Sage ACT!
Sage ACT! is an easy-to-use contact management solution designed for small businesses. It helps you build profitable and meaningful relationships with your contacts and customers, and gives you the tools you need to manage and forecast your sales.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
- Integrates with popular email solutions including Microsoft Outlook, 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
- 10Gb free disk
- 2Ghz processor or higher
- 1Gbps Network speed recommended.
Memory (RAM)
- 1Gb RAM – Windows XP
- 2Gb RAM – Windows Vista, 7, Server 2003, Server 2008, Small Business Server 2011
- 4Gb RAM – For all PCs running a 64-bit operating system
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
Note: Sage ACT! Premium for Web is not supported on Small Business Server 2008 or 2011.
Get in touch
* Calls to this number are free from a BT landline. Calls from other providers may vary.
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Call us on:
0800 44 77 77* -
Contact the ACT! sales team
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.
