Centralize critical contact and customer information – and stay organized

ACT! Premium for Workgroups allows you to centralize contact and customer information that is captured across your entire organization. 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 organized.

• Populate 60+ pre-defined fields including Name, Company, Phone, Address, Web site, E-mail, Last Meeting Date, ID Status, or add your own.
• Create Company Records and view a roll up of all Notes, History and Opportunities associated with Contacts at those companies.
• Link Contacts to a Company, so when Company information is updated, it is automatically updated in each Contact record as well.
• Enter virtually unlimited date- and time-stamped Notes and 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.
• Customize layouts including changing colors, adding logos and moving relevant filed displays so ACT! is unique to your business.