ACT!
by Sage is the #1 selling contact and customer manager
that helps you make contact, build relationships, and
get results. ACT! enables you 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. With
ACT!, you can generate reports for a complete view of
customer interactions and improve your bottom line by
forecasting and tracking customer opportunities.
Renowned
for its ease of use, ACT! can be tailored by each user
and integrates with the tools you use everyday, such
as Microsoft® Office, Lotus Notes®, and handheld
devices. ACT! is an easy to use solution that offers
a low total cost of ownership.
ACT! works in a single user or networked environment
for up to 10 users. If you need to network more than
10 users, please consider ACT! Premium for Workgroups.
Centralize critical contact and customer information
– and stay organized
ACT! allows you to centralize contact and customer
information that is captured across your entire organization.
You can track and manage complete customer information
including contact details, notes and history, appointments,
to-do items, communications, documents and sales opportunities,
so you increase productivity and stay organized.
- Populate 60+ pre-defined fields including Name, Company,
Phone, Address, Web site, E-mail, Last Meeting Date,
ID Status, or add your own.
- Create Company Records and view a roll up of all
Notes, History and Opportunities associated with Contacts
at those companies.
- Link Contacts to a Company, so when Company information
is updated, it is automatically updated in each Contact
record as well.
- Enter virtually unlimited date- and time-stamped
Notes and History on each contact record.
- Create Notes, History, Activity and Opportunity details
using Rich Text Formatting that supports colors, bullets,
graphics, and URLs.
- Track collections of related contacts using the Groups
or Company Record features for an at-a-glance view.
- Create up to 15 levels of Subgroups for managing
information.
- Customize layouts including changing colors, adding
logos and moving relevant filed displays so ACT! is
unique to your business.
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