As of ACT! 2005, though, the product no longer offers macro recording or playback capabilities, so users or administrators who want to automate the product directly should consider GoldMine.įor those users who find browser-based CRM appealing, Sage offers a Web-based interface called ACT! for Web. It also includes WYSIWYG editors that let you easily change form and report layouts. ACT! lets you build tabular or graphical reports from the opportunity data, though we wish it offered a bit more control over the process.ĪCT! includes tools to customize or add fields, pick lists, and tabs in your contacts and opportunities.

You can track opportunities as they pass through stages in ACT!'s default built-in sales pipeline, or you can easily construct your own alternate pipelines. You can use these groups and companies (or ad hoc search results) to schedule tasks and to create individual e-mails or mail-merged bulk mailings.Įach contact record displays tabs that let you link to a variety of information, including notes, history, activities, documents, and opportunities. ACT! lets you organize contacts into groups or companies, which can in turn contain subgroups and departments, either by selecting individual contacts or by defining dynamic criteria. Incremental (type-ahead) search, search by example, and advanced search made it easy to find desired records. Importing existing data directly from Microsoft Outlook or from data sources like CSV (comma-separated value) files proved painless, though ACT! didn't transfer existing notes on our Outlook contact records. ACT! strikes a favorable balance between capability and usability, providing a straightforward contact-management interface that also offers sales-oriented tools like opportunity tracking and mail merge.

Act by sage premium for workgroups 2007