Contact Management

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$295.00 single user, 2 users $395.00, 3 users $495.00, 4 users $595.00, 5 users $695.00, 10 users $1,195.00, 15 users $1,695.00, 20 users $2,195.00, 25 users $2,695.00

Annual Software Enhancement Plan - Single User $90.00, 2-User $120.00, 3-User $150.00, 4-User $180.00, 5-User $210.00, 10-User $360.00, 15-User $510.00, 20-User $660.00, 25-User $810.00

Windows 98, ME, NT 4.0, 2000, XP, Vista

Cust. Sched.

• Add or locate existing customers, find available appointment times (by employee, time period or both)

• Schedule one-time or repeating appointments

• View appointments by day, week or month

• Schedule all employees

• Set appointment reminders

• Fill cancellations and no-shows

• Track appointment history and customer preferences

• Email customer appointment reminders

• Create personalized letters

• Print mailing labels

• Works with PDAs

• Microsoft SQL Server version available

Exports reports to PDF, MS Word, MS Excel, HTML

Quick Books

Software Enhancement Plan (free upgrades, unlimited telephone and email support, free media replacement free updates to address compatibility issues), $150.00, 2 Users $225.00, 3 Users $250.00, 4 Users $275.00, 5 Users $300.00, 10 Users $450.00, 15 Users $525.00, 20 Users $600.00, 40 Users $1,200.00, 60 Users $1,800.00

Windows 98, 2000, NT, XP, Vista

Group Sched.

• Pre-schedule shifts and time off
• Schedule based on skills, workload and seniority
• Apply shift rotations and schedule patterns
• Eliminate scheduling conflicts
• Track time off and staff assignments
• View staff availability and contact information
• Manage labor costs
• Set staffing requirements
• View total hours and employees scheduled
• Ensure coverage
• Set up read-write and read-only passwords
• Give managers and employees access to schedules
• Export schedule data to other applications
• Back up schedules automatically
• Access technical support by phone or email
• Print, publish or email schedules and reports

Quick Books

Examples:  25 employees $19.95, 50 employees $19.95+$12.50 usage fee $32.45, 75 employees $19.95+$25.00 usage fee $44.95, 100 employees $19.95+$37.50 usage fee $57.45, 150 employees $19.95+$62.50 usage fee $82.45, 200 employees $19.95+$87.50 usage fee $107.45, 250 employees $19.95+$112.50 usage fee $132.45, 500 employees $19.95+$237.50 usage fee $257.45, 1,000 employees $19.95+$487.50 usage fee $507.45, 2,500 employees $19.95+$1,237.50 usage fee $1,257.45

Browser-based

Group Sched.

• Schedule employees
• Create custom views and schedules
• View all employees, view employees by position, department, location
• Check staffing levels

$199.99 download, upgrade $169.95, ACT!Link for QuickBooks $69.95

Windows  2000, XP, Server 2003

Contact, Calendaring and Task Management Software

• Includes database with 70 pre-defined fields

• Store contact information including name, company, phone numbers, addresses, web sites, email addresses, last meeting data and more

• Date-time-stamped notes for each contact to track conversations, commitments and meetings

• Tracks activities for each relationship including meetings, letters sent, emails sent and received, calls completed

• Standard reports for phone lists, activity report, relationship histories, sales summaries

• Email client

• Attach web pages with graphics to any contact

• View and print schedule by day, week or month

• Set and monitor alarms

• Schedule recurring events

• Activity series automates prospecting, follow-up and sales activities

• Calendar pop-ups

• Task List shows all important activities - calls, meetings, to-do items by priority, date range, or user with totals by activity

• Print calendar and address book using 20 formats including Day-Timer, Day Runner, Deluxe

• Mail merge letters faxes, emails, envelopes and mailing labels

• Link all correspondence to the associated contact

• Pre-formatted templates for email letters, memos and faxes

• Manage sales pipeline with forecasting tools

• Create and print sales graph showing open, won or lost sales

• New company and division records

• Customizable activities, priorities and customizable field types

• Unlimited date and time-stamped notes and histories for each contact

• One click export to Microsoft Excel

• Organize contacts into groups and up to 15 levels of subgroups

• Unlimited secondary contacts

• Activity series defines a series of activities around an anchor activity

• Customized quote generation

• 40 standard reports for phone lists, activity report, relationship histories, sales summaries and more

• Use Outlook ad preferred email client while in ACT!

