Seamless Opportunities
Seamless Opportunities for Act! CRM
Improve the presentation and richness of your quotes with our easy-to-use add-on. Seamless opportunities for Act! is embedded directly within the software so there’s no need to use an external program.
The quotes sit within opportunities and can automatically update Act! contact records with information from quotes.
Seamless Opportunities key features:
- Create quotes, tenders or proposals in minutes.
- Work within Act! – forget separate programs.
- Customise your own templates using Microsoft® Word.
- Choose who you want to mail merge your document to.
- Create calculated fields across Contacts, Companies, Opportunities
- Opportunities and Products for mail merging.
- Build your own product database with images (foundation level)
- Quote in different currencies (foundation level)
Sits Within Act!
As Seamless Opportunities sits directly within Act! you can automatically update contact record with quotation information. You can also create and map custom fields between Act! and Seamless Opportunities too, even using it with remote databases.
Fully Branded Quotations
Include your logos, brand colours, and other essential information on your quotations, tenders and proposals. Choose from a gallery of templates or let us create them to your specific requirements.
You can also add images to your product list and include them as a visual reference in your quotation documents.
Better Product Management
Create new products or import existing Act! products into your quotes, tenders, and proposals. You can also easily bring in external products, and there are no limits on product properties.