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ACT! for Web Features and Benefits
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Instantly access every contact detail over the web
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Improve the availability of customer information
and increase sales
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- Track up to 255 fields of customer information for
instant access to complete details on every contact.
- Manage sales information using the built-in opportunity
tracking and forecasting tools and create a sales pipeline
graph showing you sales opportunities in real time.
- By sharing calendars and activities within your work
groups internal communication is improved allowing customers
to be better served.
- Stay on top of your teams by viewing the Task List
either on an individual or team basis to get a summary
of calls, meetings and to-do items.
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Get real-time access to complete customer details
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- Simply log onto your company web server with a valid
ID and password to access the complete ACT! database.
- Get access to all recently accessed records using
the Lookup feature.
- Contacts can be viewed individually or in a Contact
List. New columns can be added to the Contact List
- Share and open attachments remotely so everyone with
access to a specified record can see what has taken
place with that contact.
- No longer will you or your administrator need to configure
remote database synchronisation.
- All users, both local and remote, can access the ACT!
database in real-time so all changes are made to the
master database respecting each users' security rights.
- ACT! for Windows and ACT! for Web users in your organisation
can easily stay in sync whether in the office or on
the go.
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Secure customer data using your own server - no third
party host
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- Keep data secure by assigning access rights and security
levels for each user.
- All users are required to enter a valid ACT! user
name and password in order to access data.
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No issues with remote access users – ACT! is administered
centrally
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- No remote ACT! software is required to be installed
on individual machines.
- Users simply launch their standard Internet Explorer
browser, version 5.1 or above. (Please note ACT! for
Web does not work with the Netscape browser).
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Easy to use ACT! interface
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- The easy-to-use ACT! interface allows, where appropriate,
seamless transition from Windows to Web and vice versa.
- Users can set their own preferences, just like in
ACT! for Windows, with regards to filter loading, hiding
cleared activities, auto-loading contact selection,
scheduling activities, alarm settings, and more.
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Secure access - grant access rights using advanced
security features
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- Assign access rights and security levels for each
user
- Field-level security allows you to choose which fields
are viewed by each user.
- All users are required to enter a valid ACT! user
name and password in order to access data.
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Your customer data stays inside your company network
not on a hosted server like other online or .com options
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- Your internal company web server hosts the ACT! database
so your valuable customer information is protected inside
your firewall using your company's security policies.
- Customer data is not stored on third-party servers.
- Data is not stored on individual users' computers
to further protect your most valuable asset.
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You can easily customise the database without HTML
or web programming
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- Customisations are quick and easy, using simple screens
that allow you to add fields, change the look of database
screens, add your company logo or other graphics, change
background colours, change fonts and many other settings.
- All fields customised in ACT! for windows can automatically
be viewed in ACT! for Web, or you can choose which fields
are displayed on a per-user basis
- Add new tabs or change tab labels to track additional
information about each contact.
- Customise letter templates with your specific merge
fields for easy letter contact.
- Add your own links to the Internet Links menu perfect
for giving users fast access to frequently used web
pages.
- Screens are refreshed as you make edits, so you can
view changes as you go and easily undo any unwanted
changes.
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It installs on your web server in less than one hour
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Installation could not be easier - use the
easy to follow wizard interface and you will be up and running
in less than an hour |
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Contact Us: For any more details of
Sage Software products, GoldMine CRM software, Pastel Accounting
softwares, please call us on
020-8900 8400 or mail us at
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