Products & Solutions

Work more effectively with ACT! by Sage, the #1 selling contact and customer manager.

What can ACT! help you do?

• Keep all your important relationship details for quick,
  organized access to the information you need.
• Get up-to-speed quickly and remain productive because ACT! provides you with an intuitive interface, making it easy to learn and use.
• Find the exact relationship details you need instantly using powerful search capabilities in an easy-to-use format.
• Manage your daily responsibilities by scheduling and tracking activities within ACT! so important calls, meetings, and to-dos are not overlooked.
• Communicate consistently and successfully so you are always top of mind with your prospects and customers.
• Gain instant insight into the performance of your business using dashboards and reports for more informed decision making.
• Easily customize ACT! to fit your unique business requirements and ensure you are capturing the exact data you require.
• Remotely access relationship details, along with your schedule, for the information you need, when and where you need it.
• Integrate ACT! with applications you use every day, including Microsoft® Office and popular accounting solutions, to work the way in which you are accustomed.

Achieve greater productivity and build better business relationships with ACT!.

“There are no limits to what ACT! can do for us. It has made a positive impact on our bottom line, and we attribute much of our success to using the contact and customer management system to its fullest potential. Our clients and candidates always remark positively that we know so much about them. In short, ACT! means our customers get excellent service.”
Founder and President, Seligman & Herrod

Do you have a growing team?

Consider ACT! Premium Solutions which are specifically designed to benefit larger teams.¹ With ACT! Premium Solutions, you and your team benefit from increased data sharing capability, group scheduling functionality, advanced opportunity tracking and customization capabilities², robust dashboards and reports, security on multiple levels, and more. And with online, offline, and mobile options, you have anywhere access whether office-based, traveling, or remote.

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<sup>1. Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements found at www.act.com/2009systreq are based on single user environments. You must purchase one license of ACT! per user.
2. In ACT! Premium for Web, administrative functions must be performed on the Web server.</sup>

Meet your sales quotas and drive revenue with ACT!.

What can ACT! help you do?

• Keep all your important relationship details for quick,
  organized access to the information you need for that sales
  call or meeting.
• Find the exact relationship details you need instantly using powerful search capabilities in an easy-to-use format.
• Manage your daily responsibilities by scheduling and tracking activities within ACT! so important sales calls, meetings, and to-dos are not overlooked.
• Monitor your leads from first interaction through close, ensuring no sales opportunity is lost.
• Communicate consistently and successfully with your prospects and customers to remain top of mind.
• Gain instant insight into your pipeline and performance using dashboards and reports for more informed decision making.
• Remotely access relationship details, along with your schedule, for the information you need, when and where you need it.

Do you have a growing team?

Consider ACT! Premium Solutions which are specifically designed to benefit larger teams.¹ With ACT! Premium Solutions, you and your team benefit from increased data sharing capability, group scheduling functionality, advanced opportunity tracking and customization capabilities², robust dashboards and reports, security on multiple levels, and more. And with online, offline, and mobile options, you have anywhere access whether office-based, traveling, or remote.

---

<sup>1. Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements found at www.act.com/2009systreq are based on single user environments. You must purchase one license of ACT! per user.
2. In ACT! Premium for Web, administrative functions must be performed on the Web server.</sup>

Enable your sales team to meet sales quotas and drive revenue with ACT!.

What can ACT! help you do?

• Keep all the important relationship details in one central
  location for quick, organized access to the information your
  team needs for sales calls and meetings.
• Make sure your team manages their daily responsibilities by scheduling and tracking activities within ACT! so important sales calls, meetings, and to-dos are not overlooked.
• Monitor leads from first interaction through close, ensuring no sales opportunity is lost.
• Gain instant insight into your team’s pipeline and performance using dashboards and reports for more informed decision making and to improve sales results.
• Enable your team to remotely access relationship details, along with their schedule, for the information they need, when and where they need it.

Do you have a growing team?

Consider ACT! Premium Solutions which are specifically designed to benefit larger teams.¹ With ACT! Premium Solutions, you and your team benefit from increased data sharing capability, group scheduling functionality, advanced opportunity tracking and customization capabilities², robust dashboards and reports, security on multiple levels, and more. And with online, offline, and mobile options, you have anywhere access whether office-based, traveling, or remote.

---

<sup>1. Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements found at www.act.com/2009systreq are based on single user environments. You must purchase one license of ACT! per user.
2. In ACT! Premium for Web, administrative functions must be performed on the Web server.</sup>

Provide an easy-to-learn, easy-to-use contact and customer management solution for your organization with ACT!.

What can ACT! help you do?

• Easy to administer with automatic backup, database
  maintenance, and synchronization
• Implement as-is or customize to fit your needs
• Easy to learn and use, so users will be up and running quickly,
  with no training required
• Offers secure, central access to contact information

Do you have a growing team?

Consider ACT! Premium Solutions which are specifically designed to benefit larger teams.¹ With ACT! Premium Solutions, you and your team benefit from increased data sharing capability, group scheduling functionality, advanced opportunity tracking and customization capabilities², robust dashboards and reports, security on multiple levels, and more. And with online, offline, and mobile options, you have anywhere access whether office-based, traveling, or remote.

---

<sup>1. Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements found at www.act.com/2009systreq are based on single user environments. You must purchase one license of ACT! per user.
2. In ACT! Premium for Web, administrative functions must be performed on the Web server.</sup>

ACT! is a feature-rich, robust contact and customer management solution ideal for individuals and small business professionals who have contacts or customers. ACT! Premium Solutions are the ultimate solutions for corporate workgroups and sales teams that depend on strong opportunity management and coordinated teamwork to grow their businesses. Compare ACT! Features.

Features ACT! ACT! Premium Solutions Contact and Customer Management Maintain contact details, notes, history, activities, opportunities, documents, secondary contacts, and more on Contact Records Duplicate checking and the ability to merge records Lookups and Searching Lookups on all fields Advanced queries Sales Opportunity Management Built-in or custom sales process with multiple steps Track product/services, details, and more for each sales opportunity Calendar and Activity Management Schedule calls, meetings, and to-dos, plus custom activities At-a-glance user availability Prospect and Customer Communications ACT! and Outlook® e-mail integration Create activities and contacts from Outlook e-mails Dashboards and Reporting Dashboard with team views Report on activities by user Data Sharing and Security View activities for 10+ users on your ACT! calendar Specify user permissions and access Anywhere Workforce Windows or offline access Web access1

^{1. ACT! Premium for Web is only available with ACT! Premium Corporate Edition.}