Group IT for ACT!
Manage and search groups in ACT!

Are you frustrated with the limited functionality of groups in ACT!? CRM AddOn’s Group IT makes managing and searching groups in ACT! easier than ever. Using Group IT, you can search multiple groups and companies within your ACT! database to find contacts quickly, efficiently, and without duplication.

 

Highlights:

• Makes more effective use of ACT!’s Groups function
• Includes or excludes groups from a search with a single click
• Includes “And” and “Or” searches to help refine your searches
• Allows the same search functionality for companies as it does for groups
• Searches multiple groups without duplicate entries
• Allows you to send messages to multiple groups without duplicate entries
• Lets you find the contacts you wish to reach quickly, efficiently, and without duplication

Creating groups and subgroups in ACT! allows you to track all contacts who share similar characteristics, such as interest in a specific product, purchase behavior, or geographical area. Groups are a valuable tool, allowing you to quickly identify contacts for a wide variety of functions, including:

• Promotional Marketing
• Targeted Mailings
• Call List Creation
• Business Development
• And more!

Group IT was developed to help you make more effective use of your ACT! groups. By searching groups and including or excluding specified groups from a given search, Group IT allows you to identify the contacts you wish to reach quickly, efficiently, and without duplication.  Contact a CRM AddOn U.S. representative today to learn how you can start using groups more effectively with Group IT for ACT!

Download the PDF Manual: Group IT