ACT! Brochures
ACT 2012 Brochure (pdf 1,281KB)
ACT 2012 What’s new (pdf 247KB)
ACT Version Comparison (pdf 153KB)
ACT! – Product Overview
The successful management of your customer information is vital for optimum performance in business. Trying to manage separate contact systems for customers, prospects and suppliers is expensive and will ultimately cost you sales. ACT! Is the best selling customer relationship management solution in the world? It is a powerful package that helps you manage your time, sales pipeline, contacts and marketing activity. ACT! Is also available in a version that integrates with Sage 50.
ACT! Is an invaluable resource that assists you in?
- Finding and contacting new prospects
- Following up with prospects and clients by telephone, fax, mail and e-mail
- Sending product information, proposals and quotes
- Scheduling reminders, appointments and meetings
- Scheduling multiple related activities based on business processes
- Managing customers’ post sales requests for services and support
- Maintaining accurate records of all contact interactions
- Generating reports for reviewing activities and clients
ACT! for Sage 50 – Product Overview
As well as offering the many features and benefits of a Contact Manager, ACT! Is available to integrate with Sage 50 accounting software, delivering an integrated front and back office system for individuals and small businesses.
ACT! integrated with Sage 50 includes an accounting menu and an accounting tab for displaying relevant data in the contact record. As a result, selected financial data can be displayed in the contact record within ACT! This can include credit limit, sales to date and outstanding debt information as well as trading terms and discounts available to that particular customer.
An additional tab also displays transactional information such as invoices associated with the contact. In this case invoice numbers, details, amounts are displayed as well as information relating to the amounts paid against the invoice.
Also included in ACT! for Sage 50 are new tabs that open “stock lookup”, “account lookup”, “quotations”, “Sales and Purchase Order Processing” in Sage 50 Financial Controller.
Integration with Sage 50:
Sales people can look up stock levels in Sage 50 so they can sell what is are currently in stock and accurately predict delivery times for the client.
Check the credit status without calling accounts – your sales team can avoid selling to people on credit hold.
Sales can create quotes and orders within Line 50 without leaving ACT! making the sales cycle more efficient.
Data between ACT! and Sage 50 can be synchronised (from one to the other or both ways) so you minimise the re-keying errors and the need to re-enter data.
ACT for Sage 50
ACT for Sage 50 enables the user to see details of a contact’s account history, directly from Sage 50, including the current balance, credit limit and account status. In addition, invoices, quotes and orders can be generated from within ACT for Sage 50
ACT for Sage 50 – Main Screen:
ACT! by Sage 2009 System Requirements
All minimum system requirements are based on a single-user environment (one computer accessing a local database). In a shared environment, ACT! By Sage is designed to work with up to 10 users; ACT! By Sage Premium Solutions are intended for more than 10 users. Recommended server system requirements are for environments of more than one user. Customer Registration and Activation are required to use ACT! Your system must meet the minimum requirements to be eligible for Technical Support.
