Link for Act! and Sage One
Link ACT! with Sage One! The Xact Link for ACT! and Sage One helps you operate more efficiently by eliminating dual entry of data and exposing key Sage One features directly from ACT!.
Act! is a great complementary product to your accounting system because it is specifically designed to help you manage communication and build relationships with your customers. You can use Act! to nurture your prospects, send email blasts and track communication between your staff and your customers then easily push them to Sage One when they become customers using our addon.
Once contacts are in Sage One you can still use Act! as your day-to-day customer manager and have the added ability to view Sage One account details and invoices from within ACT!
Note: This link is currently only offered with the UK version.
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Important Note: Pricing for this product is based on a per user basis and is an annual cost. Also this pricing does not include the Act! software. More information regarding Act! pricing can be found here.
All the benefits of the Act! Contact Manager PLUS...
- Live integration to Sage One
- Export multiple ACT! Contacts to Sage One
- Link ACT! Contacts to existing Sage One Customers
- Create a new Sage One Customer from an ACT! record
- Update Sage One Customer details from within ACT!
- View Sage One Invoices from within ACT!
- Link ACT! Contacts to Sage One Suppliers
- See a list of Supplier Purchase Orders from within ACT!
Future development for the product is still under review and will be largely dependent on user feedback. Future features that may be added include the ability to:
- Import Sage One records to ACT!
- Create Sage One Quotes and Invoices from within ACT!
- Print Sage One Sales Documents using custom templates