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The #1 best-selling contact management solution. Used by millions and praised by experts around the world. Get instant access to every contact detail to better manage and build your business relationships.
Every contact detail - instantly.
Organizes all your customer information in one place. Tracks unlimited calls, meetings, and to-do items. Manages your sales pipeline with forecasting tools and built-in reports. Works with Microsoft® Outlook™, Palm® OS handhelds, paper-based organizers, and popular accounting programs. Organizes all your customer information in one place.
Comes with an easy to use, full-featured database with pre-defined fields. Or, you can add fields to meet your specific needs. Stores complete contact information including name, company, phone numbers, addresses, websites, e-mail addresses, and much more. Includes unlimited date and time-stamped notes for each contact to keep track of important conversations, commitments, and meeting notes. Tracks completed activities for each relationship for a full record of meetings held, letters sent, e-mail sent, calls completed, and more. Finds anyone or any detail quickly using the instant Lookup feature. Uses Keyword searches to find other important information included in Notes and History, Sales Opportunities, and other areas of ACT!. Easily mail merges letters, labels, faxes, and envelopes for personalized mass mailings and links all your correspondence to the associated contact. Includes pre-formatted templates or create your own. Comes with standard reports for phone lists, activity reports, relationship histories, sales summaries, and more. Or, customize the reports to meet your specific needs. Attach any file (price lists, memos, letters, presentations, contracts, and so on) to any contact record for instant access. You can also link to Microsoft Outlook and other e-mail programs. Choose to attach the message to the contact’s record and create a history item noting when the e-mail was sent and what its contents were. Manage groups of contacts by interest, company, account, project, and more. Create subgroups based on organization structure, location, function, or any way you choose. A single database can be shared by multiple users at the same time. Or, by using the database synchronization feature, multiple users can update a central database remotely so everyone is working from the same information.
Tracks unlimited calls, meetings, and to-do items.
View and print your calendar by day, week, or month. Schedule unlimited calls, meetings, and to-do items. Set alarms to be reminded of important events. Schedule recurring events for daily activities, weekly meetings, birthdays, and more. Set up an Activity Series to automate prospecting, follow-up, and sales activities. Your ACT! calendar can also be synchronized with your Outlook calendar whenever you choose to keep ACT! and Outlook users up to date.
Manages your sales pipeline with forecasting tools and built-in reports.
Meet your goals with confidence when you forecast each and every business opportunity using the Sales and Opportunity forecasting tools. Choose one of the pre-formatted sales reports or create your own to analyze your sales pipeline, sales by customer, sales by account manager, sales totals, and more. Quickly create and print a sales graph, showing your open, won, or lost sales for any timeframe you choose.
Contact an ACT! Consultant* today and find out why ACT! continues to be the number one contact management solution!
*The ACT! Consultants in our list are independent businesses with no affiliation to ACTMidwest.com. As with any business proposition, it is up to the client to research, evaluate and choose the consultant best suited for his business. We provide the list of consultants free of charge and we do not endorse or recommend any particular consulting firm or consultant. A little bit of due diligence goes a long way in preparing a successful CRM solution. |
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Midwest Business Associates |
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Productivity Through Automated Sales! |
