Upgrading from previous ACT versions


If you are an ACT! 2004, 2005, 2006, 2007, 2008 and 2009 software user then you’ll be asking: why should I upgrade to the latest and greatest version of ACT! by Sage?

ACT! 2010 delivers a range of exciting new features as well as enhancements to existing features, all focused on making ACT! easier to use and more feature-rich, resulting in greater efficiency and productivity for you. Please note that ACT! 2010 is compatible with Microsoft® Office 2007 and Windows Vista™. If you are currently using a previous version of ACT! or ACT! Premium, click here to find what has specifically changed for you with the release of ACT! 2010.

You’ll also receive all the essential features introduced with ACT! by Sage 2010 such as the following:

Newly Designed Look and Feel
Enjoy the newly designed look of ACT! with proven easier to learn and use navigation, instant access to search, related tasks, big “easy” buttons, and the new Welcome page.

“The Welcome Screen is a great tool for both old and new users. New users will have, in a simple easy to navigate layout, how to make ACT! work for them. Experienced users will find it useful for the functions that they do not often use. A great addition.” - Beta User

Calender View

Social Media Integration
Take advantage of leading-edge social media technology that automatically integrates profiles and data from LinkedIn®, Facebook, Plaxo, and more with ACT! for instant knowledge about your customers.

“I love this tab [Web Info], this is one of the best features ACT! could have added. When you have an appointment with a client and you can just get a map straight from ACT! instead of going to ACT! getting the address then opening a browser and MapQuest. Great Job!” - Beta User

Fixed Dashboard

End-to-End E-Marketing
Generate actionable demand with end-to-end e-marketing* that intelligently and automatically reaches out to your ACT! contacts and delivers results right to the ACT! Contact Record, saving you money by helping you focus on the right customers (*requires additional subscription).

“I'm very excited about the E-marketing opportunities in the new ACT!. The possibility of having an organized and seamless marketing program without having to establish more files and systems or hire an assistant makes me absolutely giddy!” - Beta User

Advanced Search

Customisable Opportunities
Tailor opportunities to fit your selling model with redesigned sales tracking functionality that allows you to maximize the way you manage leads. Sales opportunities now behave and appear like contacts, groups, and companies, making them more flexible than ever.

“The overall look and feel to the new version is superb. The Opportunity Layout is without-a-doubt the most awesome addition.” - Beta User

Main Contact Detail View

New Dashboards and Reports
Unlock insight into your biggest opportunities for quick wins using new dashboards and reports viewable in a streamlined layout, or create custom reports with the new connector for third-party report writers. Get more from everything you keep in ACT!.

“Dashboards are great, I liked the ability to create custom dashboards and to quickly filter data without needing to create different dashboards. Simplicity of building dashboards was appreciated.” - Beta User

Opportunity Pipeline by Stage

Compatibility with iCalendar and vCard
Send calendar invitations and contacts from ACT! to leading e-mail solutions, like Gmail™, Apple® iCal®, Windows Live™, and Microsoft® Outlook®. Work seamlessly with non-ACT! users.

“Great to see this feature [iCalendar] incorporated. You people have really out done yourselves with the new features this year. It is nice not to have to switch back and forth between ACT! and Outlook.” - Beta User

Company View

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Sage Business Solutions is a leading provider of end-to-end accounting software and business management software solutions. Sage provides CRM software and web based CRM solutions that is highly functional and scalable through to complete business software solutions including ERP software. Our Sage business partners offer expert CRM software solutions and are available to assist with CRM implementation and complete integration of accounting software for large, mid-size and small businesses. No matter which Sage solution is right for your business, you’ll find it to be easy to implement, easy to use and easy on your budget. Contact Sage Business Solutions today.

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