Work more effectively with ACT! by Sage, the #1 selling contact and customer manager.

ACT! is more powerful and effective than e-mail and spreadsheet solutions, but easier to use, quicker to get up and running, and less costly and complex than a Customer Relationship Management (CRM) solution.

• Manage relationships by keeping everything—phone numbers, e-mails, conversation notes, meeting and activity history, documents, social media profiles, and more—in ACT!.
  
• Search and instantly access the exact customer relationship details you need using the most basic keyword search to a more advanced field search.
  
• Be more productive by scheduling and tracking meetings and activities. Tasks roll over if not complete, can be cleared, and appear as history with your customer relationship details.
  
• Market effectively using ACT! E-marketing (1) to create and send e-mail and drip marketing campaigns, track open and click-through rates, and manage opt-outs.
  
• Sell more by tracking each sales lead through the sales process where you can capture detailed progress notes, include your products and services, and see the probability of close.
  
• Measure results using 50+ reports and dashboards, or for deeper analysis, send most reports to Microsoft® Excel® and use connections to third-party report writers.
  
• Share and secure relationship details across your business with data-sharing options for teams of multiple sizes, and set security by employee profile and customer information.
  
• Personalize ACT! to fit the way you run your business by designing views, adding fields and tabs, editing drop-downs, and customizing templates.
  
• Access ACT! from anywhere with Windows® and Web (2) options, plus from your BlackBerry®3 or iPhone™ (3).
  
• Integrate with your existing solutions, including Microsoft Outlook®, Word, Excel, and Lotus Notes®—over 10 business solutions in all.
  
• Administer and maintain using Silent Install (4,5) administration and activation, and take advantage of automatic backup, maintenance, and synchronization options.

1. Requires additional subscription.
2. This feature is only available in ACT! Corporate Edition.
3. Requires additional purchase.
4. Delivered as an MSI package. Software to distribute an MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate.
5. This feature is only available in ACT! Premium and ACT! Corporate Edition.

ACT! by Sage 2010 System Requirements

Important Note: 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 and ACT! by Sage Premium and ACT! by Sage Corporate Edition are designed to work with 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! by Sage. Your system must meet the minimum requirements to be eligible for technical support.

ACT! by Sage 2010 Minimum System Requirements

• 1 GB available hard disk space
  
• DVD drive
  
• SVGA (800x600) or higher resolution monitor, recommended resolution is 1024x768 Processer speed for Windows® XP
  
• 600 MHz Pentium® III processor (or equivalent)
  
• 512 MB system memory (1 GB recommended) Processer speed for Windows Vista®
  
• 1.8 GHz Pentium IV processor (or equivalent)
  
• 1 GB system memory

Works With

• Microsoft® Outlook® XP, 2003, and 2007 (SP3 recommended for Outlook XP and 2003)
  
• Microsoft Outlook Express 6.0 SP2 (1)
  
• Lotus Notes® 6.5, 7.0.2, and 8.0
  
• Eudora® 5.2
  
• Internet Mail SMTP/POP3
  
• Microsoft Office XP, 2003, and 2007 (SP3 recommended for Office XP and 2003 and SP2 recommended for Office 2007)
  
• Microsoft Internet Explorer® 6.0, 7.0 (2), and 8.0
  
• Adobe Reader® 6.0, 7.0
  
• VMware® Workstation 5.x and 6.x; VMware Fusion, VMware Server 1.x, 2.x
  
• 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

Devices that Sync with ACT! by Sage 2010 Minimum System Requirements
ACT! Link for Palm OS®

• 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) (3)

ACT! Link for Pocket PC

• 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 Center 6.1

ACT! by Sage 2010 Operating System Compatibility Client:

Windows® XP SP3 (4) (32-bit only)

• Home
  
• Professional
  
• Media Center 2004
  
• Media Center 2005
  

Windows Server® 2003 SP2 (32-bit and 64-bit)

• Standard Edition
  
• Enterprise Edition
  
• Small Business Server

Windows Vista® (5) SP1 (32-bit and 64-bit)

• Home Basic
  
• Home Premium
  
• Business
  
• Enterprise
  
• Ultimate

Windows® 7 (32-bit and 64-bit) (32-bit and 64-bit)

• Home Premium
  
• Professional
  
• Ultimate
  
• Enterprise

Windows Server 2008 (6) SP1 (32-bit and 64-bit)

• Standard Edition
  
• Enterprise Edition
  
• Small Business Server

Windows Server 2008 R2

• Standard Edition
  
• Enterprise Edition
  
• Datacenter Edition

Database Server: Microsoft SQL Server® 2005 Express SP3

Windows XP SP3 (32-bit only)

• Home
  
• Professional
  
• Media Center 2004
  
• Media Center 2005

Windows Server 2003 SP2 (32-bit and 64-bit)

• Standard Edition
  
• Enterprise Edition
  
• Small Business Server

Windows Vista (32-bit and 64-bit)

