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ACT CRM by Sage
The #1 selling contact and customer manager, ACT CRM helps individuals and small business owners work more effectively. With ACT CRM, you can easily access a complete, integrated view of your contact relationships, impress contacts with your follow-up, leave no task undone, and make informed decisions to advance your business.


Compare ACT CRM with other CRM applications? Request a free CRM information pack now!

Successfully Advance Your Business with ACT CRM
Remaining productive all day, while building strong business relationships is crucial to advancing the success of any business. Imagine following up on new leads without delay or having an immediate answer to a question you are asked by your best customer—even if you are out of the office. It is hard to stay on top of all those details. Or, at least it was. With ACT CRM by Sage Solutions, you can now accomplish the tasks that are crucial to your success.

#1 Selling Across the Globe
ACT CRM is the #1 selling contact and customer management solution that continues to dominate the market by bringing the latest, most intuitive technology to businesses across the globe. Backed by 2.8 million users and 43,000 corporate customers, ACT CRM users, including individuals, small businesses, selling professionals, and corporate teams, are fanatical about the benefits they receive from using ACT CRM.

With ACT CRM, you, too, will realize ultimate productivity gains by working smarter and faster so you have time to focus your attention on business-critical activities, provide a differentiated customer experience because you are armed with knowledge about their intricate needs, and make important decisions with confidence to grow your business.

ACT CRM also supports an anywhere workforce with seamless online, offline, and mobile access solutions so it works for any business environment. And, because ACT CRM can be fully customized1 with very little technical knowledge required by you, it is flexible enough to fit the specifications of any industry.

Accomplish It All with ACT CRM
Keep all your important relationship details in ACT CRM for quick, organized access to the information you need, instead of relying on written Post-it® Notes, multiple Excel® spreadsheets, or worse-your memory. In doing so, you will always have a complete, 360-degree view of your relationships. You can track contacts, groups of related contacts, and companies, keeping detailed Activities, Opportunities, History, Notes, Documents, Secondary Contacts, and more for each. Because all this information resides in a central location, you get instant and easy access to the information you need, just when you need it.

Communications with your contacts can also be tracked in ACT CRM. Whether you use Microsoft Outlook®, Lotus Notes, or the ACT CRM e-mail client, track and organize e-mails on associated contact records for a view of your interactions. When you want to send more professional marketing communications to one or multiple contacts, use Mail Merge and pre-formatted templates for HTML, e-mails, and letters with little effort required by you.

For more insight into your business, manage your leads in ACT CRM from your first interaction through close. Use the ACT CRM sales process or a process you customize to suit your business and selling style. You can track products on each sales opportunity, specifying product discounts and costs for each item and then generating Instant Quotes2 without having to enter additional information. View the progress of your sales opportunities, plus your activities, using ACT CRM dashboards or for more detail, run one of 40 preformatted reports or send most reports to Excel®, HTML, PDF, or e-mail for further analysis. Finally with ACT CRM you can accomplish it all!

Individuals / Small Business
Work more effectively with ACT CRM by Sage, the #1 selling contact and customer manager.

  1. Keep all your important relationship details for quick, organized access to the information you need.
  2. Get up-to-speed quickly and remain productive because ACT CRM provides you with an intuitive interface, making it easy to learn and use.
  3. Find the exact relationship details you need instantly using powerful search capabilities in an easy-to-use format.
  4. Manage your daily responsibilities by scheduling and tracking activities within ACT CRM so important calls, meetings, and to-dos are not overlooked.
  5. Communicate consistently and successfully so you are always top of mind with your prospects and customers.
  6. Gain instant insight into the performance of your business using dashboards and reports for more informed decision making.
  7. Easily customize ACT CRM to fit your unique business requirements and ensure you are capturing the exact data you require.
  8. Remotely access relationship details, along with your schedule, for the information you need, when and where you need it.
  9. Integrate ACT CRM with applications you use every day, including Microsoft® Office and popular accounting solutions, to work the way in which you are accustomed.

Sales Reps
Meet your sales quotas and drive revenue with ACT CRM.

