Seamless CRM

Seamless Opportunities for Act!

Improve the presentation and richness of your quotes with our easy-to-use add-on. Seamless opportunities is embedded within Act so everything is done within Act.

The quotes sit within opportunities and can automatically update contact records with quote information.

  • 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.
  • Record the merged document by linking it to the
  • Opportunity and contact document tab.
  • Create calculated fields across Contacts, Companies,
  • Opportunities and Products for mail merging.
  • Build your own product database with images (foundation level)
  • Quote in different currencies (foundation level)

Seamless Opportunities helps you make more of Act! through the opportunities feature.

Looking for more information?

Click here to download a brochure.

  • Fully integrated with Act!
    Fully integrated with Act!
  • Works with Act! Pro and Premium versions 18-24
    Works with Act! Pro and Premium versions 18-24
  • Works with 32 bit Office (2010 onwards) and 64 bit Office with Act! v19 onwards
    Works with 32 bit Office (2010 onwards) and 64 bit Office with Act! v19 onwards
  • Annual user licences
  • Automatic quote number generation
  • Calculated fields
  • Quotation template gallery
  • Merge with Microsoft® Word, Excel, Outlook and Adobe® PDF
    Merge with Microsoft® Word, Excel, Outlook and Adobe® PDF
  • Quotation template design link to Microsoft® Word and Excel
    Quotation template design link to Microsoft® Word and Excel
  • Bar code creation and print
  • Product/service image referencing
    Product/service image referencing
  • Easy import of Act! and external product files
  • Categorise your products
  • See the detail on prices and costs
  • Multi-currency quoting
  • Customise columns
  • Quote segmentation
  • Activate or deactivate line items in a quote
  • Create service items based on definable hourly rates
  • Create 'bills of material', kits, packages or bundles
  • Control how much of your 'bill of material' you present to the customer
  • Clone your 'bill of material' or create a "Special" just for that quote.
    Clone your 'bill of material' or create a "Special" just for that quote.
  • Works with remote Act! databases
  • Technical support
    Technical support
Lite
From £75
  • Fully integrated with Act!
  • Works with Act! Pro and Premium versions 18-24
  • Works with 32 bit Office (2010 onwards) and 64 bit Office with Act! v19 onwards
  • Merge with Microsoft® Word, Excel, Outlook and Adobe® PDF
  • Quotation template design link to Microsoft® Word and Excel
  • Product/service image referencing
  • Clone your 'bill of material' or create a "Special" just for that quote.
  • Technical support
Foundation
From £130
  • Fully integrated with Act!
  • Works with Act! Pro and Premium versions 18-24
  • Works with 32 bit Office (2010 onwards) and 64 bit Office with Act! v19 onwards
  • Merge with Microsoft® Word, Excel, Outlook and Adobe® PDF
  • Quotation template design link to Microsoft® Word and Excel
  • Product/service image referencing
  • Clone your 'bill of material' or create a "Special" just for that quote.
  • Technical support
Elite
From £185
  • Fully integrated with Act!
  • Works with Act! Pro and Premium versions 18-24
  • Works with 32 bit Office (2010 onwards) and 64 bit Office with Act! v19 onwards
  • Merge with Microsoft® Word, Excel, Outlook and Adobe® PDF
  • Quotation template design link to Microsoft® Word and Excel
  • Product/service image referencing
  • Clone your 'bill of material' or create a "Special" just for that quote.
  • Technical support
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