• Home Basic
  
• Home Premium
  
• Business
  
• Enterprise
  
• Ultimate

Windows® 7 (32-bit and 64-bit)

• Home Premium
  
• Professional
  
• Ultimate
  
• Enterprise

Windows Server 2008 SP1 (32-bit and 64-bit)

• Standard Edition
  
• Enterprise Edition
  
• Small Business Server (64-bit only)

Windows Server 2008 R2

• Standard Edition
  
• Enterprise Edition
  
• Datacenter Edition

ACT! Link for Palm OS

Windows XP SP3 (32-bit only)

• Home
  
• Professional
  
• Media Center 2004
  
• Media Center 2005

Windows Vista SP1 (32-bit only (7)

• Home Basic
  
• Home Premium
  
• Business
  
• Enterprise
  
• Ultimate

Windows® 7 (32-bit and 64-bit)

• Home Premium
  
• Professional
  
• Ultimate
  
• Enterprise

ACT! Link for Pocket PC Requirements

Windows XP SP3 (8) (32-bit only)

• Home
  
• Professional
  
• Media Center 2004
  
• Media Center 2005

Windows Vista (9) SP1 (32-bit and 64-bit)

• Home Basic
  
• Home Premium
  
• Business
  
• Enterprise
  
• Ultimate

Windows® 7 (32-bit and 64-bit)

• Home Premium
  
• Professional
  
• Ultimate
  
• Enterprise

PLEASE NOTE: If you want to host ACT! 2010 databases on the same SQL server as ACT! 2008 or 2009 databases, you must apply a hotfix to each ACT! 2008 or ACT! 2009 client machine. Reference the below Knowledgebase articles for more information and download instructions.

1. Outlook Express is available on Windows XP and Windows Server 2003.
2. On 64-bit versions of Windows, Internet Explorer (32-bit) is recommended.
3. Palm HotSync Manager 7.0.2 is recommended for Windows Vista.
4. Windows XP Professional limits the number of concurrent network connections to 10 (Home Edition limits concurrent connections to 5).
5. Windows Vista limits the number of concurrent network connections to 10 (Home Basic and Home Premium Editions limit concurrent connections to 5).
6. "Core Server Installation" of Server 2008 is not supported.
7. Palm, Inc. does not support 64-bit or Windows Server versions of Windows.
8. Microsoft ActiveSync 4.5 is recommended for Windows XP platforms.
9. Palm, Inc. does not support 64-bit or Windows Server versions of Windows.

ACT! by Sage Product Comparison Chart

Choose the solution that best fits your business needs.

Features	ACT! by Sage	ACT! by Sage Premium
MANAGE RELATIONSHIPS
60+ pre-defined fields for contact details, e-mails, and phone numbers
Note, history, activity, and document tracking
Social media profiles
Last communication fields
Duplicate checking
Record merge
Related contacts
Group and company tracking
Automatic add and remove contacts in groups and companies
Linked company and contact fields (1)
Tabbed interface
Big “easy” buttons
Right-click (2) and one-click functionality
Type-ahead
Multi-select drop-downs
“Layman” verbiage throughout
Setup assistance for configuring preferences
In-context help, feature tours, and documentation
SEARCH
Central search
Lookups on all fields
Advanced queries
Activity, opportunity, document, and user lookups
Save lookups as groups and companies
BE MORE PRODUCTIVE
Activities tied to contact records
Editable priority, activity, and history types
Activity series (3) for activities with multiple steps
Activity rollover
Multiple calendar views
Filterable task list view
Activity alarms
Calendar pop-ups
Calendar access by user
At-a-glance user availability (4)
Manage and define resources
Conflict notification
Activities for 10+ users viewable on your ACT! calendar
MARKET EFFECTIVELY
E-mail marketing (5)
Drip marketing (5)
Survey and Web forms (5)
Marketing results tab (5)
Attach e-mails to contacts
Preformatted templates for e-mails and letters
Mail merge to contacts and groups
Validate and correct addresses during mail merge
History of all customer correspondence
SELL MORE
Opportunity note, history, activity, and document tracking
Product and service tracking
Built-in ACT! sales stages
Opportunity date fields
Opportunity designations as open, closed-won, closed-lost, and inactive
Instant quotes (4) (6)
Filterable opportunity list view
Opportunity list export to Microsoft® Excel®
MEASURE RESULTS
Interactive activity, opportunity, and user dashboards
Dashboard targets
Dashboard with team views
Interactive pipeline report with drilldown capability
50+ preformatted report templates
Export reports to Excel, HTML, PDF, or e-mail
Activity reports by user
Connector for third-party report writers
SHARE AND SECURE
Data sharing 1-10 users
Data sharing with 10+ users
Viewable team memberships
Secured contacts, notes, history, and opportunities
Field level security
Company security(7)
Group and company security(7)
Five security roles for users
User permissions and access specifications
Password rules
PERSONALIZE (3)
Layout designer for editing layouts
Field types designated as date, currency, yes/no, expansive memo and picture
Remove, edit, or add fields
Add values to drop-downs
Customizable menus (4), toolbars columns and navigations bar
Customizable sales processes
Customizable opportunity field names and field types
Customizable dashboards with the dashboard designer
Customizable reports with the report designer
ACT! online community for free downloads
ACT! Software Development Kit (SDK)
Enhancement solutions developed by third-party ( 8) vendors
ACCESS
Offline access
Mobile access, including BlackBerry® and iPhone™ (9)
Citrix® or terminal services
INTEGRATE
Office and Outlook® integration (10)
Send meeting invites from ACT! to any iCalendar connected calendars
Contact (4) and activity creation from Outlook e-mails
Share ACT! contacts in vCard format
Lotus Notes® integration
Excel import and export
Administer and Maintain (3)
Automatic backup
Automatic database maintenance
Automatic synchronization
Silent install (12) administration and activation
Automatic install updates

