What is Act!

ACT! by Sage enables individuals and teams to instantly access key contact and customer information, manage and prioritize activities, track all contact-related communications, and grow productive business relationships. For nearly 20 years ACT! has been the world's leading contact and customer relationship management solution for business of all sizes. Choose from one of five ACT! solutions, each designed to help users make contact, build relationships, and get results.

If you have a need for a CRM program we recommend Act! It is very powerful out of the box and with training by a Certified Act! trainer you can be managing your contacts quickly and professionally.

And ... if you have special needs we can customize the program based on your requirements.

How Can Act! Help You?

Your business is hectic, you can’t afford to miss deadlines and not be on top of every detail, we understand! ACT! was created with people like you in mind. ACT! continues to be the #1 selling contact and customer manager in the world because it’s extremely intuitive and easy to use, allows you to keep every detail about your critical customer relationships in one place, and provides you with the tools you need to be more productive. In the end, this means improved results for you or your business.

Do you wish you had every detail about a contact in one place? Are you always shuffling papers or searching through spreadsheets for key information?

ACT! is a single central repository for all of your critical contact and customer information including detailed contact information, activities and to-dos, recent communications, documents such as quotes and proposals, sales opportunities, and more! The main contact view offers a tab interface so you can quickly access and enter key information. And, you can add virtually unlimited date- and time-stamped Notes and History to a contact or company to help you better track your relationship details.

Are you missing deadlines or having trouble staying on top of all of your deliverables?

ACT! helps you stay on top of all your daily responsibilities, whether it’s a task you must complete, a call with a critical customer, a meeting with a co-worker, or an e-mail to a prospect. And, everything you do in ACT! is related to a contact. So, once that item is completed, it’s tracked on the contact for a complete history of your interactions. ACT! provides multiple calendar views including Daily, Weekly, Monthly, and customizable Work Week views, and calendar pop-ups provide quick at-a-glance views into the day’s appointments. Calls, meetings, and to-do items can be filtered by priority, date range or user, even displaying totals for each type of activity. Even create your own custom activity types so you can better track activities key to your business. And, Activity Alarms will help you stay on top of all your time-sensitive deliverables, while incomplete activities roll over to the next day so nothing slips through the cracks. You will never miss an important deliverable with ACT!.

Do you need a way to automate and track your customer and prospect communications? What about making sure you follow up in a timely manner?

To advance your business, you need a way to automate timely, personalized communications to prospects and customers such as marketing promotions, key announcements, renewals, etc. Using the ACT! built-in Word Processor or though integration with Microsoft® Word, you can create personalized correspondence including mail merge letters, e-mail, envelopes, and/or labels. ACT! offers several pre-formatted templates for HTML e-mails, letters, and memos to save you time. Or, you can customize those or create your own. All of these communications, even when done using mail merge, are linked to each individual contact for a complete record of what correspondence has been sent.

Do you live in Microsoft Outlook®?

Many ACT! users work in organizations that use Microsoft Outlook as the defacto calendar and e-mail program, but that doesn’t mean it’s sufficient for managing your customer relationships. That’s why ACT! delivers one of the most robust integrations with Outlook available on the market today. With ACT!, you can perform key e-mail and calendaring tasks in either ACT! or Outlook and ensure the data is still captured on your ACT! Contact Record. Examples include using the Outlook new e-mail message form from within ACT!, creating a history on the ACT! Contact Record when sending an e-mail from Outlook, creating an ACT! contact from an Outlook e-mail, and synchronizing your ACT! and Outlook calendars to facilitate appointment scheduling with company employees not using ACT!.

Would you like a more sophisticated way to track your sales opportunities and make sure potential sales don’t slip through the cracks?

ACT! enables sales professionals to track sales opportunities from initial inquiry through close utilizing the standard sales process or a process customized to suit their business. Sales opportunities can be viewed all at once or filter by Users, Estimated Close, Date, Status, Sales Stage, Amount, or Probability of Close. You can track products on each opportunity and specify product discounts and costs for each item. Have a prospect that needs a quote right away? Generate instant quotes from the opportunity without having to key in additional information. And, when working an opportunity, you can simply click follow-up and a new activity will be created automatically with the opportunity details – ensuring the prospect is managed as it moves through the process.

Do you wish you had a clear view of which deals were going to close this month and how much revenue that would bring to your business?

Utilize the graphic Sales Pipeline to drill down on the opportunity details or one of the more than 20 sales reports to forecast what deals are going to close this month and how much revenue that could bring to your business, so you know which prospects and customers to focus your attention on in the coming days or weeks.
 

1. Requires Microsoft Outlook 2000, 2002, or 2003. ACT! must be added as an Outlook address book to use this feature.

2. Requires Microsoft Excel 2000, 2002, or 2003 and Microsoft Word 2000, 2002, or 2003.