  1. Keep all your important relationship details for quick, organized access to the information you need for that sales call or meeting.
  2. Find the exact relationship details you need instantly using powerful search capabilities in an easy-to-use format.
  3. Manage your daily responsibilities by scheduling and tracking activities within ACT CRM so important sales calls, meetings, and to-dos are not overlooked.
  4. Monitor your leads from first interaction through close, ensuring no sales opportunity is lost.
  5. Communicate consistently and successfully with your prospects and customers to remain top of mind.
  6. Gain instant insight into your pipeline and performance using dashboards and reports for more informed decision making.
  7. Remotely access relationship details, along with your schedule, for the information you need, when and where you need it.

Sales Managers
Enable your sales team to meet sales quotas and drive revenue with ACT CRM.

  1. Keep all the important relationship details in one central location for quick, organized access to the information your team needs for sales calls and meetings.
  2. Make sure your team manages their daily responsibilities by scheduling and tracking activities within ACT CRM so important sales calls, meetings, and to-dos are not overlooked.
  3. Monitor leads from first interaction through close, ensuring no sales opportunity is lost.
  4. Gain instant insight into your team’s pipeline and performance using dashboards and reports for more informed decision making and to improve sales results.
  5. Enable your team to remotely access relationship details, along with their schedule, for the information they need, when and where they need it.

IT Professionals
Provide an easy-to-learn, easy-to-use contact and customer management solution for your organization with ACT CRM.

  1. Easy to administer with automatic backup, database maintenance, and synchronization.
  2. Implement as-is or customize to fit your needs.
  3. Easy to learn and use, so users will be up and running quickly, with no training required.
  4. Offers secure, central access to contact information.

Count on the Proven Success of ACT CRM and Sage Software
ACT CRM Solutions offer a robust range of contact and customer management solutions to fit any small to mid-size business (SMB). And with the backing of Sage Software, you know that you will always have the solutions and services you need from a company you can count on.

Award-Winning ACT CRM Solutions
Choose from a variety of award-winning solutions to fit your needs, including ACT CRM which enables individual professionals, small business owners, and anyone who regularly works with contacts to achieve greater productivity and build better business relationships. Or choose ACT CRM Premium Solutions, which are most suitable for individuals and teams of selling professionals seeking a feature-rich, scalable3 contact and customer management solution.

The key difference between ACT CRM and ACT CRM Premium Solutions is that ACT CRM Premium Solutions are specifically designed to benefit larger teams. With ACT CRM Premium Solutions, you and your team receive increased data sharing capability, group scheduling functionality, advanced opportunity tracking and customization capabilities, robust dashboards and reports that provide instant insight into team performance, security on multiple levels for keeping highly sensitive information safe, and more. And with online, offline, and mobile access options, you have anywhere access whether office-based, traveling, or remote.

ACT CRM Industry Solutions
While ACT CRM can be used by professionals in virtually any industry, ACT CRM offers solutions designed specifically for real estate and financial professionals, including ACT CRM By Sage for Real Estate and ACT CRM by Sage for Financial Professionals. These solutions provide you with all the powerful functionality included with ACT CRM, plus industry-specific features that help you better manage your day and your contacts.

Growth Options and Local Support
ACT CRM is part of the Sage Software product family, so you know that as your business grows and changes, you will continue to find a range of business management solutions to meet all your needs. Sage Software offers a wide range of frontoffice and back-office solutions such as accounting, human resources, payroll, fixed asset management, e-commerce, contact management, and customer relationship management. And, because ACT CRM is a part of the Sage CRM Solutions product family, which includes market-leading CRM solutions such as Sage CRM, SageCRM.com, and Sage SalesLogix, you can easily migrate from ACT CRM to a full-scale CRM solution.

Sage Software also has developed a network with hundreds of ACT CRM Certified Consultants, Value Added Resellers, and Premier Trainers around the world who specialize in ACT CRM installation, customization, support, and end-user training so your organization can maximize its investment in ACT CRM. These partners are well versed in front-office disciplines and often have vertical market expertise they can extend to customers on a local, personalized basis.

With Sage Software you have access to award-winning products and services that have revolutionized the way SMBs do business. You can rely on outstanding service and a commitment to providing your business with the technology it needs to succeed, today and into the future.

Compare ACT CRM with other CRM applications? Request a free CRM information pack now!