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CONTACT MANAGEMENT

SMALL BUSINESS CRM

– Sage ACT! Review

Product Snapshot

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-Axis, Audio Books, PDM Steel Service Centers, Cassidy Turley Fuller Real Estate, Kidzsmart Concepts Inc.

View Vendor's Product Page

Sage ACT! Product

- Sage ACT!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

E-marketing

  • Create, send, and track impactful email marketing campaigns
  • Capture new leads with easy-to-create web forms, transfer into Sage ACT!
  • Gauge campaign success with a ranked, qualified list

Leads

  • Sage Business Info Services, provides highly-targeted leads
  • Segment leads from database by location, size, industry
  • Graphical representations of performance with 40+ actionable dashboards
  • Track and manage sales opportunities, probability of close

Sage ACT! Screenshots

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.

Sage ACT! Videos

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