- Sage ACT! Pro
- Sage ACT! Premium
- Features
- FAQ
Sage ACT! Pro
Your business life is hectic. Meeting deadlines and handling all the necessary details are urgent priorities for you.
We understand. Sage ACT! was created for people like you who must manage a growing business and associated business relationships. You need more than a paper-based method, spreadsheet, or e-mail system where you spend too much time looking for scattered information.
Choose Sage ACT! and provide superior service to your prospects, customers, or anyone you contact regularly because you have a complete, integrated view of your relationships— all in one easy-to-access location. Impress contacts with your follow-up, leave no task undone, and make informed decisions so you can successfully advance your business.
Sage ACT! is for individuals and small business customers in a variety of industries looking to organize contact information, manage daily responsibilities, and communicate more effectively to improve your productivity.
How can ACT! help you?
Individuals/Small Businesses:
Work more effectively with Sage ACT!, the #1 selling contact and customer manager.
- Keep important contact details in one place with ACT! so you have quick and
organized access to the information you need. - Be up and running quickly because ACT! is easy to learn and use.
- Manage your daily responsibilities so important calls, meetings, and to-dos don’t slip through the cracks - and ultimately improve your productivity!
- Gain instant insight into the performance of your business using dashboards and reports for more informed decision making.
- Easily customize ACT! to fit your unique business requirements and ensure you are capturing the exact data you require.
- Remotely access relationship details, along with your schedule, for the information you need, when and where you need it.
- Integrate ACT! with applications you use every day, including Microsoft® Office and popular accounting solutions, to work the way in which you are accustomed.
Sales Representatives:
Meet your sales quotas and drive revenue with ACT!.
- Keep all your important relationship details for quick, organized access to the information you need for that sales call or meeting.
- Find the exact relationship details you need instantly using powerful search capabilities in an easy-to-use format.
- Manage your daily responsibilities by scheduling and tracking activities within ACT! so important sales calls, meetings, and to-dos are not overlooked.
- Monitor your leads from first interaction through close, ensuring no sales opportunity is lost.
Communicate consistently and successfully with your prospects and customers to remain top of mind. - Gain instant insight into your pipeline and performance using dashboards and reports for more informed decision making.
- Remotely access relationship details, along with your schedule, for the information you need, when and where you need it.
Sales Managers:
Enable your sales team to meet sales quotas and drive revenue with ACT!.
- Keep all the important relationship details in one central location for quick, organized access to the information your team needs for sales calls and meetings.
- Make sure your team manages their daily responsibilities by scheduling and tracking activities within ACT! so important sales calls, meetings, and to-dos are not overlooked.
- Monitor leads from first interaction through close, ensuring no sales opportunity is lost.
- Gain instant insight into your team’s pipeline and performance using dashboards and reports for more informed decision making and to improve sales results.
- Enable your team to remotely access relationship details, along with their schedule, for the information they need, when and where they need it.
IT Professionals
Provide an easy-to-learn, easy-to-use contact and customer management solution for your organization with ACT!.
Easy to administer with automatic backup, database maintenance, and synchronization.
Implement as-is or customize to fit your needs.
Easy to learn and use, so users will be up and running quickly, with no training required.
Offers secure, central access to contact information.
Do you have a growing team?
Consider Sage ACT! Premium Solutions which are specifically designed to benefit larger teams.
With Sage ACT! Premium Solutions, you and your team benefit from increased data sharing capability, group scheduling functionality, advanced opportunity tracking and customization capabilities.
Robust dashboards and reports, security on multiple levels, and more. And with online, offline, and mobile options, you have anywhere access whether office-based, traveling, or remotely.
Sage ACT! Premium
Your business life is hectic. Meeting deadlines and handling all the necessary details are urgent priorities.
We understand. ACT! Premium Solutions were created for teams of people like you—people who must manage their growing business and associated business relationships. You and your team need a way of tracking and sharing information with team members and managers to ensure goals are being met.
Choose ACT! Premium Solutions so you can provide a better customer experience because you have a complete, integrated view of those relationships—all in one easy-to-access location. Maximize productivity so you have time to focus your attention on business-critical activities. Your managers get a detailed snapshot of team performance to ensure targets are being met, while comprehensive reporting helps them make informed decisions to successfully advance the business.
