What’s New in Act! CRM?


What's New in Act!?


The worlds most trusted CRM choice for Small and Medium sized businesses just got better with the new version of Act! CRM. The latest update of Act! CRM is version v21 which now includes CRM and Marketing Automation in one with the new Act! Growth Suite.

Download the PDF Guide – What’s New in Act! CRM

The latest version of Act! has incorporated the following new features:

  • NEW Act! Growth Suite
  • Marketing Automation with loads of email templates
  • A revised visual workflow and image manager
  • Improved calendar, dashboards and assets
  • Office integration for Google Chrome™ users
  • Compatibility with Windows Server 2019 and Office 2019
  • Act! Companion card reader
  • Plus lots more

The new version of Act! CRM builds on the new features added in previous versions, these include features from v19 and v20:

  • Act! Marketing Automation
  • Dynamic sales pipeline management
  • Custom Tables & Industry Template Library
  • Next generation Outlook® integration
  • Act! Companion mobile app
  • Act! Insight dashboards
  • Act! Contact Link for use with Outlook®
  • Ask Act!™ with Amazon Alexa
  • eCommerce connections

See the full list of what’s new in Act! CRM since your version in our upgrade guide.

The New Version of Act! CRM Delivers More Powerful Features

The new features released in Act! CRM version 21 have improvements to help sales pipeline management, marketing automation, custom table’s, and offers loads of new feature enhancements to make Act! even better than before.

New - Stylised Dynamic Sales Pipeline Management

Manage your sales opportunity pipeline more effectively with a set of new pipeline management tools that helps you close more deals quicker and more frequently which improves your business sales performance.

Act! CRM has new dynamic sales pipeline management functionality which allows you to manage your opportunity views and sales pipeline more effectively which improves

The new version update of Act! CRM enables you to work smarter by using in-context KPIs, drag-and-drop between sales stages and sales pipeline drill-throughs.

  • Interactive sales funnel
  • In-context Key Performance Indicators (KPI’s) with an instant roll-up of metrics
  • Sort sales data using advanced filters
  • Actionable sales pipeline with visual representation of all sales opportunities

What’s New in Act! CRM for Marketing Automation?

With the launch of the Act! Growth Suite comes Marketing Automation, which is now built into the software suite. The latest version enables you to automate your sales and marketing efforts.

Act! CRM v21 comes with a new email marketing system, advanced workflows, lead capture, campaign and customer insights, and surveys.

  • Comprehensive campaign management
  • Visual workflow designer and interactive template editor
  • Effective lead management
  • Time-saving CRM workflow with prioritised sales follow-up
  • Real-time response metrics
  • Deliverability and best practice consulting

Custom Tables Improvements

Custom Tables were introduced in version 20.1 and allow users to track and manage even more data in spreadsheet-like tables. The latest release offers many more enhancements for Customer Tables, these include:

  • Act! Insight with Custom Tables Support
  • Create new insightful dashboards using data you manage in Custom Tables.
  • New features now available in the web client
  • Perform advanced queries
  • Perform mail merges
  • Manage cascading dropdowns
  • Specify default columns
  • Usability improvements
  • Quickly assign records
  • Expand list views to see child table data

If you would like to learn more about Custom Tables or would like to discuss customising your CRM system call us today on 0845 257 3141.

New Valuable Act! User Requested Enhancements

Benefit from dozens of new features and enhancements available in the new version of Act! v21;

  • Welcome page with quick access to helpful resources
  • Option to attach inbound Outlook® emails to Act! history automatically
  • Intelligent update notifications for offline clients
  • Manage activity types via the web client
  • Privacy and security updates
  • Upgrades to .NET and SQL
  • SOC 2 compliance
  • GDPR compliance enablement

Looking to Upgrade to the Latest Version of Act! CRM

If you have an active support and maintenance contract and use a supported version of Act! you will probably not have to pay anything to upgrade your system. If you have an old unsupported version you might have to pay for the software again, check out our costs guide and Act! Upgrade guide.

If you think that you have outgrown Act! CRM and are looking for a more flexible and powerful CRM solution, like Infor CRM, call us today to discuss your CRM requirements.

Organise a Personalised 1-1 Demonstration of the Latest Version

Request a live 1-1 demo of the latest version of Act! CRM personalised to your business and industry needs. Our CRM specialists will perform a free demo either at your offices or via the web. Call us today on 0845 257 3141 or email us at info@alphalogix.co.uk to organise a suitable time and location.