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ACT! Pro

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.


Sage ACT! Pro
  • Develop better customer relationships
  • Maximise and forecast your sales
  • Manage customers and your time
  • Achieve greater customer generation
  • Communicate & engage with your customers
  • Integrate with social media

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.


With ACT! Pro, you can...

  • Develop better customer relationships

    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.

  • Maximise and forecast your sales

    • 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.

  • Manage customers and your time

    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 & engage with your customers

    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.

  • Achieve greater customer generation

    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 strong relationships.

  • Integrate with social media

    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.

Quick specification

  • 45 days FREE support
  • Manage multiple databases (free)
  • 1-10 user licence available (additional charge applies for extra users)
  • SageCover support: from £95
See in depth information

Take a closer look at ACT! Pro

Getting started couldn't be easier

  • 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 to access

  • Quick access to different areas of interest making the user experience pragmatic and easy to master

Store your contact & customer details

  • 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 information

  • Create unique data fields to suit your business needs, including free text, drop-down lists, tick boxes and images

  • 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

  • Simultaneous information access with multi-user options available

 

Track and manage your sales opportunities

  • 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 customisable reports

  • 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 better with your contacts

  • 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 re-send messages

  • 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 ACT!

  • Send targeted newsletters, promotions and other communications to all your contacts though ACT! e-mail merge

Work efficiently and save time

  • 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 needs

  • Create advanced powerful database searches with the Universal Search tool

  • Keep everyday tasks automated with Smart Tasks

Integrates seamlessly with your business

  • 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

  • Keep contact information up-to-date with vCard and iCalendar syncing

  • 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

Technical information

Apple Mac compatibility

  • 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.

IP Address: 163377-P-WSVC2 Passport Member ID: