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.

  • 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
  • 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
  • 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
  • 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
  • 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.

    Find out more about Sage Connected Services for ACT!

  • Integrates with your business

    • 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
  • 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
  • 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
  • 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

    Download full system requirements (pdf)

Get in touch

Got questions?

Q

I want to be able to access important information from my phone. Is this possible with Sage ACT!?

A Yes, Sage ACT! Connect lets you do exactly that, giving you access to customer details, notes, emails and more on the go.