ACT! Is the world's largest selling Contact management software. It helps you manage Sales opportunities, Campaigns, Tasks scheduling, Proposal/PO/Quotation and maintain and generate Contact Directory, Reports, Events on a periodic basis at a very low cost per customer.

Managing Customer Information
  • Stores complete contact information including name, company, phone numbers,addresses, web sites, e-mail addresses, last meeting date, and much more. You can add notes and sales data, and attach documents to a contact.
  • Includes unlimited date- and time-stamped notes for each contact to keep track of important conversations, commitments, and meeting note
  • Tracks completed activities for each relationship for a full record of meetings held, letters sent, e-mails sent and received, calls completed, and more

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  • You can monitor a contact's activities based on the last time you modified their record, such as an address change. ACT! identifies these contacts based on the last time you modified data in contact or group fields, in the Notes/History or Sales Opportunities tabs, in E-mail addresses, or in attachments.
  • Finds anyone or any detail quickly using the instant Lookup and Keyword Search features. Get a bird's eye view of everything on your plate using the built-in Task List where you can filter calls, meetings, and to-do items by priority, date range, or user - complete with Totals for each type of activity.
  • Assign priorities and view by importance for quick organization. You can also set options for scheduling and calendar preferences that make it easier for you to manage your activities and speed up the scheduling process.
  • Print your calendar and address book using any of 20 supported calendar formats including, Day-Timer, Day Runner, Deluxe, and others.
  • Set up an Activity Series to automate prospecting, follow-up and sales activities. You can access ACT!

Personalize your customer interaction

  • Customize the professional HTML graphical e-mail templates to start e-mail marketing to your customers and prospects today!
  • Add graphics (e.g. your logo, graphs) and use any font to create your own great looking letters and e-mails. ACT! includes templates for letters, quotations/ proposals/purchase order, memos, faxes, labels, and envelopes. You can modify templates or create your own. You can save and reuse templates and share them with others.
  • Attach your contact information to each e-mail so your recipients can automatically add your information to their Outlook or ACT! Database.
  • Mail merge letters, faxes, e-mails, envelopes, and mailing labels for quick and easy personalized correspondence.

Meet your Sales goals with confidence

A sales opportunity is a potential sale to a contact. You can use ACT! to monitor your sales opportunities throughout each stage of the sales development cycle. ACT! identifies up to 11 stages in the development cycle to track sales progress.

  • Manage your sales pipeline with built-in forecasting tools.
  • Choose one of the 8 pre-formatted sales reports or create your own to analyze your sales pipeline, sales by customer, sales by account manager, sales totals and more or customize your own.
  • Track opportunities through the sales cycle with the graphical sales pipeline report.
  • Quickly create and print a sales graph, showing your open, won, or lost sales for any timeframe you choose.
  • You can modify a report's layout, appearance, or data to provide a report that is more useful for your specific needs.

All these and many other features and benefits of ACT! can be brought to light while giving a demonstration of the product. I request you to please let us have an opportunity to do so at an early date. In the meanwhile, should you need any further information or assistance, please do not hesitate to contact us.

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