Store complete Contact

information, including E-mail, Notes, History, and

more.

Contact and Customer Management Organize all of your contact data in one place for quick and easy access.

Populate more than 60 pre-defined fields including Name, Company, Phone, Address, Web Site, E-mails, Last Meeting Date, and Status/ID.

Find anyone or any Contact

detail instantly with lookups.

Add virtually unlimited

Secondary Contacts related

to primary Contacts such

as administrative

assistants.

Add Documents to contact records to keep track of proposals, quotes, and more.

Consolidate and eliminate duplicate records for the cleanest data.

Company/Account ManagementManage your customer interactions at the company level for a complete customer view.

Create new Company and Division records to get a more complete picture of the entire relationship.

Link Contacts to Companies

so when core

Company information

changes, the changes

push to each Contact for

easier updating.

Company records

contain a roll-up of all

Notes, History, and

Opportunities associated

with Contacts at that

Company.

If a Contact is linked to a Company record, the company name will display as a hyperlink for quick access to Company details.

Contact and Company Notes and HistoryEnter virtually unlimited date- and time-stamped Notes and History to track every relationship detail.

Filter by user, date,

type, and more.

Separate tabs for

Notes and History

items for more

accurate tracking.

Share Notes and History between contacts – update one and all corresponding will update automatically.

Full-sized, expandable editing window.

Use Rich Text

Formatting to change

colors, fonts, and text size.

Mark notes private so only you have access to confidential data.

View the entire contents of a Contact, Group, or Company Note while simultaneously scrolling for another Note so you can view multiple notes at once.

Highlight the note from a list of notes on one side to quickly view the full contents of that note on the other side of the split-panel.

Groups and SubgroupsOrganize related contacts in Groups and Subgroups based on key actionable criteria.

Save any Lookup as a

Group definition to create

Groups instantly.

View shared Contacts, Notes, History, Activities, Opportunities, and Documents in Group roll-up tabs.

Create new Groups and Subgroups quickly and easily.

Easily see relationships

using the Group Tree

View for quick, easy

navigation.

Further organize Groups into Subgroups, accommodating up to 15 hierarchies and up to 14 levels of Subgroups.

Create and maintain Static or Dynamic Groups. Static Groups allow Contacts to be added manually. Dynamic Groups allow Contacts to be

added automatically based on Group definition.

Schedule calls, meetings, and to-dos quickly and easily.

Calendar ManagementStay on top of your schedule and prioritize tasks you are productive.

Quickly print displayed calendar.

Customizable work week views show the days you specify.

Mini-month calendar expands to up to one year.

A quick view today’s tasks. Incomplete tasks roll over to the next day.

View the Task List for a

complete, filterable, list of all to-dos in one

place

Share calendars between users.

Mouse over a scheduled activity for more detail.

If you use Outlook, utilize

Outlook calendar sync so you always

have a pulse on important

meetings and to-dos whether

they were scheduled in

Outlook or ACT!.

Integrate ACT! and Microsoft® Outlook®Seamlessly integrate with Outlook e-mail, saving you time while allowing you to track vital information on the ACT! Contact Record.

1 During setup, users must select if they want to access Outlook e-mail through the ACT! E-mail Client or direct integration with Outlook. Requires Microsoft Outlook 2000, 2002, or 2003. ACT! must be added as an address book to use this feature.

Create a history in ACT! from within an

Outlook e-mail. Choose

from three default history

types including

subject line, subject line

and message, and e-mail

attachment.

Whether you click on a

hyperlink or choose to write

an e-mail message from

within ACT!, ACT! opens the Outlook new e-mail message

form when you want to send an

e-mail.

When working in Outlook, attach Outlook e-mail to an ACT! Contact Record for a complete view of all customer communi-cations.

Easily create an ACT! contact from an Outlook e-mail. The Contact Name and E-mail Address are automatically filled in.

ACT! E-mail ClientUtilize ACT! E-mail as your e-mail client or integrate it with Outlook Express® or Lotus Notes®.

