ACT! 2005

From the #1 selling contact and customer manager, powerful, easy-to-use ACT! 2005 helps selling professionals and small businesses make contact, build relationships and get results. It lets you:

  • Gain greater customer insights by accessing, organizing and managing contact details.
  • Manage time more efficiently by tracking calls, meetings, and to-do items.
  • Improve your bottom line with tools for forecasting, tracking and reporting on sales opportunities.
  • Easily share and synchronize contacts and calendars with up to 10 users and import data.
  • Take important contact information with you by working with Palm OS® and Pocket PC handhelds.

Key Features

  • Instantly access customer information
    • Store complete contact information including e-mail, notes, history, attachments and more.
    • Import data from Microsoft® Outlook, Palm™ OS Desktop and other sources.
    • Choose from 60 standard contact fields—or create your own.
    • Customize your database to access information the way you want.
    • Add new fields types—including Yes/No, picture and memo fields.
    • Find anyone or any contact detail instantly with Lookups and Keyword Search.
  • Access information on the go with Palm OS or Pocket PC handheld devices*.
  • Manage and grow business relationships
    • Create Company Records to see the entire business relationship.
    • Customize Activity, Priority and History types to help you work your way.
    • Organize data into Groups and 15 levels of Subgroups for individual treatment.
    • Include virtually unlimited date- and time-stamped Notes and Histories to easily recall important details.
    • Use rich text formatting to change colors, fonts and more.
    • Attach presentations, proposals, and more to Activities, Notes and History items.
    • Share Notes and Histories between contacts, update one and all corresponding will automatically update.
    • Track completed activities for each relationship so you know what happened and when.
    • Add virtually unlimited Secondary Contacts to easily find assistants, family members and more.
    • Create, send and track e-mail using the built-in ACT! e-mail.
    • Link correspondence to contacts for a record of what was sent/received.
    • Write letters using the built-in Word Processor or easily use Microsoft® Word.
    • Send letters, e-mail and more with mail merges.
    • Save time with standard letter, e-mail and memo templates.
    • Consolidate and eliminate duplicate records for the cleanest data.
  • Stay on top of your schedule 24/7
    • Schedule calls, meetings and to-do items quickly and easily.
    • View today, daily, weekly, monthly, work week and mini-month calendars.
    • Set alarms so you never miss an important meeting or event.
    • Track and sort five different Activity Types—or create your own.
    • Create custom History Types and Priority Levels to help you manage time.
    • Get immediate notification of any scheduling conflicts.
    • Schedule recurring activities in one easy step.
    • Rollover all incomplete to-dos to the next day so you never miss an important task.
    • Schedule multiple activities around a single event and automatically add those activities to calendars.
    • Set Global Events—like holidays and company events—to appear on everyone’s calendars.
    • Share calendars between users to help see where everyone is.
    • Update with Microsoft Outlook to keep your company calendar up-to-date.
  • Help improve your bottom line
    • Forecast sales with confidence using built-in sales and forecasting tools.
    • View and filter all opportunities in one place with Opportunity List View.
    • Choose from the ACT! sales process—or create your own.
    • Create or import your product list with item number, cost and price—so everyone has the same data.
    • Generate instant quotes without re-entering data**.
    • Use the built-in sales reports—or create your own using the improved Report Designer.
    • Track opportunities through the sales cycle with the Interactive Pipeline Graph.
    • Export your opportunity list to Microsoft Excel for easy data analysis and reporting***.
  • Be more efficient with secure, shared data
    • Get up and running right out of the box.
    • Synchronize in the background so all users don’t lose productivity.
    • Assign up to five security levels to allow different access to information.
    • Link with popular accounting programs like Peachtree® and other leading accounting programs.
    • Print any view without having to specify a template.
    • Make records—like Notes, Histories and Activities—private to keep confidential information to yourself.
    • Works with Microsoft Outlook.
 

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