Feature Chart

Rex

Feature Chart

Rex

Sales Opportunity Management

 

Built-in or custom sales process with multiple steps
Track product/services, details, and more for each sales opportunity
Automatically track the number of days a sales opportunity has been open
Input Opportunity Date fields
Set sales opportunities as open, closed–won, closed–lost, and inactive
Associate contacts, groups, and companies with each sales opportunity
Generate Instant Quotes4 5
Filterable Opportunity List view
Schedule a follow-up activity directly from the Opportunity
Export the Opportunity List to Microsoft® Excel®

 

Rex

Calendar and Activity Management

 

Schedule calls, meetings, and to-dos, plus custom activities
Edit Priority, Activity, and History types
Track activities on Contact Records
Schedule an Activity Series3 for activities with multiple steps
Multiple calendar views
Filterable Task List view
Activity alarms
Activity rollover
Calendar pop-ups
Outlook® Calendar integration
Automatic ACT! and Outlook calendar copying5
Grant calendar access by user
At-a-glance user availabilit
Manage and define resources
Conflict notification

Rex

Lookups and Searching

 

Central search option
Lookups on all fields
Advanced queries
Contact activity lookup
Opportunity lookups
Document lookups
Save lookups as Groups or Companies
User lookups

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Intuitive Interface

 

Tabbed interface for viewing and editing in one place
Right-click2, one-click functionality
Type-ahead
Multi-select drop-downs
"Layman" verbiage throughout
Setup assistance for configuring preferences
In-context Help, Feature Tours, and documentation in-product

Rex

Company Management

 

Track Companies and Divisions
Add or remove contacts on Company Records automatically based on criteria you specify
View Companies and Divisions in tree views
Track contacts, notes, history, activities, opportunities, documents, addresses, and company info on Company Records
Specify linked fields between Company and Contact Records1
Update contact linked fields from a company

Rex

Contact and Customer Management

 

Maintain contact details, notes, history, activities, opportunities, documents, secondary contacts, and more on Contact Records
60+ pre-defined fields
Duplicate checking and the ability to merge records
Unlimited date- and time-stamped Notes and History
Share Notes and History between multiple contacts
Attach documents to Contacts, Notes, and Activities
Track related contacts as Groups and Subgroups
Add or remove contacts for Groups and Subgroups automatically based on criteria you specify
View Groups and Subgroups in tree views
Track contacts, notes, history, activities, opportunities, documents, addresses, and company information on Group Records
Context-aware services, including driving directions