Overview

ACT CRM Software is a great Sage CRM Solution that provides you with all of the important tools you need to build and maintain successful customer relationships.

Sage ACT!  Software is a simple but powerful contact management system. It centralises your contact information, organises your diary, tracks sales leads and can organise marketing campaigns. In short, it's a vital member of your sales and marketing team. Happy customers are the key to business growth.

And with ACT CRM Software, you'll learn how to keep your current customers on your side, and ensure that you'll never miss a new opportunity. Act CRM provides a great Sage CRM Solution. Act CRM helps you to keep your relationship details in one place for a complete, integrated view:

• Maintain contact details, notes, history, activities, opportunities, documents, and more
• Track groups of related contacts and manage your interactions at the company level.

Sage ACT!  Software helps you to find the exact information you need instantly when that important call comes in:

• Perform lookups on all fields and entities, such as Contacts, Groups, and Companies, with ease
• Conduct advanced queries for more complex searches

Sage ACT! Software helps you to stay on top of your daily responsibilities so tasks don't slip through the cracks:

• Manage and tie all activities to associated contacts in a CRM Software
• Integrate your ACT CRM and Microsoft® Outlook calendars for up-to-date schedules in both places

ACT CRM helps you to manage your leads from first interaction through close, ensuring no sales opportunity is lost:

• Use the Act CRM sales process or a process you customize to manage leads
• Track products on each sales opportunity and specify product discounts and costs

Sage ACT! Software helps you to gain insight into the performance of your business for more informed decision making:

• Get a comprehensive summary view of your top priorities and sales opportunities using the Dashboard
• Run one of 40 preformatted report templates or create your own

Sage ACT! Software helps you to communicate consistently and successfully so you are always top of mind with your contacts:

• Integrate Act CRM with Outlook for sending and receiving all e-mail communications
• Use Mail Merge and preformatted templates to send professional marketing communications with little effort required by you

Sage ACT! Software is a great CRM solution!

What's new

Trade your pen/paper to-do lists for Sage ACT! Scratchpad
A convenient, virtual notepad where you can quickly capture impromptu notes, phone numbers, and personal reminders. Send items to Sage ACT! as activities, notes, and history-even assign them to contacts!

Work seamlessly with Google^® Apps
Keep all or just a subset of your emails, contacts, and activities updated in both places when you sync Sage ACT! with Google.
-Gmail^®
-Google^® Contact
-Google Calendar^TM

Find what you need faster with Universal Search
Quickly find that key document or piece of info needed deep in your contacts, groups, companies, opportunities, notes, history, and attachments. Further filter your search criteria and even double-click on an item to be taken directly to that particular field or attachment.

Virtually anywhere access with Sage ACT! Connect
Access your Sage ACT! contacts and calendar details stored in the Cloud from popular smartphones and web browsers on your laptop and tablet, like the iPad^®.  (Requires additional  subscription).

Features

Get a clear view of your customers and contacts

Sage ACT! lets you keep customer and contact information organised and actionable.

• Your contact activity all in one place: keep contact information, notes, documents, opportunities, social media profiles, history and more all together for one single orderly view.
• Group contacts into categories: you can group related contacts into groups and companies for easy viewing and more targeted communicating.
• Quick and easy search: Sage ACT!'s powerful search feature not only searches your database, it also searches documents attached to contact records to find the information you need.
• Connect with Sage 50 Accounts: easily see your contact's information, account balance, status, credit terms and track your sales from leads to payment received.
• Information on the go: with the Sage ACT! Connect add-on, you can access your contacts and calendar from smartphones and web browsers on your laptop and tablet, like the iPad®.

Communicate effectively with your contacts

Sage ACT! is ideal for sending all of your updates, promotions, newsletters and letters to individuals or your whole database by email or mail.

• Know when to send the right message: analysing your sales trends and customer profiles using Sage ACT! makes it easy to know what to send and how to send it.
• Send professional looking communications: choose from a selection of pre-prepared email or letter templates or customise your own.
• Communicate in a way that suits your business: you can use Sage ACT! to send e-mails and letters, and store information about phone calls and meetings.
• Easily view contact's communication history: everything you send using Sage ACT! is stored in one easily accessible section of each of your contact's records.

Make Sage ACT! fit perfectly with your business

Sage ACT! works seamlessly with popular desktop and web-based tools, and you can personalise it in lots of different ways to fit your business and users.

• Personalise Sage ACT! to suit your needs: change the way it looks, including layouts, colours, menus and fonts, and extract the information you need by tailoring reports, templates and dashboards.
• Seamlessly connect with Sage 50 Accounts 2012: view and create invoices, quotations, sales orders and contact and company information.
• Connect to social media: integrate and extract data from popular social media platforms including Facebook and LinkedIn.
• Connect to the web: find and store more detail about your contacts with Google Maps, Google search, websites and more.
• Sync with your email service: you can connect with many email management tools and providers to keep your email, calendar and contacts up to date.

Make the most of your working day

With Sage ACT! you can get through your working day in an organised and prioritised manner. The software gives you reminders for the tasks you need to do and an intuitive alternative to note-taking.

• Convenient desktop notepad: a great alternative to sticky notes and scrap paper note-taking, Scratchpad allows you to quickly capture notes, reminders and phone numbers.
• Avoid losing information: you can use Sage ACT! Scratchpad to create a prioritised to-do list, mark items as complete and import them into Sage ACT! in just a few clicks.
• Make managing your workflow easier: accomplish more with Smart Tasks that will automatically trigger and perform tasks or processes.
• Getting started with Smart Tasks is easy: choose from a selection of pre-defined Smart Task templates, including calendar activities and emails, or customise your own.

Manage and forecast your sales

Manage and stay in control of your sales pipeline with a selection of built-in sales processes or easily add your own to fit your business.

• Get an instant overview of your sales: our handy customisable dashboards give you a quick overview of your opportunities, sales and product performance.
• Track sales opportunities from the beginning: track each sales opportunity from the initial lead right through to invoicing and closing the sale.
• Keep your accounts up to date with Sage ACT!: you can generate sales orders and invoices, and update shipping and payment statuses in Sage 50 Accounts with a few easy clicks.
• Forecast with a selection of reports: make your forecasting more accurate by adding the probability of winning sales to your opportunities and estimated dates for close.
• Measure your business performance: gain real insight into your sales and trends with a selection of customisable reports to choose from.

Requirements

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.