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Sage
ACT! 2010
(click
here
to see our video overview of new
features)
ACT! is the world's best selling
Contact Manager with over 4 million users worldwide.
ACT! allows you to organise all your
customer information in one place, so every detail of
every relationship is at your fingertips.
ACT! 2010
is used by small and medium businesses to track
calls, meetings, to-do items and manage all aspects
of the marketing and sales process.
Existing ACT!
users
click here for
a detailed overview of the new
features of ACT! 2010.
Why Buy ACT!
2010?
Who
will benefit from using ACT! 2010?
What are the minimum system requirements
for Sage ACT! 2010?
Which version
of Sage ACT! should I buy?
Try
out ACT!
2010 for free!
Any individual, workgroup
or corporate team that needs to improve
the way it manages its
relationships with clients or
prospective customers can benefit significantly
from contact and customer management.
Ultimately, Contact Management systems will empower you
to close more sales and sell more to existing customers.
Key features:
-
ACT!
is a flexible product that can be
configured to support your own business processes
-
The system
provides instant access to contact and customer
information
-
You can store
company records
as well as individual contact records
-
Forecasting and sales
opportunity tracking
is provide via ACT! reports and also one-click export to MS
Excel
-
There is a
financial software integration
module to link ACT! with Sage accounts software
-
Users may schedule
future events and resources
-
You can easily
exchange data with Microsoft Outlook
(and synchronise ACT! and Outlook calendars)
-
Effortless
synchronisation
between ACT! databases - means your sales people can work on
ACT! from home and easily synchronise data across the
internet
More features »
Covering all your contact and customer management
needs, ACT! 2010:
-
Provides a
user-friendly tool to manage your customer and contact
information that will grow with your business
-
Keeps track of all communications with your customers and
contacts
(attaching copies of emails sent and received through
Outlook to your ACT! customer records)
-
Improves your bottom line with tools for forecasting,
tracking and reporting on sales opportunities
-
Has pre-defined
MS Word document and report
templates to choose from, with the ability to customise,
saving time and effective reporting
-
Gain greater customer insights by accessing, organising and
managing contact details.
-
Manage time more efficiently by scheduling calls, meetings,
and to-do items
-
Easily share and synchronise contacts and calendars with up
to 10 users
-
Links to popular Sage accounting products (purchased
separately, Sage Instant Accounts, Sage Line 50 and Sage
MMS)
-
Take important contact information with you by working with
Blackberry, Palm OS and Pocket PC handhelds.
-
Sales professionals can keep track of customers and business
associates
-
Business owners and managers can accurately analyse their
revenue potential, improve visibility of future orders,
increase average revenue per sale and increase number of
sales
-
Marketing professionals are able to manage their contacts
and customers, improve campaign visibility and ROI
-
Customer and support functions can ensure customer loyalty
and increased customer satisfaction by providing a holistic
view on the customer through the customer notes and history
-
Accounts and finance teams will be provided with a 360
degree view of the customer's financial, ordering and
product availability status by linking ACT! with Sage
Accounting software
(download
as PDF)
Important Note: In a
networked environment Sage ACT! 2010 has a
maximum of 10 users. If you require more users you
must purchase Sage ACT! Premium 2010.
SECTION A:
Applicable
to
client installations for ACT!
2010 and ACT! 2010 Premium, and also server
installations for ACT! 2010 and ACT! 2010 Premium EX
(Microsoft SQL 2005/2008 Express Edition):
-
An IBM®
compatible computer with a
1.8Ghz (or equivalent processor)
-
1GB RAM
-
1GB of free disk
space
-
Supported
Operating Systems:
-
32 Bit versions
of Windows XP Home,
Professional or Media Centre (service pack 3)
-
32 or 64bit
versions of Windows Server 2003
(Standard, Enterprise, Web or SBS editions;
service pack 2),
-
32 or 64 bit versions of
Windows Vista Home,
Business, Enterprise or Ultimate (service pack
2)
-
32 or 64 bit versions of
Windows 7, Home
Premium, Professional or Ultimate
-
32 or 64 bit versions of
Windows Server 2008 (Standard, Enterprise
or Web editions; service pack 1)
-
Handheld
integration to Palm and Pocket PC
-
Network Users
only: 1Gbps network cards and switches with
Microsoft Windows networking
-
Concurrent User
Limits: Windows XP Home 5 users, Windows XP
Professional 10 users, Windows Vista 10 users
Please ensure that the latest Windows updates are
installed. Performance will be improved with higher
specification computers and networks.
