Why Choose ACT! by Sage?

Somewhere between the chaos of sticky notes and spreadsheets, and the complexity of CRM solutions lives an alternative—a Contact and Customer Management solution. Imagine something that keeps all your phone numbers, emails, meeting notes, to-dos, and documents for everyone you do business with in one place.

ACT! by Sage is the #1 Contact and Customer Management choice of small businesses and sales teams designed to do just that. But, that's not all. With ACT! by Sage, you have the option to connect to powerful, subscription-based sales and marketing services that help you build the long-lasting, profitable relationships your business thrives on. Now that's an effective way to not only manage, but also grow your business.

#1 Contact and Customer Management choice.

Relax, you're in good company. ACT! by Sage is the #1 Contact and Customer Management choice of small businesses and sales teams. When you choose ACT! by Sage, you join a successful family of 2.8 million users and 59,000 corporate customers.
Designed for professionals who rely on profitable relationships.

ACT! by Sage is designed for professionals, like you, who rely on the development of long-lasting, profitable business relationships. We focused on the features and services that help you organize customer details, get more done in a day, and improve your overall sales and marketing effectiveness, to drive results for your business.
Easy to learn and perform everyday tasks.

Don’t worry about a learning curve. ACT! by Sage is a leader when it comes to ease of use. You can accomplish more every day by simply choosing to use ACT! by Sage over Microsoft Dynamics® CRM and Salesforce.com1. Why? Because it takes less time to learn and perform everyday tasks, like inputting a new contact, finding that key piece of info you need, and managing your daily to-dos.
A powerful way to grow your business.

With ACT! by Sage, you can connect to powerful, subscription-based sales and marketing services that give your business a boost. Services like Sage Business Info Services for ACT! powered by Hoover's™ fill your pipeline with new leads3, while Sage E-marketing for ACT! makes it easy for you to create, send, and track email marketing campaigns.
Backed by a global company with local expertise.

ACT! by Sage is just one of many solutions offered by Sage, a leading global supplier of business management software and services to small and midsized businesses. With a network of over 26,000 partners globally and hundreds of ACT! by Sage Consultants locally, you get the hands-on help you need to get the most out of ACT! by Sage.

Improve Sales Predictability and Results
Forecast and track sales opportunities for better insight into your pipeline. With ACT!, you can track sales opportunities from initial inquiry through close, using the standard ACT! sales process or a process customized to suit your organization. To view a roll-up of sales opportunities, use the ACT! Dashboard and quickly gauge your pipeline, top 10 opportunities, and more, while managers can use the Dashboard to see how team members are tracking towards targets.

Report on Performance
Using ACT!, sales people can easily report their status and results to management with just a few clicks. Running reports in ACT! is very straightforward using one of more than 40 standard reports, with 20 focused on sales activities. Or, management can create custom reports that better align to the business using the Report Designer. And, most reports can be displayed in Excel, in HTML or PDF format, or e-mailed right from ACT!.

Increase Efficiency with Interactive Dashboards
The ACT! Dashboard provides individual users and managers with a performance snapshot of business-critical information in a single view. It offers a comprehensive, graphical representation of key information in a highly interactive format, so users have the information they need to best tackle their day and be more efficient. Managers can quickly gauge the performance status of all team members to more effectively set individual user and team targets.
With six customizable Dashboard components, users can easily evaluate their day and identify which tasks need to be completed and in what order. Then they can drill down for more detail or to take further action. Managers get the visibility they need to better manage their team without the administrative burden of producing and reviewing multiple reports. What’s more, any user or manager can apply filters and view only the information of most interest to them.

act dashbaord screen view
The ACT! Dashboard delivers a single, comprehensive view of your activities, accomplishments, and goals

Six Customizable Components Include:

1. Schedule At-A-Glance – View a list of activities for the day, including activity type and time.
2. My Activities – Get a handle on important activities and see how your time is allocated.
3. Opportunities Pipeline by Stage – See how your sales opportunities are tracking, whether
you are using the ACT! Sales Process or one customized to suit your business.
4. My Opportunities – Get an at-a-glance view of your sales opportunities.
5. Top 10 Opportunities – Quickly view a list of your top sales opportunities.
6. Closed Sales to Date – View all closed sales to date for all closed sales opportunities.

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Why Choose ACT! by Sage?