Act! Premium Cloud & Act! Advantage

New Update Available Thursday!

Happy New Year!  We're pleased to report that APC 1_26 will drop this Thursday morning in North America. The following list of Cloud enhancements and bug fixes are included with this release.
 

Enhancements 

• Task List - Users can open the edit drawer by double-clicking an activity in the list.
• Contact List – Users can easily see and clear any current filters on the Contacts list without having to open the filter drawer.
• Tools – Tools are accessible from the left navigation. The “Tools” item is no longer in the top navigation bar. 

Bug Fixes 

• Act! Sidebar for Outlook – Fixed an issue where drop-down fields didn't update to the database
• Fixed an issue where Histories were blank on first lookup of a Company
• Fixed an issue where History creation always used the last Contact selected Contact instead of the current detailed-view Contact until the page is refreshed

Strengthening Customer Care

Welcoming Shannon Hawthorne to her new

customer-focused role

Shannon Hawthorne has moved from sales to a new role dedicated to Customer Care. With a strong background in Act! consulting and award-winning sales performance, Shannon brings deep product knowledge and a consultative approach to supporting our customers. This move reflects our ongoing commitment to staying closer to subscribers, increasing proactive support, and helping customers get the most value from their Act! solutions.

New Exclusive AI Add-on for Keystroke OC Customers

Customers Insights Plugin

Keystroke Contact Insights is a new AI-powered feature plugin for Act! Desktop that instantly generates clear, actionable summaries of your contacts by analyzing your most recent notes and histories.

Instead of digging through emails and timelines, users can get an immediate snapshot of relationship status, key discussions, follow‑ups, and engagement opportunities—saving time and ensuring nothing important slips through the cracks.

With support for OpenAI or Microsoft Copilot and an easy plugin installation, this tool promises smarter preparation, more consistent outreach, and a major boost to productivity

Don't Look Past the Desktop

Why Act! Cloud still Needs a Desktop in the Mix

Discover why Act! Cloud users still benefit from keeping at least one desktop client in their setup, as the blog highlights the powerful add‑ons, advanced reporting, deeper administrative control, and reliable offline access that remain exclusive to Act!’s Windows environment. Despite major improvements to the web version, many essential tools—like industry‑specific integrations, complex analytics, and customization features—continue to work best on the desktop, making it an indispensable part of a complete Act! deployment.

• Why It’s Time to Move On: Act! Advantage vs. Self-Hosted Desktop
• The Advantages of CRM‑Integrated Appointment Scheduling vs. Third‑Party Tools Like Calendly
• The Strategic Advantage of CRM‑Integrated Quoting Solutions
• The Real Advantages of CRM‑Integrated Website Chat
• The Practical Advantages of CRM‑Integrated Online Surveys
• The Hidden Advantages of CRM‑Integrated Email Verification
• The Real Advantage of CRM‑Integrated Web Forms over Third‑Party Products

FREE ACT! AI WEBINAR

Contact Insights (Desktop) & AI History Summary (Cloud)

Wednesday, January 21^st, 2PM EDT

You're invited to a special webinar showcasing two powerful new AI-driven tools designed to help Act! users understand their customer relationships faster and more clearly. Join us for a live demonstration of Act!'s new History Summary feature and Keystroke’s Contact Insight plugin—both built to instantly distill your engagement timelines into clear, actionable insights.

In this session, you’ll see how Act!’s History Summary uses AI to condense long activity histories into meaningful overviews, while Keystroke’s Contact Insight plugin pulls key details and recommendations from your notes and interactions to help you prepare for calls, follow up with confidence, and never miss an opportunity. If you’re ready to save time, boost productivity, and get more value out of every customer touchpoint, this is a webinar you won’t want to miss.

Act! Advantage Productivity Accelerators

Act! Advantage Sales Accelerators

Act! Advantage Marketing Accelerators

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