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Features & Benefits
Every
contact detail — instantly
Manage
all your customer information in one place.
- Comes with an easy to use, full-featured database with over 70
pre-defined fields or add fields to meet your specific needs.
- Stores complete contact information including name, company, phone
numbers, addresses, web sites, e-mail addresses, last meeting date, and
much more.
- Includes unlimited date- and time-stamped notes for each contact to
keep track of important conversations, commitments, and meeting notes.
- Tracks completed activities for each relationship for a full record of
meetings held, letters sent, e-mails sent and received, calls completed,
and more.
- Finds anyone or any detail quickly using the instant Lookup and
Keyword Search features.
- Comes with standard reports for phone lists, activity report,
relationship histories, sales summaries and more or customize the reports
to meet your specific needs.
- Attach, view, and edit important files (price lists, memos, letters,
presentations, contracts, pictures and so on) from within ACT! for instant
access to important documents.
- Includes an e-mail client that can work with Microsoft Outlook,
Outlook Express, Eudora, Internet Mail and Lotus Notes so you can create,
send and track e-mails to and from your contacts.
- Choose to attach the message to the contact's record and create a
history item noting when the e-mail was sent and what its contents were.
- Automatically add new entries to drop-down lists in your most commonly
used fields then select an entry from the list for fast, more accurate
data entry.
- Attach web pages complete with graphics to any contact for easy access
at anytime - even if the web page has been changed or removed from the
Internet, you'll have it in captured ACT!.
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Easily Stay on Top of Your Schedule.
- View and print your schedule by day, week or month.
- Set alarms to be reminded of important events.
- Monitor alarms in up to three databases - even when ACT! isn't
running.
- Schedule recurring events for daily activities, weekly meetings, and
other repetitive events in one easy step.
- Avoid scheduling conflict with automatic calendar notifications.
- Calendar Pop-ups make it easy to view activity details instantly.
- Get a bird's eye view of everything on your plate using the built-in
Task List where you can filter calls, meetings, and to-do items by
priority, date range, or user - complete with Totals for each type of
activity.
- Assign priorities and view by importance for quick organization.
- Set up an Activity Series to automate prospecting, follow-up and sales
activities.
- Rollover incomplete activities daily so nothing falls through the
cracks.
- Synchronize your ACT! calendar with an Outlook calendar whenever you
choose to keep ACT! and Outlook users up to date.
- Print your calendar and address book using any of 20 supported
calendar formats including, Day-Timer, Day Runner, Deluxe, and others.
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Quickly Send Personalized Letters, Faxes, and E-mails.
- Mail merge letters, faxes, e-mails, envelopes, and mailing labels for
quick and easy personalized correspondence.
- Link all your correspondence to the associated contact for a complete
record of everything that has been sent and received.
- Save time using pre-formatted templates for e-mails, letters, memos,
and faxes.
- Customize the professional HTML graphical e-mail templates to start
e-mail marketing to your customers and prospects today!
- Add graphics and use any font to create your own great looking letters
and e-mails.
- Includes a built-in spell checker for letter-perfect documents.
- Attach your contact information to each e-mail so your recipients can
automatically add your information to their Outlook or ACT! database.
- Work with Microsoft Word 2000/2002(XP) or use the built in ACT! word
processor.
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Confidently Meet Your Goals.
- Manage your sales pipeline with built-in forecasting tools.
- Choose one of the 8 pre-formatted sales reports or create your own to
analyze your sales pipeline, sales by customer, sales by account manager,
sales totals and more.
- Track opportunities through the sales cycle with the graphical sales
pipeline report.
- Quickly create and print a sales graph, showing your open, won, or
lost sales for any timeframe you choose.
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Safely Share Information with Your Team.
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Multi-user and network ready right out of the box so you entire team
can get up and running without additional software.
-
Share databases over a network or synchronize remote workers via
e-mail so everyone has the most up to date contact information.
-
Includes built-in record locking and password protection for easy and
safe sharing of data.
-
Share calendars for easy lookup of free and busy times - includes
private and public activity types to filter what is displayed to others.
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Manage groups of contacts by interest, company, account, project, and
more.
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Create subgroups based on organization structure, location, function,
or any way you choose.
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Synchronize your ACT! calendar with an Outlook calendar whenever you
choose to keep ACT! and Outlook users up to date for each when scheduling
in mixed environments.
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ACT! >
What's New in ACT! 6.0 > System Requirements
Order Online or Call us at: (787) 995-6620 |
