• Track complete customer data: contact details, notes and history, appointments and to-do items, documents, and new opportunities.
• Populate 60+ pre-defined fields including Name, Company, Phone, Address, Web site, E-mail, and ID/Status, or add your own.
• Enter virtually unlimited date- and time-stamped notes and history. View a list of notes and/or see the entire contents of a note with split-panel note preview.
• Create Company Records and view a roll-up of notes, history, and opportunities tied to contacts at those companies.
• Use the Groups feature to easily organise, communicate, and schedule with related contacts.
• Attach documents directly into Activities, History, or Documents tabs. Even when you are in Word and Excel8, you can attach documents and spreadsheets to ACT! contacts so it’s easy to quickly locate presentations, proposals, quotes, and more.
• Create notes, history, activity, and opportunity details using Rich Text Formatting that supports colours, bullets, graphics, URLs.
• Customise your layouts, including changing colours, adding logos, and moving relevant field displays for greater visibility so ACT! is unique to your business. Stay in touch to grow business relationships
• Track customer correspondence for a history of all communications with a contact and its organisation.
• Quickly identify the last communication with a contact from the Contact Detail View with the Last Reach, Last Attempt, Last Meeting, Last Letter, and Last E-mail fields.
• Write letters in ACT! using Word or the ACT! built-in Word Processor which supports tables, graphics, HTML, and spell checking.
• Select a group of contacts and perform a mail merge to a letter or e-mail. A history is automatically generated on each Contact Record.
• Use pre-formatted templates to save time on e-mails, letters, and memos. Easily customise the HTML graphical templates to e-mail customers.
• Create, send, and track e-mail to/from contacts using ACT! E-mail Client integrated with Outlook Express or Lotus Notes or integrated directly with Outlook and create a history for all e-mails sent.5
• Utilise direct Outlook e-mail integration from within ACT! to send messages.

• Schedule calls, meetings, and to-dos quickly and easily.
• Filter calls, meetings, and to-do items by priority, date range, or user.
• Access Daily, Weekly, and Monthly Calendar views.
• Calendar pop-ups make it easy to view activity details instantly by mousing over any activity for an "at-a-glance" view.
• Use Activity Alarms to stay on top of deliverables.
• Schedule recurring activities at once for repeat tasks. Activities are linked to one another so a date change in one can push out other activities.
• Synchronise your ACT! and Outlook calendars to facilitate appointment scheduling with company employees not using ACT!

Forecast and track sales opportunities

• Use the built-in sales process or customise it to suit your specific needs.
• View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount, or Probability of Close.
• Use the Product List to easily enter repeated products or services and automatically fill in information such as name, item number, cost, and price.
• Generate instant quotes8 for any opportunity without having to re-key information.
• View graphical Sales Pipeline and drill down to see opportunity details.
• Choose from 20+ pre-formatted Sales Reports or export to Excel with one click for further analysis using built-in, customisable pivot tables.

 Get a complete view of customer interactions

• Perform a lookup on most fields or use Advanced Keyword Search and ACT! will highlight the keyword in particular note, history, activity, or opportunity.
• Perform numeric lookups such as greater than or less than queries and easily edit a row or rows within the query to better suit your search needs.
• Access 40 standard reports including Phone Lists, Activity Reports, Referral Source, and Sales Summaries.
• Use the Report Designer to create custom reports and send most reports to Excel9, HTML, PDF, or e-mail.
• Customise Priority, Activity, and History types for better tracking and analysis.

• Synchronise your ACT! Calendar, Contact and To-Do information, Notes, and History items to Palm OS® or Pocket PC devices.
• Print over 20 templates designed for popular paper organizers so you always have your schedule with you.
• Print from any ACT! calendar template and the contact phone number for any scheduled call is automatically printed on the calendar.
• Access critical contact and customer details through Citrix® or Terminal Services when out of the office.