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Act! CRM PRODUCT INFORMATION
 

 
       
 
Products
 
  Act! v19 Pro
 
  Act! Premium
 
  Act! Premium for Web
 
 
ADD-ONs
 
  Accounts Master! - Linking Act! to QuickBooks
 
  Handheld Contact - The mobile solution for Act! CRM
 
  itTables - Custom Tables and Relationships
 
  itDial - Link Act! to TAPI phones and Skype
 
  itOutreach - Quickly and easily send emails from Act!
 
  itFetch - Create contacts from e-mails
 
  itImport - Import/Merge data into Act!
 
  itExport - Export data from Act!
 
  itScan - scan business cards directly into Act!
 
  itService - Automatically run CRMAddon tools
 
  Telesupport Helpdesk 4.0
 
  AutoAdmin
 
  MergeAdmin
 
  MigrateAdmin
 
  FaxAdmin
 
  DocAdmin
 
 
DocAdmin







 
DocAdmin
  • Single-click scan and attach documents right from within ACT! 2010
  • Easily print and share documents in standard PDF format
  • Works with virtually any scanner
  • Easy to learn and use
  •  

    DocAdmin 2010 is the perfect tool to keep you organized with the touch of your finger.  Simply place any document in your scanner, hit the DocAdmin "One-Click" button on the ACT! toolbar, and your document is scanned and attached to that contact.

    If you have client paperwork crowding your desk and file cabinets, DocAdmin will help you get organized, so you can save time and focus on selling.

    DocAdmin is perfect for:

    • Financial Planners and Brokers
    • Insurance Agents
    • Real Estate Agents
    • Recruiters
    • Mobile Salespeople
    • Accountants
    • Legal Professionals
    • Executive Assistants
    • Small Business Owners
    • Home Office workers

    Filing client paperwork has never been easier!

    • Signed contracts
    • Resumes
    • Meeting handouts
    • Magazine articles
    • Printed pictures
    • Incoming faxes
    • Marketing collateral
    • Handwritten notes
    • Incoming correspondence
    • Filled-in forms
    • Signed approvals
    • Letters
    • Copies of checks & receipts

    (Click to enlarge)

    Scan and attach any document with one click!

         
         
     
     
               
     
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