Sage ACT! CRM Contact Management Software

13 Reviews (2.4/5)

ACT! by Sage 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. Aside from the sales automation functions, the Sage ACT! 2012 and Sage ACT! 2013 editions also have basic marketing automation capabilities to help your business create compelling campaigns and track the effectiveness of your marketing efforts.

Because ACT! contact management software is so well-known and widely-used both in the U.S. and abroad, chances are someone on your team already knows 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. This software is also available in iPad, iPhone and other mobile versions. Your mobile team can always stay connected whether they are in the office, or meeting clients in the field. 

Sage solutions are 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. Don't take our word for it, check out these awesome Sage ACT! reviews from real customers. 



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

 
Supported Operating System(s):
Windows, Mac OS

13 Reviews of Sage ACT! CRM

Overall rating
Review by from Personal Use |
Ease-of-use
Functionality
Product quality
Customer support
I have been using a succession of versions of ACT! software for a number of years to track my personal life. All went fairly smoothly until Sage entered the picture. Since then, the bugs have become more frequent and the accessibility and quality of technical support progressively worse.

This evening I reached the end of the trail. The ACT! 2011 software refuses to open the database I've been using for over two years, and most recently three days ago, because it claims I'm not the owner. The technical support pages on the website tell me that a single-event contact with a human being will cost me $99, for software which the company will no longer support at all in another six months.
Overall rating
Review by from McIntyre Consulting |
Ease-of-use
Functionality
Product quality
Customer support
I've used Act since around 1987. I've come to the conclusion that the last good, trouble free version of this software was Act 2000. Since that time I have had numerous problems with the program (Act 2004, 2005, 2006) taking minutes to open up, freezing up and my very favorite - not being able to open up my data base that I created and have used for a year or more. This is why for several years I went back to the 2000 version until the 32 bit machines became obsolete. Out of the blue, after two years of use the 2011 version, the software won't open up my files. Frankly Act 2011 Pro will is the last program I will purchase from Sage. I wouldn't recommend it to any new users. For those with tons of patience, the dire need for strategic planning, and progress charts, have at it.
Overall rating
Review by from Fandango |
Ease-of-use
Functionality
Product quality
Customer support
The support at Sage ACT! has been lacking and frustratingly unhelpful.

For the last 15 hours I have been working to sync my Outlook to ACT to transfer email contacts. Should be a simple straight forward process.

After following the directions through ACT, I was surprised that the errors I had encountered were not addressed in the walk through. When I reached out to receive support, both through web-chat and phone, I was advised to check multiple web sites to see if my questions could be answered.

There was no professionalism and minimal knowledge about the product. I had a basic question that was straightforward. Instead of simply answering the question or directing me to someone who could, I was brushed aside.

For a CRM company, it appears like they should upgrade their internal support teams before providing advice to others. I will avoid this system in the future and ensure that people know of ACT!'s failure to act with a helpful and professional manner.
Overall rating
Review by from Oyster Point Psychological, Inc. |
Ease-of-use
Functionality
Product quality
Customer support
I have used ACT since the days before Windows! Upgraded from ACT 6.0 to Sage ACT! 2013 last week. Importing 8,200 contacts was very time-consuming and very difficult. ACT would not let me install updates, because I am not a Windows Administrator (which I am).

Not sure why/if all needs to be so difficult. Forty-five minutes later, I had the updates installed. Lost my templates and am attempting to re-create them. I understand that importing user fields might not be possible with Windows 7. I will spend some time with customer support tomorrow.

Refine rather than re-invent would be my advice to Sage ACT! Act 6.0 was a great product! I miss it.
Overall rating
Review by from Self Employed Sales |
Ease-of-use
Functionality
Product quality
Customer support
I started using ACT in 1994. At that time, and up until I was forced to upgrade, I loved it. The interface was simple and really easy to understand. For some reason, (I'm a bit foggy as to what happened) I had to upgrade to a newer version. I was quite content with the version I'd been using for 15 years.

I bought the new version and I found it to be a nightmare. Just getting out installed was ridiculous. Costumer support was awful. The entire UI changed, and in my opinion, was poorly designed. I've not upgraded to the latest version and do not plan on doing so. In fact I've not used it in more than a year and desperately need to find a suitable replacement.

Note: ACT may still be a good product. I was just so accustomed to the version I'd always used, the changes made over the past few years have made it difficult for me to use it.
Overall rating
Review by from Ibex Engineering |
Ease-of-use
Functionality
Product quality
Customer support
I purchased Sage ACT 2011 Premium to replace an older ACT version because I upgraded my machine and it came with Windows 7. I am a single seat user, small business independent sales rep. I had used earlier versions of ACT for 12 years.

The old ACT (still in use on old machine) loads faster, runs faster, was easy to customize for reports, scheduling and follow up. This new ACT 2011 cannot get out of its own way. Reports don't work and Sage just advises me to contact independent reseller for contract consulting to optimize.

In other words - you need an IT department to support ACT 2011.
Overall rating
Review by from Proforma Promotions Remembered - negative |
Ease-of-use
Functionality
Product quality
Customer support
I have found the last 2 versions of ACT really difficult to use with our home office platform. I have called for technical assistance which takes hours because the tech support is very slow. In 2 years with Sage ACT! Pro 2011 and 2012 we have never been able to integrate with Outlook and the tech support can not integrate it either.

We have been using ACT through all of their updates for many years, but since SAGE
purchased ACT! it has been very difficult CRM to use or integrate.
Overall rating
Review by from Hometown National Bank |
Ease-of-use
Functionality
Product quality
Customer support
The product slows some of our other systems down. They tried to bill us for support we specifically decline numerous times. Handles the basic items we needed.
Overall rating
Review by from Frost Enterprises, Inc. |
Ease-of-use
Functionality
Product quality
Customer support
I work for an organization that manufactures and sells direct to store owners and other manufacturers. When I started they had a very good system for accounting and manufacturing, but not so much for sales. I was given several options, but ACT! had the most functionality, ease of use, and customization of them all. Since we are a small manufacturer we chose a solution that we purchased, instead of leasing or renting from the web. ACT! 2012 Pro has been a great fit and has helped track many sales and the correspondence that goes with it. The nice thing for me is speaking with the customer long enough to get the sale, but when they call the office everything is there for them to speak with the customer like he is our only customer. The office knows everything I told the customer. Sales are starting to grow and, for me, it is largely due to ACT!
Overall rating
Review by from Sound Counsel Services |
Ease-of-use
Functionality
Product quality
Customer support
I am another ACT! user from its earliest days. I have done a great deal of research in the last few years on problems with the program since it was purchased by Sage. Way too much to share here, but believe me when I say there is a tremendous amount of angst out there from Sage ACT users. The program itself is still a good one, but if you experience a problem, you are unlikely to have it resolved. Technical support under Sage is universally despised. I have never, and I mean never, communicated with a Sage ACT technical support person who knew the product and who could provide help. The ACT Consultant community is there in the Sage ACT forums to offer help, but they rarely can resolve technical issues. They won't come out and say it, but they know Sage ACT support is terrible and the product itself has become more and more of a problem under the Sage ownership. The consultants put the best spin on ACT! they can, which is expected. Summary: ACT! is still basically a good product, but don't expect technical support at all and for goodness sake don't pay for upgrades, which are also universally seen as a waste of money, as improvements are invisible. Sage is destroying the product and should sell it to a company that really wants to keep it a dynamic product. Sage has recently labeled ACT! as a "non-core" product in its software lineup. Good luck.

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