ACT! Key Benefits

Make contact. Build Relationships. Get Results.

• ACT! 2007
  
• ACT! Premium for Workgroups 2007
  
• ACT! Premium for Web 2007
  

• View complete contact detail for everyone you do business with.
• Change the database layout with relevant fields including drop-down lists and tick boxes consistent with your business.
• Record all communications including e-mails sent/received, letters, phone conversations, completed activities and more for comprehensive contact histories.
• Emphasize important detail with rich text formatting.
• Find any person, company or detail in seconds with look-up and keywords searches or advanced queries.
• Link individual contacts to a master Company Record for clear visibility of your relationship with an entire organization in a company centric structure.
• Arrange data into Groups and up to 15 levels of Subgroups for effective organization and classification of contacts.

• Use letters, forms and other templates with ACT! field personalization to create documents and mail merge to multiple contacts.
• Send Outlook emails from ACT! to record a contact history and file the email in your sent items;
• Or, add your ACT! address book to Outlook and ACT! will automatically recognize any address in the To, CC and BCC fields to apply an email history to the relevant ACT! contact.
• Create new ACT! contacts from received Outlook e-mails to automatically populate a new record.
• Send ACT! email blasts to multiple contacts to widen your marketing message.

• Schedule calls, meetings, to-do's or other custom activities for yourself and other ACT! users.
• See where you stand at any time with multiple calendars views and a task list display.
• Apply activities priority levels and set alarms to make sure nothing get missed.
• Create a sequence of steps around an event for an automated activity series.
• Share calendars between users to see where everyone is at any given time.
• Synchronize your personal calendar with Microsoft Outlook.

• Stay on top of sales with with built-in sales and forecasting tools.
• View, filter and sort all active opportunities in one place with an Opportunity List View and export to Excel for further analysis.
• Track sales opportunities on all products and services through each user defined sales stage.
• Generate instant quotes without re-entering data. QuoteWerks add-on software provides extending quoting capability.
• Run off as many as 40 standard sales reports, including 20 sales reports and customize or create your own.

• Work offline when you need and synchronize changes remotely or when you next visit the office.
• Support for Terminal Server access.
• Access live data or synchronize across a Virtual Private Network connection.
• Remain in contact wherever you go by accessing ACT! through Palm or Pocket PC handheld devices.

• Assign up to five security levels to control user access rights.
• Make records private to protect confidential information.
• Scan for duplicate records to keep contact data clean.
• No need to re-enter information - transfer contact data from Microsoft Outlook, Microsoft Excel and other data sources.

• Control user access to individual ACT! contacts and even define permissions for specific fields with 'read-only' access and 'don't show' options.
• Set custom user security rights including permissions for deleting records, exporting to Excel, performing database administration and PDA sync.

• Use Outlook e-mail in ACT! will send a new email message in Outlook so a copy will appear in your sent items and be attached to the ACT! contact history.
• Create an ACT! history from Outlook send an email from Outlook and ACT! will match any email in the To, CC and BCC fields and attach a history to the relevant ACT! contact.

• Apply access permissions to contact records for individuals and teams centrally. ACT! will send a new email message in Outlook so a copy will appear in your sent items and be attached to the ACT! contact history.
• Field level security allows administrators to control access to specific fields by read-only and hiding the field.
• Automate database maintenance set database management times to automate the ACT! back-up even when the database isn't open.
• Support load balancing organization using multiple servers can load balance to maintain optimal performance.
• Regular password settings define expiry options, password alpha and/or numeric format and password re-use capability.