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ACT! Features


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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. Find the exact information you need instantly when that important call comes in:


Perform lookups on all fields and entities, such as Contacts, Groups, and Companies, with ease. Conduct advanced queries for more complex searches.


Stay on top of your daily responsibilities so tasks don't slip through the cracks:


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. Manage your leads from first interaction through close, ensuring no sales opportunity is lost:


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. Gain insight into the performance of your business for more informed decision making:


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. Communicate consistently and successfully so you are always top of mind with your contacts:


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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