Login to a Live Demo

(User Name: Chris Huffman, No Password)

Product Datasheet
How it works
System Requirements
Pricing
Info for ACT! for Web 1.0 users

Centralise critical contact and customer information and stay organised

ACT! Premium for Web provides anytime, anywhere access to critical contact and customer data in real time. You can track and manage complete customer information including contact details, notes and history, appointments, to-do items, communications, documents and sales opportunities, so you increase productivity and stay organised.

• Create Company Records and view a roll up of all Notes, History and Opportunities associated with Contacts at that account.
• Link Contacts to a Company, so when Company information is updated, it is automatically updated in each Contact record as well.
• View virtually unlimited date- and time-stamped Notes & History on each contact record.
• Create Notes, History, Activity and Opportunity details using Rich Text Formatting that supports colors, bullets, graphics, and URLs.
• Track collections of related contacts using the Groups or Company Record features for an at-a-glance view.
• Create up to 15 levels of Subgroups for managing information.

Manage and grow business relationships through top-notch communications

Manage and grow business relationships through top-notch communications. Communicating with prospects and customers and tracking the results has never been easier! ACT! Premium for Web provides robust mail merge and e-mailing capabilities to ensure you are always in touch.

• Perform mail merges using ACT! Premium for Web’s built-in Word Processor and track a history on each contact record.
• Create, send and track E-mail to contacts using an SMTP server (Microsoft Exchange, Internet Mail or SMTP).
• Utilise Rich Text Formatting, spell check, signatures and adding multiple attachments when e-mailing customers and prospects.

Prioritise your day to stay on top of appointments and tasks

Never miss a meeting or a deadline. ACT! Premium for Web provides features such as at-a-glance calendar views, activity alarms† and the ability to roll incomplete tasks over to the next day so you never miss a beat!

• Share calendars between users for group scheduling.
• Utilise calendar pop-ups for an at-a-glance view of each activity.
• Filter calls, meetings and to-do items by priority, date range or user, even displaying totals for each activity type for a complete view of your day.

†Alarms will go off based on the server time zone, not the user’s local time.

Forecast and track sales opportunities for an improved bottom line

ACT! Premium for Web enables sales professionals to track sales opportunities from initial inquiry through close using either a standard sales process or one customised to suite your organisation’s needs. View and report on all your open opportunities so you always know where you stand!

• Utilise the built-in Sales Process or customise it to suit your specific business needs.
• View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount or Probability of Close.
• Utilise the Product List† feature to easily enter repeated products or services and automatically fill in information such as name, item number, cost and price.
• View graphical Sales Pipeline and graphs for insight into sales trends.
• Choose from one of the 18 pre-formatted Sales Reports or export to Excel with one click for further analysis‡.

Access and report on information quickly for a complete view of customer interactions

Instantly access every important contacts or details using the new Quick Search feature, Advanced Lookups or Keyword Searches. At the end of the week or month, it’s easy to report on activity or milestones with one of the many standard reports that come with ACT! Premium for Web.

• Find information fast with the new “Quick Search” feature.
• Access 38 standard reports including Phone Lists, Activity Reports, Relationship History, Sales Summaries and more!
• Utilise the Report Designer to create your own custom reports.

ACT! Premium for Web was developed to work either as a standalone product or in conjunction with ACT! Premium for Workgroups. Equipping users with ACT! Premium for Workgroups provides them will a full-featured offline client for those times when they don’t have an Internet connection and allows them to synchronise information to PDA devices.

ACT! Premium for Web is installed on a server and no end-user software installation is required. Since the software is centrally managed and administered, remote employees have access to the most recent product updates, as well as all of the layouts and reports utilised in the main office†

Layouts and reports can be created once and accessed by both Windows and Web users instantly, saving valuable time. And, because ACT! Premium for Web maintains the easy-to-use ACT! Windows experience, it requires less training and support time to get users up and running quickly.

With ACT! Premium for Web installed on your company sever - behind your firewall - you can rest assured that your data is secure and you will always be able to access it.