• Track email received in Outlook in ACT! contact record

• View multiple notes at once

Microsoft Outlook Outlook Express, Eudora, Internet Mail, Lotus Notes, Microsoft Word, Excel

Windows  2000, XP, Server 2003

Palm OS 3.5 and higher

Pocket PC 2000, 2002, Phone Edition, Windows Mobile 2003 for Pocket PC

Contact, Calendaring and Task Management Software

• Store complete contact information including email, notes, history, attachments
• 60 standard contact fields
• Add new field types
• Create company records
• Organize data into groups and 15 levels of subgroups
• Unlimited date and time stamped notes and histories
• Text formatting
• Attach presentations, proposals to activities, notes and history items
• Share notes and histories between contacts
• Track completed activities
• Add secondary contacts
• Create, send and track email
• Link correspondence to contacts
• Pre-built-in word processor
• Mail merges
• Letter, email and memo templates
• Consolidate and eliminate duplicate records
• Schedule calls, meetings and to-do items
• Daily, weekly, monthly work week mini-month calendars
• Track and sort 5 activity types
• Create custom history types and priority levels
• Notification of scheduling conflicts
• Recurring activities
• Global events
• Share calendars between users
• Forecast sales
• View and filter sales opportunities
• Built-in sales process
• Create or import product list
• Generate quotes
• Built-in sales reports
• Pipeline graphs
• Synchronize in background
• Up to 5 security levels
• Make records private
• Includes Microsoft SQL Server 2000 Standard Edition license for each user
• Check team members availability for meetings, tasks and calls
• Send meeting notices to group
• Manage and schedule resources (conference rooms, equipment)
• Organize users into teams

• Track email received in Outlook in ACT! contact record

• View multiple notes at once

Microsoft Outlook Outlook Express, Eudora, Internet Mail, Lotus Notes, Microsoft Word, Excel

Contact, Calendaring and Task Management Software

• Synchronize data with handheld device
• Customize view
• View information in color
• Track time spent on activities

Windows  2000, XP, Server 2003

Palm OS 3.5 and higher

Pocket PC 2000, 2002, Phone Edition, Windows Mobile 2003 for Pocket PC

Contact, Calendaring and Task Management Software

• Access contact and customer information, manage and prioritize activities, track contact-related communications
• Centralize buyer, seller and vendor information
• Prioritize work
• Manage leads from initial inquiry to close
• Report on activities for complete view of customer interactions

Free (requires subscription to .mac service to publish calendars -$99.95 per year)

Macintosh OS X

Calendaring and task management software

• Track appointments and events with multiple calendars - views by day, week or month

• Color-coded calendars for home, work, etc. that can be viewed within a single unified window

• Alarms by email, mobile phone, pager or desktop reminder

• Synchronize with IPOD

• Subscribe to public calendars available on the Internet

• Detachable info drawer

• Keyboard shortcuts

• Auto event

• Birthday calendar

• Calendar groups

• Notifications box

$29.95

Windows 95, 98, ME, NT, 2000

Mail and Address Book Management Software

• Prints labels envelopes, postcards and address books

• Fonts, logos and thousands of clip art images included

• Create and manage email campaigns

• Accepts international postal codes, countries and provinces

• Prints U.S. Postal Service POSTNET barcodes

• Prints phone book pages in Day Timer, Franklin Covey and FiloFax formats

• Prints Avery, NEBS, PaperDirect and custom label sizes

• Contact management

• Personalized email

Mail and Address Book Management Software

• Manage contact records
• Print labels, envelopes and post cards
• Create address books and form letters
• Insert USPS barcodes
• Presort for bulk mailings
• Supports Avery, NEBS and custom labels
• 20 mailing templates
• Prints phone book pages in Day Timer, Franklin Covey and FiloFax formats
• Personalized emails

$159.00, 5 pack $636.00, 10 pack $1,272, multi-user edition $259.00, 5 pack $632.00, 10 pack $1,164.00

Windows 98, 2000, NT 4.0, XP

Contact Management Software

• Create, organize and store project communications

• Addresses, contacts, project lists, mail, axes, email, document storage

• Built-in word processor

• Built-in email client

• Manage team to-do lists

• Form letters, envelopes and label generation