Experience the positive impact ACT! Premium Solutions will have on your business.
How can ACT! help you?
**We recommend choosing Sage ACT! Premium for workgroups of 10 users or more.
Individuals/Small Businesses:
Work more effectively with Sage ACT!, the #1 selling contact and customer manager.
Centralize important prospect and customer relationship details for quick, organized access.
Manage interactions at the company or account level for a complete view of relationships with that organization.
Get up-to-speed quickly and remain productive because of the easy to learn and use interface, eliminating the need for formal training.
Find specific relationship details instantly using powerful search capabilities in an easy-to-use format.
Manage daily responsibilities by scheduling and tracking activities to ensure individual and team productivity.
Forecast and track sales opportunities to stay on top of all new leads and to provide management with insight into sales pipelines.
Gain instant and accurate insight into individual and team performance using dashboards and reports.
Communicate consistently and successfully with prospects and customers using Microsoft® Outlook® or other e-mail solutions used by your organization.
Share and secure precious prospect and customer relationship details across teams of users.
Easily customize1 ACT! Premium Solutions, with little technical knowledge required, to fulfill the requirements of your organization and to ensure adoption.
Deploy and implement ACT! Premium Solutions quickly and maintain with ease.
Support an anywhere workforce with Windows, Web2, and mobile access options.
Integrate ACT! Premium Solutions with the applications already used by your organization to make the most of existing technology investments.
Enhance the power of ACT! Premium Solutions with extensibility options available to administrators.
Experience the positive impact ACT! Premium Solutions will have on your business.
Sales Representatives:
Meeting ever-increasing sales quotas while selling against competitors is a key challenge for many sales reps. ACT! Premium Solutions are here to help you.
Meet your sales quotas and drive revenue by guiding your deals through close using a sales process customized to fit your selling philosophy.
Manage your daily responsibilities and automate redundant tasks so you feel confident nothing is forgotten, while you focus on more important things, like selling.
Get a complete view of your relationships and provide superior service to your customers while also expanding current accounts, with easy access to all the details about their unique circumstances.
Reach out to your prospects more effectively with professional and timely prospecting communications.
Focus your attention where it counts by assessing your sales pipeline, including your top sales opportunities and total sales for the month, all in one view using interactive dashboards and eliminate the need to run and analyze reports.
Sales Managers:
Motivating sales reps to use a solution to manage their prospect and customer information can be challenging for many sales managers. The good news is, sales people love using ACT! Premium Solutions.
Ensure rapid end-user adoption, with little or no training required by you, because ACT! Premium Solutions are easy to learn and use.
View how your sales reps are tracking to their sales goals and how their time is allocated using interactive dashboards and reports. With this information, you can coach your sales reps, and help underperforming reps get back on track without delay.
Enhance sales predictability and results by providing a customized sales process for your team to guide their deals through close.
Streamline your team’s daily functions so they can focus more on selling rather than administrative tasks, to ultimately improve their productivity.
Maintain relationship details, despite sales rep turnover. Rest assured that prospect and customer details will remain as an organizational asset, even as your team changes
IT Professionals
Finding the right solution for your users to manage their prospect and customer information, that also matches organizational requirements, is a big task for many IT administrators.
Reduce implementation burdens by installing ACT! Premium Solutions, which enable quick deployment and integrate with existing technology investments.
Match your organization’s unique needs by customizing1 ACT! Premium Solutions using layout designers that require little technical knowledge and help ensure user adoption.
Accommodate the access needs of your users with Windows®- and Web-based2 deployment options which have seamless interfaces.
Ensure database security so information is only accessible by those whom you have granted access, while you rest assured this data is protected.
Maintain ACT! Premium Solutions easily by utilizing automatic database functions1 so your organization and your users always have up-to-date prospect and customer information, with little work required by you.
Centralize and Organize your critical contact and customer information
- Populate 60+ pre-defined fields including Name, Company, Phone, Address, Web site, E-mail, Last Meeting Date, ID Status, or add your own.
