Products & Solutions

ACT! for Real Estate solutions enable you to organize buyer, seller, and property information in one place; manage daily responsibilities from showings to closings; and communicate effectively using custom templates. Because ACT! for Real Estate solutions are easy to learn and use, you can quickly become more productive, and ultimately sell more property.

Why Choose ACT! for Real Estate?

• Organize critical buyer, seller, and property information in one place and find it quickly and easily, for greater efficiency and to provide better service.
• Manage daily responsibilities, including appointments and tasks, so important activities don’t slip through the cracks.
• Communicate easily and effectively with buyers and sellers for more professional and consistent contact, and easy referencing of communications sent.
• Gain insight into property listing activity from inquiry through close, so you can track how these sales opportunities are doing and make informed decisions.
• Integrate ACT! for Real Estate with everyday applications so you can work the way you want with applications you already know.
• Use ACT! for Real Estate either out-of-the-box or highly customized to fit your needs.
• Access information on-the-go via mobile devices, so you get the buyer, seller, property, and scheduling data you need in an instant.
• Get up and running quickly because ACT! for Real Estate is easy to learn and easy to use.

Should you consider ACT! by Sage Premium for Real Estate 2008 (10.0)?

In addition to ACT! for Real Estate 2008, ACT! Premium for Real Estate 2008 is also available. While ACT! for Real Estate is ideal for individual real estate professionals, small teams of up to 10 networked users¹, or large disparate workforces that don’t require data sharing, ACT! Premium for Real Estate meets the needs of larger workgroups and teams of real estate professionals². ACT! Premium for Real Estate offers additional team features and functionality, including:

• Group scheduling
• Automatic Outlook® calendar sync
• Customizable opportunity field names and types with drop-down lists
• Custom user permissions per team member
• Team reporting that provides insight into team performance
• Automatic database sync, backup, and maintenance
• Silent Install³

<sup>1. You must purchase one license of ACT! per user.

2. Published minimum system requirements are based on single user environments. Actual scalability and number of networked users supported will vary based on hardware and size and usage of your database. Sage Software scalability recommendations are based on in-house performance tests using the recommended server system requirements found at: www.act.com/2008systreq. You must purchase one license of ACT! per user.

3. Delivered as an MSI package. Software to distribute MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate. Silent Install on Windows Vista™ requires additional configuration. See ACT! online Help for more detail.</sup>

ACT! for Real Estate, designed specifically for residential real estate professionals, delivers all the great contact and customer management features included with ACT!, plus industry-specific functionality allowing teams to track buyer, seller, and property information; manage real estate-specific activities and to-dos; utilize custom letter templates, and more.

Why Choose ACT! for Real Estate?

In addition to the capabilities included in ACT!, you can:

• Manage information most relevant to you using a custom layout with dozens of real estate-specific fields and Property Seller tab designed for residential real estate professionals.
• Access your MLS home page¹ quickly and easily from ACT! for Real Estate.
• Automate and expedite activities with multiple steps using one of 10 real estate-specific Activity Series.
• Run one of six custom reports in addition to the more than 40 reports that come standard with ACT! to measure the real estate-specific activities you engage in with your buyers and sellers.
• Facilitate your daily buyer and seller communications with preformatted templates designed specifically for real estate.
• Track and analyze how you spend your time using one of more than 20 real estate-specific activity types in addition to core ACT! activities like calls, meetings, and to-dos.
• Manage property listings from initial inquiry through close for more visibility to your property listing status using sales processes specifically designed for real estate.
• Get comprehensive, graphical representations of key information with interactive Dashboards.

Need a Solution for Your Real Estate Team or Workgroup?

In addition to ACT! for Real Estate 2008, ACT! by Sage Premium for Real Estate 2008 (10.0) is also available. While ACT! for Real Estate is ideal for individual real estate professionals, small teams of up to 10 networked users², or large disparate workforces that don’t require data sharing, ACT! Premium for Real Estate meets the needs of larger, networked workgroups and teams of real estate professionals³. ACT! Premium for Real Estate offers team features and functionality included in ACT! Premium 2008, including:

• Group scheduling
• Automatic Outlook® calendar sync
• Customizable opportunity field names and types with drop-down lists
• Custom user permissions per team member
• Team reporting that provides insight into team performance
• Automatic database sync, backup, and maintenance
• Silent Install⁴

When you migrate from ACT! to ACT! for Real Estate, you’ll preserve your existing ACT! data and retain any ACT! layouts you’ve customized, and benefit from the great real estate-specific functionality in ACT! for Real Estate. To inherit the real estate-specific fields and tabs in ACT! for Real Estate, you must opt to add that content to your existing database.

<sup>1 Use of this feature requires an Internet connection, Internet Explorer 6.0 or 7.0, and an online MLS account.

