Simplify your business with this contact and event management tool

  • Account Management

    Organize accounts and contacts by groups. Notes and History allows you to view past meetings, document uploads, notes, and other communications. Screenshot

  • Calendars

    Schedule events, meetings, quotes, or simply phone calls. Set reminders to email you or notify you in the web client. Screenshot

  • Data Import and Export

    Get up and running quickly with a simple import of your data from Act! Or Outlook. Use the export feature anytime you wish to export your data to another program.Screenshot

  • Document Management

    Upload documents for specific accounts and contacts. Set follow-up dates to remind you to follow up on a proposal. Screenshot