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FEATURES
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ACT! 2008
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ACT! Premium 2008
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ACT! Premium for Web 2008
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Organize contacts and leads
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| Track contact details, Notes and History, appointments to-do items, and Opportunities |
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| Documents and document shortcuts |
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| 60+ pre-defined fields |
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| Prevent and eliminate duplicate Records* |
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| Virtually unlimited date-and time-stamped Notes and History |
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| Notes and History shared between Contacts |
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| Company Records with Contacts linked to Companies |
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| Groups with 15 levels of hierarchy (14 Subgroups) |
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Manage daily responsibilities
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| Calls, meetings, and to-dos |
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| Multiple calendar views with calendar pop-ups |
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| Activity alarms and automatic activity rollover |
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| Activity conflict notification |
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| Recurring activities |
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| Activity Series* |
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| Group scheduling |
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| Manage Resources including Conference Rooms, Equipment, etc.* |
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Outlook calendar sync
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| Automatic Outlook calendar sync |
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| View global events |
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Track sales opportunities
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| Built-in ACT! sales process* |
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| Opportunity List view |
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| Customizable Opportunity field names and types with drop-down lists* |
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| Generate and import Product List* |
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| Instant Quotes1 |
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| Graphical sales pipeline |
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| Pre-formatted sales reports |
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| Export to Excel® |
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Communicate more effectively
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| ACT! E-mail Client |
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| Direct integration with Outlook2 |
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| History of all customer correspondence |
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| Last Communication fields |
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| Built-in word processor |
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| Pre-formatted templates – e-mails, letters, memos |
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| Mail Merge3 with letter or e-mail; validate and correct addresses |
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Gain business insight
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| Look-ups and Keyword Search |
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| Look-up Contacts by access* |
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| Numeric look-ups |
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| 40 standard reports, including 20 sales Opportunity reports |
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| Interactive Dashboard |
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| Interactive Dashboard shared across team members |
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| Report Designer* |
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| Report on activities by user |
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| Customizable Priority, Activity, History types* |
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| Field types – Picture, Yes/No, Memo, E-mail* |
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| Layout Designer* |
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| Customizable drop-downs; multi-select values* |
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| Customizable navigation bar |
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Accommodate large teams
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| Password rules * |
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| Five security levels |
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| Custom user permissions |
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| View team memberships* |
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| Automatic database functions* |
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| Silent Install4 |
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Access while mobile or remote
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| 20 templates designed for popular paper organizers |
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| Print any ACT! calendar template |
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| Citrix® or Terminal Services5 support |
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| Synchronize with handheld devices6 |
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Integrate with accounting solutions
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| Sage Instant and Sage 50 Accounts |
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