The new, more intuitive ACT! interface is both as easy to use as ever and, at the same time, offers a new interface with a soft, friendly look and feel and many ease of use enhancements.

Make ACT! work the way you do by easily importing contact information from Microsoft Outlook, to reduce redundant data-entry and get new users up and running quickly.

Palm OS Desktop information including Address Book, Date Book and To-do items can be easily imported into ACT!.

With more than 60 pre-defined fields, you can easily and seamlessly build a comprehensive database of all your contacts, and even add/delete/edit fields to meet your specific needs. Includes Name, Company, Phone, Address, Website, E-mail, Last Meeting Date, ID/Status and much more.

Store complete contact information including, notes and history items, attachments, documents, field data, activity information, sales opportunities, e-mail messages and lots more!

Integrate all sales opportunities and communications to contacts, groups and companies for an at-a-glance view of all your business relationships with intelligent workflow design that virtually anticipates and links key information.

Customize your ACT! database to work the way you do. With the Layout Designer, you can add, move and customize fields and tabs to meet the needs of your growing business. Even define the way you want to move through your layout for easier entry.

ACT! will automatically notify you if there is a new update to ACT! so you are always using the latest technology.

Add new field types to your database including Yes/No fields, virtually unlimited Memo fields and Picture field - so you can store images of people, houses or anything you want with any record in your database.

Automatically add new entries to drop-down lists in your most commonly used fields then select an entry from the list for fast, more accurate data entry — even select multiple entries for one field.

Providing you instant access to contact details is one of the most important benefits of ACT!. Find anyone or any detail quickly by performing Lookups on all customer data using Lookups, Advanced Lookup and Keyword Search features. Perform numeric lookups by ranges, such as greater than or less than queries – ideal when searching in date and numeric fields; search on Create Date or Edit Date; and new Sticky Lookups remember your last five Lookup terms on any field.

Save Lookups as queries to define groups and synchronization sets. For instance, perform a Lookup on a State, and save as a Group for future reference.

Organize your contacts into Groups and up to 15 levels of Subgroups based on location, interest, project or other. Group records let you view cumulative information from all contacts that belong to that group for a more complete picture of that group. You can also save any Lookup as a Group definition to create Groups instantly.

Create new Company and Division records to get a more complete picture of the entire relationship with any company, including all Notes, Histories and Opportunities. Link contacts to companies so that when core company information changes, the changes push to each contact for easier updating. Easily convert Groups into Companies. And create Companies from Contacts (or vice versa).

Add virtually unlimited Secondary Contacts to any contact allowing you to quickly locate alternate contacts, assistants, family members and other related contacts. Each Secondary Contact has their own fields that Lookups can be performed on, including e-mail address, business address, up to two phone numbers, ID/Status and more. And at anytime, promote Secondary Contacts to a full contact.

Include unlimited date- and time-stamped Notes and Histories for each contact to keep track of important conversations, commitments and meeting notes. Separate Notes and History tabs help you better track your relationship details – and associate with Groups or Companies for better management of data.

Access Notes and Histories from different contacts — make a change in a Note or History for one contact, and have the option to update the note for all contacts that share the note.

Track completed Activities for each relationship for a full record of meetings held, letters sent, e-mails sent and received, calls completed and more.

Link all your correspondence to the associated contact for a complete record of everything that has been sent and received.

Attach documents to Notes, Activities and History items so it’s even easier to locate presentations, proposals and other documents associated with specific activities. Just click on any attachment and it’ll be launched into whichever application it was created in.

In notes, histories, activity and opportunity details, you can change colors, fonts, add bold, italics and underline – in a full sized editing window – even add attachments to Notes and History items.

Comes with 40 standard Reports for Phone Lists, Activity Report, Relationship Histories, Sales Summaries and more; or customize the Reports to meet your specific needs. Most Reports can be exported to HTML, PDF, e-mail and more for easy manipulation of data.

Create, send and track e-mails to and from your contacts with the ACT! E-mail Client. Attach e-mail messages to the Contact record and create a history item noting when the e-mail was sent and what its contents were.

