CRM Software
Act CRM
All Features
Act CRM
All FeaturesACT! By Sage 2009 All Features
Keep your relationship details in one place for a complete, integrated view:- Maintain contact details, notes, history, activities, opportunities, documents, and more.
- Track groups of related contacts and manage your interactions at the company level.
- Perform lookups on all fields and entities, such as Contacts, Groups, and Companies, with ease.
- Conduct advanced queries for more complex searches.
- Manage and tie all activities to associated contacts in ACT!.
- Integrate your ACT! and Microsoft® Outlook calendars for up-to-date schedules in both places.
- Use the ACT! sales process or a process you customize to manage leads.
- Track products on each sales opportunity and specify product discounts and costs.
- Get a comprehensive summary view of your top priorities and sales opportunities using the Dashboard.
- Run one of 40 preformatted report templates or create your own.
- Integrate ACT! with Outlook for sending and receiving all e-mail communications.
- Use Mail Merge and preformatted templates to send professional marketing communications with little effort required by you.
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