Sage ACT! Key Features

ACT! enables individuals and small businesses to instantly access key contact and customer information, manage and prioritise activities, and track all contact-related communications so you can grow productive business relationships.

Renowned for its ease of use, ACT! can be tailored by each user and offers robust integration with the tools you use everyday.

Organise your contact data in one place

ACT! allows you to track complete customer data including contact details, notes and history, appointments and to-do items, documents, and new opportunities. Data can be stored at person level and rolled up to company level.

Stay in touch to grow business relationships

Using the tools that ACT provides users can track customer correspondence for a history of all communications with a contact and its organisation. Prioritise your work including scheduling calls, meetings, and to-dos quickly and easily. Mail merges can be carried out using MS Word or the ACT! built-in Word Processor

Forecast and track sales opportunities

Using ACT!'s built-in sales process (or customise it to suit your specific needs) you will be able to view all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount, or Probability of Close. The graphical Sales Pipeline gives you an overview from which you can drill down to see details of every opportunity. Alternatively, use the 20+ pre-formatted Sales Reports or export to Excel for further analysis using built-in, customisable pivot tables

Get a complete view of customer interactions

To get a complete picture of your customer interactions ACT! has search and lookup functionality to highlight particular notes, history, activities, or opportunities. There are over 40 standard reports including Phone Lists, Activity Reports, Referral Source, and Sales Summaries. Alternatively you can use the Report Designer to create custom reports and send most reports to Excel, HTML, PDF, or e-mal

Access critical information when mobile or remote

Users can synchronise their ACT! Calendar, Contact and To-Do information, Notes, and History items to Palm OS or Pocket PC devices. Or alternatively access critical contact and customer details through Citrix or Terminal Services when out of the office.

Access financial information held in Sage accounting systems

ACT! integrates with Sage Instant Accounts, Sage Line 50 or Sage MMS top give an integrated front-office and back-office solution for a better picture of an entire customer relationship. Understand and display credit limit, sales to date, outstanding debt information and trading across your entire team.

For more information or to arrange a free demonstration of Sage ACT! please call Gareth Burrows on 01306 621062
or email Gareth.Burrows@Centurion-ms.co.uk