ACT!
2005 Standard Contact Management Software
Instantly access
customer information.
- Store complete
contact information including e-mail, notes, history, attachments
and more.
- Import data
from Microsoft Outlook, Palm™ Desktop and other sources.
- Choose from
60 standard contact fields—or create your own.
- Customize
your database to access and manage information the way you want.
- IMPROVED!
Add new field types—including Yes/No, picture and memo fields.
- IMPROVED!
Find anyone or any detail instantly with Lookups or Keyword Searches.
- Access information
on the go with Palm OS or Pocket PC handheld devices.
Manage and
grow business relationships.
- NEW! Create
Company records to see the entire business relationship.
- IMPROVED!
Organize data into Groups and 15 levels of Subgroups for individual
treatment.
- IMPROVED!
Add virtually unlimited date- and time-stamped Notes and Histories
to easily recall important details.
- NEW! Use
rich text formatting to change colors, fonts and more.
- NEW! Attach
presentations, proposals and more to Activities, Notes and History
items.
- NEW! Share
Notes and Histories between contacts—then change a note,
and it’s automatically updated in all places.
- Track completed
Activities for each relationship so you know what happened and
when.
- IMPROVED!
Add searchable Secondary Contacts to easily find assistants, family
members and more.
- IMPROVED!
Create, send and track e-mail using the built-in ACT! e-mail.
- Link correspondence
to contacts for a record of what was sent and received.
- IMPROVED!
Write letters using the built-in word processor or Microsoft Word.
- IMPROVED!
Send letters, e-mail and more with mail merges.
- Save time
with standard letter, e-mail and memo templates.
- NEW! Consolidate
and eliminate duplicate records for the cleanest data.
Stay on top
of your schedule 24/7.
- Schedule
calls, meetings and to-do items quickly and easily.
- IMPROVED!
View daily, weekly, monthly, work week—even mini-month calendars.
- Set alarms
so you never miss important meetings or events.
- NEW! Track
and sort five different Activity Types—or customize and
create your own.
- NEW! Create
custom History Types and Priority Levels to help you manage your
time.
- Get immediate
notification of any scheduling conflicts.
- Schedule
recurring activities in one easy step.
- IMPROVED!
Schedule multiple activities around a single event and automatically
add those activities to users’ calendars.
- NEW! Set
Global Events—like holidays and company events—to
appear on everyone’s calendars.
- Share calendars
between users to help see where everyone is at any given time.
- Manage tasks
easily—incomplete activities roll over to the next day so
nothing falls through the cracks.
- IMPROVED!
Update your calendar with Microsoft Outlook.
Help improve
your bottom line.
- IMPROVED!
Forecast sales with confidence using built-in sales and forecasting
tools.
- NEW! View
and filter all opportunities in one place with Opportunity List.
- IMPROVED!
Choose from the built-in sales process—or create your own.
- NEW! Create
or import your product list with item number, cost and price—so
everyone has the same data.
- NEW! Generate
instant quotes1 for any opportunity without re-entering data.
- IMPROVED!
Use the built-in sales reports—or create your own using
the improved Report Designer.
- IMPROVED!
Track opportunities through the sales cycle with interactive pipeline
graphs.
- NEW! Export
your opportunity list to Microsoft Excel2 for easy data analysis
and reporting.
Be more efficient
with secure, shared data.
- Get up and
running in minutes—with up to 10 users sharing data.
- IMPROVED!
Synchronize in the background so all users have the most up-to-date
data.
- IMPROVED!
Assign up to five security levels to allow different access to
information.
- Link ACT!
with popular accounting programs like Peachtree® and other
leading accounting programs.
- NEW! Print
any view without having to specify a template.
- IMPROVED!
Make records private to keep confidential information to yourself.
- Works with
Microsoft Outlook.4
1 Requires Microsoft
Word 2000, 2002 or 2003 and Excel 2000, 2002 or 2003.
2 Requires Microsoft Excel 2000, 2002 or 2003.
3 You must purchase one license per user.
4 Requires Microsoft Outlook 2000, 2002 or 2003.
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