ACT! by Sage from BARRETTEC LIMITED

• Full contact detail for everyone you do business with in one application.
• Adapt the database layout with fields including drop-down lists and tick boxes.
• Track all communications including e-mails, letters, phone calls and more.
• Use rich text formatting to apply extra emphasis to history and activity detail.
• Search options make it easy to find any person, company or detail in seconds.
• Link individual contacts to companies for company centric management.
• Arrange ACT! contacts into groups and subgroups for effective segmentation and to create mailing lists.
• Link ACT! with Sage Line 50 or Sage Instant to see contact and financial information about each customer in one interface.

• Send personalised letters and other documents using data held in ACT! to individuals or mail merge to a customer list.
• Excellent integration with Microsoft Outlook means you can work in either system to send emails while retaining a copy of new sent items in both systems for a complete communications history.
• Create new ACT! contacts from Outlook e-mails to quickly add new records.
• Send email blasts to multiple contacts to broadcast your marketing message to wide audience and stay in touch with contacts.

• Schedule calls, meetings and other activities for yourself and other ACT! users.
• See where you stand at any time with dashboards, multiple calendars views and a task list displays.
• Set activity priority levels and alarms to make sure nothing get missed.
• Create activity series to automatically schedule a sequence of tasks.
• Share calendars between users to see where everyone is at any given time.

  Synchronize your personal calendar with Microsoft Outlook.

Use ACT! 2009 to improve your bottom line

• Track sales opportunities through your own selling stages.
• Built-in sales and forecasting tools help sales professonals to keep on top of their opportunities.
• Dashboards bring sales data to life providing a graphical overview of active opportunities and monitor progress against sales targets.
• View, filter and sort active opportunities on one screen.

  ACT! Premium provides extra customisation to track more opportunity detail.

• Work offline remotely and synchronise changes.
• ACT! works across Citrix / Terminal Server configurations.
• Access live data or synchronise across a Virtual Private Network connection.
• Sync contact detail with Palm or Pocket PC handheld devices for access to information on the go.

  ACT! Premium includes web access capability to ACT! through Internet Explorer.

• No need to re-enter information. Data can be imported into ACT! from Microsoft Outlook, Microsoft Excel and other data sources.
• By centralising data, ACT! 2009 avoids the need to manage multiple spreadsheets or databases.
• Control individual user access rights by applying one of five security levels from read only permission to full administrators rights.
• Make contact records private to protect confidential information.
• Scan for duplicate records to keep the database clean.

  ACT! Premium provides automated database maintenance and backup processes plus custom user access permissions.

• ACT! 2009 includes over 40 reports including 20 sales reports for on the spot analysis. Reports can be customised and new reports added.
• Export data into Microsoft Excel for further analysis and pivot table reporting.

  ACT! Premium offers team based dashboards to assess performance across multiple people.