| ACT! by Sage 2009 (11.0) Minimum System Requirements | |||
| Client Requirements | |||
| Windows® XP SP21 (32-bit only) |
Windows Server 2003 SP2 (32-bit and 64-bit) |
Windows Vista2 (32-bit and 64-bit) |
Windows Server 20083 (32-bit and 64-bit) |
| - Home - Professional - Media Centre 2004 - Media Centre 2005 |
- Web Edition - Standard Edition - Enterprise Edition - Small Business Server |
- Home Basic - Home Premium - Business - Enterprise - Ultimate |
- Web Edition - Standard Edition - Enterprise Edition |
| - 600 MHz Pentium® III processor (or equivalent) - 512 MB system memory (1 GB recommended) |
- 1.8 GHz Pentium IV processor (or equivalent) - 1 GB system memory |
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| - 1 GB available hard disk space - CD-ROM drive - SVGA (800×600) or higher resolution monitor |
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| Database Server Requirements: Microsoft® SQL Server® 2005 Express SP2 | |||
| Windows XP SP2 (32-bit only) |
Windows Server 2003 SP2 (32-bit and 64-bit) |
Windows Vista (32-bit and 64-bit) |
Windows Server 2008 (32-bit and 64-bit) |
| - Home - Professional - Media Centre 2004 - Media Centre 2005 |
- Web Edition - Standard Edition - Enterprise Edition - Small Business Server |
- Home Basic - Home Premium - Business - Enterprise - Ultimate |
- Web Edition - Standard Edition - Enterprise Edition |
| ACT! Link for Palm OS® Requirements | |||
| Windows XP SP2 (32-bit only) |
Windows Server 2003 SP2 (32-bit and 64-bit) |
Windows Vista (32-bit only4) |
Windows Server 2008 (32-bit and 64-bit) |
| - Home - Professional - Media Centre 2004 - Media Centre 2005 |
- Home Basic - Home Premium - Business - Enterprise - Ultimate |
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| Device Requirements | |||
| - Palm OS 3.5-5.4 - 33 MHz device processor - 8 MB system memory; 500 KB free plus 1 KB for each contact - Palm HotSync® Manager 3.5-4.1.0 (4.1.0 recommended for Windows XP, included with Palm Desktop 4.1.4e) and 7.0.2 (included with Palm Desktop 6.2)5 |
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| ACT! Link for Pocket PC Requirements | |||
| Windows XP SP26 (32-bit only) |
Windows Server 2003 SP2 (32-bit and 64-bit) |
Windows Vista7 (32-bit and 64-bit) |
Windows Server 2008 (32-bit and 64-bit) |
| - Home - Professional - Media Centre 2004 - Media Centre 2005 |
- Home Basic - Home Premium - Business - Enterprise - Ultimate |
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| Device Requirements | |||
| - Pocket PC 2000, 2002 and Phone Edition (Windows CE 3.0) - Windows Mobile® 2003 (Windows CE 4.0 and 4.20.0) - Windows Mobile 2005, 5.0 and 6.0 - 133 MHz device processor - 16 MB system memory; 500 KB free plus 1 KB for each contact - Microsoft ActiveSync® 3.5-4.5 (4.5 recommended for Windows XP) - Microsoft Windows Mobile Device Centre 6.1 |
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| Works With | |||
| - Microsoft Outlook® 2002, 2003, and 2007 (SP3 recommended for Outlook 2002 and 2003) - Microsoft Outlook Express 6.0 SP28 - Lotus Notes® 6.5, 7.0.2, and 8.0 - Eudora® 5.2 - Internet Mail SMTP/POP3 - Microsoft Office 2002, 2003, and 2007 (SP3 recommended for Office 2002 and 2003) - Microsoft Internet Explorer® 6.0 and 7.09 - Adobe Reader® 6.0, 7.0, and 8.0 - Peachtree by Sage 2007, 2008, and 2009 - Simply Accounting by Sage 2008 and 2009 - QuickBooks® Pro, Premier 2007 and 2008 (requires additional Accounting Link product) - VMWare® Workstation 5.0, 5.5, and 6.0; VMWare Server 1.0.1 |
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- Windows XP Professional limits the number of concurrent network connections to 10 (Home Edition limits concurrent connections to 5).
- Windows Vista limits the number of concurrent network connections to 10 (Home Basic and Home Premium Editions limit concurrent connections to 5).
- “Core Server Installation” of Server 2008 is not supported.
- Palm, Inc. does not support 64-bit or Server versions of Windows.
- Palm HotSync Manager 7.0.2 is recommended for Vista.
- Microsoft ActiveSync 4.5 is recommended for Windows XP platforms.
- Microsoft Windows Mobile Device Centre 6.1 is required for Vista platforms.
- Outlook Express is available on Windows XP and Server 2003.
- On 64-bit versions of Windows, Internet Explorer (32-bit) is recommended
