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Gain instant access to critical customer data.
Share account information across the whole team.
Keep your group on schedule.
Manage activities more efficiently.
Put customer information to work for your team.
Integrated activity management.
Powerful shared database.
More time saving features.
Gain instant access to critical customer data.
ACT! for Notes lets you store critical customer information in a
comprehensive contact database, so your sales team always has the
facts at their fingertips. You can track the data by company or
customer, and view consolidated information at an account level.
It's easy for salespeople to share and leverage detailed notes on
customer conversations and meetings. ACT! for Notes also includes
a unique history log that automatically records all completed
activities for every customer.
Share vital account information across the whole team.
The ACT! for Notes database is a secure, reliable way to store,
manage and distribute customer information for your sales group.
It lets you see at a glance who's working with a given customer
or account. It also makes the details of that information
available to everyone on the team who needs to view or modify it,
based on the level of security you set. You can share important
spreadsheets or presentations with your group by attaching files
to any contact, company, activity or note document. To link mobile
salespeople to the office, just use Lotus Notes for replicating
leads and other modifications.
Keep your group on schedule.
To help your team stay on track, ACT! for Notes uses an integrated
task list and calendar to track all upcoming activities for each
customer. You can view schedules graphically by day, week, or
month to get the exact level of detail you require. A task list
format simplifies review of calls, meetings and action items.
You can sort these by date, priority assignment, company, or
contact. You may also assign action items to individuals within
the group and track them to completion.
Manage activities more efficiently.
You can correspond with customers in your database quickly and
easily using ACT! for Notes. ACT! for Notes lets you generate
letters, envelopes and mailing labels in seconds.
Connect your sales group with ACT! for Notes today. And give your
team access to the information that will turn contacts into
relationships, and relationships into results.
Put customer information to work for your team. Complete customer and account information.
- Develop detailed customer profiles for tracking names, addresses and other essential contact information.
- Maintain separate company profiles for each account to keep common company information along with a list of all contacts for that company.
- Record date-stamped notes for each contact to track important details.
- Produce automatic contact histories to review all contact and account activity.
- Look up details instantly so you'll always have the information you need.
- Review and sort customer and account information in flexible list views. Import and Export ACT! for Windows or Macintosh data to get started quickly.
- Use the internet to stay up to date on your customers products and news.
Integrated activity management.
- Schedule multiple calls, meetings and to-dos for each contact to keep track of all upcoming action items so your team gets more done than ever before.
- View a task list of activities by date, priority, assignment, contact and company.
- View your calendar by day, week, or month to get the level of detail you want.
- Assign activities to individuals in your workgroup and track them to completion.
- Create letters, mailing labels, fax covers and other items quickly and easily using predefined correspondence templates.
Powerful shared database.
- Leverage your team's efforts ensuring that everyone has the most up to date information.
- Link mobile salespeople to the office using Lotus Notes' replication feature.
- Secure customer, activity, and account data with private and public security levels.
- Attach files of any type to contacts, activities or notes for sharing spreadsheets, documents, or presentations with your entire team.
- Maintain one primary manager for each contact and company, and easily reassign accounts in the case of territory re-alignment or manager to see what people on your team have planned and accomplished.
- Create a list of users who have access to the database for assigning activities, managers and security.
More time saving features.
- Group contacts or companies in user definable categories.
- Set up pick-lists for quick and consistent data entry.
- Report on ACT! data with one of the many predefined reports or create your own.
ACT! for Notes is available for both Lotus Notes R4.6 and R5. Click below to learn more.
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