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Providing you with all of the important tools you need to build and maintain successful customer relationships
A simple but powerful contact management system, ACT! by Sage 2009 centralises your contact information, organises your diary, tracks sales leads and can organise marketing campaigns. In short, it's a vital member of your sales and marketing team.
Top Feature
Manage your time better
Thanks to the new Dashboard feature, you’ll have all of your contacts and appointments at your fingertips. You can schedule calls and meetings, prioritise your to-do list, and manage your resources efficiently by using Group Scheduling.
Better all-round customer and internal communication
With all of your contact information centralised, customer details can be easily accessed and shared by all of your colleagues.
You can view their notes and history, which means you’ll always be on the ball should a query arise, and you can also see if there are any to-do items that may be outstanding.
New Feature
Track your sales opportunities and act on them
By capturing important customer information, you can look at optional sales opportunities.
You can also accurately forecast where your sales are coming from and what the orders will be, enabling you to plan more effectively.
Communicate with your clients more effectively
Get up to speed on your client's situation in an instant by viewing their last communication.
You can also create, send and track emails to and from contacts, and access the ready-made templates when writing emails, letters and memos to customers.
Track and view sales opportunities more accurately
Quickly review detailed opportunity information to gain clearer information and improved business predictability.
Quickly and easily organise and search all of your Group and Company information
Benefit from a cleaner database and improve your ability to extract vital customer information.
Building and maintaining good relationships with your customers
Because you’ll be better organised you should know what your customers want, and when they want it.
Get an instant overview of current activities
Whether it's daily tasks, sales opportunities or deals in progress – the new Dashboard allows you to bring together all of your vital information so you can see at a glance where you are and what needs attention.
Do everything a lot faster
Our key features have been improved to make them easier for you to use. The result? Much greater efficiency and more time to spend doing business
All Feature
Keep your relationship details in one place for a complete, integrated view:
· Maintain contact details, notes, history, activities, opportunities, documents, and more.
· Track groups of related contacts and manage your interactions at the company level.
Find the exact information you need instantly when that important call comes in:
· Perform lookups on all fields and entities, such as Contacts, Groups, and Companies, with ease.
· Conduct advanced queries for more complex searches.
Stay on top of your daily responsibilities so tasks don’t slip through the cracks:
· Manage and tie all activities to associated contacts in ACT!.
· Integrate your ACT! and Microsoft® Outlook calendars for up-to-date schedules in both places.
Manage your leads from first interaction through close, ensuring no sales opportunity is lost:
· Use the ACT! sales process or a process you customize to manage leads.
· Track products on each sales opportunity and specify product discounts and costs.
Gain insight into the performance of your business for more informed decision making:
· Get a comprehensive summary view of your top priorities and sales opportunities using the Dashboard.
· Run one of 40 preformatted report templates or create your own.
Communicate consistently and successfully so you are always top of mind with your contacts:
· Integrate ACT! with Outlook for sending and receiving all e-mail communications.
· Use Mail Merge and preformatted templates to send professional marketing communications with little effort required by you.
System Requirement
Important note: In a networked environment, ACT! by Sage 2009 has a maximum of 10 users. If you require more users you must purchase ACT! by Sage Premium 2009.
A copy of these system requirements can also be found by clicking on this link.
Recommended system requirements
· An IBM® compatible computer with a 1.8 GHz (or equivalent processor); 1GB RAM; 1GB of free disk space;
· 32 Bit versions of Microsoft® Windows® XP, Windows Server 2003, Windows Vista, Windows Server 2008;
· 64 Bit versions of Windows Vista, Windows Server 2003, Windows Server 2008.
Notes
· Network Users only: 1Gbps network cards and switches with Microsoft Windows networking
· Works with Microsoft Office 2002/XP and all later Editions
· Concurrent User Limits: Windows XP Home and Vista Home Basic 5 users, Windows XP Professional and Windows Vista Home Premium, Business, Enterprise or Ultimate 10 users
Additional software
· Microsoft Outlook® 2002, 2003, and 2007 (SP3 recommended for Outlook 2002/2003)
· Microsoft Outlook Express 6.0 SP2
· Lotus Notes® 6.5, 7.0.2, and 8.0
· Eudora® 5.2
· Internet Mail SMTP/POP3
· Microsoft Office 2002, 2003, and 2007 (SP3 recommended for Office 2002/2003)
· Microsoft Internet Explorer® 6.0 and 7.0
· Adobe Reader® 6.0, 7.0, and 8.0
· VMWare® Workstation 5.0, 5.5, and 6.0; VMWare Server 1.0.1
Palm OS® minimum device requirements
· Palm OS 3.5-5.4
· Minimum 33 MHz or higher processor
· Minimum 8 MB or higher memory
· Minimum 500K free memory plus 1K for each contact
· HotSync® Manager 3.5 and 4.1.0
Pocket PC minimum device requirements
· Pocket PC 2000/2002/Phone Edition (Windows CE 3.0); Windows Mobile 2003 (Windows CE 4.0 and 4.20.0); Windows Mobile 2005/5.0
· Minimum 133 MHz or higher processor
· Minimum 16 MB or higher memory
· Minimum 500K free memory plus 1K for each contact
· Microsoft ActiveSync® versions 3.5 - 4.5 (XP operating systems only)
· Windows Mobile Device Center (Vista operating systems only)