Forecast and track sales opportunities

ACT! enables sales professionals to track sales opportunities from initial inquiry through close using either a standard sales process or one customized to suit your organization’s needs. View and report on all your open opportunities so you always know where you stand!

• Utilize the built-in Sales Process or customize it to suit your specific business needs.
• View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount or Probability of Close.
• Utilize the Product List feature to easily enter repeated products or services and automatically fill in information such as name, item number, cost and price.
• Customize Opportunity field names and type to capture the most accurate information.
• Enable multi-select values from drop down fields.
• View graphical Sales Pipeline and graphs for insight into sales trends.
• Generate instant quotes for any opportunity without having to re-key information.
• Choose from one of the 20+ pre-formatted Sales Reports or export to Excel with one click for further analysis.