 |
Features
& Benefits of ACT! Contact Management Software
|
|
Organizes
all your customer information in one place.
|
|
Tracks
unlimited calls, meetings, and to-do items.
|
|
Manages
your sales pipeline with forecasting tools and built-in reports.
|
|
Works
with Microsoft® Outlook™, Palm® OS handhelds, paper-based organizers,
and popular accounting programs.
|
|
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.
|
|
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.
|
|
Manages
your sales pipeline with forecasting tools and built-in reports
|
|
Meet
your goals with confidence when you forecast each and every business
opportunity using the Sales and Opportunity forecasting tools.
|
|
Tap
into built-in sales tips and expertise offered by Dale Carnegie®
Training to help you close more sales.
|
|
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
pyramid.
|
|
Quickly
create and print a sales graph, showing your open, won, or lost
sales for any timeframe you choose.
|
|
Works
with Outlook, Word, Palm OS handhelds, paper-based organizers,
and popular accounting packages.
|
|
Imports
contacts directly from Outlook so there’s no need to re-enter
your contact information if it’s currently in Outlook.
|
|
Synchronizes
your Outlook calendar with ACT! so you can view activities scheduled
in Outlook from ACT!. You can also set reminders to sync your
ACT! calendar with Outlook whenever you choose so Outlook users
will have your current schedule information.
|
|
Integrates
with Outlook e-mail so you can use Outlook from within ACT! to
keep track of e-mail sent and received for every ACT! contact.
|
|
Integrates
with Microsoft Word to allow one-click creation of mail-merge
letters, faxes, and more.
|
|
Includes
ACT! Link 2.0™ for Palm Powered® handhelds synchronization software
— available free via download or on product CD.
|
|
Synchronizes
your ACT! calendar, contact, and to-do information along with
notes and history items to any Palm Powered handheld including
Palm, Handspring, Kyocera, Sony, and more.
|
|
Contacts
and events added to your Palm are synchronized back to ACT!.
|
|
Choose
from various options to customize the sync so you get just the
information you want on your Palm.
|
|
Does
not replace the Palm Address Book, Calendar, or Task List. It
simply synchronizes ACT! information to these applications on
your Palm.
|
|
Prints
to over 20 popular paper-based organizers, including Day-Timer,
DayRunner, Deluxe, and Franklin formats.
|
|
Allows
sharing of contact and accounting information between ACT! and
QuickBooks Pro 2002 and QuickBooks Premier 2002.
|
