sage

customer relationship management

 

 

 
 

About Sage Contact Manager - ACT!

ACT! the world's best selling Contact Manager with over 4 million users worldwide, allows you to organise all your customer information in one place, so every detail of every relationship is at your fingertips. Used by small office/home office, as well as small and medium businesses to track calls, meetings, to-do items and manage all aspects of the marketing and sales process.

ACT! effectively integrates the three most frequently used tools - a customer database, a calendar and a task list. It automates a variety of tasks small businesses face every day, including:
    Finding and contacting new prospects
    Following up with prospects and clients by telephone, fax, mail, and email;
    Sending product information, proposals, and quotes;
    Scheduling reminders, appointments and meetings;
    Managing customers' post sales requests for service and support;
    Maintaining accurate records of all contact interactions;
    Generating reports for reviewing activities and client/account status
ACT! is available in three editions:
  • ACT!
    • Ready to use contact database
    • Fast, easy access to contact information
    • Effective management of groups or contacts
    • Efficient calendar and tasks management
    • Analyse sales trends and customer profiles - target new prospects
    • Built-in sales process - convert leads into sales
    • Build long-term relationships through improved customer service
    • Outlook integration

  • ACT! Professional with a new, more intuitive and simpler to use interface
    • Track company records and build relationships with companies (rather than just contacts)
    • Track more opportunity information including history
    • New! opportunity list view
    • Customised quotes
    • Enhanced database synchronisation
    • New! calendar view
    • Customisable activity, priority and history types
    • New! contact notes and history tabs
    • Track groups and subgroups - up to 15 levels!
    • One click export to Microsoft Excel
    • Easier to use lookups

  • ACT! Professional for Workgroups - all the benefits of ACT! Professional, plus
    • New SQL Server 2000 Standard Engine and .NET technology - comfortably network 5+ users to enhance team interaction and group functions
    • Contact security - internal and remote users can safely share complete confidential customer information without concern
    • Increased scalability - includes MS SQL licences for all licensed users - network up to 50 ACT! users at a time and manage up to 100,000 contacts
    • Advanced synchronisation - easily and automatically synchronise remote workers so everyone has the most up-to-date contact information
    • New! group scheduling - easy individual or workgroup activity scheduling