Sage ACT! 2011--New Features

Learn about ACT! Platinum Care for Automatic Upgrades and More

Watch ACT! 2011 Overview Video

Automate key activities.

Sage ACT! Smart Tasks handle the things you need to get done every day. Think of it like a personal assistant that sends e-mails for you and puts activities on your calendar so your customers get the service they expect, with little work required by you. Smart Tasks just get it done.

Watch Smart Task Demo

Get started with one of 10+ pre-loaded Smart Tasks and accompanying email marketing templates for the most common activities. These Smart Tasks will set in motion the most basic or advanced processes that allow Sage ACT! to take care of things like reach out to customers that haven't heard from you in a while or notify you of any sales opportunities that have been stalled. Smart Tasks will even contact customers that are missing key info from their contact records with a survey that automatically plugs that info back into Sage ACT!. And, best of all, you have total control over the timing, contact lists, and opportunities for each Smart Task.

Apply Smart Tasks right out-of-the-box or make changes to fit your needs. Because Smart Tasks are built on a powerful workflow engine, you can fully customize them with different actions using one of the easier visual designers on the market. Set up Smart Task guidelines for your entire team so your company's best practices are followed.

Unlock a rich source of new leads.

Add rocket fuel to your sales and marketing machine with Sage ACT! Business Info. Sage ACT! Business Info pulls highly targeted prospect lists and business info from Hoover’s™ and puts it directly into Sage ACT!. It helps you fill in the gaps in your database and gives you access to more than 65 million companies and 85 million executives.

Find new leads based on the traits you're looking for, along with business info for known contacts and companies, including profiles, financials, industry information, news, and more. Sage Business Info Services for ACT! makes sure your mailed materials find their target with addresses and phone numbers that are properly formatted when imported. Plus, get email alerts from a company watch list to stay on top of the latest news.

Start with a free version for basic company, financial, and industry info, or sign up for a subscription to get more detailed contact, company, competitor, and lead info. You receive a special small business subscription rate.

Eliminate double entry.

Sage ACT! manages all the details of your business relationships and Microsoft® Outlook® manages emails, basic contact details, and meetings across your team. Now you can have the best of both worlds and share your Outlook and Sage ACT! contacts and calendar using two-way sync.

Sync your existing Sage ACT! contacts with what you keep in Outlook. It doesn't matter where your contacts were created or changed, everything will be kept updated in both places. And, you have the option to control which contacts are synced back and forth.

Keep your busy schedule updated in both places, no matter where you add or modify activities and meetings. Sage ACT! will help you cut back on meeting conflicts with rules that handle them automatically. And, you can choose which activity types in Sage ACT! sync back to Outlook so that your Outlook calendar remains free of your Sage ACT! to-dos.

New! Sage Business Care