Sage CRM Info

Which CRM solution is right for you?

Introducing Sage ACT! 2012

Like many small businesses and sales teams, it's likely you're on the relentless pursuit to find more time in your day or at least to maximize the time you have. Not only that, but the lines between your business and personal lives are becoming increasingly blurred. Don't think it's possible to keep it all together?

It is when you use the new productivity and efficiency features in Sage ACT! 2012.

Revolutionize the Way You Manage Your Day

Revolutionize the way you manage your day with Sage ACT! Scratchpad1, a convenient, virtual notepad where you can quickly capture impromptu notes, phone numbers, and personal reminders, with or without opening Sage ACT!. But that's not the best part. Prioritize and check off items once completed, print the list to take it with you, and push tasks that require further follow-up into Sage ACT! with just a few clicks. Send them to Sage ACT! as activities, notes, and history—even assign them to contacts. Let's say you're working on a proposal for Chris Huffman, but the phone rings, so you get distracted. You quickly jot down a reminder in Sage ACT! Scratchpad. When you have time at the end of your day, you push that activity into Sage ACT! on Chris Huffman's contact and set an alarm to go off first thing the next morning.

Work Seamlessly with the Web-based Productivity Tools You Already Rely On

Sage ACT! is the one place where you manage all the details of your business relationships, but you may also be using Gmail, Google Contacts, and Google Calendar to manage additional business and personal details. You don't have to check two different places or manage two different calendars for a complete view of your business and personal lives. Keep all or just a subset of your emails, contacts, and activities updated in both places when you sync Sage ACT! with Google. When an email is sent and/or received in Gmail, even if it's an email address with your registered business domain, that history will be recorded in Sage ACT! on the corresponding contact. If you're working in Google, you can see your Sage ACT! contacts or if you're working in Sage ACT!, view your Google contacts. Even clear activities once completed from either application.

Find What You Need in an Instant with a Faster, More Expansive Search Option

You've got all the details of your business relationships organized in Sage ACT! 2012, but you need an easier way to dig into that data. With a new universal search option, you can find that one thing you need in an instant, because search is faster and more expansive than ever. Let's say you're looking for the sales proposal prepared for “Stevenson Financial”. Sage ACT! 2012 will search your contacts, groups, companies, opportunities, notes, history—even attachments for that term. Further hone your search when you filter by all dates, last 24 hours, last week, and last month. Once your search results are displayed by relevance, simply double-click on the item of interest and you're taken to that particular field or attachment for more detail. And, if it's not what you're looking for, simply use the back button to view the search results page again.

Sage ACT! Scratchpad1

You can capture impromptu notes, phone numbers, and personal reminders, with or without opening Sage ACT!.

Gmail, Google Contacts, and Google Calendar

Keep all or a subset of your emails, contacts, and activities updated in both places when you sync Sage ACT! with Google.

Universal Search

You can now search on everything in your ACT! database, including file attachments. Like the old Keyword search, the results are displayed by relevance and you can double-click on the item of interest to be taken to that particular field or attachment.

Access Sage ACT! From Where You Are, From the Method Most Convenient for You

You travel everywhere and you need Sage ACT! to be there with you and it can be. Subscribing to Sage ACT! Connect3 will give you convenient access to the details you need from virtually anywhere. Details such as your Sage ACT! contacts and calendar are stored in the Cloud, so you can quickly pull up that customer address you're headed to, make changes to an existing phone number or email address, and check your meeting schedule for the day. Do this from popular Smartphones like BlackBerry®, Windows Mobile®, and Android™ devices; tablets, such as the iPad; and your laptop via supported web browsers, including Internet Explorer®, Firefox®, Google Chrome™, and Safari®2. Not only will you have access to Sage ACT! details, you can keep your Google® and Yahoo!® contacts in Sage ACT! Connect too. Even link Facebook® pictures to your contacts, so it's that much easier to put a face to a name.

Sage ACT! Connect3

Access your Sage ACT! contacts and calendar from smartphones, tablets, like the iPad, and your laptop via supported web browsers2.

Sage ACT! Connect

Connect to Powerful, Subscription-based Sales, Marketing Services, and More

Rely on Sage ACT! as your business command center, further specialized for your specific business when you connect to powerful, subscription-based sales and marketing services, plus other desktop applications and web-based productivity tools. Subscribe to Sage Business Info Services for ACT!3 via the new Connections page in-product for access to highly-targeted leads from Hoover's™ that you can segment and import directly into Sage ACT!, or Sage E-marketing for ACT!3 to easily create and send impactful email marketing campaigns, and track results within Sage ACT!.

The CRM Connection values your privacy and will NEVER submit your information to a third party. For more information, see our privacy policy.

For Sage ACT!: Review Sage ACT! system requirements at www.act.com/2012systreq. You must purchase one license of Sage ACT! per user. Scalability varies based on hardware, size, and usage of your database. Visit www.actsolutions.com or contact your add-on product provider to determine compatibility for your add-on products. For Sage Connected Services for ACT!: The mobile component of Sage ACT! Connect requires an active data plan. You are responsible for all data related charges to your mobile phone. To facilitate mobile setup, Sage ACT! Connect sends a text message to your mobile phone. Based on your wireless plan, you may receive an extra charge from your carrier for this text message. Sage E-marketing for ACT! is powered by Swiftpage™. For ACT! 6.x or Prior Customers: Customer activation and registration are required to use Sage ACT!. Certain features may have changed or are no longer available, including inbound caller ID functionality, WinFax integration, recording and playback of macros, email/modem–based database synchronization, and SideACT!.

1 Sage ACT! Scratchpad is not supported in a Citrix® environment.
2 Review Sage ACT! Connect system requirements at www.act.com/connectsystreq to confirm supported mobile phones, tablets, and web browsers.
3 Requires additional subscription.
4 400 leads per month are included in the Reference + Leads service level. Additional leads are sold in blocks of 400.
5 Import functions for Sage Business Info Services for ACT! must be performed on the web server when using Sage ACT! Premium (access via web).
6 Drip Marketing is purchased in addition to the Email Marketing service level. Each additional user is an additional cost.

* Sage ACT! Certified Consultants are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.