• Keep all your important relationship details in one place for quick, organized access to the information
  you need.
• Get up-to-speed quickly and remain productive because ACT! provides you with an intuitive interface, making it easy to learn and use.
• Find the exact relationship details you need instantly using powerful search capabilities in an
  easy-to-use format.
• Manage your daily responsibilities by scheduling and tracking activities within ACT! so important calls, meetings, and to-dos are not overlooked.
• Communicate consistently and successfully so you are always top of mind with your prospects
  and customers.
• Monitor your leads from first interaction through close and ensure no lead is dropped.
• Gain instant insight into the performance of your business using dashboards and reports for more informed decision making.
• Easily customize ACT! to fit your unique business requirements and ensure you are capturing the exact data you require.
• Remotely access relationship details, along with your schedule, for the information you need, when and where you need it.
• Integrate ACT! with the applications you use every day, including Microsoft Office and popular accounting solutions, to work the way in which you are accustomed.

• Populate 60+ pre-defined fields including Name, Company, Phone, Address, Web site, E-mail, Last Meeting Date, ID Status, or add your own.
• Create Company Records and view a roll up of all Notes, History and Opportunities associated with Contacts at those companies.
• Link Contacts to a Company, so when Company information is updated, it is automatically updated in each Contact record as well.
• Enter virtually unlimited date- and time-stamped Notes and History on each contact record.
• Create Notes, History, Activity and Opportunity details using Rich Text Formatting that supports colors, bullets, graphics, and URLs.
• Track collections of related contacts using the Groups or Company Record features for an at-a-glance view.
• Create up to 15 levels of Subgroups for managing information.
• Customize layouts including changing colors, adding logos and moving relevant filed displays so ACT! is unique to your business.

Manage and grow business relationships through top-notch communications

• Track prospect and customer correspondence on the relevant contact record for a history of all communications with that contact and organization.
• Writer letters in ACT! using Microsoft® Word¹ 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.
• Create, send and track e-mail to contacts using the ACT! E-mail Client
• Send E-mail through Outlook®, Outlook Express or Lotus Notes® E-mail².
• Utilize Rich Text Formatting, spell check, signatures and adding multiple attachments when E-mailing customers and prospects.

¹ Requires Microsoft Word 2000, 2002 or 2003.
² Requires Microsoft Outlook 2000, 2002 or 2003. Requires Outlook Express 5.5 or 6.0. Requires Lotus Notes 6.5.

Prioritize your work to stay on top of appointments and tasks

• Schedule calls, meetings and to-dos quickly and easily.
• Filter calls, meetings and to-do items by priority, date range or user, even displaying totals for each activity type for a complete view of your day.
• Access daily, Weekly and Monthly calendar views.
• Utilize calendar pop-ups for an at-a-glance view of each activity.
• Use Activity Alarms to stay on top of deliverables.
• Synchronize your ACT! and Outlook® calendars to facilitate appointment scheduling with company employees not using ACT!.

Forecast and track sales opportunities for an improved bottom line

• Utilize the built-in Sales Process or customize it to suit your specific business needs.
• View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount or Probability of Close.
• Utilize the Product List feature 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 graphs for insight into sales trends.
• Generate instant quotes¹ for any opportunity without having to re-key information.
• Choose from one of the 20+ pre-formatted Sales Reports or export to Excel² with one click for further analysis.

¹ Requires Microsoft Excel and Word 2000, 2002 or 2003
² Requires Microsoft Excel 2000, 2002 or 2003

Access and report on information quickly for a complete view of customer interactions

• Perform a lookup on most fields or use Keyword Search.
• Perform numeric lookups such as greater than or less than queries.
• Access 40 standard reports including Phone Lists, Activity Reports, Relationship History, Sales Summaries and more!
• Utilize the Report Designer to create your own custom reports and send most reports to Excel, HTML, PDF or e-mail.
• Customize priority, activity and history types for better tracking and analysis.

• Synchronize your ACT! Calendar, Contact and To-Do information, Notes, and History items to Palm OS® or Pocket PC devices.
• When accessing a networked database, synchronize the database to your laptop for complete offline access when out of the office. Or, access critical contact and customer details using Citrix® or Terminal Services¹.
• Print to over 20 popular paper organizers so you always have your schedule with you.
• Print from any ACT! calendar template and the contact hone number for any scheduled call is automatically printed on the calendar.

¹ Citrix and Terminal Services require specific configurations. Citrix supported using Presentation Server v3.0 and v4.0.