LOVE MAKING SALES, HATE DOING QUOTES!
SEAMLESS OPPORTUNITIES makes quoting in Act! easy. Create quotes, tenders or proposals in minutes, create and customise your own templates, pick from your product list, quote in different currencies and track your opportunities.
IN ACT! WITH ACT!
Seamless Opportunities is embedded within ACT! All you do is done within the ACT! program. Your quotes sit within the ACT! sales pipeline. Automatically update contact records with quotation information. There is flexibility to create and map custom fields between ACT! and Seamless Opportunities if you need it. And this means you can run it with remote ACT! databases too.
THE CLOCK’S TICKING
Respond to enquiries and order requests quickly. Ensure that essential information is standardised and consistently applied throughout your business by those preparing quotes and proposals.The quicker you can get that quote into your customers hands the better chance you have of winning their business. Stop wasting time reinventing the wheel every time you prepare a quote or proposal.
WORK THAT BRAND
Design your own quotations, tenders and proposals, choose from a gallery of templates or let us create them to your specific requirements. Customise as much or as little as you want. First impressions are important; they can make or break deals. Maintain consistent presentation of your quotes and proposals to boost your brand. Use designs and features which work for you and win you sales.
Add product images and service logos to your product list and include them as a visual reference in your quotations, tenders and proposals.
BETTER PRODUCT MANAGEMENT
Set up and use as many product properties as you need. Create special products and services on the fly. Easy import of both ACT! products and external product files into Seamless Opportunities. If you have products with lots of properties, you can import as many products as you want once you have created the fields.
NEVER LOSE TRACK OF AN ENQUIRY
Make more of ACT! reports and management tools by providing it with data which is meaningful to you.
LOOK AFTER EVERY PENNY, PESETA AND CENT
Quote in any currency and convert sales data back to your company currency. Seamless Opportunities’ multi-currency feature makes it easy to quote customers in the currency of your choice.
ANY TIME, ANYWHERE
Whether you’re in the office or working remotely it’s never been easier to create and send quotations and proposals. Your team can access Seamless Opportunities wherever they are.
TAKE TO THE FIELD
Output your quote into richer Microsoft® Word templates. Merge any field from Contacts, Opportunities, Companies or Seamless Opportunities tables.
CREATE 'BILLS OF MATERIAL', KITS AND BUNDLES
Build quotes from component parts as ‘bills of material’, kits, packages or bundles. Present quotes as single line items or ‘explode’ the detail. Identify, cost, price and report labour and materials separately for greater accuracy and control. Create service items based on user definable hourly labour rates. Structure your quotes to help create packing lists, material requisitions and labour requirements straight from Act!
Feature available from September 2018.