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Key ACT! Capabilities and Benefits |
- Keep all your important relationship details in one place for quick, organized access to the information
you need.
- Get up-to-speed quickly and remain productive because ACT! provides you with an intuitive interface, making it easy to learn and use.
- 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 calls, meetings, and to-dos are not overlooked.
- Communicate consistently and successfully so you are always top of mind with your prospects
and customers.
- Monitor your leads from first interaction through close and ensure no lead is dropped.
- 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 the applications you use every day, including Microsoft Office and popular accounting solutions, to work the way in which you are accustomed.
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Centralize critical contact and customer information – and stay organized |
- Populate 60+ pre-defined fields including Name, Company, Phone, Address, Web site, E-mail, Last Meeting Date, ID Status, or add your own.
- Create Company Records and view a roll up of all Notes, History and Opportunities associated with Contacts at those companies.
- Link Contacts to a Company, so when Company information is updated, it is automatically updated in each Contact record as well.
- Enter virtually unlimited date- and time-stamped Notes and History on each contact record.
- Create Notes, History, Activity and Opportunity details using Rich Text Formatting that supports colors, bullets, graphics, and URLs.
- Track collections of related contacts using the Groups or Company Record features for an at-a-glance view.
- Create up to 15 levels of Subgroups for managing information.
- Customize layouts including changing colors, adding logos and moving relevant filed displays so ACT! is unique to your business.
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Manage and grow business relationships through top-notch communications |
- Track prospect and customer correspondence on the relevant contact record for a history of all communications with that contact and organization.
- Writer letters in ACT! using Microsoft® Word¹ or the ACT! built-in Word Processor which supports tables, graphics, HTML and spell checking.
- Select a group of contacts and perform a mail merge to a letter or e-mail. A history is automatically generated on each contact record.
- Create, send and track e-mail to contacts using the ACT! E-mail Client
- Send E-mail through Outlook®, Outlook Express or Lotus Notes® E-mail².
- Utilize Rich Text Formatting, spell check, signatures and adding multiple attachments when E-mailing customers and prospects.
¹ Requires Microsoft Word 2000, 2002 or 2003.
² Requires Microsoft Outlook 2000, 2002 or 2003. Requires Outlook Express 5.5 or 6.0. Requires Lotus Notes 6.5. |
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Prioritize your work to stay on top of appointments and tasks |
- Schedule calls, meetings and to-dos quickly and easily.
- Filter calls, meetings and to-do items by priority, date range or user, even displaying totals for each activity type for a complete view of your day.
- Access daily, Weekly and Monthly calendar views.
- Utilize calendar pop-ups for an at-a-glance view of each activity.
- Use Activity Alarms to stay on top of deliverables.
- Synchronize your ACT! and Outlook® calendars to facilitate appointment scheduling with company employees not using ACT!.
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Forecast 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.
- Utilize the Product List feature to easily enter repeated products or services and automatically fill in information such as name, item number, cost and price.
- View graphical Sales Pipeline and graphs for insight into sales trends.
- Generate instant quotes¹ for any opportunity without having to re-key information.
- Choose from one of the 20+ pre-formatted Sales Reports or export to Excel² with one click for further analysis.
¹ Requires Microsoft Excel and Word 2000, 2002 or 2003
² Requires Microsoft Excel 2000, 2002 or 2003 |
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Access and report on information quickly for a complete view of customer interactions |
- Perform a lookup on most fields or use Keyword Search.
- Perform numeric lookups such as greater than or less than queries.
- Access 40 standard reports including Phone Lists, Activity Reports, Relationship History, Sales Summaries and more!
- Utilize the Report Designer to create your own custom reports and send most reports to Excel, HTML, PDF or e-mail.
- Customize priority, activity and history types for better tracking and analysis.
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Stay productive by taking critical information on the go! |
- Synchronize your ACT! Calendar, Contact and To-Do information, Notes, and History items to Palm OS® or Pocket PC devices.
- When accessing a networked database, synchronize the database to your laptop for complete offline access when out of the office. Or, access critical contact and customer details using Citrix® or Terminal Services¹.
- Print to over 20 popular paper organizers so you always have your schedule with you.
- Print from any ACT! calendar template and the contact hone number for any scheduled call is automatically printed on the calendar.
¹ Citrix and Terminal Services require specific configurations. Citrix supported using Presentation Server v3.0 and v4.0. |
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| ACT! By Sage 2009 Datasheet (PDF 1.7 mb) |
| Take
the ACT! By Sage Interactive Tour |
| ACT!
By Sage Frequently Asked Questions |
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ACT!? Check out SalesLogix |
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| Questions? Please call us at (949) 583-9500 x2500 or email us at
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