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Sage ACT! Pro

Sage ACT! Pro (previously ACT! or ACT! by Sage is the number one selling Contact Manager Software. It’s designed to help both small and growing businesses manage and engage with their customers and helps to build long-lasting and profitable relationships. Ideal for businesses of all sizes, Sage ACT! Pro will help establish a complete view of the business allowing employees to get organised, increase sales, improve marketing/communication and share information.

Sage Act Pro

Sage ACT! Pro is easy to use with the improved user interface making navigation straight forward. Help options are readily at hand with built in tutor videos embedded in the welcome screen. Keeping track of what’s happening with your business contacts has never been so simple.

  • Save all customer and sales information in one place.
  • Easily access customer details, notes and sales history and share with your colleagues.
  • Integrates with Microsoft Office, Outlook and both Sage Instant Accounts and Sage 50 Accounts.
  • Build and send marketing campaigns through Sage ACT!
  • Monitor the performance of your sales and marketing using both dashboards and reports

From £119

Accounting Systems – top UK suppliers of Sage ACT! Pro.

Buy Sage ACT! Pro
  • Sage ACT! Pro Key Points

    Sage ACT! Pro is used in over 20 countries around the world, as an effective and affordable contact and customer manager. This mass market has allowed ACT! To become a world leader in CRM software .

    As fully Accredited Sage Business Partners and leading UK Sage ACT! Pro specialists we will help you get the most from the software.

    • Free expert advice from Advisors and Sage Experts who use the product with Free online trial and onsite demonstrations also available
    • Top quality Sage services at great value for money. Including installation, setup, Sage courses, customisation and on-going Sage Support.
      Sage ACT! Pro will help you manage your contacts:
    • Schedule phone calls, meetings, appointments and to-dos for yourself and other ACT! users
    • View the task list and calendar see what you and your colleagues are doing where and when
    • Create groups to quickly lookup and monitor contacts meeting any specified criteria e.g. location, products bought or type of business
    • Synchronise contact information with your mobile device (ACT! Mobile Live required – additional purchase)
    • Import contacts quickly and easily from Excel

    Sage ACT! Pro will help you analyze your business:

    • By recording your business opportunities ACT! enables you to forecast revenue and highlight weak areas of the sales process
    • Monitor how busy your employees are using activity reports and dashboards
    • Run any of over 60 built in reports e.g. a ‘referred by’ allowing you to analyze where your business comes from

    Sage ACT! Pro will help you manage your communications:

    • Create email and letter templates easily in Word
    • Subscribe to ACT! E-marketing to send HTML templates and track who has opened emails and which links they’ve clicked on
    • Link to your digital phone system and simply click on contact numbers to make calls
  • Sage ACT! Pro features and benefits

    Centralise your customer and sales information:
    Use ACT! To store all your customer information in one place, everything from phone numbers, e-mails, conversation notes, meeting and activity history, to documents and social media profiles and more. You can also attach important documents to specific customers.
    Generate leads:
    Use existing customers information or import bought-in prospect data for your communications. Analyse historical sales trends, profile your customers and plan targeted marketing and sales campaigns.
    Target brand new prospects:
    Sage Business Information Service provides pulls highly targeted prospect lists from Hoover’s™ into Sage ACT!. Find new leads based on the traits you’re looking for, along with business info for contacts and companies, including profiles, financials, industry information, news and more.
    Never miss a sales opportunity:
    Plan for the future confidently by forecasting where sales are coming from, for how much they’re for and when they’re coming. The sales opportunity feature includes the Opportunity List View, Instant Quotes, Sample Sales Processes, and a Graphical Sales Pipeline.
    Stay organised with integrated diary
    Track communications with your customers in the integrated diary and make sure they receive the right message at the right time. View communication and sales history, with five calendar views including Daily, Weekly, and Monthly.
    Automate every day activities:
    Handle your daily tasks with 10 pre-loaded ‘Smart Tasks’ with accompanying email templates. Reach out to customers you haven’t contacted recently, identify sales opportunities that have stalled, highlight missing contact info and more. Use them out-of-the-box or customise to fit your needs.
    Measure your performance:
    Gauge the performance of your sales and marketing using dashboards and reports, allowing you to see results at a glance and make the right decisions quickly.
    Customisable Opportunities:
    Customise your products and services, personalise layouts and track activities and sales history unique to your business.
    *Sage Emarketing for ACT! *
    Build and send marketing campaigns through Sage ACT!. Capture leads your website, automate emails with Drip Marketing plans, and quickly identify your hottest leads. Free for 60 days, priced from £9.95 per month thereafter.
    Easy to set up and use:
    45 days free access to SageCover support to get you up & running via telephone, email or online. Simple navigation with ‘easy-click’ buttons, related tasks, instant search and new Welcome Page with resources, tips, help and learning videos.
    Microsoft Outlook Integration:
    Integrate your Sage ACT! and Outlook contacts and keep your calendars up to date.
    Sage 50 Accounts integration:
    Import your into Sage 50 Accounts to generate invoices directly.
    Social media integration:
    Capture and integrate data from LinkedIn®, Facebook, Google Maps™

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