ACT! by Sage is the No 1 selling contact and customer manager with more than 2.7 million individual users and 38,000 corporate customers spanning 25 countries worldwide. ACT! solutions fit the needs of individuals, small businesses, and workgroups or sales teams to assist in centralising contact and calendar information, increasing communication effectiveness, and improving individual and team productivity.

ACT! is a comprehensive tool for marketing, you can quickly and easily use existing information or import bought-in data for direct mail shots, fax shots and email communications. For example, select groups of prospects you wish to mail shot and, with the superb integration with Microsoft Word and Outlook, create an effective direct mail campaign including html e-mails.

The built-in Calendar allows your team to view and print schedules by Day, Week, Work Week (defined by the user) or Month. The built-in Task List in ACT! Professional for Workgroups gives your team a comprehensive view of what’s on their plates, allowing them to filter Calls, Meetings and To-Do items by Priority, Date Range or User, even displaying totals for each type of activity. Scheduling activities, individually or for your workgroup, has never been easier. When you schedule a group activity, a notification appears on each team member’s status bar, users can accept or decline participation.

The Activity Series feature is a huge time-saver for workgroups. Define a series of tasks around one particular event, and then schedule that series to automatically put the activities on other team members’ calendars. These activities remain linked, so when one activity moves, you’re prompted to move the related ones.

The scheduling capabilities in ACT! extend beyond your team to help you manage resources such as conference rooms or equipment. And conflict checking ensures that resources aren’t double-booked. And, if your business also uses Microsoft Outlook, ACT! Premium for Workgroups synchronises with Outlook to keep your entire business up to date. Improving Your Workgroup and Teams Instant Access to Contact and Customer Information One of the most important benefits of ACT! is to provide your team with instant access to contact details. ACT! is to provides a contact and customer hub that businesses and organisations rely upon for up-to-the-minute information about their business relationships. ACT! Premium for Workgroups stores complete contact and customer information, including e-mail messages, notes and history, attachments, documents, activities, sales opportunities and more. It makes it easy for your team to service multiple contacts within Companies by allowing you to create Company records, which give your team a complete picture of the entire relationship. All notes, histories and opportunities related to the company are all in the same place. And if core company information changes, each related contact can be updated.

ACT! enables your sales team to meet sales goals with confidence using the built-in sales and opportunity tracking and forecasting tools. You and your team can view all sales opportunities at once and then access, update and filter opportunities by User, Estimated Close Date, Status, Sale Stage, Amount or Probability of Close within the new Opportunity List.

You can set your products and services up in the new Product List feature, giving you the ability to track the product or service name, item number, cost and price. This means that users can consistently enter information as they sell and consistent information leads to a better sales forecast.