Comes with an easy to use, full-featured database with over 70 pre-defined fields or add fields to meet your specific needs

Stores complete contact information including name, company, phone numbers, addresses, web sites, e-mail addresses, last meeting date, and much more

View and print your schedule by day, week or month. Set alarms to be reminded of important events.

Monitor alarms in up to three databases - even when ACT! isn't running. Schedule recurring events for daily activities, weekly meetings, and other repetitive events in one easy step.

Avoid scheduling conflict with automatic calendar notifications. Calendar Pop-ups make it easy to view activity details instantly. Get a bird's eye view of everything on your plate using the built-in Task List where you can filter calls, meetings, and to-do items by priority, date range, or user - complete with Totals for each type of activity.

Manage your sales pipeline with built-in forecasting tools. Choose one of the 8 pre-formatted sales reports or create your own to analyze your sales pipeline, sales by customer, sales by account manager, sales totals and more. Track opportunities through the sales cycle with the graphical sales pipeline report.

Quickly create and print a sales graph, showing your open, won, or lost sales for any timeframe you choose.

Mail merge letters, faxes, e-mails, envelopes, and mailing labels for quick and easy personalized correspondence. Link all your correspondence to the associated contact for a complete record of everything that has been sent and received.

Save time using pre-formatted templates for e-mails, letters, memos, and faxes. Customize the professional HTML graphical e-mail templates to start e-mail marketing to your customers and prospects today!

Multi-user and network ready right out of the box so your entire team can get up and running without additional software. Share databases over a network or synchronize remote workers via e-mail so everyone has the most up to date contact information.

Includes built-in record locking and password protection for easy and safe sharing of data. Share calendars for easy lookup of free and busy times - includes private and public activity types to filter what is displayed to others. Manage groups of contacts by interest, company, account, project, and more.

Our subscriptions represent above all a limited right to use our solutions subject to annual payment of the user fee and access to updates. They also include during this period access to our functional support service. eSolution undertakes to provide this service by email and telephone from Monday to Friday from 9:15 am to 12:15 am and from 2:00 pm to 6:00 pm

This assistance is carried out on the basis of the latest version of the software that the customer is supposed to have.
This assistance relates to the functional use of the software and not to its installation, administration or configuration. In any way, eSolution can not compensate for a lack of training of the customer if it appears that the customer does not have the skills required to use the software or has not been trained by eSolution on the subject dealing with the question asked.

This service does not include, without being exhaustive, help with software installation, migration or repair of files or data, software settings (modification of fields, interface, document templates, email templates, reports, ...), data import / export, synchronizations, maintenance of specific developments, assistance with non-reproducible malfunctions and remote control of the computer.

All these other services are an integral part of our " TMA contracts " which must be purchased separately. Our TMA contracts are time-spent tele-delivery contracts that allow you to be supported in remote handling whatever your situation. You can access the technical support hotline dedicated to administrators, for any question or problem relating to the installation, configuration or administration of the solution.

This type of contract allows you to have mini-training on very specific topics or that we carry out work on your behalf (reinstallation, additional configuration, addition of new fields, import of files, deployment in offline mode, creation of reports, etc.).

It is essential in order to have real monitoring of your CRM solution by our technical teams.

- Access to the technical support hotline dedicated to administrators, for any question or problem relating to the installation, configuration, or administration of the product.
- Tele-service carried out with computer remote control.
- Adapted for carrying out work on behalf of the customer (deployment, administration, additional configuration, adding new fields, creating reports, etc.)

eSolution offers for marketed products a wide range of training courses.
Different contents are available for each type of users, simple user, administrator or developer.
eSolution can also develop modules with content-specific needs, as required.