Act! enables groups to build relationships and sell more

Act! allows you to centralize contact and customer information that is captured across your entire organization. You can track and manage complete customer information including contact details, notes and history, appointments, to-do items, communications, documents and sales opportunities, so you increase productivity and stay organized.

• Share complete customer information within the workgroup.
• Manage sales information using the built-in opportunity tracking and forecasting tools.
• View daily, weekly and monthly calendars for individuals, selected users, or the entire workgroup.
• Filter the common Task List to get a summary of calls, meetings and/or to-do items by priority level.
• Logon to your company’s web server using an Internet browser to access complete Act! information from anywhere in the world.
• Easily create personalized letters, faxes and e-mails using the built-in word processor.
• Attach, view, and edit price lists, memos, letters, presentations, contracts, pictures and so on from within Act!

Act! enables sales professionals to track sales opportunities from initial inquiry through close using either a standard sales process or one customized to suit your organization’s needs. View and report on all your open opportunities so you always know where you stand.

Act! is an ideal solution for anyone who has contacts or customers including:

• Business owners and managers who need to track customers, prospects, vendors and business associates.
• Sales professionals and consultants who need to manage clients and prospects.
• Real estate agents who need to maintain relationships with buyers, sellers, referrers, property owners and other agents.
• Bankers, financial planners and brokers who need to maintain contacts with clients, build financial strategies and communicate with financial product providers.
• Public relations and advertising professionals who need to manage clients, media, prospects, writers, designers, and vendors.
• Recruiters who need to track job candidates and clients to match job seekers and employers efficiently.
• Seminar and training professionals who need to manage interactions with instructors, promoters, attendees, facility managers, and equipment suppliers.
• Manufacturers’ representatives who need to track transactions and interactions with manufacturers and customers.
• Workgroups or teams (up to 10 users) that need to capture and share information about contacts and customers.