Alarms can also be set, as well as the possibility to make them recurrent.Ī different tab enlists all created tasks so you can better view, access details or even modify them with a few mouse clicks. Activities range from appointments and meetings to personal-activity and vacation, with thorough timing options. A customizable timeline view can be accessed where you can simply select a period and add a new task by completing a few fields. In terms of time management, the application covers up pretty much every activity needed. Further listing features, we come across the “Companies” tab, basically representing a database similar to the one for contacts, but only dedicated to what the name suggests. To make it even easier to work with tasks and meetings, the application also lets you create custom groups you can populate with contacts, as well as an associated description for better identification. What's more, the dedicated tab offers both a detail and list view of all your contacts for quick access and thorough display of details and activity history.
However, you can manually add each contact to the database by filling in fields for both personal details, as well as work related info, such as phone, e-mail, website, company or department. One of the first things you might want to consider is taking advantage of the ingenious integration and synchronization with Outlook and Google, quickly importing contacts, thus saving you some time. With this in mind, you still need to spend a considerable amount of time until the database is filled with proper content. Regardless of your previous experience with applications of this kind, you will find no accommodation problems whatsoever.
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One such utility is Sage ACT! Pro and bundles up a breathtaking amount of accounting and management tools within a pleasant and intuitive interface. With the help of various computer applications this becomes a task that can be accomplished by anyone. Enhanced keyword filtering for activities and notes.One of the key aspects in keeping a business alive is a clever time and resource management. New synchronisation options with Microsoft Outlook. We have listed below the major new features for recent Act! CRM releases so you can see the benefits of upgrading to the latest version. What’s new in ACT! CRM since your version?
Versions of Act! CRM that are no longer supported include: Upgrading from versions of Act! CRM that are no longer supported can be difficult and may incur additional costs.
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The current upgrade policy only covers products that are supported, this includes ACT version 19, 20 and 21. Which Versions of ACT! CRM are no longer Supported?Īct! CRM operates a strict upgrade policy that only allows you to upgrade from certain versions of the software. The latest version of Act! CRM benefits from dozens of product enhancements including improvement to: custom tables, the welcome page, and much more.
When you upgrade Act! CRM to the latest version you will get the new dynamic sales pipeline management feature, which allows you to manage your sales pipeline more effectively and intelligently so you can close deals faster.Īnother new feature available when upgrading Act! CRM is the marketing automation feature which helps optimise the way you communicate with customers and prospects and helps drive business growth.
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