More things you can do with ACT!

Organise Your Contacts

ACT! is a single, central repository for critical contact and customer information captured across your business. It enables you to access detailed contact and customer information, manage calendars and activities, capture all customer communications, track opportunities through the sales process, and report on overall effectiveness.

• Track complete customer data: contact details, notes and history, appointments and to-do items, documents, and new opportunities.
• Populate 60+ pre-defined fields including Name, Company, Phone, Address, Web site, E-mail, and ID/Status, or add your own.
• Enter virtually unlimited date- and time-stamped notes and history. View a list of notes and/or see the entire contents of a note with split-panel note preview.
• Create Company Records and view a roll-up of notes, history, and opportunities tied to contacts at those companies.
• Use the Groups feature to easily organize, communicate, and schedule with related contacts.
• Attach documents directly into Activities, History, or Documents tabs. Even when you are in Microsoft Word and Excel³ , you can attach documents and spreadsheets to ACT! contacts.