ACT! 2008

ACT! 2008 - Contact & Customer Manager is a tool for organizing customer information, providing all the data you need in one place. Its features include:

• 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, Last Meeting Date and ID/Status, or add your own.
• Create Company Records and view a roll-up of notes, history and opportunities tied to contacts at those companies.
• Enter virtually unlimited date- and time-stamped notes and history.
• Use the Groups feature to easily communicate and schedule with related contacts.
• Attach documents to Activities and History items so it's easy to quickly locate presentations, proposals and more.
• Create notes, history, activity and opportunity details using Rich Text Formatting that supports colors, bullets, graphics, URLs.
• Track customer correspondence on the relevant contact record for a history of all communications with that contact and organization.
• 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 automatically generated on each contact record.
• Use pre-formatted templates to save time on e-mails, letters, memos and faxes. Easily customize the HTML graphical templates to e-mail customers.
• Create, send and track e-mail to/from contacts using ACT! E-mail Client.
• Schedule calls, meetings and to-dos quickly and easily, and filter calls, meetings and to-do items by priority, date range or user.
• 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. Incomplete activities roll over to the next day.
• View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount or Probability of Close.
• Use the built-in Product List to track product or service name, item number, cost and price.
• Generate instant quotes for any opportunity without having to re-key information.
• Choose from 20+ pre-formatted Sales Reports or export to Microsoft Excel with one click for further analysis.
• 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.
• Synchronize your ACT! Calendar, Contact and To-Do information, Notes, and History items to Palm OS or Pocket PC devices.

The Multi-Pack version accommodates up to 5 users.

This item currently ships and for free at amazon.com.

ACT! Premium offers a host of functionality specifically designed to meet the needs of larger teams of networked users. With ACT! Premium you’ll receive team features and functionality including group scheduling and automatic Outlook calendar sync, advanced opportunity tracking and customization capabilities, and robust reporting options providing insight into team performance - all improving overall team satisfaction and productivity. Its has the following features not found in the basic ACT! 2008 package:

• Manage Resources including conference rooms, equipment, etc.
• Customizable Opportunity field names and types with drop-down lists.
• Interactive Dashboard shared across team members.
• Report on activities by user.
• Five security levels.
• Custom user permissions.
• View team memberships.
• Automatic database functions.

The Multi-Pack version accommodates up to 5 users.

This item currently ships and for free at amazon.com.