ACT! Integration

ACT! Working with Microsoft Software

Microsoft Outlook Microsoft Excel Microsoft Word

ACT! provides integration of its extensive Integration with Microsoft Excel means Seamless integration with Microsoft contact management features with you can sort all your opportunities by Word means it's easy to stay in Outlook. ACT! imports contacts directly sales representative, close date, sales contact with your customers and from Outlook, so there’s no need to potential, sales stage or region - in fact prospects. Simply select one of the re-enter your contact information. ACT! you can create a group with any field in Word templates created by your integrates with your Outlook calendar, the database. This data can then be marketing department, and it will so you can view activities scheduled in easily exported to Excel with just 1 automatically be personalized with the Outlook from ACT! and vice versa. click for more in-depth analysis of all name and company information.

ACT! also integrates with Outlook e-mail opportunities. There is now no need to search so you can access your Outlook Inbox through your sent items folder and other folders from within ACT! to cutting and pasting information sent to track e-mails sent and received for old customers. It not only sends the every ACT! contact. mail but records it to history and lets you set a follow up call for the future.

ACT! integrates with Sage Accounting Software

To unite your front office (customer facing employees) and back office (accounting and admin employees) solutions, ACT! Link software is available to integrate ACT! with Sage Accounting Software such as Sage Instant Accounts, Sage Line 50, Sage Line 100 or Sage MMS. Offering your business an integrated front and back office system developed and supported by Sage.

The integrated solution provides the “big picture” where all the relevant sales, marketing and financial information for any contact or customer is available at the click of a button. Data can be initially transferred from the existing sales ledger into the ACT! database. Then through the accounting menu and tab, financial data can be displayed in the contact record. Credit limit, sales to date and outstanding debt information as well as trading terms and discounts available are displayed. Transactional information such as invoice numbers, details and amounts owed and paid can also be shown.