DMC is one of the UK's leading Sage business partners.
Specialising in CRM and Accountancy Software
including ACT!, Sage 200 and SalesLogix
ACT! Professional For Web In Further Detail
Find anyone or any detail - instantly
ACT! Professional for Web gives you access anytime, anywhere to a centralised database. This enables remote, travelling, or office-based users to access information in real time through a Web browser. ACT! Professional for Web looks like the ACT! windows products but has the advantage of a Web based solution. Simple installation on your internal servers allows for easy roll-out to users and provides your organisation with the security of knowing that critical customer data stays securely behind your firewalls. See our system requirements.
ACT! Professional for Web was developed to work either as a standalone product or in conjunction with ACT! Professional for Workgroups on a network, allowing your organisation the freedom of choice on how you would like to deploy your contact and customer management solution.
With a low overall total cost of ownership and fast return on investment, ACT! Professional for Web provides all the benefits of hosted Web-based solutions, without the recurring cost of monthly fees!
The main benefits are:
-
No Client Installation for fast and easy roll-out.
-
Access to live contact detail any where in the world through a web browser.
-
No Synchronisation for remote users.
-
Your contact database remains securely behind your company firewall.
-
No need for remote users to carry local copies of your database.
-
The Database is centrally managed and administered from your offices.
-
Works with ACT! Professional for workgroups.
Meet your sales targets with confidence
- Manage your sales activity with built-in forecasting tools with ACT! Professional For Web.
- Create a sales graph on, showing your open, won or lost sales for any timeframe you choose.
- Track opportunities on ACT! Professional For Web through the sales cycle with the graphical sales pipeline report.
- Or, choose from any of the 5 pre-formatted sales reports to summarize your sales information.
- Electronically print to HTML or Adobe pdf format for easy distribution with ACT! Professional For Web.
Stay on top of your schedule with ease
- View and use daily, weekly and monthly calendars for individuals, selected users, or the entire workgroup.
- Use ACT! Professional For Web to set alarms to be reminded of important events.
- Share calendars within your workgroup for easy lookup of free and busy times.
- Filter what items are shown to others using private and public activity types using ACT! Professional For Web.
- Schedule recurring events for daily activities, weekly meetings, and other repetitive events in one easy step.
- Avoid scheduling conflict with automatic calendar notifications in ACT! Professional For Web.
Manage and prioritise upcoming tasks
- Get a bird's eye view of everything on your team's plate in one place!
- Assign priorities to tasks using the comprehensive Task List on ACT! Professional For Web.
- View by importance for quick organization of top priorities.
- Filter calls, meetings, and to-do items by date range using ACT! Professional For Web so everyone's on track with upcoming commitments.
- Also filter the Task List by individuals or selected users.
Summarise customer and sales information
- The built-in report generator makes it easy to summarise and analyse sales data, activity reports, relationship histories and more.
- Choose from 16 pre-defined reports all listed on ACT! Professional For Web in the left navigation bar for easy access.
- Print to HTML or pdf files for easy distribution.
- ACT! Professional For Web Reports include:
Contact Report, Contact Directory, Phone List, Task List, Notes and History, History Summary, History Classic, Activity Time/Spent, Contact Status, Leads by Referral, Sales List, Sales by Record Manager, Sales by Contact, Sales Graph, and Sales Pipeline.
Create personalised correspondence without typing
- Create personalised letters with a few clicks.
- Contact information from the selected record automatically appears in the letter template with ACT! Professional For Web.
- Customise letter templates to meet your specific needs.
- Store all correspondence with each contact to keep an accurate record of what was sent to whom on ACT! Professional For Web.
Safely share information with your workgroup
- All users of ACT! Professional For Web are required to enter a valid user name and password in order to access customer information.
- Access rights and security levels are specific to each user.
- Choose which fields each user can view with field-level security.
- ACT! Professional For Web Access can be restricted to allow Add, Delete and/or Update privileges.
- Selectively allow or restrict ACT! Professional For Web user access by date and time.
- Assign a Contact and Group layout specific to each ACT! Professional For Web user.
- Allow ACT! Professional For Web users to access only a particular Group or Groups of records with Group level restrictions.
- Calendars include private and public activity types to filter what is displayed to others.
Customise without programming or HTML
- Knowledge of web programming or HTML is not required.
- Change, move or delete any existing fields.
- Choose which fields are displayed on a per-user basis.
- Change the look of the ACT! Professional For Web database screens, add your company logo, change background colors, fonts and other settings.
- Add new tabs or change tab labels to track additional information about each contact.
- Customise letter templates with your specific merge fields for easy letter creation.
- Add fields, All fields customised in ACT! for Windows can automatically be viewed in ACT! Professional For Web.
- Add your own links to the Internet Links menu of ACT! Professional For Web - perfect for giving ACT! Professional For Web users fast access to frequently used web pages.
- Screens refresh as you make edits so you can view changes as you go, and easily undo any unwanted changes.
Worried about system requirements or administration for ACT! Professional For Web? Find out more about DMC Web Hosting Service.
Download ACT! 2009 Brochure