Atlantix - Customer Relationship Management
ACT!
Track Company Records
Forget about manual grouping. Now it's all here, all in one place, your entire relationship with a client or supplier, including all Notes, Histories and Opportunities.
Multiple Calendar Views
Calendar Views include the Today View, a customisable Work Week View and a Multiple Month Mini-Calendar View that can be extended for the whole year. Plus Quick Print lets you print the Calendar displayed without specifying the template.
Track More Opportunity Information
Updated tracking tools give you multiple product capabilities; more room for details; History tracking; sales stage customisations and the ability to create Activities from opportunities. You can also associate Opportunities with Groups and Companies. You'll effortlessly stay on top of your sales Opportunities and more easily manage your business for a better bottom line.
Opportunity List View
This customisable working view lets you see all your customisations in one place. Access, update and filter Opportunities by User, Estimated Close Date, Status, Sales stage, Amount and probability of Close. Quickly access Contact records or perform Contact Lookups from any Opportunity on the list.
Advanced Outlook Integration
ACT! integrates fully with Microsoft Outlook, allowing you to create ACT! histories, create ACT! contacts and attach emails to ACT! contacts, all from within Outlook.
Enhanced groups and Subgroups
Track groups and up to 15 levels of subgroups.
One Click Export to Microsoft Excel
Now you can turn your Opportunity List views into Excel spreadsheets with just one click. All your column customisation is retained and for advanced analysis, pivot tables are automatically created.
Easy to Use Lookups
Advanced Keyword Search allows you to search for a word anywhere in the database, in contact details, histories, notes, opportunities etc.