• Track complete customer data: contact details, notes and history, appointments and to-do items, documents, and new opportunities.
• Create Company Records and view a roll-up of notes, history, and opportunities tied to contacts at those companies.
• Use the Groups or Company feature to easily organise, communicate, and schedule with related contacts.
• Attach documents directly into Activities, History, or Documents tabs so it’s easy to locate presentations, proposals and quotes.

  Calendar and Activity Management

• Schedule calls, meetings, and to-dos quickly and easily.
• Filter calls, meetings, and to-do items by priority, date or user.
• Access Daily, Weekly, and Monthly Calendar views.
• 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.
• Calendar pop-ups make it easy to view activity details instantly by mousing over any activity for an “at-a-glance view”.
• Print over 20 templates designed for popular paper organisers so you always have your schedule with you.
• Use Activity Alarms to stay on top of deliverables.
• Track customer correspondence on the relevant Contact Record for a history of all communications with that contact and organisation.
• View, manage, and report on activities by user, providing administrators and managers' insight into activities initiated and completed by users.
• Synchronise ACT! and Outlook® calendars automatically to facilitate appointment scheduling with company employees not using ACT!

• Enter virtually unlimited date- and time-stamped notes and history.
• Create notes, history, activity, and opportunity details using Rich Text Formatting that supports colours, bullets, graphics, and URLs.
• Track customer correspondence on the relevant Contact Record for a history of all communications with that contact and organisation.

• 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.
• Use the Groups feature to easily organize, communicate, and schedule with related contacts.
• Use Group Scheduling for an at-a-glance user availability for everyone in the database, to manage and define resources, and to receive task bar notifications when a meeting invitation is sent.

• Use the built-in sales process or customise it to suit your needs.
  
• Generate instant quotes for any opportunity without having to re-key information.

• View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount, or Probability of Close
  
• Customise opportunity field names as well as field types in order to capture the most accurate sales and opportunity information.
• Use the Product List to easily enter repeated products or services and automatically fill in information such as name, item number, cost, and price.
• View graphical Sales Pipeline and drill down to see opportunity details
  

• Write letters in ACT! using Microsoft 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 auto-generated on each Contact Record.
  
• 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.
  
• Use pre-formatted templates to save time on e-mails, letters and memos.
  
• 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.
  
  

• Choose from 20+ pre-formatted Sales Reports or export to Excel®9 with one click for further analysis using built-in, customisable pivot tables.
  
• 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 Excel, HTML, PDF, or e-mail.
  
• Generate instant quotes for any opportunity without having to re-key information.
  
• View, manage, and report on activities by user, providing administrators and managers’ insight into activities initiated and completed by users.
  

• Customize Priority, Activity, and History types for better tracking and analysis.
  
• Field types can be designated as Date, Currency, Yes/No, Expansive Memo, and Picture fields.
  
  

• Utilize direct Outlook e-mail integration from within ACT! to send messages.

• ACT! Premium for Workgroups provides increased scalability to accommodate your workgroup or team.
• Ensure up-to-date customer information with automatic database synchronisation, backup, and maintenance.
• Keep data more secure with the ability to set password rules including; Password Expiration Options, Complexity of a Password, and Password Re-use.
• Assign up to five security levels including Manager and Restricted to all users, to allow different access to data and features depending on user levels.
• Maintain database security with custom user permissions per user, enabling or disabling them from deleting and/or exporting to Excel.
• Utilize teams function to group users and easily grant contact access to them.
• Administrators, managers, and individual users can easily view team memberships.
• From a Contact View, select individuals or teams that you want to grant contact access to.
• Restrict access by user and by team and grant Read-Only Access or No Access to certain fields using field level security.

Mobile and Remote Workforce Support

• Integrate with ACT! Premium for Web for anytime, anywhere access.
• Synchronise your ACT! Calendar, Contact and To-Do information, Notes, and History items to Palm OS® or Pocket PC devices.
• Access critical contact and customer details through Citrix® or Terminal Services when out of the office.