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Sage ACT! CRM

Sage ACT! CRM

Finance · www.act.com

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Overview

Sage ACT! includes subscription-based sales and marketing services designed to help companies create profitable relationships. <div> <h5>Pricing</h5> <ul> <li>Pro 2012, 1-10 users, $269.99 per user</li> <li>Premium 2012, 1-10+ users, $549.99 per user</li> </ul> <h5>Technology</h5> <p>A contact and customer management software solution. Can be set up as a SaaS through own server or one of Sage’s SaaS providers.</p> <h5>Customer Focus</h5> <p>Sage ACT! is a great product for small businesses and sales teams. Implementing ACT! solutions makes it easy to manage everything all professional business contacts and calendar events, while also connecting to powerful, subscription-based sales and marketing services.</p> <h5>Select Customers</h5> <p>Z-Axis, Audio Books, PDM Steel Service Centers, Cassidy Turley Fuller Real Estate, Kidzsmart Concepts Inc.</p></div><p><a href="http://www.act.com" target="_blank">View Vendor's Product Page</a></p> </div> </div>

The problem Sage ACT! CRM solves

Finance and accounting teams need to replace disconnected systems and manual handoffs with a repeatable workflow that improves operational visibility and execution. Sage ACT! CRM is relevant because the researched product page documents sage act! Buyers should validate current pricing, integrations, data handling, and fit before committing.

Best for

  • B2B teams evaluating finance and accounting software
  • Teams that need documented workflow capabilities and fit guidance
  • Organizations willing to validate implementation and plan limits

Not a fit if

  • Teams seeking a workflow outside the product's documented focus
  • Teams requiring a permanent free tier
  • Organizations that cannot validate implementation effort or vendor claims

Why it’s listed

  • Adds a distinct finance and accounting workflow to the directory
  • Product page documents positioning, capabilities, and operational fit
  • Provides comparison context for finance and accounting buyers

Pricing

Starting plan

$270 per month

Public product research lists a starting price of 269.99 USD; confirm billing period and limits.

  • Designed for professionals who rely on profitable relationships
  • Easy to learn and perform everyday tasks
  • A powerful way to grow your business
  • Backed by a global company with local expertise
  • Keep customer contact info, notes, history, activities, documents opportunities, social media profiles in one organized place
  • View back-office updates, compatible with Sage accounting services
  • Access contacts and calendar details with Sage ACT! Connect
  • Capture notes, personal tasks with Sage ACT! Scratchpad, virtual notepad

Higher tiers

Custom pricing

Higher tiers and enterprise terms should be confirmed with the vendor.

  • A powerful way to grow your business
  • Backed by a global company with local expertise
  • Keep customer contact info, notes, history, activities, documents opportunities, social media profiles in one organized place
  • View back-office updates, compatible with Sage accounting services
  • Access contacts and calendar details with Sage ACT! Connect
  • Capture notes, personal tasks with Sage ACT! Scratchpad, virtual notepad
  • Smart Tasks automatically trigger and perform tasks as assigned and defined
  • Track scheduled activities and associate to contacts for a complete view of happenings with those relationships

Features

Designed for professionals who rely on profitable relationshipsDocumented in the researched product page.
Easy to learn and perform everyday tasksDocumented in the researched product page.
A powerful way to grow your businessDocumented in the researched product page.
Backed by a global company with local expertiseDocumented in the researched product page.
Keep customer contact info, notes, history, activities, documents opportunities, social media profiles in one organized placeDocumented in the researched product page.
View back-office updates, compatible with Sage accounting servicesDocumented in the researched product page.
Access contacts and calendar details with Sage ACT! ConnectDocumented in the researched product page.
Capture notes, personal tasks with Sage ACT! Scratchpad, virtual notepadDocumented in the researched product page.
Smart Tasks automatically trigger and perform tasks as assigned and definedDocumented in the researched product page.
Track scheduled activities and associate to contacts for a complete view of happenings with those relationshipsDocumented in the researched product page.
Write outlook email within Sage Act!, history is recorded on the contact for quick recallDocumented in the researched product page.
Sync Sage Act! contacts and calendar with outlook and Google, easily access from either applicationDocumented in the researched product page.
Use social media sites within Sage ACT! to see details about customersDocumented in the researched product page.
Create, send, and track impactful email marketing campaignsDocumented in the researched product page.

Pros & cons

Pros

  • Product page documents a concrete business workflow
  • Documented capability: Designed for professionals who rely on profitable relationships
  • Documented capability: Easy to learn and perform everyday tasks
  • Documented capability: A powerful way to grow your business
  • Documented capability: Backed by a global company with local expertise

Cons

  • Pricing and usage limits should be checked against the exact plan
  • Implementation effort depends on the team's data and process maturity
  • Reported outcomes should be validated with the buyer's own data

What the record shows

—/5
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Business-Software.com product page ↗Vendor website ↗

Independent product research describes sage act!

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