Is Sage ACT! Pro right for me?

Get up and running easily

• One year's SageCover included
• Voucher to spend on any of our training courses.
• Intuitive, easy-to-follow interface means you’ll be up to speed in no time.
• Welcome page gives you handy hints, tips and the latest news.
• Set up ACT! with your own business and user preferences.
• Built-in templates for emails, tasks and processes to help you get started.

Store all your contact & customer information

• Save all your contact information in one place.
• View a complete communication history for all your contacts.
• Create customised filters so you can view your database however you like.
• Instantly search your entire database to find the information you need quickly.
• Create bespoke data fields to suit your business, including free text, drop-down lists, tick boxes and images.
• Sync your contacts Sage 50 Accounts and Instant Accounts – no more duplicates.
• Run customer reports at the click of a button to see quick overviews and summaries.
• Work smarter by allowing all your employees can access the same information simultaneously.

Keep on top of all your sales opportunities

• Simple dashboard gives you an instant view of all your sales activity.
• Create, monitor and nurture leads from first contact to conversion.
• Track sales opportunities each stage of your sales cycle.
• Forecast your sales by estimating close dates and probability of closing.
• Highlight sales trends, historical performance and forecasts with a selection of intuitive and customisable reports.
• Export your reports to Excel with one click to gain even more insight.
• Filter sales opportunities by sales rep, interest, notes, decision makers, competitors and probability of conversion.
• Generate and import quotes from Microsoft Word to help you win new business.
• 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 email, letter, fax and more.
• Send specific messages to individuals, or communicate in bulk with mail merge.
• See a full communication history for every contact at a glance to make sure you don’t duplicate messages.
• Analyse historical sales trends, preferences and profiles to make sure you send the most effective messages possible.
• Use pre-prepared templates or customise your own with personalised layouts.
• Send emails from Microsoft Outlook and automatically save them in ACT!
• Use ACT! email merge to send targeted newsletters, promotions and other communications to all your contacts.

Save time and work more efficiently

• Handy dashboard gives you a quick overview of any outstanding tasks.
• Storing all your relationship information in one centralised location saves time and ensures information is never lost.
• Manage daily responsibilities by scheduling and tracking activities like phone calls and meetings.
• Manage your time effectively with the built-in calendar and sync it with Outlook to stay up-to-date.
• Customise your dashboards to get a quick and easy snapshot of the information you need.
• Use the powerful new search tool to quickly search your whole database.
• Use Smart Tasks to automate everyday processes.

A perfect fit with your business

• Use the ‘Web’ tabs to integrate ACT! with online content:
  • Assign websites to specific contacts
  • In-built Google & Yahoo links run automated searches using contact fields
  • Add Linkedln, Facebook and MySpace profiles to contacts
  • Find your contacts using integration with Google Maps
• Link with iCalendar and vCard to keep your information up to date.
• Integrate with Microsoft Outlook, Lotus Notes and Gmail to keep your records accurate.
• Integrate with Sage Instant Accounts and Sage 50 Accounts to sync your contacts, view transactions and generate quotes and invoices.

Looking for more - try Sage ACT! Premium

• Available for 1-100+ users so you can work faster and smarter.
• Scalable as your business grows - add more users and expand your database.
• ACT! for Web included so you can access your contacts and database remotely.
• Share dashboards and reports between users so your team is always up to date.
• Assign specific user rights to different data fields for added security.
• Synchronise your data remotely and across your network without ACT! open.

Get the most out of ACT! with connected services

• Make sure you get the full benefit of ACT! with Sage Connected Services, which give you even more flexibility and opportunity for your business.
• Sage ACT! Connect: remotely connect to your ACT! data using a mobile device - including Blackberry, Android, iPad and Windows Mobile
• Sage E-marketing: design, build and send targeted email communications to your contacts, and build online landing pages to win more business.
• Sage Business Info Services: import leads from a database of 68 million companies and 85 million contacts, and filter down to find the perfect leads for your business.