Act Report Features

ACT! Database Software is a program developed by Sage which enables a person or a team of up to 5 people to access key contact and customer information. It also allows them to manage and prioritize all activities as well track all contact related communications in order for them to grow more productive business relationships with their clients. In this article we will look at a number of different Act reports that can be used in order to get the right information and so build on a good client business relationship.

1. Act has a single central repository where all the critical contact and customer information can be kept. In here you can keep detailed contact information, activities, to do list, recent communications and documents (such as quotes and proposals) and much much more. It contains a tab interface in the main contact view which allows the user to quickly access and enter key information into it. Also it allows the user to enter unlimited date and time stamped notes and history to a contact or companies details in order to help a business better track their relationship with these.

2. This software has a report which helps you to stay on top of all your daily responsibilities whether it is just a task that you must complete or a call that you must make to a customer. It also keeps tabs on any meetings you have to attend or e-mails that you need to send out. It provides you with multiple calendar views both daily, weekly, monthly as well as allowing you to customize work week views. Plus it has a calendar pop up facility which provides quick at the glance views of the days appointments, calls, meetings and tasks and these can be filtered in to order of priority, date range or user.

3. Are you looking for a way to automate and track your customer and prospect communications to ensure that you follow up in a timely manner? Then ACT can help you. It has a built in word processor or though integration with Microsoft Word you can create personalized correspondence as well as carry out mail merge letters, e-mails and produce envelopes or labels. It offers the use pre-formatted templates for HTML e-mails, letters and memos in order to save time or if the user wants they can customize them to create their own. Every type of communication mentioned can be done using mail merge as the are all linked to each individual contact and so provide you with a complete record of what ever correspondence you have sent.

Above we have provided you with only a few of the different ACT reports that can be used in order to help a business run more effectively. But they will also help to provide you with a much better customer relationship system as well.