It has its own email client and word processor, both of which are well designed and more than adequate for normal business needs. If you wanted to you could operate almost entirely within ACT!. You can create different Dashboard layouts to suit specific needs and save them for future use. There’s a wide range of graphical output possible and the interactive Dashboard provides an effective way to bring this together. As well as looking at individual contacts, you can group and categorise contacts in different ways, either manually or automatically according to user-defined criteria.

And, in part, it provides a basis for analysis. In part this is to ensure that you have all the relevant details to hand whenever you need to deal with a client. In this way you can see what’s happened, what needs to be done and what the trends are. What makes it more than just a glorified address book is its ability to connect each individual’s or company’s record to a log of all your dealings with them and to all the correspondence, emails and other documents that were involved. It was previously owned by Symantec, but for some years now has been part of the stable at Sage, which produces a wide range of accounting and other business software.Īt its core, ACT! is a contacts database. Unlike those enterprise-level CRM solutions, ACT! is specifically tailored to small operations – anything from one to ten staff (though a scaled-up version called ACT! Premium is available for larger companies). One product that has been filling this niche for over twenty years is ACT!. Small businesses need this kind of information every bit as much, but their software requirements, and their budgets, are very different. Doesn’t it make a difference when you call a company and the person you’re speaking to immediately has your details on the screen in front of them and knows how to proceed with your enquiry? In large organisations, this ability derives from the use of specialist Customer Relationship Management (CRM) software provided by heavyweight software vendors such as Oracle or SAP.

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