Sage ACT!

ACT! makes it easy for you to have meaningful conversations with customers by giving you an organised view of the people you do business with.

Like the millions of individuals in small businesses and sales teams who use ACT!, you'll always be prepared with recent emails, meeting notes, task reminders, documents and social media profiles, because all of these details are in one place. In short, ACT! takes care of the administrative work so you can focus on building long-lasting, profitable business relationships.

ACT! comes in Pro and Premium editions - learn about their differences here.

Why choose ACT!?

• Product Popularity: With over 2.8 Million users and 59,000 corporate customers ACT! is the world’s #1 Customer and Contact Manager – it knows CRM and how it should work for businesses.
• Cost Effectiveness: ACT! is not only designed for SME’s, it is priced for them! ACT is significantly cheaper than other CRM solutions, and often provides users with significantly more functionality.
• Flexibility: ACT! is fully customisable. Whether it is adding additional fields to the database or creating custom tables and processes Xact Software can get ACT! working the way your business does, enhancing processes and improving workflow.
• Connectivity: ACT! has a variety of cloud and mobile solutions available so you can give your staff access to the company database where and when they need it. There are also hundreds of add-on products created by developers across the globe that can provide additional functionality to your ACT database.

Features & Benefits

• Manage contacts: ACT! makes it easy to access everything you need to know about a contact including past interactions, planned activities, documents, opportunities, account information and much more. You can even integrate ACT! with Outlook or Gmail and record the conversation in ACT!. This comprehensive visibility of your contacts is then shared across the entire organisation so staff will always be prepared with the information they need to work more efficiently and provide better customer service.
• Manage your day-to-day activities: With ACT! Activities it is easy to manage your daily schedule. Users can:
  • Define activity types
  • Attach details and documents
  • Prioritise activities and set reminders
  • Check availability of co-workers, and resources
  • And much, much more…
  Plus, because the database is shared you can also view your co-workers’ task list and schedule activities on their behalf.
  Such visibility and flexibility means that you can focus on getting the jobs done – ACT! becomes the personal assistant you don’t want to pay for!
• Manage your sales pipeline from creation to close: Using the ACT! Opportunities module your business can create and manage opportunity details including total weighted value, related activities, documents and sales strategy – then see them progress through one of your customisable sales funnels.
• Manage sales and marketing activities: ACT! offers a range of sales and marketing solutions; out-of-the box businesses can segment customers into groups via automatic membership then send targeted email messages with ACT!’s mail-merge, or add contacts to drip marketing campaigns using the smart tasks feature.
  
  For a more comprehensive solution organisations can use the Swiftpage addon - an advanced email service that offers email marketing, email tracking, surveys, call lists and drip marketing tools; with comprehensive results integrated to ACT! and visible against individual contact records. Using Swiftpage organisations can constantly evaluate the effectiveness of their email marketing campaigns.
• Manage overall business performance: ACT comes with a variety of reporting and analysis tools for tracking contacts, companies, opportunities and activities. Users can choose from over 50 pre-existing reports and over 10 dashboard modules, all of which are customisable to suit your specific requirements.