productivity

Optimize your workforce and drive productivity with mobile enhancements, integration with popular business tools like Dropbox and SharePoint™, and new Outlook® sync options that help you save time and stay organized, so you can market and sell intelligently.

Get More Done With Streamlined Configuration And Access Options

Get more done with streamlined configuration and access options, including automated silent install for larger deployments, the ability to configure remote databases for Act! Premium for Web, and enhancements to Global Preferences – all designed to help your efficiency.

Discover The New, Modern Look Of Act!

Discover the new, modern look of Act!, and easily access resources, tools, and a variety of apps that help you get more out of your solution.

Premium released 05/17/14

Act! Premium v16.1 Released

Integrated Act! emarketing

Integrated Act! emarketing allows you to create, send, and track professional, eye-catching campaigns that reach customers and prospects with the right message at the right time – all from within Act!.

Act! Marketplace Within Act!

Act! Marketplace within Act! gives you easy access to a variety of apps that help extend the power and possibilities of Act! – including dozens of premium apps for integrated accounting, data management and reporting.

Premium released 09/01/13

Maintaining a competitive edge requires you to work smarter to accomplish more.

Streamlined Company Management & Global Actions

Streamlined Company Management & Global Actions increase sales effectiveness by driving informed, efficient action based on automatically consolidated contact details and global activity scheduling.

New Calculated Fields

New Calculated Fields drive Prioritization and Maximize Customer IQ to help increase productivity via insight and automation that drives sales and enhances relationships.

New History View

New History View helps you easily locate, analyze, and act on data within a dynamic view of all completed actions to gain an insightful look back on your contacts.

Act! Premium Mobile Enhancements

Act! Premium Mobile Enhancements drive productivity in the field by putting key functionality – like Groups and Companies – at your fingertips.

Usability and System Improvements

Usability and system improvements allow you to save time and rest assured that your system and data are healthy and secure with global activity rescheduling, proactive system alerts, and streamlined field and layout configuration.

05/20/13

Swiftpage Completes Acquisition of Sage ACT! and Sage Saleslogix Businesses

Swiftpage announced today it has finalized its acquisition of the Act! and Saleslogix customer relationship management (CRM) businesses from The Sage Group plc. The new combined company, which now provides integrated marketing and CRM solutions to more than 1,000 resellers and millions of end users worldwide, is headquartered in Colorado and has 300 employees in offices in the United States and the United Kingdom.

Premium released 09/01/12

Business never rests and neither should your technology.

Sage ACT! Premium Mobile With Opportunities

Sage ACT! Premium Mobile with Opportunities gives you real-time, mobile access to your Sage ACT! Premium Contact, Calendar, and Opportunity details from your iPhone®, iPad®, or Android™ device.

Social Updates

Social Updates are now available to help you capitalize on unique social insight by viewing and interacting with customers’ LinkedIn® and Facebook® profiles from within their contact record.

Social Sharing

Social Sharing helps you extend your reach beyond just email by automatically posting your Sage E-marketing for ACT! campaigns to popular social media sites and allowing recipients to share with their network.

Smart Task Enhancements

Smart Task Enhancements save you even more time because Smart Tasks now run even when Sage ACT! is closed, and automatically update record fields once your selected conditions are met.

Business Technology Updates

• Windows® 8
• Windows Server® 2012
• Internet Explorer® 10
• iOs 6