Use your ACT! database as an address book to send e-mails from Outlook to ACT! contacts, create history for those messages and attach received mail in Microsoft Outlook to any ACT! contact.

Attach complete Web pages with graphics to any contact for easy access whether your online or offline - even if the Web page has been changed or removed from the Internet, you'll have the original snapshot captured in ACT!.

Writing letters in ACT! is simple; either work with Microsoft Word or use the built in ACT! Word Processor. The built-in ACT! Word Processor supports tables, graphics, HTML, spell checking and more.

Select a group of contacts and perform a mail merge through letter or e-mail. Histories are automatically generated letting you know when you sent out the mail merge.

Save time using pre-formatted templates for e-mails, letters, memos and more. Or, easily customize the HTML e-mail templates to start e-mail marketing to your customers and prospects today.

Consolidate duplicate records by easily moving contact fields and other data such as Notes, Histories, Activities and Opportunities from one contact record to another – to create a single, more complete record while eliminating duplicates.

Link your ACT! Calendar, Contacts and To-Do information along with Notes and History items to Palm OS handheld devices including Palm, Handspring, Kyocera, Sony and more.

Link your ACT! Calendar, Contacts and To-Do information along with Notes and History items to Pocket PC handheld devices.

Schedule five different types of activities for better tracking of time and to easily filter tasks. Schedule with multiple contacts and schedule activities for other users in the database.

Built-in Calendar for seamless planning and schedule integration allows you to view and print your schedule by Day, Week, Work Week or Month.

We’ve updated the appearance of all Calendar Views to have a more modern look and feel. There are even new views including the Today View, a customizable Work Week View and a Multiple Month Mini-Calendar that can be expanded to the entire year. With new Quick Print, you can quickly print the Calendar displayed without specifying the template.

Get a bird's eye view of everything on your plate using the built-in Task List where you can filter Calls, Meetings and To-Do items by Priority, Date Range or User - complete with totals for each type of activity.

Set alarms so you never miss an important meeting of event.

Avoid scheduling conflicts with Automatic Calendar Notifications.

Makes it easy to view activity details instantly. Enable pop-ups wherever you see activities for an “at-a-glance” view.

Rollover incomplete activities daily so nothing falls through the cracks.

Schedule recurring events for daily activities, weekly meetings and other repetitive events in one easy step.

Using the Global Events features, you can schedule occasions like birthdays, company events and holidays for all users to see on their calendar.

Create your own activity types to help you better track activities that are specific to your business. For example, you can define “Billable Hours” as an activity type instead of just using “Meeting” “Call” or “To-Do.”

Create your own History Types to better track and report on how you’ve spent your time. Instead of just choosing “Meeting Held” or “Meeting Not Held”, you can specify whatever outcomes you wish for any particular activity type.

Add and customize up to five levels of Priorities according to your preferences. This makes it easy to match up priorities with FranklinCovey® planners or other prioritization methods you might use.

The new Activity Series feature is a huge time-saver. It helps you to define a series of activities around an anchor date. Schedule the activities in the series for yourself or other users. These activities remain linked so when one activity moves, you are prompted to move the other ones. You’ll never miss an upcoming task!

Print to over 20 popular paper organizer templates, including Day-Timer, DayRunner, Time Design and Franklin formats. I think we need trademark attribution on these

Keep your entire office up to date. Your ACT! Calendar can stay up to date with your company’s Outlook calendar. Schedule and edit an activity in ACT! or Microsoft® Outlook and both calendars will be updated.

Specify which users can see your calendar or schedule activities on your behalf.

Meet your sales goals with confidence through built-in sales and opportunity tracking and forecasting tools. Histories are generated automatically as opportunity moves through sales cycle. And, there are eight fields that can be customized to capture specific information.

See all opportunities in one place using this convenient new customizable working view. Access, update and filter opportunities by User, Estimated Close Date, Status, Sale Stage, Amount or Probability of Close. And, quickly access the contact record or perform Lookups from any opportunity within the list.

Create multiple Sales Processes. ACT! comes with a built-in standard Sales Process – but if it doesn’t fit, customize it to meet your business needs.

Create a product list to be used for the entire database. You can capture information like price, cost, and item number. Or import your list to avoid having to manually enter this information. All users will have consistent sales information.

