Act! offers tried and tested Customer Relationship Management (CRM) Software

It is the #1 best-selling contact & customer manager


Since 1987 Act! (previously known as SAGE Act!) software has been trusted by individuals, businesses, and sales teams to get organised and take the guesswork out of marketing to drive sales results. Choosing Smarter Business, an Act! Business Partner and Act! Certified Consultants will ensure your Act! solution delivers a faster return on investment.

Act!’s customisation flexibility, conection / integration and automation options makes it the ideal CRM choice for most organisations.

Rest-assured, Act! is the proven, trusted choice for CRM worldwide.
Act! is the proven, trusted choice of entrepreneurs, sales teams, and small and mid-sized businesses—and has been for over 30 years. Act! helped establish the CRM category and has been leading the way ever since, acquiring over six million users in 100+ countries, so you know you’re in good company and in good hands. And while Act! is simple to learn and easy to use at Smarter Business we are here to help you get more from your investment.

  • Contact & Customer Management
  • Calendar & Activity Management
  • Opportunity Management
  • Sales Process Automation
  • Notes & History
  • Lookups & Groups
  • Email Marketing & Social Integration
  • Reporting & Dashboards
  • Integration with Outlook®, Google™, Dropbox and more!
  • Deployment: On premises, Web, hosted, mobile
  • Zapier 100s of App Connections
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smarter business-CRM

What version of Act! CRM is the best solution for your business?

Read on or get in touch with our expert advisors today.

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Which is the right Act! CRM software management solution for you?

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Act! Premium Cloud

Best for:
SMBs seeking a comprehensive solution that’s worry-free, with no-IT involvement.

Deployment:
Secure Cloud Hosting

Features:
Subscription based Payment
On-demand access to Act! Premium
Exclusive video training
and expert support – included!
Automatic setup, backups, and upgrades
Affordable, flexible subscription options
Integrated emarketing services

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Act! Premium

Best for:
Mature small-to-medium sized businesses that value flexibility and web services connectivity.

Deployment:
Windows®, Web, and Mobile

Features
Group access PC, Web, mobile
Group Scheduling,
Group Dashboards and Reports
Enhanced Security Settings
Advanced Admin Options
HTML5-based Mobile Included
Hosting Options Available

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Act! Pro

Best for:
Cost-conscious individuals and small workgroups.

Deployment:
Windows®

Features:
Contacts, Groups & Companies, Notes & History
Tasks, Calendar & Activities, Opportunity Tracking
Outlook, Google, Dropbox & social integration
Integrated emarketing Services
Best Practice Process Automation
Dashboards & Reports
Mobile and Marketplace Solutions Available

Click for Pricing

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Stay in touch with customers and increase sales.

Adaptable

Act! works like you work, equipping you with a variety of configuration options from lightly personalised to completely customised. Set security rules, automate unique processes, and more. Get Smarter Business to help create your Act! experience.

Everywhere

Act! goes where you go, enabling you to be productive from wherever you work—the office, home, or the road. Get to the details you need whether you’re online or offline. Sophisticated offline sync capabilities keep everyone in the business up to date.

Connected

Act! CRM likes what you like, Act! direct integration with Outlook®, Google™, and Excel enables seamless interaction. Act! also likes what you like, keeping you connected to the tools and apps you love like Slack™, QuickBooks® Online, Shopify, and hundreds more via Act! Connect.

Here's what you can do

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Access your data on the move with Act! Premium Mobile

With Act! Premium Mobile you can access your data whilst out and about, giving you key customer and contact details from your favourite supported device.
  • Real-time, mobile access to your contact, calendar, and opportunity details from your iPhone®, iPad® or Android™ device.
  • Access your groups and company records and drill down into them whilst you're out and about.
  • Email out to a group, contact or company from within Act! Premium Mobile. And as all communications are instantly saved into history it'll save you time when you're on the road.
  • Keep remote teams in sync with secured, shared access to the most recent Act! details.
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Know every detail about your customers & contacts

Act! enables you to drill down into specific details about your business relationships. Putting the latest information at your fingertips, from contacts and calendars to customer notes and history.
  • Keep customer contact information, plus associated notes, history, activities, documents, opportunities, social media profiles, and more in one organised place.
  • View a complete history list at a glance and drill down by date, type of history, user or keyword to find the information you need. Plus export this information to Excel to make reporting even easier.
  • Automatically link your existing and new contacts to company records, giving you an instant view of everyone you do business with at a single company.
  • Increase productivity with team access to a central database from Windows® and the web.
  • Benefit from team-based features like group dashboards and reports, team calendar view, and enhanced security settings.

