More than 4 million business professionals and 12,000 companies
around the world use the best-selling contact manager software
to stay on top of their customer relationships.
That’s because ACT! by Sage ® links every detail by your most important
asset: your customer relationship. So everything about your customer
— back to your very first meeting — is right in front of you when
you need it.
ACT! by Sage also works with Microsoft Outlook, Palm OS handhelds, paper-based
organizers and popular accounting programs including Sage MAS 90®
& Sage MAS 200® to give you a complete picture of every customer.
Below are some of the products highlights for ACT! by Sage 2005 (?
New ? Improved Feature)
Instantly access customer information
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Store complete contact information including e-mail, notes,
history & attachments. |
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Import data from Microsoft Outlook, Palm™ Desktop and
other sources. |
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Choose from 60 standard contact fields—or create your
own. |
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Customize your database to access and manage information the
way you want. |
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Add new field
types—including Yes/No, picture and memo fields. |
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Find anyone or
any detail instantly with Lookups or Keyword Searches. |
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Access information on the go with Palm OS or Pocket PC handheld
devices. |
Manage and grow business relationships
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Create Company records to
see the entire business relationship. |
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Organize data into
Groups and 15 levels of Subgroups for individual treatment. |
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Add virtually unlimited
date- and time-stamped Notes and Histories to easily recall
important details. |
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Use rich text formatting
to change colors, fonts and more. |
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Attach presentations, proposals
and more to Activities, Notes and History items. |
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Share Notes and Histories
between contacts—then change a note, and it’s
automatically updated in all places. Track completed Activities
for each relationship so you know what happened and when.
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Add searchable Secondary
Contacts to easily find assistants, family members and more. |
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Create, send and track
e-mail using the built-in ACT! by Sage e-mail. Link correspondence
to contacts for a record of what was sent and received. |
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Write letters using
the built-in word processor or Microsoft Word. |
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Send letters, e-mail
and more with mail merges. Save time with standard letter,
e-mail and memo templates. |
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Consolidate and eliminate
duplicate records for the cleanest data.
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Stay on top of your schedule 24/7
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Schedule calls, meetings and to-do items quickly and easily.
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View daily, weekly,
monthly, work week—even mini-month calendars. Set alarms
so you never miss important meetings or events. |
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Track and sort five different
Activity Types—or customize and create your own. |
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Create custom History Types
and Priority Levels to help you manage your time. Get immediate
notification of any scheduling conflicts. Schedule recurring
activities in one easy step |
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Schedule multiple
activities around a single event and automatically add those
activities to users’ calendars. |
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Set Global Events—like
holidays and company events—to appear on everyone’s
calendars. Share calendars between users to help see where
everyone is at any given time. Manage tasks easily—incomplete
activities roll over to the next day so nothing falls through
the cracks. |
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Update your calendar
with Microsoft Outlook. |
Help improve your bottom line
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Forecast sales with
confidence using built-in sales and forecasting tools. |
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View and filter all opportunities
in one place with Opportunity List. |
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Choose from the built-in
sales process—or create your own. |
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Create or import your product
list with item number, cost and price—so everyone has
the same data. |
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Generate instant quotes2
for any opportunity without re-entering data. |
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Use the built-in sales
reports—or create your own using the improved Report
Designer. |
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Track opportunities
through the sales cycle with interactive pipeline graphs.
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Export your opportunity
list to Microsoft Excel3 for easy data analysis and reporting.
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Be more efficient with secure, shared data
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Get up and running in minutes—with up to 10 users
sharing data |
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Synchronize in the
background so all users have the most up-to-date data. |
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Assign up to five
security levels to allow different access to information.
Link ACT! by Sage with popular accounting programs like Peachtree®
and other leading accounting programs. |
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Print any view without
having to specify a template. |
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Make records private
to keep confidential information to yourself. Works with Microsoft
Outlook.5 |
® Sage Software the Sage Software logos, and
the Sage Software product and service names mentioned herein are registered
trademarks or trademarks of Sage Software, Inc. and/or its affiliated
entities.
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