Track up to 255 fields of
customer information for instant access to complete details
on every relationship.
Store additional customer information in 8 easy to view
tabs, including:
date- and time-stamped notes
a comprehensive history log of completed activities
a list of upcoming calls, meeting and to-do items
sales opportunities
group memberships
user-defined fields
alternate phone numbers
alternate contact information
and record creation date, last edited date and other record
statistics
Manage sales information using the built-in opportunity
tracking and forecasting tools and quickly create a sales
pipeline graph, showing your open, won, or lost sales for
any timeframe you choose.
Share calendars within your
workgroup and view daily, weekly and monthly calendars for
individuals, selected users, or the entire workgroup. You
can also schedule activities to appear on other users' calendars.
View and filter the Task List for individuals, selected
users, or the entire workgroup to get a summary of calls,
meetings and to-do items by priority level.
View and run 16 reports, including 5 sales reports, to get
an instant summary of your ACT! information.
Create personalized letters using the built-in word processor
complete with customizable letter templates to track correspondence
for each contact.
And if you prefer, you can use ACT! for Windows in the office
and ACT! for Web remotely so you can choose the most appropriate
client software for your needs. |