Additional software:
-
Microsoft
Outlook Express 6.0 SP2
-
Works with
Microsoft Office 2002, 2003
and 2007 (SP3 recommended for Office 2002/2003)
-
Lotus Notes® 6.5
and later
(Windows Vista using Lotus Notes 7.02)
-
Eudora® 5.2
-
Internet/Web Mail
SMTP/POP3
-
Microsoft
Internet Explorer 6.0 and later versions
-
Adobe® Reader®
6.0 and later versions
-
VMware
Workstation 5.0/5.5/6.0
and VMware Fusion, VMWare
Server 1.0.1
-
Citrix
using Presentation Server 3.0, 4.0 or 4.5
-
Parallels
Desktop for Macintosh® 4.0 and Parallels
Workstation 2.2 for Windows
-
Sun
Virtual Box 2.x
SECTION B:
Applicable
to
server installations for ACT!
2010 Premium ST (Microsoft SQL 2005/2008 Standard
Edition) and ACT! 2010 Premium for Web:
As above except that supported
Operating Systems are limited to:
-
32 Bit versions
of Windows XP Professional or
Media Centre (service pack 3)
-
32 or 64bit
versions of Windows Server 2003
(Standard, Enterprise, Web or SBS editions;
service pack 2),
-
32 or 64 bit versions of Windows Vista
Business, Enterprise or Ultimate (service pack 2)
-
32 or 64 bit versions of
Windows Server 2008 (Standard, Enterprise
or Web editions; service pack 1)
SECTION C:
Palm OS® Minimum Device Requirements:
-
Palm OS 3.5-5.4
-
Minimum 33 MHz or
higher processor
-
Minimum 8 MB or
higher memory
-
Minimum 500K free
memory plus 1K for each contact
-
HotSync® Manager
3.5 and 4.1.0
Pocket PC Minimum Device Requirements:
-
Pocket PC
2000/2002/Phone Edition (Windows CE 3.0);
-
Windows Mobile
2003 (Windows CE 4.0 and 4.20.0);
-
Windows Mobile
2005/5.0
-
Minimum 133 MHz
or higher processor
-
Minimum 16 MB or
higher memory
-
Minimum 500K free
memory plus 1K for each contact
-
Microsoft
ActiveSync® versions 3.5 – 4.5 (XP operating
systems only)
-
Windows Mobile Device Center (Vista operating
systems only)
Which version should I buy?
Click here to download a
tier comparison document that illustrates the specific feature
differences between each ACT! product in greater detail, or
browse the table below:
|
Manage Relationships |
Standard |
Premium |
|
60+ pre-defined fields for contact details, e-mails, and
phone numbers |
Yes |
Yes |
|
Note, history, activity, and document tracking |
Yes |
Yes |
|
Social media profiles |
Yes |
Yes |
|
Last communication fields |
Yes |
Yes |
|
Duplicate checking |
Yes |
Yes |
|
Record merge |
Yes |
Yes |
|
Related contacts |
Yes |
Yes |
|
Group and company tracking |
Yes |
Yes |
|
Automatic add and remove of contacts in groups and
companies |
Yes |
Yes |
|
Linked company and contact fields |
Yes |
Yes |
|
Tabbed interface |
Yes |
Yes |
|
Big “easy” buttons |
Yes |
Yes |
|
Right-click and one-click functionality |
Yes |
Yes |
|
Type-ahead |
Yes |
Yes |
|
Multi-select drop-downs |
Yes |
Yes |
|
“Layman” verbiage throughout |
Yes |
Yes |
|
Setup assistance for configuring preferences |
Yes |
Yes |
|
In-context help, feature tours, and documentation |
Yes |
Yes |
|
Search |
Standard |
Premium |
|
Central search |
Yes |
Yes |
|
Lookups on all fields |
Yes |
Yes |
|
Advanced queries |
Yes |
Yes |
|
Activity, opportunity, document, and user lookups |
Yes |
Yes |
|
Save lookups as groups and companies |
Yes |
Yes |
|
Activities tied to contact records |
Yes |
Yes |
|
Editable priority, activity, and history types |
Yes |
Yes |
|
Activity series for activities with multiple steps |
Yes |
Yes |
|
Activity rollover |
