ACT!
ACT! is an easy-to-use contact management solution designed for small businesses. It helps you build profitable relationships with your contacts and customers, and help you manage and forecast sales.
Important Announcement: On March 20, 2013, Swiftpage announced it has completed the acquisition of the ACT! and SalesLogix businesses. Learn more about the exciting future ahead for these products.
In-depth information about Sage ACT!
Find out more about how Sage ACT! can help you manage and coordinate your sales, marketing and customer service activity.
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Easy to get up and running
- 45 days' free SageCover support for new customers to help you get up and running with your new software
- Welcome page with tips, hints, news and videos
- Customise your software with global and individual user preferences
- Intuitive, easy-to-use interface
- Built-in templates for emails, tasks and processes to help you get started
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Effectively communicate with contacts
- Communicate with your contacts using e-mail and mail
- Send individual or mass communications with mail merge
- Know when to send the right information, to the right customer at the right time, by analysing historical sales trends and profiles
- Use pre-prepared templates or customise your own
- Easily view the communication history of every contact
- Send Outlook emails from Sage ACT!, and a copy will be saved in your Outlook sent items too
- Use Sage ACT! email merge to send your newsletters, promotions and other communications to your database
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Manage your contacts
- Store all your contact information in one place
- View your contacts’ communication history
- Create customised look-ups to filter your data the way you want to
- Create contact fields with a variety of field types including free text, drop-down lists, tick boxes and images
- Sync with your Sage 50 Accounts and Instant Accounts records to avoid duplicating efforts
- Get detailed insight into your customers with reports at the click of a button
- Find the exact relationship information you need instantly using the search capabilities
- Improve consistency and communication internally - all employees can access the same information, in the same place at the same time
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Sage ACT! Premium
- Suitable for 1-50+ users
- Scalable to suit businesses with many users and large databases
- Sage ACT! Premium for Web included, allowing you to remotely access your data via your server
- Share dashboards with other users in your business
- Additional security allows you to assign user access rights to specific fields
- Remotely sync your data without the need to have Sage ACT! open on your PC
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Connected Services
Choose from a selection of complementary add-ons to get more from Sage ACT! (additional charge applies)
- Sage ACT! Connect: access your database on the move through your mobile phone. Nearly about all mobile devices are supported, including Blackberry, Android, iPad and Windows Mobile.
- Sage E-marketing for ACT!: design and send well-targeted email communications to your contacts and measure their performance.
- Sage Business Information Services for ACT!: add well-targeted, quality leads to your database from a database of over 68 million companies.
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Integrates with your business
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Integrate Sage ACT! with the web:
- Assign websites to contact records
- Add Linkedln and Facebook contacts
- Use Google Maps to help find your contacts
- Built in Google & Yahoo links run automated searches using contact fields
- Link with iCalendar and vCard
- Full integration with Microsoft Outlook
- Partial integration with other popular email solutions including Lotus Notes, Gmail
- Integrates with Microsoft Office 2003, 2007, and 2010 32 bit edition
- Integrates with the latest versions of Sage Instant Accounts and Sage 50 Accounts so you can sync your contacts, view transactions and generate quotes and invoices
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Integrate Sage ACT! with the web:
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Save time and work more efficiently
- Handy dashboard gives you a quick overview of any outstanding tasks
- Storing all your relationship information in one centralised location saves time and ensures information is never lost
- Manage daily responsibilities by scheduling and tracking activities like phone calls and meetings
- Manage your time effectively with the built-in calendar and sync it with Outlook to stay up-to-date
- Customise your dashboards to get a quick and easy snapshot of the information you need
- Use the powerful new search tool to quickly search your whole database
- Use Smart Tasks to automate everyday processes
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Manage and forecast sales
- Handy dashboard provides an instant overview of your sales activity
- Create and monitor your leads from the first point of contact
- Track sales opportunities though each stage of your sales cycle
- Assign estimated close dates and probability of close to opportunities for more accurate forecasting
- Gain valuable insight into sales trends and performance, and forecast with a selection of pre-defined and customisable reports
- View all your sales opportunities at once or filter results to suit your needs
- Generate instant quotes from your opportunities, without the need to re-type information
- Link your sales processes in with Sage 50 Accounts, from order to payment
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Technical spec
General Technical Requirements
- 2Gb free disk
- 2Ghz processor or higher
- 1Gbps Network speed recommended.
Memory (RAM)
- 2Gb RAM
Operating Systems
Please ensure you have the latest Microsoft Updates and Service Packs installed.
- Windows XP 32-bit
- Windows Vista
- Windows 7
- Windows Server 2003
- Windows Server 2008
- Windows Small Business Server 2011
Got questions?
I want to be able to access important information from my phone. Is this possible with Sage ACT!?
