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Home > Products > ACT! by Sage Solutions

ACT! by Sage Solutions

ACT! by Sage 2010 helps you organize all the details of your customer relationships in one place for a complete view of the people you do business with. Improve your marketing effectiveness to attract new customers and get more from existing relationships. And, take action on your most qualified sales leads with total visibility and control of your pipeline.






  • What can I do?
  • What do I get?
  • How do I choose?

In a weaker economy, it’s tempting to "wait it out," but consider the cost of doing nothing. ACT! helps you grow your business by attracting new customers and getting more from existing relationships.


  • View DemoOrganize all the details of your customer relationships. Strong business relationships are essential to your success. Get a complete view of the people you do business with, plus instant access to past interactions and e-mails sent. Next time a customer calls, you’re prepared with a response about what you discussed last time, as well as personal details to set your business apart
  • View DemoGenerate actionable demand with end-to-end E-marketing1. Not only can you create and send striking e-mail and drip marketing campaigns using a simple online editor, you’ll also be able to quickly identify your most interested prospects using a ranked call list so you know who to reach out to first.

  • View DemoTake action on your most qualified sales leads. Focus on your most viable leads by capturing and managing each lead through the sales process. Record detailed progress notes, include your products and services, and see the probability of close. This gives you total visibility and control of your sales pipeline.

  • View DemoBe more productive right away. Don't worry about a learning curve. ACT! is easy to learn and use. In fact, you can be 25%2 more productive by simply choosing ACT! over the competition. See how.



  • View DemoIntegrate with your existing business solutions. Take full advantage of the familiar solutions you've already invested in. Integrate ACT! with your e-mail, calendar, and more than 10 popular business solutions, including Outlook®, Word, Excel®, and Lotus Notes®.


    "Our clients and candidates always remark positively that we know so much about them. In short, ACT! means our customers get excellent service."
    Vicki Herrod, Seligman & Herrod, ACT! user since 2002

1. Requires additional subscription.
2. Based on a Keystroke Level Modeling competitive study conducted by Sage and Measuring Usability, LLC in May 2009. Competitors included Microsoft Dynamics® CRM and Salesforce.com.


Note: ACT! 2010 now supports Windows® 7 and Internet Explorer® 8.
See system requirements

ACT! is more powerful and effective than e-mail and spreadsheet solutions, but easier to use, quicker to get up and running, and less costly and complex than a Customer Relationship Management (CRM) solution.

  • Manage relationships by keeping everything—phone numbers, e-mails, conversation notes, meeting and activity history, documents, social media profiles, and more—in ACT!.
  • Search and instantly access the exact customer relationship details you need using the most basic keyword search to a more advanced field search.
  • Be more productive by scheduling and tracking meetings and activities. Tasks roll over if not complete, can be cleared, and appear as history with your customer relationship details.
  • Market effectively using ACT! E-marketing1 to create and send e-mail and drip marketing campaigns, track open and click-through rates, and manage opt-outs.
  • Sell more by tracking each sales lead through the sales process where you can capture detailed progress notes, include your products and services, and see the probability of close.
  • Measure results using 50+ reports and dashboards, or for deeper analysis, send most reports to Microsoft® Excel® and use connections to third-party report writers.
  • Share and secure relationship details across your business with data-sharing options for teams of multiple sizes, and set security by employee profile and customer information.
  • Personalize ACT! to fit the way you run your business by designing views, adding fields and tabs, editing drop-downs, and customizing templates.
  • Access ACT! from anywhere with Windows® and Web2 options, plus from your BlackBerry®3 or iPhone™3.
  • Integrate with your existing solutions, including Microsoft Outlook®, Word, Excel, and Lotus Notes®—over 10 business solutions in all.
  • Administer and maintain using Silent Install4,5 administration and activation, and take advantage of automatic backup, maintenance, and synchronization options.

1. Requires additional subscription.
2. This feature is only available in ACT! Corporate Edition.
3. Requires additional purchase.
4. Delivered as an MSI package. Software to distribute an MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate.
5. This feature is only available in ACT! Premium and ACT! Corporate Edition.

ACT! offers a range of solutions to meet your Contact and Customer Manager needs.

  • ACT! is for individuals and teams of up to 10 users.
  • ACT! Premium is for individuals and teams requiring greater scalability.
  • ACT! Corporate Edition is for individuals and teams requiring both Windows® and Web access, and greater scalability.

Select the product below that best fits your business needs. Products are also available for
real estate and financial services industries.

ACT! ACT! Premium ACT! Corporate Edition



Sage CRM Solutions