Features and Benefits
Every contact detail
— instantly
Organizes
all your customer information in one place
- Comes with an easy to use,
full-featured database with 70 pre-defined fields. Or, you can add
fields to meet your specific needs.
- Stores complete contact
information including name, company, phone numbers, addresses, websites,
e-mail addresses, 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-mail sent, calls completed, and more.
- Finds anyone or any detail
quickly using the instant Lookup feature.
- Uses Keyword searches to
find other important information included in Notes and History, Sales
Opportunities, and other areas of ACT!.
- Easily mail merges letters,
labels, faxes, and envelopes for personalized mass mailings and links
all your correspondence to the associated contact. Includes pre-formatted
templates or create your own.
- Comes with standard reports
for phone lists, activity reports, relationship histories, sales summaries,
and more. Or, customize the reports to meet your specific needs.
- Attach any file (price
lists, memos, letters, presentations, contracts, and so on) to any
contact record for instant access.
- Includes an Internet e-mail
client so you can create, send, and track e-mails to your contacts.
You can also link to Microsoft Outlook and other e-mail programs.
- 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.
- Get Internet maps and driving
directions delivered directly into ACT! for any contact you choose
without typing.
- Manage groups of contacts
by interest, company, account, project, and more.
- Create subgroups based
on organization structure, location, function, or any way you choose.
- A single database can be
shared by multiple users at the same time. Or, by using the database
synchronization feature, multiple users can update a central database
remotely so everyone is working from the same information.
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Tracks
unlimited calls, meetings, and to-do items
- View and print your calendar
by day, week, or month.
- Schedule unlimited calls,
meetings, and to-do items.
- Set alarms to be reminded
of important events.
- Schedule recurring events
for daily activities, weekly meetings, birthdays, and more.
- 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.
- Set up an Activity Series
to automate prospecting, follow-up, and sales activities.
- Your ACT! calendar can
also be synchronized with your Outlook calendar whenever you choose
to keep ACT! and Outlook users up to date.
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USING MICROSOFT
OUTLOOK, A PALM OS HANDHELD, OR A PAPER-BASED ORGANIZER?
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ACT! works with all of them
... and gives you these additional features!
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Finds anyone or any detail instantly using Instant
Lookups and Keyword searches
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Stores searchable date and time-stamped notes
for every contact
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Displays calls, meetings, documents, and other
details associated with any contact
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Links calendar events to contact records automatically
for instant access to every detail
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Creates a history log of completed activities
for every contact
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Tracks and prioritizes all upcoming calls, meetings,
and to-do items
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Attaches letters, e-mails, proposals, and other
files directly to contact records
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Forecasts and tracks sales opportunities to
more effectively manage your pipeline
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Produces personalized mail merge letters, labels,
and faxes with a single click
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Includes pre-formatted and customizable reports
for contact, activity, and sales reports
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Delivers Internet maps and driving directions
directly into ACT! for any contact you choose — without typing
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Shares ACT! databases with other users via e-mail
or a network
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Manages contacts individually or in a Group
for account-based activities
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Integrates with Outlook e-mail, imports Outlook
contacts, and syncs with Outlook calendar
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Prints contact lists and calendars to over 20
different formats including DayRunner, Day-Timer, Franklin, and
more
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Synchronizes ACT! calendar, contact, and to-do
information with Palm OS handhelds
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905 - 477 - 0444