From the #1 selling contact and customer manager, ACT! 2005 Premium for Workgroups helps sales teams and
corporate workgroups make contact, build relationships and get results. It helps teams:

• Gain greater customer insights by accessing, organizing and managing contact details.
• Improve the bottom line with tools for forecasting, tracking and reporting on sales opportunities.
• Increase team efficiency with centralized data, robust scalability, group scheduling and advanced security.
• Manage time more efficiently by tracking and completing calls, meetings and to-do items.
• Take important contact information along by working with Palm OS® and Pocket PC hand.

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.
• ACT! 2005 Premium for Workgroups ONLY
  • Share and secure information with workgroups and teams
  • Share data with up to 50 users.
  • Scale to accommodate up to 100,000 records.
  • Get a Microsoft SQL Server 2000 Standard Edition license for each user.
  • Check team members’ availability for meetings, tasks and calls.
  • Send meeting invites to other users.
  • Manage and schedule resources like conference rooms and equipment.
  • Synchronize to a central database from within or outside the company firewall.
  • Assign access rights, by user, to specific contacts or teams of contacts.
  • Organize users into teams to grant access to specific contacts.