Sage ACT! CRM 2013

Sage ACT! 2012

Somewhere between the chaos of sticky notes and spreadsheets, and the expense and complexity of CRM, lives an alternative—a Contact and Customer Management solution.

Sage ACT!—the #1 Contact and Customer Management choice of small businesses and sales teams—keeps all your phone numbers, emails, meeting notes, to-dos, and documents for everyone you do business with in one, organized place making information easy to find and even easier to update, so you could stay focused on building long-lasting, profitable relationships.

Already an ACT! user? See what's new in ACT! 2013!

Need ACT! hosted in the cloud? Read the brief!

Don't know which version to choose?

Compare between Pro and Premium or compare ACT! 2013 with previous versions!


Sage ACT! CRM Automation - Events

Sage ACT! CRM Automation - Events

Watch the tutorial


Automate key activities:

Smart Tasks handle your marketing and sales to-dos with automated workflow. Get started with one of many sample Smart Task templates and accompanying email templates for the most common activities. These Smart Task templates will set in motion the most basic or advanced processes, including reminders of your best customer's birthday, customers that haven't heard from you in a while, or welcoming a new customer.

And, best of all, you have total control over the timing, contact lists, and opportunities for each and every Smart Task. Apply Smart Tasks right out-of-the-box, make changes to fit your specific needs, or create your own. Take the SmartTask tour!


Works seamlessly with the tools you rely on every day:

Sage ACT! makes it easy for you to manage anything and everything related to your contacts and calendar. Think of it like your business' command center, giving you control to quickly tap into relevant customer details and seamlessly interact with other applications and web services you use all the time, like Outlook®, Google®, LinkedIn®, and powerful, sales and marketing services. Best part, you can do it all from just one place--that place? Sage ACT!.

Google® integration features include:

  • Send and receive emails from Gmail® and Sage ACT! will keep a history of those communications.
  • Sync all or just a subset of your Sage ACT! contacts with Google, then access contacts from either application.
  • Sync your Sage ACT! calendar with Google calendars manually or automatically using pre-programmed intervals.
  • Choose which Sage ACT! activity types sync to Google and then clear activities from either application.

Sage ACT! Connected Services

Sage ACT! Connected Services

Access Sage ACT! from virtually anywhere:

  • Have the info you need with access to your Sage ACT! contact and calendar details on the latest, greatest mobile devices, including iPhone®, iPad®, BlackBerry®, Android™, and Windows Mobile® (requirements). Alternatively, you can use HandHeld Contact, a more mature product to sync ACT! with your devices.
  • Keep your team in lock-step with Sage ACT! Connect, which lets workgroups have shared access to the most recent Sage ACT! details (additionnal subscription).
  • Be social media savvy when you import your Google® and Yahoo!® contacts into Sage ACT! Connect
  • Access Sage ACT! for Web anytime, anywhere, with Sage ACT! Hosted version now available!
Sage ACT! E-Marketing

Take communications to the next level:

Since Smart Tasks are fully integrated with Sage E-marketing for ACT! you get access to templates that allow you to send cheery birthday greetings and welcome new customers, among others. You can edit those emails to include additional content, graphics, and links.

Track the interest level of emails you send that are associated with Smart Tasks, like sales opportunity follow-ups, by viewing which customers are opening what you've sent.

Sage E-marketing for ACT!1also enables you to request updates or missing contact details from your customers by emailing a link to an online survey. Once the survey is completed, those details are automatically populated back into Sage ACT!.

Sage ACT! Scratchpad

Easily keep track of notes and ideas:

  • Quickly capture impromptu notes, phone numbers, and personal reminders, with or without opening Sage ACT!, when you use Sage ACT! Scratchpad, a convenient, virtual notepad.
  • Prioritize and check off itemsonce completed, print the list to take it with you, or push those updates into Sage ACT! with just a few clicks.
  • Send items to Sage ACT! as activities, notes, and history, even assign them to contacts.
Sage ACT! Universal Search

Search faster and more extensively:

  • Find that key document or piece of info you need in your contacts, groups, companies, opportunities, notes, history, and attachments, because search is faster and more expansive than ever.
  • Filter your search criteria by all dates, last 24 hours, last week, and last month
  • View search results displayed by relevance and double-click on the item of interest to be taken to that particular field or attachment. If it's not what you're looking for, simply use the back button to view the search results page again.