- Find anyone or any Contact detail instantaly with Look-ups and Keyword Searches.
- Store complete Contact information, including E-mail, Notes, History, and more.
- Add virtually unlimited Secondary Contacts related to primary Contacts such as administrative assistants.
- Consolidate and eliminate duplicate Contac, Group, and Company Records for the cleanest data.
- Add documents or document shortcuts to Contact Records to keep track of proposals, quotes, and more.
- Enter Virtually unlimited date and time stamped Notes and History to track every relationship detail.
- Manage daily responsibilities so important calls, meetings, and to-dos don't slip through the cracks.
Manage company/account information for a complete view of your prospects and customers
- Link Contacts to Companies so when core Company information changes, the changes push to each Contact for easier updating.
- Company records contain a roll-up of all Notes, history, and Opportunities associated with Contacts at that Company.
- Create new Company and Division records to get a more complete picture of the entire relationship.
- If a Contact is linked to a Company record, the company name will display as a hyperlink on that Contact Record for quick access to Company details.
Manage groups of related contacts for easier tracking and communications
- Create new Groups and Subgroups quickly and easily.
- Save any Look-up as a Group definition to create Groups instantly.
- Easily see relationships using the Group Tree View for quick, easy navigation.
- Further organize Groups into Subgroups, accommodating up to 15 hierarchies and up to 14 levels of Subgroups.
- View shared Contacts, Notes, History, Activities, Opportunities, and Documents in Group roll-up tabs.
- Create and maintain Static or Dynamic Groups, Static Groups allow Contacts to be added manually. Dynamic Groups allow Contacts to be added automatically based on group definition.
Communicate more effectively with your contacts to build stronger relationships
- Facilitate your daily communication with contacts using letter templates such as Intial Communication to Presentation Follow-up, and more.
- Quickly identify you last communication with a contact by viewing the Last Reach, Last Attempt, Last Meeting, and Letter e-mail fields.
- Select a contact or grouop of contacts and perform a mail merge to a letter or e-mail.
- Link all correspondence to associated contacts for a complete record of everything sent and received.
- Write Letters using Microsoft Word or the built-in Word Processor which supports tables, graphics, HTML, and spell checking.
Integrate with everyday applications including Microsoft Office to work the way you're accustomed
- Utilize Excel for importing information or for exporting contact and opportuniy lists to share with non-ACT! users or for further analysis.
- Sync you ACT! and Outlook calendars.
- Integrate with Outlook for easier e-mail communications to your contacts.
- Write letters in Word.
Forcast and track sales opportunities for an improved bottom line
- Utilize the built-in Sales Process or customize it to suit your specific business needs.
- View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount or Probability of Close.
- View graphical Sales Pipeline and graphs for insight into sales trends.
- Create a product list for use by the entire team. Capture cost, item number, and price for consistency, and easilly import your product list to avoid data entry.
Use ACT! as-is or highly customized to fit your needs
- Add memo, picture, add yes/no fields so you can capture information that is required by your business.
- Create your own activity, history, priority, or other field types so ACT! is customized to your business.
- Use the Layout Designer to change background colors or to add logos to your layout.
Gain insight into your performance to make more informed decisions
- Utilize the report designer to create custom reports and output most reports to Excel, HTML, PDF or E-mail.
- Customize existing ACT! reports, including 40 standard reports and 20 preformatted Sales reports.
- One click export to Excel allows you to export Contact, Group, Company, or Opportunity Lists to an Excel spreadsheet for sharing with non-ACT! users or for further analysis using built-in, customizable pivot tables.
Sage ACT! FAQ
Q. What is ACT!?
A. ACT! is the #1 selling contact and customer manager that helps you organize contact information, manage daily responsibilities, and communicate more effectively to improve your productivity. With over 2.7 million users and 41,000 corporate customers, ACT! has maintained its position as #1 for 20 years because it’s renowned for being easy to learn and use, and is an effective solution for anyone who regularly works with contacts.
Q. What is a contact and customer manager?
A. A contact and customer manager allows you to manage all tasks and information related to developing and maintaining relationships with the people, groups, and companies with whom you do business. Contact and customer management software provides you with a 360-degree view of your contact information so you don’t have to jump from one application to another to complete a task, plan your day, or execute your sales strategies.