Make the most of your working day

Act! can help you handle the things that need to get done every day, leaving you more time to focus on what counts - your customers and sales.
  • With Act! Scratchpad you can avoid duplication or loss of important information, a convenient virtual notepad.
  • Smart Tasks lets you accomplish more, it will put activities in your calendar, send emails for you and much more, even when your Act! software is closed.
  • Track scheduled activities and associate them to your contacts for a complete view of happenings with those relationships.
  • Stay up-to-date when a scheduled task completes successfully, or fails - giving you peace of mind that important database tasks are being completed.

Work seamlessly with the tools you rely on everyday

You can do it all from just one place. Act! works seamlessly with the other tools you already rely on like: Microsoft® Outlook®, Gmail®, Google® Contacts, Google Calendar™, LinkedIn®, and Facebook®.
  • Write an Outlook® email from within Act! and a history is recorded on the associated contact for quick recall.
  • Sync your Act! contacts and calendar with Outlook® and Google®, then easily access them from either application.
  • View popular social media sites within Act! to see more detail about what your customers are up to now.
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TEAMS | DEPTS Management

Choose who has access to what information. Act! offers advanced Team and Department capabilities found in supposedly high end CRM solutions. Smarter Business tailors Act! to suit your organisations Teams, Departments and Senior Management requirements.

  • Schedule activities for others
  • Assign contacts & opportunities to users
  • Field Security – Full Access, Read only or no Access
  • Users permissions – Browse, Standard, Manager, Administrator
  • Private contacts or Team permissions – Access to certain contact records only

Lookups: Groups & Companies

Organise similar contacts into groups and companies. So you can deliver targeted marketing messages or sales offers to select contact segments.

Act CRM Groups and Companies
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Smart Tasks & Automation

Save time by automating key follow-up activities based on dynamic criteria you define, with Smart Task options for automatically sending email campaigns, scheduling activities to follow up with hot leads, assigning contacts to a new owner, and more!

Reports, Dashboards & Insights

Quickly gather critical business intelligence including email campaign effectiveness, pipeline efficiency, revenue by lead source, and more, so you can evaluate performance, guide strategic improvements, and know what to do next.

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Act! Business Care - Taking care of what matters

Our Act! Business Care memberships have been designed to ensure you get the most from your software and have the best possible support and advice on hand for your business. With an Act! Business Care membership, you'll receive great benefits including:
  • Password Decode: Our experts can quickly and easily decode your password should the need arise.
  • Telephone support: Our team of experts are available 9am to 5pm Monday to Friday. Business Care Silver members can benefit from extended hours (8am to 6pm).
  • Email support: Email our experts with your query at any time. We answer all queries within 48 working hours.
  • Knowledgebase: Access an online library of FAQs about Act! as well as general business queries.

Get more from Act! with Smarter Business expertise

Smarter Business is an Irish database and CRM consultancy, specialising in increasing organisational efficiency, productivity, sales and customer services. Focusing on business process improvement and systems integrations we help you achieve the KPI’s that make all these benefits possible.

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Have you already got lists of contacts? Do you just need to have them all in one place? We turn your contacts into a powerful fully segmented and searchable database. By extracting the raw data from your existing sources of customer information we build the backbone of your business information system.

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Investing in ACT! or Fieldmotion software is just the first step to maximising your organisation’s potential. Gaining a competitive edge means doing things better than others therefore having competent, trained staff will enable you to fully exploit its potential.

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We've only scratched the surface of Acts! capabilities. Find out even more about Act! emarketing.

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