ACT! is an easy-to-use contact management solution designed for small businesses.
It helps you build profitable and meaningful relationships with your contacts and
customers, and gives you the tools you need to manage and forecast your sales.
Important Announcement: On March 20, 2013, Swiftpage announced it has completed the acquisition of the ACT! and SalesLogix businesses. Learn more about the exciting future ahead for these products.
Customer relationship management defines a good business. ACT! Pro's dedicated
bespoke reporting, notes and history make this easier and more effective than ever
to handle. User friendly dashboards and interfaces give you all of the tools you
need to develop good relationships with your contacts.
Forecast trends and capitalise on opportunities through intuitive and easy-to-use
analysis tools. ACT! Pro helps you develop a strong sales process and maximise
conversions from lead to sale.
Time is valuable, ACT! Pro allows you to manage your time efficiently and delegate
resources accordingly. Easily sync contacts, notes, diaries and activities and prioritise
your workload with Smart Tasks and Scratchpad features.
Communicate through multiple channels via one easy-to-use interface. Microsoft Outlook,
G-Mail and e-marketing functions allow for seamless and user friendly communications
to clearly demographical segmented contacts and leads.
Successfully gaining leads and developing them into sales is essential. Manage this
process with ease from the initial point of contact through to the maintenance of
Instantly react to changes through the fast paced medium of social media. Provide
updates and send messages while managing customer relationships through a varied
array of platforms.
Free SageCover for 45 days to help you through all of ACT!'s features (SageCover extension available)
Versatile welcome page provides up-to-date hints, tips, videos and news
Easily customise your software at a global or individual need
User friendly experience with intuitive selections for ease of use
Templates designed to make e-mailing, tasks and processes professional and quick
Quick access to different areas of interest making the user experience pragmatic
and easy to master
All your contact details in one location
Produce, view and manage communication history of all your contacts
View your databases in new ways with customisable filters
Search your database with speed and ease to give quick access to that important
Sync contacts with Sage 50 Accounts and Instant Accounts – avoid duplicating effort
Customer reports available at the click of a button with quick summaries and overviews
Sales activity overviews available through an easy to use dashboard
Track the sales cycle from initial contact to conversion
Estimate close dates to give a projected forecast of sales and performance
Highlight sales trends, historical performance and forecasts with a selection of
Filter sales opportunities by individual, team, interest, notes, decision makers,
competitors and probability of conversion
Generate and import quotations from Microsoft Word
Generate quotes and invoices in Sage 50 Accounts and Sage Instant Accounts, and
link them directly into ACT!
Communicate with your contacts by e-mail, letter, fax and more
Send specific communications to individuals or in bulk with mail merge
View communication histories for every contact at a glance to make sure you don't
Use historical sales trends, preferences and profiles to make sure the best possible
message is delivered
Design personalised templates or choose from a large variety of pre-prepared ones
Generate and send e-mails in Microsoft Outlook and automatically save them in
User friendly dashboard gives you a quick overview of outstanding tasks
Store all of your important information in one centralised location saving time
and ensuring vital information is not lost
Schedule and manage tasks, meetings, activities, phone calls and daily responsibilities
Manage day-to-day tasks and time keeping with the built-in calendar and sync it
with Outlook to stay up-to-date
Keep on top of valuable information by customising your dashboard to suit your business
Create advanced powerful database searches with the Universal Search tool
Integrate ACT! with online content using the 'Web' tab:
Assign websites to specific contacts
In-built Google & Yahoo links run automated searches using contact fields
Link Facebook, LinkedIn and MySpace profiles to your contacts
Google map integration allows you to find your contacts with greater ease
ACT! integrates with Microsoft Outlook, Lotus Notes and Gmail to make sure
all your records are current
View transactions, contacts and generate quotes & invoices with Sage Instant
Accounts and Sage 50 Accounts integration
Take a look at technical requirements
and licence information for Sage ACT! Pro.
Sage software is not compatible with Apple Macs, unless you are running Windows
XP, Windows Vista or Windows 7 via Apple's Boot Camp utility.
ex VAT (£234 inc VAT)
How many people need to use the software?
Download & get started today (payment by credit card only)
By post (£5.00+VAT & delivered by insured courier)
When you trade in your existing software.
Enter code TRADEIN25 at the checkout.
Find out more
Prefer to talk?
Give our sales team a call on
0800 694 0569
Spread the cost with a Direct Debit - just £32.50 per month
over 6 months
day returns policy
"Sage ACT! helps me with customer relationships by prompting me and helping
me to do what I said I will do, on time, every time."
Terry McGuinness Owner, Local & Trusted