Act! CRM v21.1 Update

May 7, 2019 | Josh Noonan

Act! now includes CRM and Marketing Automation to create an all-in-one sales and marketing platform that provides everything you need to successfully run and grow your business. 

What’s new in Act! v21.1 

Act! now includes CRM and Marketing Automation in one solution called Act! Growth Suite. It’s 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!

 

Some highlights include:

  • New! Act! Database Administrator login (that does not take up an Act! Licence for administering the database
  • New! Campaign Management calendar view
  • New! Insights Dashboards for Marketing automation
  • New! Act Companion updates including Business Card Scanner
  • New! Marketing Automation Asset training improvements
  • New! Import wizard for data migration from other CRM products
  • Custom table enhancements
  • Microsoft Office 2019 and Windows Server 2019 are now officially supported
  • Plus many product improvements and compatibility enhancements!

 

NEW! System Manager User
  • New user role to help System Administrators, IT Support teams, ACCs, or hosting partners maintain the Act! database
  • Does not require a user licence
  • Access is restricted to specific features to manage database access, recovery and integrity
  • The user sees a limited interface when logged into Act!
  • Users can not view, create or delete database records, or make customisations in any area
  Act! System Manager User
NEW! Campaign Management Calendar View
  • See scheduled campaigns in a daily, weekly or monthly view
  • Filter by single send or recurring campaign
  • Available to all Act! Growth Suite tiers
  • Drill into any campaign for more detail.

 

  Act! Marketing Automation Campaign Calendar
 NEW! Insight Dashboard for Marketing Automation
  • Marketing Automation integration
  • All-new out of the box Marketing view for Act! Marketing Automation data
  • Marketing automation filters and visualisations
  • New demo data for Act! Marketing Automation in Act! Insight
 Act! Marketing Automation Insight 
 NEW! Marketing Automation Asset tracking improvements
  • Track interactions with marketing assets
  • Measure engagement:
    • Time spent and page visits of PDF documents
    • Time spent viewing YouTube content
  • Add lead capture forms
  • Optionally enforce sign-up to continue viewing
  • A/B test different assets
  • View a rich campaign dashbaord of interactions
  • Available to Act! Growth Suite Premier and Ultimate tiers
  Act! Marketing Automation Asset Tracking
NEW! Import Wizard for data migration from other CRM products

Migration and import from documents:

  • Excel
  • .CSV
  • Outlook

Migration and import for other CRMs:

  • Salesforce.com
  • Microsoft Dynamics
  • Zoho CRM
  • Sugar CRM
  • Pipedrive
  • Act! 365
  • Act! Pro
 CRM Migration Wizard
 Custom Table Enhancements
  • Include ‘My Record’ fields and child table records in mail merges
  • Filter and search for records when using the Assign option
  • Automatically add feault columns after creating new tables
  • ‘Progress’ type fields now show as a slider in the web client
  • Manage Custom Tables now pre-selects the table currently in view
  • Improved messaging in several areas to help guide users
  

DOWNLOAD Act! V21.1

Important Note: Please be advised that updating to Act! version 21.1 requires an uninstall of the previous version prior to installing the new v21.1. We do recommend engaging a consultant to assist in the process however should you wish update Act! yourself please refer to this Knowledge Base Article: http://kb.act.com/app/answers/detail/a_id/39183.  Act Today provides this software and documentation as a courtesy and accepts no responsibility for self installations.

A final word from Act Today

If this page made you pause and think about how you manage your client relationships, that’s a good start.

Most businesses don’t struggle because they lack effort. They struggle because their systems don’t quite support the way they actually work. That’s where the right CRM setup can make a real difference.

Everything we share about Act! Advantage comes from working with businesses across Australia and New Zealand who want to retain clients, improve communication, and make better decisions from their data.

If you’d like more practical insights about CRM, client retention, and running a smarter client database, you’re welcome to explore the Act Today resources and articles.

And if you’d like to see how Act! Advantage could work in your business, we’d be glad to walk you through it.

14 Day Free Trial
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28-Day Guided Trial
Work with an Act Today consultant to set up three key CRM functions for your business.

28-Day Guided Trial

Set Up Properly, Decide with Confidence

The 28-day extended trial is designed for businesses that want to experience Act! Advantage working inside their business, not just explore features.

To access the extended trial, you’ll book an initial session with an Act Today consultant based in Australia or New Zealand. During this session, we’ll help you set up three key CRM functions that matter most to your business, such as client follow-ups, communication workflows, retention tracking, or referral visibility.

At the 14-day mark, you’ll have a second check-in with your consultant to answer questions, refine your setup, and remove any roadblocks. This ensures you’re not left guessing and that the system is actually supporting your work.

By the end of the 28 days, you’ll know exactly how Act! Advantage fits your business and whether it delivers real value.

What you’ll get from the 28-day extended trial:

  • Guided setup by a local Act Today CRM consultant
  • Three high-impact CRM functions configured for your business
  • A mid-trial review to answer questions and fine-tune usage
  • A realistic view of outcomes, not just features
  • Confidence to decide based on real experience
START YOUR EXTENDED TRIAL

14-Day Free Trial

Get Hands-On with Act! Advantage CRM

The 14-day free trial gives you full access to Act! Advantage CRM so you can explore how it works in your own time. This is the standard Act! trial used by businesses across Australia and New Zealand who want to see the platform before making a decision.

During the trial, you can add contacts, explore client records, test communication tools, and see how Act! Advantage handles day-to-day client management. It’s a straightforward way to understand how the system is structured and whether it feels right for how you run your business.

This option suits businesses that are comfortable exploring software independently and already have a clear idea of what they want from a CRM. There’s no obligation, no setup required, and no pressure,  just time to assess fit.

What you’ll get from the 14-day free trial:

  • Full access to Act! Advantage CRM features
  • A clear look at how contacts, activities, and communication are managed
  • The ability to test the system across desktop and mobile
  • A simple, no-commitment way to assess fit
  • Confidence before taking the next step
START YOUR TRIAL

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