ACT! enables individuals and small business customers to instantly access key contact and customer information, manage and prioritize activities, and track all contact-related communications so you can grow productive business relationships. Centralize your customer information and develop top-notch communications. Access and report on information quickly for a complete view of customer interactions. Prioritize your work to stay on top of appointments and tasks, and forecast and track sales opportunities for an improved bottom line. You can even take critical information on the go, for even better productivity. Attach documents directly into Activities, History, or Documents tabs Write letters in ACT! using Microsoft Word or the ACT! built-in Word Processor which supports tables, graphics, HTML, and spell checking Schedule calls, meetings, and to-dos quickly and easily Filter calls, meetings, and to-do items by priority, date range, or user Calendar pop-ups make it easy to view activity details instantly by mousing over any activity for an at-a-glance view View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount, or Probability of Close Track customer correspondence for a history of all communications with a contact and its organization Use the Product List to easily enter repeated products or services and automatically fill in information such as name, item number, cost and price Organize Your Contacts
ACT! is a single, central repository for critical contact and customer information captured across your business. It enables you to access detailed contact and customer information, manage calendars and activities, capture all customer communications, track opportunities through the sales process, and report on overall effectiveness.
With ACT! you can track complete customer data, including all contact details, your personal notes and customer history, appointments and vital to-do items, documents, and more. Offering over 60 pre-defined fields for each contact, you can easily sort and track your customers by any number of characteristics. The software even lets you attach documents directly into your customer's account information. If you are in Microsoft Word and Excel, you can easily attach documents and spreadsheets to ACT! contacts so it's easy to quickly locate vital information such as presentations, proposals, and quotes. Advanced customization features let you design your own layouts, and you can move relevant field displays to suit the unique needs of your business.
Stay in Touch and Connected
ACT!'s Contact Record lets you track all of your critical contact and customer communications for quick and easy referencing. With the software's e-mail client integrated with Lotus Notes or Microsoft Outlook Express, or integrated directly with Outlook, you can send outbound e-mails to contacts and create contact history on the Contact Record. ACT!'s Mail Merge feature even allows you to correspond with multiple contacts, either via e-mail or paper correspondence, and automatically tracks a history on each Contact record.
A built-in word processor that supports tables, graphics, HTML and spell checking makes it easy to write letters directly from ACT! You can select a group of contacts and perform a mail merge to a letter or e-mail. Best of all, a history is automatically generated on each contact record every time you send correspondence. With ACT! you'll never lose track of your past correspondence again.
Prioritize Your Work
ACT! can help you stay on top of your deliverables by offering multiple calendar views, including daily and customizable work week views. Calls, meetings, and to-do items can be filtered by priority, date range, or user, and you can display totals for each type of activity. Built-in activity alarms will help you stay on top of all your time-sensitive deliverables, so you'll always be ahead of the game with your contacts. If you rely on communicating with colleagues who are not using ACT!, you can also synchronize your ACT! calendar with their Microsoft Outlook calendar to facilitate appointment scheduling and tasks.
Track Sales Opportunities
ACT! enables you to track sales opportunities from the initial inquiry through the closing to utilize the standard sales process, or you can create a customized process to suit your business. When working an opportunity, simply click follow-up and a new activity will be created automatically with details, thereby ensuring the prospect is managed as it moves through the process. The product list lets you easily enter repeated products or services, and can automatically fill in information such as name, item number, cost, and price. ACT! also gives you the options of choosing from over 20 pre-formatted Sales Reports, or exporting to Microsoft Excel with a single click for further analysis using built-in, customizable pivot tables.
Information on the Go
If you are on the road with your business, you can take your critical contact and customer information with you no matter where you go. With ACT!, you can link to a Palm OS or Pocket PC device to synchronize your ACT! Calendar, Contacts, To-Do information, Notes, and History items. Are you still using a paper organizer when you're out of the office? Don't fret! ACT! features over 20 printable templates designed for popular paper organizers so you always have your schedule with you.
Features: - The #1 selling contact and customer manager worldwide; keeps track of all your contact and customer information in a single location
- Integration with Lotus Notes, Outlook Express and Outlook lets you efficiently track all your correspondence
- Ideal for traveling; links to a Palm OS or Pocket PC device to synchronize your ACT! Calendar, Contacts, To-Do information, Notes, and History items
- Synchronizes with Microsoft Outlook calendars to schedule appointments with colleagues not using ACT
- Improved search functionality and greater integration with Outlook over previous versions
System Requirements:
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