ACT Professional

Why Buy ACT Professional?

Any individual, workgroup or corporate team that needs to improve professional relationships can benefit significantly from contact and customer relationship management. Act Professional builds on the functionality available in ACT 6, but also provides:

Updated Look and Feel
The new ACT Professional interface is more intuitive and simpler to use.

Track Company Records
Forget about manual grouping. Now it's all here, all in one place, your entire relationship with a company, including all Notes, Histories and Opportunities. If your contact leaves the company, the data can stay behind, so that you can maintain your business relationship easily. Your Groups from your existing copy of ACT easily convert to Companies and you can create Companies from Contacts and vice versa.

Track More Opportunity Information
Updated tracking tools give you multiple product capabilities; more room for details; History tracking; sales stage customisations and the ability to create Activities from opportunities. You can also associate Opportunities with Groups and Companies. You'll effortlessly stay on top of your sales Opportunities and more easily manage your business for a better bottom line.

New Opportunity List View
This new customisable working view lets you see all your customisations in one place. Access, update and filter Opportunities by User, Estimated Close Date, Status, Sales stage, Amount and probability of Close. Quickly access Contact records or perform Contact Lookups from any Opportunity on the list.

Generate Customised Quotes
Turn any opportunity into an instant Quote without re-keying any information. Add your logo, contact information and more. Even add a quote number so you can find it later with a Lookup.

Enhanced Database Synchronisation
The database synchronisation in ACT Professional is more reliable and accurate than ever, because it is based on a query that ensures you are always seeing the contacts you want to see. But it's also flexible, with a subscription list that lets you override the query to handpick contacts you always want to see. Templates and attachment synchronisation to other users and syncs can be defined on a schedule to make sure everyone has the latest data.

New Calendar View
New Calendar Views include the Today View, a customisable Work Week View and a Multiple Month Mini-Calendar View that can be extended for the whole year. Plus new Quick Print lets you print the Calendar displayed without specifying the template.

Customisable Activity, Priority and History Types
ACT Professional lets you customise like never before, so it can provide exactly what you need for your business. Create your own Activity Types specific to your business. Create your own history Types to more specifically track and report on how you've spent your time. Add and customise up to five levels of Priorities to match them up with planners or any other priorities methods you may have.

New Contact Notes and History Tabs
Note and History Tabs are now separated for instant recognition and better data management. Differentiate your notes with different fonts, different colours, bold etc. Even add attachments. If you make a change in Notes or History for one contact you an choose to automatically update that item for all contacts who share it.

Enhance groups and Subgroups
Track groups and up to 15 levels of subgroups. Easily and automatically add Contacts based on a value in any Field without having to run "Group Rules." You can also save any lookup as a Group definition to create Groups instantly.

One Click Export to Microsoft Excel
Now you can turn your Opportunity List views into Excel spreadsheets with just one click. All your column customisation are retained and for advanced analysis, pivot tables are automatically created.

Easier to Use Lookups
Lookups are now more powerful and easier to use than ever. Perform numeric Lookups by ranges (each as "greater than" or "less than" queries") search on Create Date, Edit Date or Imported Date and instantly recall your last five Lookups items on any field.

Act 6 - Act Professional

If you need advice about Sage Act software, please call us on 0845 2576905 or use the contact form.