Track as many products as you’d like on each opportunity and specify product discounts and costs for each item. If you sell more than one product or service, the Opportunity module allows you to track them all.

Find any opportunity based on key information in the opportunity dialog including product, stage, status and more.

Generate an instant quote from any opportunity without re-keying contact and opportunity information – even customize the quote template with your logo and contact information.

Choose from pre-formatted Sales Reports or create your own to analyze your Sales Pipeline, Sales by Customer, Sales by Account Manager and more. And, easily output to HTML or PDF.

Customize ACT! report templates or create your own using the new report designer to create reports that track any type of field including opportunities and companies. Choose to have them electronically output to HTML, PDF or other formats.

Track opportunities through the sales cycle with the graphical Sales Pipeline Graph. The Pipeline’s interactive display lets you drill-down to see what opportunities make up the report.

Export your Opportunity List view to a Microsoft Excel spreadsheet with one click for further analysis and calculation. All column customizations are maintained when exporting for easy viewing. For advanced analysis, pivot tables are automatically created.

Right out of the box, your workgroup can get up and running without additional software. Whether in the office or on the go, they can always have access to vital contact data whenever and wherever it’s needed. Easily share customer information in a team environment so your internal and remote users can access critical customer information.

Perform secure background synchronization that’s easy to set up so all users always have the most up-to-date contact information. Even templates and attachments synchronize to other users. Synchronization is more reliable then ever with a synchronization scheduler that ensures everyone has the latest data. For the utmost consistency, security is enforced through a main to remote database relationship.

Assign up to five security levels including Manager and Restricted to each user in your team, to allow different access to data and features depending on user levels.

Allows sharing of information between ACT! and popular accounting programs such as Peachtree® and others.

Export Contact, Company and Opportunity lists to Microsoft Excel for easy reporting and manipulation of data.

Easily export your contact information from ACT! to a .text delimited file.

Print any view that you see without having to specify a template.

Efficiently works with Microsoft® Outlook, Microsoft Word and Microsoft Excel, Palm® OS handhelds, Pocket PC handhelds, accounting programs, Eudora e-mail, paper organizers and other popular products.

Keep specified Notes, Histories, Activities, Opportunities, and Contacts from being viewed by other ACT! users sharing the same database.

Designed for larger workgroups, ACT! 2005 Premium for Workgroups allows more users expansive sharing of complete customer information in a secure, workgroup environment so your internal and remote users can more safely share confidential customer information.

Each copy of ACT! 2005 Premium for Workgroups includes a license of Microsoft® SQL Server 2000 Standard Edition. This larger version of SQL allows increased flexibility and scalability while networking up to 50 ACT! users for enhanced team interaction and group functions. Scale up to 100,000 or more records so your team will always have access to your entire contact database.

Schedule resources so you’ll always have access to the meeting room and equipment you need, conflict checking ensures that no one has double-booked a resource.

See at a glance the availability of all users in the database. Even private activities show as busy so others can view availability for appointments. Access user availability so you’ll always know when your team is available for activities.

Define resources such as conference rooms, A/V equipment and more that need to be scheduled as resources. You can even specify resources as locations so they will be pre-filled when you schedule them.

Send meeting invitations to keep your entire team on schedule with ease. When you schedule a meeting for users in the database, a notification shows up on their status bar. Users can accept and decline these invitations. This ensures that no one puts an activity on your calendar unless you have knowledge.

Synchronization was designed specifically with workgroups in mind. Two types of sync services used for syncing within your firewall and outside your firewall. Service can sit on another machine and accept syncs without the main database being open.

Assign team members permission to access contacts. Instead of doing this one by one, you can have a team of users called “Western Region” and assign all of them the ability to access the same contacts. This allows you to efficiently administer your user teams.

ACT! goes beyond the basic public or private categorization of contacts and now allows you to grant selected users or teams access to specific contacts – this limits which users can view contact details. We’ve also added the ability to administer your users into teams for efficient assignment of user access by team rather than one-by-one. Beyond that, users can even mark their personal contact records private – this helps to ensure that your team is always using ACT!, and your users always feel secure.