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Marketing Database services using the award winning ACT!™ 6.0

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Credit Professionals Ltd. Marketing Database services using the award winning ACT!™ 6.0. The #1 best-selling contact management solution — used by millions and praised by experts around the world. Get instant access to every contact detail to better manage

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Credit Professionals Ltd

Marketing Database services

using the award winning

ACT!™ 6.0


The #1 best-selling contact management solution — used by millions and praised by experts around the world. Get instant access to every contact detail to better manage

and build your business relationships.

cpl specialise in crm software
CPL specialise in CRM software

Simply The Best Way To Manage Your Business Relationships

Your success depends on making the most of your business

relationships. Wouldn't it be great if you could recall every detail

from previous business conversations? Get an instant printout of

the calls you need to make today, meetings to attend, and

actions item to complete? Even print mail-merge letters-without

touching your keyboard.

ACT! does all of this-and more-to help you manage your business

relationships more productively. It’s a desktop Windows

application – off the shelf software. But to maximise your

investment you need to develop a database structure that holds

your specific information in the most useable format. That’s

where CPL, with years of design experience on ACT

databases, can help.

why choose act and cpl
Why choose ACT! And CPL?

ACT! 6.0 is the best tool for professionals whose day

revolves around managing contacts. With multiple

features to improve efficiency, the benefits are substantial.

ACT! integrates with a number of communication tools,

including sending and receiving e-mail and features new

sales tools.

CPL have the feel for the industry that you are in and have

developed successful systems recently for:

  • BCL Vision Ltd
  • Lovetts plc
  • PayMentor Ltd
  • Automotive Research & Consulting Group


  • ACT! 6.0 is easy to use
  • Just start typing — no major training required for basic operations —you can be up and running immediately.
  • Use the graphical navigation bar to quickly and easily view your data.
  • Use the custom fields to track vital contact information.
  • Find anyone or any detail using simple keyword searches or use sophisticated “lookup” searches when you need more detail.
  • View a contact's website with a single click.


  • Know the details of your relationships.
  • Attach any file (price lists, memos, letters, and so on) to any contact record.
  • See where your relationship with your client stands today, no matter how many of your people are involved.
  • Access client websites with just one click or send a quick e-mail.


  • See the big picture with account management.
  • Manage groups of contacts by interest, company, account, project, and more.
  • Track all activities and history by both individual contact and by group.
  • Use group membership rules to keep your groups accurate and up to date.
  • Create subgroups based on organization structure, location, function, or any way you choose.
  • Add fields in your contact or group view that are company — or group — specific.


  • Never miss an important meeting or appointment.
  • Schedule meetings, phone calls, and tasks with your contacts and set alarms so you’ll never forget.
  • Choose from a daily, weekly, or monthly calendar to manage every day more efficiently.
  • Pre-define a commonly occurring series of activities and in one click, schedule them with your contacts.
  • Easily print out calendars and address books to take them with you, wherever you go.


  • Never be without your critical information.
  • Download your latest contact information — like names, numbers, and activities from ACT! 6.0 right into your Palm™.
  • Use FoneSync™ to transfer up to 250 names and numbers to your cellular phone.
  • Stay productive, whether across town or across the country, using ACT! synchronization features.


  • Seamlessly integrate with Microsoft® Outlook.
  • Use Outlook directly within ACT! to send and receive e-mails.
  • View activities scheduled in Outlook from within ACT! 6.0 and ACT! 6.0 activities in Outlook.
  • Share e-mails, calendars, and activities between ACT! 6.0 and Outlook.
  • Use ACT! add-ons to create mail-merges in HTML format to email through Outlook to prospects and clients.


  • Manage the sales process all through the cycle.
  • Meet your goals with confidence when you forecast each and every business opportunity.
  • Choose one of the pre-formatted reports — or create your own — to analyse sales results.
  • Track opportunities through the sales cycle with the graphical sales funnel.
  • Tap into built-in sales tips and expertise offered by Dale Carnegie® Training to help you close more sales.
  • Quickly create and print a sales graph, showing your open, won, or lost sales for any timeframe you choose.


  • Profile your contacts with the Internet.
  • Use the "profile" tab to bring up real-time information about your contacts.
  • Receive news and stock quotes about your contact from within your ACT! window.
  • You can even get driving directions to your contacts office or the weather in their region.
choose cpl
Choose CPL….
  • The work will be undertaken personally by Trevor Phillips, senior consultant
  • CPL will sign a confidentiality agreement with you as part of it’s contract
  • Then, see your productivity rise and customer satisfaction improve dramatically when you all “sing off the same hymn sheet!


on 0845 166 8252

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