Forecast, track and act on sales opportunities

By capturing important customer information you can forecast sales and orders and increase sales opportunities, manage sales teams electively and easily.

 

• Generate leads
• Target new prospects
• Convert leads into customers
• Track sales opportunities
• Measure your business performance

Manage and share information

With your contact information centralised, customer details can be easily accessed and shared across your business.

• View detailed customer insight and reports
• Access notes, sales history and outstanding to-do items so you know where you when dealing with customers
• Share customer details, notes and sales history across the business to deliver a coordinated and consistent customer service
  

Free up your time

The screen layout ensures your contact information, appointments and to-do-lists are never far from your fingertips.

• Instant access to your contacts and diary appointments
• Comprehensive summary views of your top priorities and sales opportunities
• Schedule calls and meetings and prioritize your to-do lists

Integrate your sales and marketing activity

Send the right message to the right customer at the right time.

• Create, send and measure targeted communications to and from your customers
• Access one of 40 ready-made templates when writing emails, letters and memos to customers or create your own version

Integrate into your business

Save time by integrating Sage ACT! with your business software.

• Integrate with Microsoft Office, Outlook, Gmail and Sage 50 Accounts
• Capture and integrate data from LinkedIn®, Facebook, Google Maps™