Every day, CRM users balance customer relationships, administrative work, and database maintenance, often spending valuable time on repetitive tasks that slow productivity down.
That’s why Act! Premium Desktop v27.1 focuses on simplifying the everyday work that keeps your business moving.
With new built in productivity enhancements, smarter data management utilities, and improved visibility across customer interactions, v27.1 helps teams spend less time on maintenance and more time focused on customers.
Simplify Everyday Task Management
Small repetitive tasks can quickly add up over the course of a day. Updating activities one by one, navigating between tools, or manually maintaining records takes time away from meaningful customer engagement.
Act! Premium Desktop v27.1 introduces new tools designed to streamline these everyday workflows.
With the new Activity Reassigner, users can now select and reassign multiple activities in a single action instead of updating each task individually. Whether you’re redistributing workloads across a sales team or managing changes in ownership, bulk updates help reduce manual effort and keep work moving efficiently.
Additional usability improvements throughout the platform also help create a smoother day to day experience, including enhancements to navigation responsiveness and Outlook Sidebar reliability.
Keep Your Database Cleaner and More Organised
A clean CRM database is critical for maintaining accurate customer information and improving overall usability.
The new No Associated Contacts utility helps users quickly identify Companies, Groups, or Opportunities that are no longer connected to any Contacts. Instead of manually searching for unused records, teams can now clean up outdated or incomplete data more efficiently.
Additional enhancements also improve duplicate checking for primary contacts and strengthen overall data consistency across the platform.
The result is a cleaner, more organised database that is easier to manage and more reliable for everyday work.
Gain Better Visibility Across Customer Interactions
Customer information is most valuable when it is complete, connected, and easy to access.
With OppHistory4act, Act! Premium Desktop v27.1 automatically creates a corresponding Contact history when history is added to an Opportunity. This helps eliminate duplicate data entry while ensuring customer interactions remain aligned across records.
Instead of piecing together activity history manually, users gain a more unified and consistent view of customer engagement directly within Act!.
Additional visibility and workflow enhancements help teams maintain a clearer view of customer interactions, supporting better follow up and more informed decision making across everyday workflows.
Simplify System Administration
For users managing their own environments, v27.1 also introduces SQL Manager capabilities directly within Act!.
Users can now start and stop SQL services without leaving the platform, reducing the need to navigate between external tools and simplifying common administrative tasks.
By bringing more system management functionality directly into Act!, everyday administration becomes faster and more convenient.
Work Smarter with Act! Premium Desktop v27.1
Act! Premium Desktop v27.1 is designed to help users work more efficiently without changing the workflows they already rely on.
From bulk activity management and smarter data cleanup tools to automatic history alignment and simplified administration, this release delivers practical enhancements that reduce manual effort and improve everyday productivity.
Existing customer? Learn more about Act! Premium Desktop v27.1 here or call 01483 672083