What is New in Act! v21

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Act! v21 is here! What's new with this release?

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

Old Opportunity Screen

New Opportunity Screen

DYNAMIC SALES PIPELINE MANAGEMENT

The new sales pipeline and opportunity views enable you to manage your sales pipeline more effectively and intelligently with interactive filter panels, in-context KPIs, drag-and-drop between sales stages and sales pipeline drill-throughs.

  • Interactive sales funnel with the total count and value of all open opportunities
  • In-context KPIs with an instant roll-up of metrics like Opportunity Close Rate, closed-won value, open deals, and more (8 out-of-the-box or add your own)
  • Actionable sales pipeline with a visual representation of all opportunities organized by sales stage and drag-and-drop functionality
  • Advanced filters to see data by rep, sales stage, date range, and more

* Act! Premium subscriber feature

POWERFUL NEW MARKETING AUTOMATION

Act! Marketing Automation (AMA) is a new feature built into Act! enabling you to automate workflow between your sales and marketing efforts. With a brand new comprehensive email marketing system, with advanced CRM workflow, lead capture and surveys, and campaign and customer insights, you will easily be able to prioritise follow-ups, automate sales tasks, and complete interaction history.

  • Comprehensive campaign management—blasts, drip, and nurture
  • Visual workflow designer and interactive template editor
  • Effective lead management—lead capture, scoring, and nurturing
  • Time-saving CRM workflow with prioritised sales follow-up 
  • Real-time response metrics and actionable customer insights
  • Deliverability and best practice consulting

* Act! Premium subscriber feature. Additional plan required.

CUSTOM TABLE IMPROVEMENTS

Custom Tables were introduced in v20.1 and allow Act! users to track even more data in spreadsheet-like tables within Act!. WIth v21, there are lots of new feature enhancements for Custom Tables.

Act! Insight with Custom Tables Support

Create new insightful dashboards using the unique business or industry 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

* Custom Tables features exclusive to Act! Premium Plus subscribers.

Insight Reporting Improvements

See dynamic, visual snapshots of real-time metrics with interactive, graphical Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs for smarter decision-making. Dig deeper with one of 50+ preconfigured reports or create custom reports with the report designer. Export reports to Microsoft® Excel, PDF, and email for sharing with your team.

* Custom Tables features exclusive to Act! Premium Plus subscribers.

VALUABLE ACT! SUBSCRIBER BENEFITS

Act! version 21 offers loads of feature enhancements that make Act! even better!

  • 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

What's new in Act! v21

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Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

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