Windows
2 Reviews (3.1/5)

Sage ACT! is one of the most popular and affordable CRM systems around, with millions of customers across a wide range of vertical markets. This client management system has all of the functionality a small business sales team needs to manage the sales pipeline and recruit new clients at a price tag that won’t break the bank.

A few of the features we really like are the meeting notes and task reminders, but aside from the sales automation functions, Sage ACT! also has the basic marketing automation capabilities to help your business create compelling campaigns and track the effectiveness of your marketing efforts. Because the system is so well-known and widely-used both in the U.S. and abroad, chances are someone on your team already know how to use it. Even if they don’t, we think it’s incredibly user-friendly and intuitive, so the learning curve should be minimal.

Sage ACT! is designed for the small business, and thus priced accordingly. The cost-conscious buyer will find the standard CRM applications he needs at a price tag he can easily digest. There are no hidden costs and you don’t have to worry about footing the bill for an expensive IT stack. Finally, we really like that you can even customize the system to meet your needs with personalized design views and templates.



Sage ACT! Connect on iPad

Sage ACT! Connect on iPad

 
Main Contact View – Web Info

Main Contact View – Web Info

 
SmartTask – SEMA Email Template

SmartTask – SEMA Email Template

Welcome Page

Welcome Page

 
Opportunity Detail – Contacts Tab

Opportunity Detail – Contacts Tab

 

2 Reviews of Sage ACT!

Overall rating
Review by from Bumperchute |
Ease-of-use
Functionality
Product quality
Customer support
I recently needed to update my old system. I was a 7+ year Goldmine user that Windows 7 no longer supported. As a small biz owner the last thing I wanted to do was to take time to transfer and learn a new contact management system. Sage ACT! 2012 was the closest software that met my needs. Not sure why Sage has two systems Contacts and Companies, very confusing for a GM user.

Hard to believe that it takes 5 clicks just to get to my printer setting to print an envelope. Sure would think in 2012 they would have a easier way to configure. Very frustrating on the Admin migration software that was needed. Support from them was not great. They actually said I was trying to be too concise and particular. Long website and email address did not migrate completely. Hmmm I wonder who is being to "concise"?

I was very surprised there was no Canada Providence in the State setting. Another feature loss from GM is when you type in the zip code it doesn't automatically fill in the city/state. Still trying to figure out Outlook and Act. It appears much more management of the messages. After I add to contact I need to delete out of Outlook. Again GM had this one figured out in their old 6.7 version, years ago. I wish I had more control of screen settings.

It appears the folks at Sage have not figured out there are larger monitors out there. Try to add a relationship with the screen setting at medium, it can not be done. This is not what you want to hear. Change is hard for us small guys, more hand holding is needed vs. all your auto generated sales calls and emails. My inbox was full of buy buy buy vs. a live person on "how can we help you". I felt like I was just a completed sale for someone and I don't even have a clue who that person was.
Overall rating
Review by from PawsPlus |
Ease-of-use
Functionality
Product quality
Customer support
The program is easy to use and very affordable for what we were looking for. Our sales team was great to work with and Paul our support contact is very prompt about getting back to us, helping us work through issues, and the training was very good as well. We are very happy with the overall purchase, process, and ongoing support.

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