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| Instantly access customer information. |
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Store complete contact information including e-mail, notes, history, attachments and more |
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Import data from Microsoft® Outlook®, PalmT Desktop and other sources |
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Choose from 60 standard contact fields - or create your own |
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Customize your database to access and manage information the way you want it |
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IMPROVED! Add new field types - including Yes/No, picture and memo fields |
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IMPROVED! Find anyone or any detail instantly with Lookups or Keyword Searches |
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Access information on the go with Palm OS or Pocket PC handheld devices (1) |
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| Manage and grow business relationships. |
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NEW! Create Company records to see the entire business relationship
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IMPROVED! Organize data into Groups and 15 levels of Subgroups for individual treatment
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IMPROVED! Add virtually unlimited date and time-stamped Notes and Histories to easily recall important details |
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NEW! Use rich text formatting to change colors, fonts and more |
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NEW! Attach presentations, proposals and more to Activities, Notes and History items |
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NEW! Share Notes and Histories between contacts - then change a note, and it's automatically updated in all places |
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Track completed Activities for each relationship so you know what happened and when |
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IMPROVED! Add searchable Secondary Contacts to easily find assistants, family members and more |
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IMPROVED! Create, send and track e-mail using the built-in ACT! by Sage e-mail |
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Link correspondence to contacts for a record of what was sent and received |
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IMPROVED! Write letters using the built-in word processor or Microsoft Word |
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IMPROVED! Send letters, e-mail and more with mail merges |
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Save time with standard letter, e-mail and memo templates |
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NEW! Consolidate and eliminate duplicate records for the cleanest data |
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| Stay on top of your schedule 24/7. |
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Schedule calls, meetings and to-do items quickly and easily |
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IMPROVED! View daily, weekly, monthly, work week-even mini-month calendars |
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Set alarms so you never miss important meetings or events |
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NEW! Track and sort five different Activity Types-or customize and create your own |
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NEW! Create custom History Types and Priority Levels to help you manage your time |
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Get immediate notification of any scheduling conflicts |
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Schedule recurring activities in one easy step |
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IMPROVED! Schedule multiple activities around a single event and automatically add those activities to users' calendars
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NEW! Set Global Events-like holidays and company events-to appear on everyone's calendars
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Share calendars between users to help see where everyone is at any given time
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Manage tasks easily-incomplete activities roll over to the next day so nothing falls through the cracks |
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IMPROVED! Update your calendar with Microsoft Outlook |
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| Help improve your bottom line. |
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IMPROVED! Forecast sales with confidence using built-in sales and forecasting tools |
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NEW! View and filter all opportunities in one place with Opportunity List |
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IMPROVED! Choose from the built-in sales process-or create your own
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NEW! Create or import your product list with item number, cost and price-so everyone has the same data
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NEW! Generate instant quotes (2) for any opportunity without re-entering data
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IMPROVED! Use the built-in sales reports-or create your own using the improved Report Designer
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IMPROVED! Track opportunities through the sales cycle with interactive pipeline graphs
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NEW! Export your opportunity list to Microsoft Excel (3) for easy data analysis and reporting
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| Be more efficient with secure, shared data. |
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Get up and running in minutes-with up to 10 users sharing data (4)
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IMPROVED! Synchronize in the background so all users have the most up-to-date data
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IMPROVED! Assign up to five security levels to allow different access to information
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IMPROVED! With popular accounting programs like Peachtree® and other leading accounting programs
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NEW! Print any view without having to specify a template
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IMPROVED! Make records private to keep confidential information to yourself
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Works with Microsoft Outlook (5)
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(1) |
ACT! by Sage handheld links provide one-way updates from the desktop to the device. |
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(2) |
Requires Microsoft Word 2000, 2002 or 2003 and Excel 2000, 2002 or 2003. |
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Requires Microsoft Excel 2000, 2002 or 2003. |
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You must purchase one license per user. |
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(5) |
Requires Microsoft Outlook 2000, 2002 or 2003. |
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