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– Sage ACT! Review

Our Verdict

Pricing

Pro 2012, 1-10 users, $269.99 per user
Premium 2012, 1-10+ users, $549.99 per user

Technology

A contact and customer management software solution. Can be set up as a SaaS through own server or one of Sage’s SaaS providers.

Customer Focus

Sage ACT! is a great product for small businesses and sales teams. Implementing ACT! solutions makes it easy to manage everything all professional business contacts and calendar events, while also connecting to powerful, subscription-based sales and marketing services.

Select Customers

Z-AxisAudio BooksPDM Steel Service CentersCassidy Turley Fuller Real EstateKidzsmart Concepts Inc

Best for

Small BusinessSOHO

Pros

Very easy to use and navigate, redesigned welcome page makes it easy to get started.
Helpful video tutorials
Delivers all the features you are likely to need, without the complexity and cost
Integrates easily with software you already have like Lotus Notes, outlook, Word and Excel
Can be set up as a “cloud” SaaS on your server, or a subscription with one of Sage’s SaaS partners
Outlook synchronization works very well, can perform a manual sync or auto sync

Cons

Slightly less performance when switching between views and other tasks, be sure to have enough memory
Puzzling placement of some menu commands
Very complex system

Overall

Sage ACT! provides enhanced outlook integration, excellent SMB services, and other improvements. Sage ACT! is the ultimate contact management tool with an attractive interface, and abundance of help within the UI. Features like full synchronization with Outlook makes ACT! a hearty customer management application and a tool that any business person should consider.

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Sage ACT! Product

Sage ACT! Is the leading contact and customer management solution for small businesses and sales teams. Sage ACT! includes subscription-based sales and marketing services that are designed to help companies create profitable relationships that will lead to business growth. With Sage ACT!, companies can better manage key information such as emails, phone numbers, documents, and more to improve business effectiveness and drive better results. Sage ACT! has been awarded several awards from industry publications and associations, including PC Magazine.

About Sage North America

The Sage Group is a leading provider of business management software and services to companies around the globe, serving over 6 million customers Sage North America, the North American subsidiary, has been delivering customizable and easy-to-use solutions for over 40 years. Sage delivers solutions in areas such as customer relationship management, accounting, contact management, warehouse management, human resources, and other specialized industry needs.

Sage ACT! Key Features

#1 Contact and Customer Management Choice

Designed for professionals who rely on profitable relationships
Easy to learn and perform everyday tasks
A powerful way to grow your business
Backed by a global company with local expertise

Customer Details

Keep customer contact info, notes, history, activities, documents opportunities, social media profiles in one organized place
View back-office updates, compatible with Sage accounting services
Access contacts and calendar details with Sage ACT! Connect

Organization

Capture notes, personal tasks with Sage ACT! Scratchpad, virtual notepad
Smart Tasks automatically trigger and perform tasks as assigned and defined
Track scheduled activities and associate to contacts for a complete view of happenings with those relationships

Tool Integration

Write outlook email within Sage Act!, history is recorded on the contact for quick recall
Sync Sage Act! contacts and calendar with outlook and Google, easily access from either application
Use social media sites within Sage ACT! to see details about customers

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