Vigilus LLC

• Track complete customer data: contact details, notes, activities, documents, and new opportunities.
  

• Track Name, Company, Phone, Address, Web site, E-mail, and ID/Status. Extra fields are provided to define your own.  
  

• Create Company Records and view a roll-up of notes, and opportunities tied to contacts at those companies.
  

• Use the Groups feature to easily organize, communicate, and schedule with related contacts.
  

• Create Microsoft Office (Word and Excel) documents from Contact data
  

• Create notes, activity, and opportunities
  

• Calendar Integration. Activites will appear in both the ACT! for Notes calendar and your Lotus Notes calendar. Changes in one will appear in the other.
  

• Create an Activity, a set of Recurring Activites or a set of Activities from an Activity Series template.
  

• Track customer correspondence for a history of all communications with a contact and its organization.
  

• Write letters and other MS Office documents in ACT! for Notes using Microsoft Word and Excel.
  

• Select a group of contacts and perform a mail merge to a letter or e-mail.
  

• Create, send, and track e-mail to/from contacts.
  

• Bring e-mail from your Lotus Notes mail file into ACT! for Notes
  

• ACT! for Notes enables you to track sales opportunities from initial inquiry. Use sales cycles customized to suit your specific needs and each product.
  

• See sales opportunities and pipeline in a variety of Lotus Notes views
  

• Generate instant quotes for any opportunity without having to re-key information using Microsoft Word or Excel. Convert them to PDFs and send them by e-mail
  

• Use Microsoft Excel pivot tables to view graphical Sales Pipeline and drill down to see opportunity details.
  

              
                 Click Here for ACT! for Notes Screen Shots