ACT! Features

 

ACT! is easy to use.

  • Just start typing — no initial setup — and you are up and running immediately.

  • 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.

  • Use the graphical navigation bar to quickly and easily view your data.

  • Automate the scheduling of frequently occurring multi-step processes.

  • Use the 70 pre-defined fields or create custom fields to track vital contact information.

  • Find anyone or any detail using simple keyword searches or use sophisticated “lookup” searches when you need more detail.

  • Use built-in templates to instantly write letters, e-mails, memos, and faxes to one person or mail merge to hundreds.

Know the details of your relationships.

  • Attach any file (price lists, memos, letters, and so on) to any contact record.

  • Create and send e-mail messages within ACT! 2000 and keep a history right in each contact record so you know what you sent and what you received.

  • See where your relationship with your client stands today, no matter how many of your people are involved.

  • Keep a history of every conversation and completed activity so everyone knows who said what and when it was said.

  • Automatically dial a contact directly from your database.

  • Access client websites with just one click or send a quick e-mail.

  • Instantly recall meeting notes for every contact.

Never miss an important meeting or appointment.

  • Schedule meetings, phone calls, and tasks with your contacts and set alarms so you’ll never forget.

  • Choose from a daily, weekly, or monthly calendar to manage every day more efficiently.

  • Pre-define a commonly occurring series of activities and in one click, schedule them with your contacts.

  • Easily print out calendars and address books to take them with you, wherever you go.

See the big picture with account management.

  • Manage groups of contacts by interest, company, account, project, and more.

  • Track all activities and history by both individual contact and by group.

  • Use group membership rules to keep your groups accurate and up to date.

  • Create subgroups based on organization structure, location, function, or any way you choose.

  • Add fields in your contact or group view that are company — or group — specific.

Never be without your critical information.

  • Download your latest contact information — like names, numbers, and activities from ACT! 2000 right into your Palm™.

  • Use FoneSync™ to transfer up to 250 names and numbers to your cellular phone.

  • Stay productive, whether across town or across the country, using ACT! synchronization features.

Seamlessly integrate with Microsoft® Outlook.

  • Use Outlook directly within ACT! to send and receive e-mails.

  • View activities scheduled in Outlook from within ACT! 2000 and ACT! 2000 activities in Outlook.

  • Share e-mails, calendars, and activities between ACT! 2000 and Outlook.

Manage the sales process all through the cycle.

  • Meet your goals with confidence when you forecast each and every business opportunity.

  • Choose one of the pre-formatted reports — or create your own — to analyze sales results.

  • Track opportunities through the sales cycle with the graphical sales funnel.

  • Tap into built-in sales tips and expertise offered by Dale Carnegie® Training to help you close more sales.

  • Quickly create and print a sales graph, showing your open, won, or lost sales for any timeframe you choose.

Request a feature.

  • If you use ACT! every day but would like to see an added feature, let us know what that would be here.

Profile your contacts with the Internet.

  • Use the "profile" tab to bring up real-time information about your contacts.

  • Receive news and stock quotes about your contact from within your ACT! window.

  • You can even get driving directions to your contacts office or the weather in their region.

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