1 Not all fields can be linked and linked field types must be compatible.
2 In ACT! Premium for Web, this feature may behave differently.
3 In ACT! Premium for Web, administrative functions must be performed on the Web server.
4 This feature is not available in ACT! Premium for Web.
5 Requires additional subscription.
6 Requires Microsoft Excel and Word 2002, 2003, or 2007.
7 Limited access group and company names will be viewable from the tree view, but all associated information will remain inaccessible.
8 Sage and its affiliates are in no way liable or responsible for any claims made related to products or services provided by third party vendors. Sage does not guarantee the quality of third party products or services.
9 Requires additional purchase.
10 Outlook calendar integration is not available in ACT! Premium for Web.
11 This feature is only available in ACT! Premium for Web on machines running a Safari® browser on a Macintosh® OS. The ACT! Word Processor and Microsoft Outlook integration are not available using this feature.
12 Delivered as an MSI package. Software to distribute an MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate.

* Certified Consultants are third party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third party vendors.
Important Note: Review ACT! system requirements at www.act.com/2010systreq. You must purchase one license of ACT! per user. Scalability varies based on hardware, size, and usage of your database. Check with your add-on product provider to determine compatibility.

About ACT! ACT! by Sage is the #1 selling contact and customer manager in the world with 2.8 million users. It’s designed so you can organize all the details of your customer relationships in one place for a complete view of the people you do business with. Improve your marketing effectiveness to attract new customers and get more from existing relationships. And, take action on your most qualified sales leads with total visibility and control of your pipeline. Because ACT! is easy to learn and use, you can be more productive right away. Continue working with your existing business solutions, like Microsoft Outlook, Word, Excel, and Lotus Notes, because they integrate with ACT!.

About Sage CRM Solutions Sage CRM Solutions is a portfolio of market-leading applications consisting of ACT! by Sage, SageCRM, and Sage SalesLogix. Over 63,500 organizations and 3.1 million users worldwide rely on Sage CRM Solutions to develop profitable, long-term business relationships.

Why Should I Buy?

In a weaker economy, it’s tempting to "wait it out," but consider the cost of doing nothing. ACT! helps you grow your business by attracting new customers and getting more from existing relationships.

• Organize all the details of your customer relationships. Strong business relationships are essential to your success. Get a complete view of the people you do business with, plus instant access to past interactions and e-mails sent. Next time a customer calls, you’re prepared with a response about what you discussed last time, as well as personal details to set your business apart
• Generate actionable demand with end-to-end E-marketing (1). Not only can you create and send striking e-mail and drip marketing campaigns using a simple online editor, you’ll also be able to quickly identify your most interested prospects using a ranked call list so you know who to reach out to first.
• Take action on your most qualified sales leads. Focus on your most viable leads by capturing and managing each lead through the sales process. Record detailed progress notes, include your products and services, and see the probability of close. This gives you total visibility and control of your sales pipeline.
• Be more productive right away. Don't worry about a learning curve. ACT! is easy to learn and use. In fact, you can be 25% (2) more productive by simply choosing ACT! over the competition.
• Integrate with your existing business solutions. Take full advantage of the familiar solutions you've already invested in. Integrate ACT! with your e-mail, calendar, and more than 10 popular business solutions, including Outlook®, Word, Excel®, and Lotus Notes®.

"Our clients and candidates always remark positively that we know so much about them. In short, ACT! means our customers get excellent service."
Vicki Herrod, Seligman & Herrod, ACT! user since 2002

1. Requires additional subscription.
2. Based on a Keystroke Level Modeling competitive study conducted by Sage and Measuring Usability, LLC in May 2009. Competitors included Microsoft Dynamics® CRM and Salesforce.com.

Note: ACT! 2010 now supports Windows® 7 and Internet Explorer® 8. See System Requirements.

Screenshots