Act! - Product Brief

Make contact. Build relationships. Get results.

Somewhere between the chaos of sticky notes and spreadsheets, and the complexity of CRM solutions lives an alternative for you-a Contact and Customer Manager. Imagine having all of your associated phone numbers, emails, meeting notes, and documents within reach for all of your contacts, and being able to find and update their information instantly.

Engage in Meaningful Conversations with Customers

Act! is the #1 selling Contact and Customer Manager that enables you to have meaningful conversations with customers by giving you an organized view of the people you do business with.

Like the millions of individuals in small businesses and sales teams who use Act!, you'll always be prepared with recent emails, meeting notes, task reminders, and social media profiles, because all of these details live in one place.

You can even use Act! like a sales and marketing assistant to get the right leads, send striking marketing campaigns, and track your overall performance.

The bottom line, Act! takes care of the administrative stuff so you can focus on building long-lasting, profitable business relationships.

Become Organized So You Are Instantly Prepared

Organize your information with Act! so you can zoom in on the details of your customer relationships whenever you need to. When customers call unexpectedly, you're instantly prepared with the email they sent you last week, notes from your last phone call, and their Facebook profile to see what they've been up to-all at your fingertips.

Unlock a Rich Source of New Leads

Attract new customers and get more from existing relationships using lead/business info and e-marketing services for Act!. With this enhanced functionality, you can unlock a rich source of new leads and send striking e-marketing campaigns to help turn your sales and marketing efforts into a focused, systematic lead generation and selling machine.

To stay a profitable business, you want more customers that look like your best ones today, so use Business Info Services for Act! to pull highly targeted prospect lists and business information from Hoover's™ and put that data directly into Act!. It helps you fill in the gaps in your database and gives you access to more than 65 million companies and 85 million executives. Find new leads based on the traits you're looking for, along with business data for known contacts and companies, including profiles, financials, industry information, news, and more.

Jump-Start Your Marketing Efforts

Now add rocket fuel to your sales and marketing strategy with E-marketing for Act!, a cloud-based email marketing service that enables you to execute sophisticated campaigns, while leveraging and building on your existing Act! data. Capture additional leads with web forms on your website, nurture those prospects automatically with drip marketing plans, and quickly identify your hottest leads using a ranked call list that tells you which prospects are most interested.

Take Control of Your Sales Pipeline

Manage prospects through an out-of-the-box Act! sales process or a process that you personalize to fit your business. Keep detailed progress notes and see the probability of close for each opportunity. This gives you total visibility and control of your sales pipeline so you can stay in contact with those opportunities most likely to close.

Get More Done on Any Given Day

Let Act! Smart Tasks handle the things you need to get done every day. Think of this as a personal assistant that puts activities on your calendar and sends emails for you. It doesn't matter whether your tasks have two or 10 steps, it's all automated so your customers get the service they expect, with little work required by you.

Get started with one of many sample Smart Task templates, and accompanying email templates, for the most common activities. These Smart Task templates will set in motion the most basic or advanced processes that allow Act! to remind you that it's your best customer's birthday, inform you of customers that haven't heard from you in a while, even welcome that new customer who just placed an order.

Access Act! Anytime, Anywhere

Get anytime, anywhere access with Windows® and web options, plus stay connected while out on the road with Act! Mobile Live which lets you access Act! from your BlackBerry® or Windows Mobile® device. You'll always have your Act! contacts, calendar, meetings notes, conversation history, and upcoming activities, because all of this is easy to find and update from your phone. No more missed meetings, misplaced phone numbers, or forgotten customer details simply because you're out of the office and away from your computer.

With Act! you can:

Manage Relationships - Keep everything-phone numbers, emails, conversation notes, meeting and activity history, documents, social media profiles, and more-in Act!.

Search and Instantly Access - Find the exact customer relationship details you need using the most basic keyword search to a more advanced field search.

Be More Productive - Work more efficiently with Smart Tasks that automate key activities like sending emails for you and putting activities on your calendar. Get started with one of 10 pre-loaded Smart Task templates or simply customize your own version.

Unlock New Leads - Obtain leads you can use with Business Info Services for Act! that pulls highly targeted prospect lists and business info from Hoover's™ and puts them directly into Act!.

Market Effectively - Create and send email and drip marketing campaigns, track open and click through rates, and manage opt-outs with E-marketing for Act!.

Sell More - Track each lead through the sales process where you can capture detailed progress notes, include your products and services, and see the probability of close.

Measure Results - View 50+ reports and dashboards, or for deeper analysis, send most reports to Excel® and use connections to third-party report writers.

Integrate with Existing Business Solutions - Take full advantage of familiar solutions you've already invested in, including Microsoft® Outlook®, Word, Excel, and Lotus Notes®-over 10 business solutions in all.

Eliminate Double Entry - Integrate your Act! and Outlook contacts and eliminate double entry, plus keep your calendars in sync-no matter where changes were made.

Personalize Act! - Tailor Act! to fit the way you run your business by designing views, adding fields and tabs, editing drop-downs, and customizing templates.

Access from Anywhere - Get anytime, anywhere access with Windows® and web options, plus stay connected when you're out of the office from your BlackBerry® or Windows Mobile® device with Act! Mobile Live.

Administer and Maintain - Use Silent Installadministration and activation, and take advantage of automatic backup, maintenance, and synchronization options.



#1 in the world.
Relax, you chose wisely. Act! is #1 selling with millions of successful customers.

Designed for you.
Specifically for small businesses and sales teams like yours, that is. We focused on the features you'll actually use from day one-and into the future.

Easier than the rest.
Act! leads the industry in ease of use. You can get 25 percent more work done by using Act! over competitive solutions.

Priced for the cost-conscious.
You don't have to sweat about hidden costs popping up later or investing in a costly IT stack.

Tailor Act! to fit your business even better. Design views, add fields and tabs, edit dropdowns, and customize templates.

"In sales for many years, I have over 13,000 contacts in my primary database. It has meant so much to my business to always have at my fingertips every conversation, kids' names, birthdays, and anniversaries when I haven't spoken to a prospect for a year. Without Act!, I would be lost in a sea of Post-it® notes. Oh, and I never miss an appointment or a phone call."

— John Burwick
Act! user since the start in 1987

"Before Act!, we tried 3x5 cards, Post-it® notes, Microsoft Outlook-and I couldn't keep the records I wanted and I couldn’t keep track of anything. Now, when I get a lead, I just pop it into Act! and I'm ready to go. Act! has incredibly increased the productivity of my business. If you're not using Act!, you're wasting your time, you’re wasting your money, and you’re not building the relationships you need.”

– Linc Miller, Managing Partner, Sandler Training
Act! user since 2007


Consider Act! Premium, designed for teams who need to efficiently share relationship details. Act! Premium gives you and your team access to a central database from Windows® and the web so everyone is completely in sync. Plus, it has team features such as enhanced security, group dashboards and reports, and advanced administration.


Northwest DataDesigns, Inc.
PO Box 69750, Seattle, WA 98188 | Tel: 206-388-2295 | E-mail:

Serving all of Washington State and Portland, Oregon including Bellingham, Seattle, Bellevue,
Yakima, Walla Walla, Spokane, Tacoma, Olympia, Vancouver, and all cities in between.

© Copyright 2008 - , Northwest DataDesigns, Inc.1
Web Site Design, Hosting and Maintenance by New Tech Web, Inc.