Yes |
Yes |
|
Multiple calendar views |
Yes |
Yes |
|
Filterable task list view |
Yes |
Yes |
|
Activity alarms |
Yes |
Yes |
|
Calendar pop-ups |
Yes |
Yes |
|
Calendar access by user |
Yes |
Yes |
|
At-a-glance user availability |
|
Yes |
|
Manage and define resources |
|
Yes |
|
Conflict notification |
|
Yes |
|
Activities for 10+ users viewable on your ACT! calendar |
|
Yes |
|
Market Effectively |
Standard |
Premium |
|
E-mail marketing (requires separate subscription) |
Yes |
Yes |
|
Drip marketing |
Yes |
Yes |
|
Survey and Web forms |
Yes |
Yes |
|
Marketing results tab |
Yes |
Yes |
|
Attach e-mails to contacts |
Yes |
Yes |
|
Preformatted templates for e-mails and letters |
Yes |
Yes |
|
Mail merge to contacts and groups |
Yes |
Yes |
|
Validate and correct addresses during mail merge |
Yes |
Yes |
|
History of all customer correspondence |
Yes |
Yes |
|
Sell More |
Standard |
Premium |
|
Opportunity note, history, activity, and document
tracking |
Yes |
Yes |
|
Product and service tracking |
Yes |
Yes |
|
Built-in ACT! sales stages |
Yes |
Yes |
|
Opportunity date fields |
Yes |
Yes |
|
Opportunity designations as open, closed-won,
closed-lost, and inactive |
Yes |
Yes |
|
Instant quotes |
Yes |
Yes |
|
Filterable opportunity list view |
Yes |
Yes |
|
Opportunity list export to Microsoft® Excel® |
Yes |
Yes |
|
Measure Results |
Standard |
Premium |
|
Interactive activity, opportunity, and user dashboards |
Yes |
Yes |
|
Dashboard targets |
Yes |
Yes |
|
Dashboard with team views |
|
Yes |
|
Interactive pipeline report with drilldown capability |
Yes |
Yes |
|
50+ preformatted report templates |
Yes |
Yes |
|
Export reports to Excel, HTML, PDF, or e-mail |
Yes |
Yes |
|
Activity reports by user |
|
Yes |
|
Connector for third-party report writers |
Yes |
Yes |
|
Share and Secure |
Standard |
Premium |
|
Data sharing with 1-10 users |
Yes |
Yes |
|
Data sharing with 10+ users |
|
Yes |
|
Viewable team memberships |
|
Yes |
|
Secured contacts, notes, history, and opportunities |
Yes |
Yes |
|
Field level security |
|
Yes |
|
Company security |
Yes |
Yes |
|
Group and company security |
|
Yes |
|
Five security roles for users |
Yes |
Yes |
|
User permissions and access specifications |
Yes |
Yes |
|
Password rules |
Yes |
Yes |
|
Personalise |
Standard |
Premium |
|
Layout designer for editing layouts |
Yes |
Yes |
|
Field types designated as date, currency, yes/no,
expansive memo, and picture |
Yes |
Yes |
|
Remove, edit, or add fields |
Yes |
Yes |
|
Add values to drop-downs |
Yes |
Yes |
|
Customisable menus, toolbars, columns, and navigation
bar |
Yes |
Yes |
|
Customisable sales processes |
Yes |
Yes |
|
Customisable opportunity field names and field types |
Yes |
Yes |
|
Customisable dashboards with the dashboard designer |
Yes |
Yes |
|
Customisable reports with the report designer |
Yes |
Yes |
|
ACT! online community for free downloads |
Yes |
Yes |
|
ACT! Software Development Kit (SDK) |
Yes |
Yes |
|
Enhancement solutions developed by third-party vendors |
Yes |
Yes |
|
Access |
Standard |
Premium |
|
Offline access |
Yes |
Yes |
|
Mobile access, including BlackBerry® and iPhone™ |
Yes |
Yes |
|
Citrix® or terminal services |
Yes |
Yes |
Try out ACT! 2010 for free!
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to review ACT! further:
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