Instantly access customer information.

• Store complete contact information including e-mail, notes, history, attachments and more.
• Import data from Microsoft Outlook, Palm™ Desktop and other sources.
• Choose from 60 standard contact fields—or create your own.
• Customize your database to access and manage information the way you want.
• NEW! Add new field types—including Yes/No, picture and memo fields.
• IMPROVED! Find anyone or any detail instantly with Lookups or Keyword Searches.
• Access information on the go with Palm OS or Pocket PC handheld devices.

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Manage and grow business relationships.

• NEW! Create Company records to see the entire business relationship.
• IMPROVED! Organize data into Groups and 15 levels of Subgroups for individual treatment.
• IMPROVED! Add virtually unlimited date- and time-stamped Notes and Histories to easily recall important details.
• NEW! Use rich text formatting to change colors, fonts and more.
• NEW! Attach presentations, proposals and more to Activities, Notes and History items.
• NEW! Share Notes and Histories between contacts—then change a note, and it’s automatically updated in all places.
• Track completed Activities for each relationship so you know what happened and when.
• IMPROVED! Add searchable Secondary Contacts to easily find assistants, family members and more.
• IMPROVED! Create, send and track e-mail using the built-in ACT! e-mail.
• Link correspondence to contacts for a record of what was sent and received.
• IMPROVED! Write letters using the built-in word processor or Microsoft Word.
• IMPROVED! Send letters, e-mail and more with mail merges.
• Save time with standard letter, e-mail and memo templates.
• NEW! Consolidate and eliminate duplicate records for the cleanest data.

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Stay on top of your schedule 24/7.

• Schedule calls, meetings and to-do items quickly and easily.
• IMPROVED! View daily, weekly, monthly, work week—even mini-month calendars.
• Set alarms so you never miss important meetings or events.
• NEW! Track and sort five different Activity Types—or create and customize your own.
• NEW! Create custom History Types and Priority Levels to help you manage your time.
• Get immediate notification of any scheduling conflicts.
• Schedule recurring activities in one easy step.
• IMPROVED! Schedule multiple activities around a single event and automatically add those activities to users’ calendars.
• NEW! Set Global Events—like holidays and company events—to appear on everyone’s calendars.
• Share calendars between users to help see where everyone is at any given time.
• Manage tasks easily—incomplete activities roll over to the next day so nothing falls through the cracks.
• IMPROVED! Update your calendar with Microsoft Outlook.

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Help improve your bottom line.

• IMPROVED! Forecast sales with confidence using built-in sales and forecasting tools.
• NEW! View and filter all opportunities in one place with Opportunity List.
• IMPROVED! Choose from the built-in sales process—or create your own.
• NEW! Create or import your product list with item number, cost and price—so everyone has the same data.
• NEW! Generate instant quotes¹ without re-entering data.
• IMPROVED! Use the built-in sales reports—or create your own using the improved Report Designer.
• IMPROVED! Track opportunities through the sales cycle with interactive pipeline graphs.
• NEW! Export your opportunity list to Microsoft Excel² for easy data analysis and reporting.

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Be more efficient with secure, shared data.

• Get up and running in minutes—with up to 50 users³ sharing data and minimal IT support.
• IMPROVED! Synchronize in the background so all users have the most up-to-date data.
• IMPROVED! Assign up to five security levels to allow different access to information.
• Link ACT! with popular accounting programs like Peachtree®.
• NEW! Print any view in ACT!.
• IMPROVED! Make records private to keep confidential information to yourself.
• Works with Microsoft Outlook.⁴

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Share and secure information with workgroups and teams.

• NEW! Share data with up to 50 users³ .
• NEW! Includes a Microsoft SQL Server 2000 Standard Edition license for each user.
• NEW! Check team members' availability for meetings, tasks and calls.
• NEW! Send meeting notices to the entire group.
• NEW! Manage and schedule resources like conference rooms and equipment.
• IMPROVED! Synchronize to a central database from within or outside the company firewall.
• NEW! Organize users into teams to grant access to specific contacts.

¹ Requires Microsoft Word 2000, 2002 or 2003 and Excel 2000, 2002 or 2003.
² Requires Microsoft Excel 2000, 2002 or 2003.
³ Actual number of users and contacts supported will vary depending on size and usage of your database. You must purchase one license per user.
⁴ Requires Microsoft Outlook 2000, 2002 or 2003.

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