2 Requires Lotus Notes 6.5. Requires Outlook Express 5.5 or 6.0.

Attach inbound e-mails to Contacts,

Groups, or Companies, create new

Contacts from an e-mail

sender, and create activities

from an e-mail message.

Create a History on the ACT! Contact Record when

sending e-mails, and

select from three e-mail

History types to ensure

you’re tracking your

most crucial e-mail

communi-cations .

Prospecting and Marketing CommunicationsManage and grow business relationships through top notch prospecting and marketing communications.

Facilitate your daily contact

communications using letter

templates such as Initial

Communication to Presentation

Follow-up, and more.

Select a contact or group of

contacts and perform a mail

merge to a letter or e-mail.

Quickly identify your last communication with a contact by viewing the Last Reach, Last Attempt, Last Meeting, and Letter E-mail fields.

Write letters using Microsoft Word or the built-in Word Processor which supports tables, graphics, HTML, and spell checking.

Link all correspondence to associated contacts for a complete record of everything sent and received.

Opportunity TrackingForecast and track Sales Opportunities for an improved bottom line.

See all Opportunities

in one place by using the

convenient, customizable Opportunity

List view.

3 Requires Microsoft Excel 2000, 2002, or 2003.

Export your opportunity list to Microsoft Excel®3 for easy data analysis.

Choose from the ACT! Sales Cycle process and stages, or

create your own.

Access, update, and filter your Opportunities.

Track Opportunities through the sales cycle with the Interactive Pipeline Graph. Click on any stage in the graph, and the Opportunity list quickly reflects those Opportunities.

A probability percentage is linked to each sales stage, or can be overwritten.

Opportunity TrackingTrack opportunity products, discounts, and sales stages unique to your business.

Associate with multiple

Groups or Companies.

Easily add discounts to

products.

Schedule follow-up activities directly from an Opportunity.

Create a product list for use by the entire team. Capture cost, item number, and price for consistency, and easily import your product list to avoid data entry.

Tailor ACT! to Suit Your BusinessCustomizing ACT! allows you to track information important to your unique business.

Add picture and memo fields so you can capture information that is required by your business.

Most fields can be designated as multi-select so you can better track information such as ID/Status or Referred By for more accurate tracking and reporting.Create your own

activity, history, priority, or other

field types so ACT! is

customized to your business.

Reporting CapabilitiesAccess and report on information quickly and easily.

4 Requires Microsoft Excel 2000, 2002 or 2003.

Utilize the report designer to create custom reports and output most reports to Excel4, HTML, PDF or e-mail.

One-click Excel4 export allows you to export Contact, Group, Company, or Opportunity Lists to an Excel spreadsheet for sharing with non-ACT! users or for further analysis using built-in, customizable pivot tables.

Customize the reports that ship

with ACT!, including 40

standard reports such as Group

Membership, and 20 are pre-formatted Sales Reports such as

Opportunities by Status.

Perform a Lookup on any field, and easily determine when you

are in a lookup using

the Lookup Indicator.

Password SettingsRegulate password usage settings to ensure your data is secure.

Utilize password

rules such as password expiration

options, complexity of

a password, and password re-use to help

protect valuable contact

information from

intruders.

Database SynchronizationCentralize customer information securely for increased team efficiencies.

Database synchronization is based on a query for the utmost accuracy.

Use the product Feature Tours for a walk thru of ACT! functionality to get you acquainted with the solution.

Import data from your personal

information manager including

popular formats such

as .cvs, Outlook, and

Palm® Desktop

eliminating the work involved in re-entering

data.

Easy InstallGet up and running quickly with a Start Here Guide, Installation Wizard, and Feature Tours.

ACT! is easy to install with the

step-by-step Installation Wizard and

Getting Started Wizard to help you configure

common preferences and

settings.

Link your ACT! Calendar, Contact, and To-Do information, Notes, and History items to Palm OS or Pocket PC devices so you have critical customer data with you all the time – whether in the office or on-the-go!

Mobile AccessAccess information on the go with Palm OS® or Pocket PC handheld devices.