Organize contacts and leads

Contact details, notes and history, appointments and to-do items, documents, and opportunities

X

X

X

Documents and document shortcuts

X

X

X

60+ pre-defined fields

X

X

X

Prevent and eliminate duplicate Records

X

X

X*

Virtually unlimited date-and time-stamped Notes and History

X

X

X

Notes and History shared between Contacts

X

X

X

Company Records with Contacts linked to Companies

X

X

X

Groups with 15 levels of hierarchy (14 Subgroups)

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

Manage daily responsibilities

Calls, meetings, and to-dos

X

X

X

Multiple calendar views including Daily, Weekly, and Monthly

X

X

X

Calendar pop-ups

X

X

X

Activity alarms and automatic rollover of activities

X

X

X

Activity conflict notification

X

X

X

Recurring activities

X

X

X

Activity Series

X

X

X*

Group scheduling

X

X

Outlook calendar sync

X

X

View global events

X

X

X

Track sales opportunities

Built-in ACT! sales process or customize to suit your specific needs

X

X

X*

Opportunity list view, with filter for Users, Estimated Close Date, Status, Sales Stage, Amount, or Probability of Close.

X

X

X

Customizable opportunity field names and types with drop-down lists

X

X*

Generate and import Product List

X

X

X*

Instant quotes

X

X

Graphical sales pipeline with drill down to see opportunity details

X

X

X

Pre-formatted Sales reports

X

X

X

Export to Excel®

X

X

X

X

X

X

X

X

X

X

X

Communicate more effectively

ACT! E-mail Client integrated with Outlook®, Outlook Express®, or Lotus Notes®

X

X

Direct integration with Outlook

X

X

X

Use ACT! as Outlook Address Book

X

X

X

Create ACT! Contact from Outlook e-mail

X

X

Attach Outlook e-mail to ACT! Contacts

X

X

X

History of all customer correspondence

X

X

X

Last Communication fields

X

X

X

Built-in word processor – tables, HTML images, spell checking, and more, or use Word

X

X

X

Pre-formatted templates – e-mails, letters, and memos

X

X

X

Mail Merge with letter or e-mail to a contact or a group of contacts

X

X

X

Validate and correct addresses during Mail Merge

X

X

X

Gain business insight

Look-ups and Keyword Search

X

X

X

Look-up Contacts by access

X

X*

Numeric look-ups such as greater than or less than queries

X

X

X

40 standard reports including Phone Lists, Activity Reports, Referral Source, Sales Summaries, and more

X

X

X

X

X

X

Report Designer

X

X

X*

Report on activities by user

X

X

Customizable Priority, Activity, and History types

X

X

X*

Field types – Picture, Yes/No, Memo, E-mail

X

X

X*

Layout Designer

X

X

X*

Customizable drop-downs; utilize multi-select values

X

X

X

Customizable navigation bar

X

X

Accommodate large teams

Scalability to accommodate large teams of users

X

X

Five security levels

X

X

X

Custom user permissions

X

X

View team memberships

X

X*

Automatic database sync, backup, and maintenance

X

X*

Password rules

X

X

X*

Silent Install

X

X

X

X

X

X

Access while mobile or remote

Anytime, anywhere access with ACT! Premium for Web

X

20 templates designed for popular paper organizers for printed schedules

X

X

X

Print any ACT! calendar template with the contact phone number

X

X

X

Citrix® or Terminal Services support

X

X

X

Synchronize Palm OS®

X

X

Windows® Mobile 5.0

X

X

BlackBerry®

X

X

Integrate with accounting solutions

Sage Instant Accounts

X

X

Sage 50 Accounts

X

X