Features and Benefits
With the new Act! Outlook Add-In, users can streamline workflow, save time, and ensure they maintain a complete record of all customer and prospect interactions.
View Interactions from Microsoft Outlook
Quickly and easily view the past interactions of any customer stored in Act!, with all of the details of past meetings, phone calls, and emails, without ever leaving the Outlook interface.
Add New Contacts
Add new and/or edit existing contacts across both platforms with the click of a button right from an email in Outlook.
Comprehensive Act! Contact History
Easily maintain a complete record of all customer and prospect interactions by attaching the text of an Outlook email to an Act! contact, all from within Outlook.
Create Act! To-Dos
Quickly schedule meetings, calls and other to-dos with Act! Contacts from an Outlook email, streamlining workflow and increasing efficiency.
Are you looking to transition to an annual Act! subscription? Or do you need help installing or using the all new Act! Outlook Add-In?