$39.95
Act! customers often seek reliable Outlook integration but find the native tools in Act!, especially Act! Premium Cloud, limiting. Fortunately, there is Act4mail, the successor to the highly popular Act4outlook. This add-on simplifies Outlook integration with hosted databases, offering seamless compatibility with both 32- and 64-bit versions of MS Office and enhancing productivity with top-tier features.
Seamless CRM-Email synchronization for cloud users
Full email history recording, both incoming and outgoing, automatically linked to Act! records in real time
Contact & calendar sync (two-way) between Outlook and Act! — keeps both systems in alignment
Task and activity propagation: send Outlook tasks to Act! and vice versa
Mail merge functionality included: create HTML or print templates, merge directly without going through Outlook, with built-in deliverability controls
Flexible linking: attach emails to multiple records (Contacts, Companies, Opportunities, Groups) beyond just the sender/recipient
Duplicate-aware calendar import: it recognizes updates versus new events to reduce duplicates
|
Feature |
Description |
|---|---|
|
History Recording |
Automatically attaches emails to matching Act! records; works even if Act! isn’t installed locally |
|
Contact Sync |
Bi-directional sync (on schedule or manual) |
|
Calendar Sync |
Sync activities across both systems; recurring items handled carefully to avoid duplication |
|
Tasks & Activities |
Push Outlook tasks to Act! or vice versa |
|
Mail Merge |
Built-in MailMerge4act: design, send, record merges with control over format & deliverability |
|
Record Linking |
Attach emails to multiple related records beyond just sender/recipient |
