ACCTivate! ~ Complete business management software with collaboration & activity management for QuickBooks® users.

Growing businesses need to know the software they implement today will provide long-lasting benefits as they continue to grow into the future.

ACCTivate! understands this and has developed software that is...

• Extensible ACCTivate! was designed with an eye on the future, enabling new features, functionality and
  capabilities to be added without major structural changes.
• Usable Easy to learn and easy to use, ACCTivate! was built for and by people that actually use
  the system.
• Compatible ACCTivate! has partnered with best in class technology partners, such as Microsoft®,
  Crystal Reports®, Intuit QuickBooks®, and TrueCommerce®, to deliver the best possible solution to the marketplace.
• Scalable Used today by companies with a few or many employees, ACCTivate! will adapt to increased
  demands and growth.
• Robust All businesses have peak times and ACCTivate! will continue to perform well under stressful
  conditions, year in and year out.
• Modular ACCTivate!'s many well-defined, solution components are the result of forward-thinking design and
  a modular architecture that supports the addition of strong, integrated feature sets.
• Secure ACCTivate! has partnered with top technology providers who have undergone security verification
  and testing to ensure development of a highly secure product.
• Reliable ACCTivate! was built to perform and built to last.

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ACCTivate!
Small & midsize business management software
with collaboration & activity management integrated with QuickBooks

Company-wide collaboration

Leverage the entire company and institute a culture of collaboration with ACCTivate!'s Business Activities and Alerts. Designed to facilitate the company-wide sharing of information & issues, Business Activities provides a centralized environment that encourages effective communication, teamwork and productive task management.

Business Activities enables the management and tracking of any activity, issue, follow-up, event or project.
Each time a user logs into ACCTivate!, they are presented with a current list of Alerts and Business Activities.

• Alerts are reminders that can be filtered by type and due date. Managers, or those with permission,
  
  can view other users' alerts and assign alerts to others. Examples include at-risk deal alerts, customer service issues, low stock alerts or any other item needing a reminder or to be highlighted.
• Assign, manage and track activities throughout the organization with Business Activities.
  
  An activity could be a sales call, customer communication, client quote request, product development milestone or virtually any other business activity.
• Each activity can include description, notes, email communication history, resolution description, due date,
  
  status, closure date, task owner/assigned to, priority, and additional activity information.
• Activity scheduling & assignments: Activities & alerts may be scheduled for yourself or
  
  for others (with permissions).
• Enable Escalation management using alerts such as account manager notification of customer service issues,
  
  management notification of priority sales requests, etc.
• Business activities may be cross-linked within a department or company-wide
• Business Activity & Alerts fields may be customized

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ACCTivate!
Small & midsize business management software
with collaboration & activity management integrated with QuickBooks

ACCTivate! was designed using industry-standard development tools that integrates with top technology providers – an approach we believe ensures application longevity, flexibility, and performance. The technology beneath the ACCTivate! application is robust, secure, and accelerates the value delivered to customers today and in the future.

Microsoft® is a strategic technical partner and provides strong support for the foundational layer of the ACCTivate! software. ACCTivate! supports most versions of Microsoft Windows and all Microsoft Server Operating Systems and additionally utilizes:

• Microsoft® SQL Server
• Microsoft Development Platform
• Microsoft Terminal Services

Learn more about ACCTivate!'s system requirements.

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ACCTivate!
Small & midsize business management software
with collaboration & activity management integrated with QuickBooks

Below is an extensive list of the Foundation layer features of ACCTivate!
Some features are optional.

• Assign tasks to employees
• At-a-glance access to key information
• Business activity management
• Business alerts
• Configurable permissions for each user
• Complete activity history with notes
• Comprehensive online resource guide
• Custom fields
• Data import and export utilities
• Drag-and-drop email from Microsoft Outlook®
• Drill down & drill around information access
• Extensible, configurable security
• Graphically view & track activities
• Industry-standard components, including Microsoft® SQL Server
• Integrated with QuickBooks
• Link activities to customer and/or product history
• Multi-company capable under same license
• Notes throughout the system
• Over 100 standard reports and documents
• Real-time, integrated system-wide functionality
• Remote user system access via laptop
• Search item number, name, product group, product classification, inventory level, marketing code,
  vendor part #, description, vendor, UPC/GDSM code
• Security can be set at multiple levels
• Supports all versions of Microsoft Windows
• Task and appointment reminders
• TrueCommerce® integration enabling end-to-end EDI
• Unlimited custom reports & documents using Crystal Reports®
• View open & closed business activities

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ACCTivate!
Small & midsize business management software
with collaboration & activity management integrated with QuickBooks