Q. Who typically uses ACT!?
A. Because ACT! can be used by anyone with contacts or customers, ACT! users include those from a variety of industries like:
- Business owners and managers who need to track customers, prospects, vendors, and business associates.
- Sales professionals and consultants who need to manage clients and prospects.
- Real estate agents who need to maintain relationships with buyers, sellers, referrers, property owners, and other agents.
- Bankers, financial planners, and brokers who need to maintain contacts with clients, build financial strategies, and communicate with financial product providers.
- Public relations and advertising professionals who need to manage clients, media, prospects, writers, designers, and vendors.
- Recruiters who need to track job candidates and clients to match job seekers and employers efficiently.
- Seminar and training professionals who need to manage interactions with instructors, promoters, attendees, facility managers, and equipment suppliers.
- Manufacturers’ representatives who need to track transactions and interactions with manufacturers and customers.
Q. What are the differences between ACT! Pro and ACT! Premium?
A. The Pro version allows up to 10 users to share a single database. Premium includes all of the features of Pro and also adds:
The Pro version allows up to 10 users to share a single database. Premium includes all of the features of Pro and also adds:
- more than 10 users to share a single database
- users and teams of users can restrict access to their own contacts, so other users and teams cannot access their data
- the ability to restrict designated fields to only specific users and or teams on a ‘need to know’ basis
- an optional cloud interface for hosting of the database on the web with access through Internet Explorer (ACT! Web Access)
- remote database’s can synchronize via the internet
- direct mobile access for iPhones, Androids and tablets
- group scheduling flexibility for large numbers of users
- additional dashboards with ‘team’ views
- additional deployment options with support for silent installs over a network
Q. What are the differences between the Sage ACT! Premium and Sage ACT! Premium w/SQL?
A. ACT! Premium and ACT! Pro come with the Express versions of Microsoft SQL Server. This free version is more than enough for smaller workgroups of 20 users or less. However, in some cases, larger workgroups require the full version of SQL Server Standard. The SQL version includes the licensing for this more robust version by Microsoft.
Q. Do you have a hosted solution?
A. Yes. Allied Financial Software does provide hosting for ACT! Premium for Web as well as Citrix and Terminal Server.
Q. Do you have a version that works with Apple® Macintosh®?
A. Yes. Apple Macintosh computers that feature a dual boot Microsoft® Windows® OS feature can run Sage ACT! on the Window OS and are supported as long as the PC meets listed minimum system requirements. See system requirements.
Q. What is the Sage ACT! support policy?
A. Your purchase of ACT! include Getting Started Support. Getting Started Support includes phone support for up to 30 days from the date of product purchase. Getting Started Support is limited to product installation, basic preference settings and basic import help. Your system must meet the minimum system requirements to be eligible for support. Call (800) 927-3989 to get started. For support after that, you may purchase a support contract or purchase service on a Pay-Per-Call basis.
Q. What is Product Activation and how does it work?
A. ACT! Product Activation is a technology designed to protect you from purchasing pirated software. ACT! Product Activation is a quick and easy process and is part of the general process of product registration. You will be prompted to register when you first launch the product. Follow the wizard to submit your registration information and serial number via Internet or phone activation methods. If you do not register and activate, the product will run in trial mode until you do, for up to 30 days. After that time, the product will not run unless you register and activate.
Q. What is the return policy for ACT! solutions?
A. You may return ACT! solutions for any reason if you are unsatisfied within 30 days of the date the product was purchased for a full refund.
Sage ACT!
Sage ACT! is the #1 selling contact and customer manager that helps you organize contact information, manage daily responsibilities, and communicate more effectively to improve your productivity.
Note: Online orders are available for US residents only. Canada and International sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday - Friday 9AM - 6PM EDT.
*Sage ACT! Standard and Premium comparision chart >
Note: Sage ACT! (Standard version) can only be used with up to 10 users sharing one database. If customer adds an 11th user or greater, ALL users must upgrade to the ACT! Premium EX or ST.
* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Click here to read disclaimer >