2 You must purchase one license of ACT! per user.

3 Published minimum system requirements are based on single user environments. Actual scalability and number of networked users supported will vary based on hardware and size and usage of your database. Sage Software scalability recommendations are based on in-house performance tests using the recommended server system requirements found at: www.act.com/2008systreq. You must purchase one license of ACT! per user.

4 Delivered as an MSI package. Software to distribute MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate. Silent Install on Windows Vista™ requires additional configuration. See ACT! online Help for more detail.</sup>

ACT! by Sage Premium for Real Estate 2008 (10.0) meets the needs of larger workgroups and teams of real estate professionals¹. Like ACT! Premium, ACT! Premium for Real Estate offers team features and functionality including group scheduling, automatic Outlook calendar sync, advanced opportunity tracking and customization capabilities, and team reporting options.

ACT! Premium for Real Estate also offers these real-estate-specific capabilities:

• Manage information most relevant to you using a custom layout with dozens of real estate-specific fields and Property Seller tab designed for residential real estate professionals.
• Access your MLS home page² quickly and easily from ACT! for Real Estate.
• Automate and expedite activities with multiple steps using one of 10 real estate-specific Activity Series.
• Run one of six custom reports in addition to the more than 40 reports that come standard with ACT! to measure the real estate-specific activities you engage in with your buyers and sellers.
• Facilitate your daily buyer and seller communications with preformatted templates designed specifically for real estate.
• Track and analyze how you spend your time using one of more than 20 real estate-specific activity types in addition to core ACT! activities like calls, meetings, and to-dos.
• Manage property listings from initial inquiry through close for more visibility to your property listing status using sales processes specifically designed for real estate.
• Get comprehensive, graphical representations of key information with interactive Dashboards.

Individual users needing automated database synchronization, backup, and maintenance, Group Scheduling, or automatic sync with their Outlook calendar should also consider ACT! Premium for Real Estate.

<sup>1 Published minimum system requirements are based on single user environments. Actual scalability and number of networked users supported will vary based on hardware and size and usage of your database. Sage Software scalability recommendations are based on in-house performance tests using the recommended server system requirements found at: www.act.com/2008systreq to ensure your system meets these requirements. You must purchase one license of ACT! per user.

2 Use of this feature requires an Internet connection, Internet Explorer 6.0 or 7.0, and an online MLS account.</sup>

ACT! for Real Estate 2008 (10.0) solutions deliver many new features, as well as improvements to the existing layout, to help you manage key information. Custom tabs and fields have been added allowing you to track more specific buyer, seller, and property information, while Activity Type tracking improvements allow you to gain visibility into activities.

When you upgrade to an ACT! for Real Estate 2008 solution, you’ll benefit from the following new real estate-specific capabilities:

• Stay on top of all activities associated with a closing using the new Closing Activity Type and Closing Activity Series.
• Integrate ACT! for Real Estate directly with Outlook¹ to facilitate communications and reduce redundant information.
• Access information quickly and easily with improvements to search functionality.
• Utilize real estate-specific flyer templates included with ACT! for Real Estate required for advertising and ultimately selling a property.
• Manage property listings from initial inquiry through close for more detail on the status of your property listings, using the sales processes specifically designed for real estate.
• Improve your overall efficiency with usability enhancements to common features in ACT! for Real Estate.
• Get an at-a-glance view of key ACT! for Real Estate information like activities and property listings using ACT! for Real Estate interactive Dashboards, while still drilling down into this information and taking further action directly from the Dashboards views.

If you choose to migrate from ACT! Premium for Real Estate 2006 to ACT! Premium for Real Estate 2008, simply install ACT! Premium for Real Estate 2008, which will automatically uninstall ACT! Premium for Real Estate 2006 as part of its installation process. Your existing version of Microsoft® SQL Server™ will be upgraded to ACT! Premium for Real Estate 2008.

If you choose to migrate from ACT! Premium for Real Estate 2006 to ACT! for Real Estate 2008, you will need to uninstall the version of Microsoft SQL Server that came with your purchase of ACT! Premium for Real Estate 2006. You will also need to migrate your ACT! Premium database to an ACT! database. For more details, please consult the ACT! 2008 Installation Guide (packaged with your order of ACT! for Real Estate 2008), contact your local ACT! Certified Consultant, or call an ACT! Product Specialist².

<sup>1 During setup, users must select if they want to access Outlook e-mail through the ACT! E-mail client or direct integration with Outlook. ACT! must be added as an Outlook address book to use this feature.

2 Free 30-day support starts from the date of registration. Support representatives reserve the right to limit calls to one hour or one incident. Support is not available for users who do not meet the minimum system requirements.</sup>