Sage ACT! Software Pro and Premium Review

Sage ACT!, formerly known as ACT! By Sage, is a CRM software application used to keep track of client and prospect details in a single database that multiple users can share. CRM stands for customer relationship management, a modern and popular model for managing a company’s interactions with both existing and future customers. ACT was an acronym for “Activity Control Technology” at first and hen for “Automated Contact Tracking”, but then it became just “ACT!”.

The Sage ACT! software was released in 1987 by the Sage Group, a multinational enterprise software company based in the United Kingdom. The Sage Group is the third largest supplier of enterprise resource planning software in the world, being also the largest supplier to small businesses and having more than 6 million customers worldwide. Over 2.8 million customers are registered users of the Sage ACT! Software.

This CRM software application integrates with Microsoft Word, Excel, Outlook and other popular applications in order to generate and track communications with the contacts maintained in the Sage ACT! Database. Ever since ACT! for DOS 1.0 was released in April 1987, the software has been constantly developed. In 2009, the 12.0 version was expected to add more links to social media sites and accounting products. In 2010, the product was split into Pro & Premium.

The 2011 version was integrated with Google and included faster, more expansive searches, as well as a virtual notepad called Sage ACT! Scratchpad. For the 15.0 model in 2013, the specialists at Sage added full integration with mobile devices, as well as social media sites such as Facebook, Twitter, and LinkedIn. The 2013 version also included improved smart tasks with better triggers and offline capability.

No doubt that Sage ACT! is one of the best CRM software applications on the market, but what is the difference between the Pro and Premium versions? Many business managers fail to look into this aspect before purchasing the software application and then realize that the version they have invested in does not really pay off. This is why it is time to better understand the purposes of Sage ACT! Pro and Premium and the differences between them.

1. Sage ACT! Pro

Sage ACT! Pro makes it easier for users to manage anything and everything related to their contacts and calendar. It is just like a business command server serving up relevant relationship details. Is also connects to services that are critical for a business, as well as desktop and web-based productivity tools. The social media part is not left out, either. Here are some features and characteristics of Sage ACT! Pro:

  • Deployment: Windows;
  • Recommended for individuals and teams of up to 10 users;
  • Allows users to get organized with a single view of their customer’s contact information, emails, activities, meeting notes, and to-dos;
  • It can seamlessly interact with Microsoft Outlook, Google, LinkedIn, and more.

Moreover, Sage ACT! Pro does not only keep track of all the details of your business relationships in a single, orderly view. This great software application also makes it easier for you to drill into the specifics at any given time and place. By using Sage ACT! Pro, you can:

  • Keep customer contact information, plus associated notes, activities, history, opportunities, documents, social media profiles and more in a single organized place;
  • View payment status, open quotes, and sales orders with Sage 50 (US and Canada editions) accounting software integration;
  • Access contact and calendar details from your iOS, Android, or BlackBerry device.

2. Sage ACT! Premium

Sage ACT! Premium makes it easier for users to engage in meaningful conversations with clients by providing them with an organized view of everyone they do business with – even while on the go. If you work on a team that needs to stay in sync, the additional benefits of Sage ACT! Premium will definitely help you a lot. Here are some of the Premium version’s features:

  • Deployment: Windows, Web, and Mobile;
  • Recommended for teams;
  • Allows you to get organized with a single view of your customers’ contact information, activities, meeting notes and to-dos;
  • It can seamlessly interact with Microsoft Outlook, Google, LinkedIn and more;
  • Boost effectiveness with team-based functionality and shared across to a central database from Windows and the web;
  • Allows you to stay connected to your business from your iOS or Android device with Sage ACT! Premium Mobile, which is included with your purchase.

Nowadays, businesspeople need to travel a lot, so they are going places. With the great feature Sage ACT! Premium Mobile, you can travel light and stay connected to your business by simply accessing key Sage details from your preferred supported device. By using Sage ACT! Premium Mobile, you will profit from many benefits, such as:

  • Real-time, mobile access to your contact, calendar and opportunity details from your iOS or Android device;
  • Sleek interface with Quick Actions that follow similar Sage ACT! Functionality;
  • Keep remote teams in lock-step with secured, shared access to the most recent Sage ACT! Details.

To sum up the main similarities and differences between Sage ACT! Pro and Premium, here is a chart that summarized their features:

Both of the Sage ACT! products are wonderful, so you simply have to choose the one that suits you best. Remember that Sage ACT! Pro is great for individuals and small teams, while Sage ACT! Premium works best for larger teams and companies.

Act Software Demo Video

Demonstrating Act Software! A complete CRM (Customer Relationship Management) and leading contact management software, which includes just about everything you will need to run and scale your business. Here is an Act Software demo video of the application’s main benefits for new and existing Act! Software. Multiple users can manage customer relationships simultaneously.

Sage ACT Reviews

Sage ACT! is considered to be one of the most successful tools, at the moment, when it comes to customer relationship management. This CRM system is actually used by millions of customers, from all around the globe. Both small and large companies can benefit of ACT! and since it is so widely used, you probably already know someone who knows how it works.

However, if there is no one on your team who has used ACT!, there is nothing you should worry about. You can easily find out what other people think of this program from the numerous reviews that clients have given to ACT!.

So, numerous people have already used ACT!, being extremely happy with the benefits this software brings. Here you can read some of the reviews customers have given Sage ACT!:

Some clients are interested in how Sage ACT! can be used with LinkedIn:

I have version 12 and tried version 13. I was very much interested in how it handled LinkedIn. It makes a nice connection to LinkedIn and shows it under one of its tabs.

Other clients believe that Sage ACT! has a great customer service:

I have been using ACT since version 5 and recently converted to 2013. The customer service from Maria, was excellent and I have taken advantage of the 30-day customer support twice and both Moin and Ismail were beyond outstanding – great teachers, easy to understand, and helped me tremendously. Fantastic service on all of my three calls! So impressive!

A user friendly software, ACT! is appreciated as one of the best tools on the market:

Over the years ACT! has gotten better and better, especially for small businesses where a few people need to be able to synchronize contacts, calendars, projects, time tracking, and opportunities. For us it has become our Small Business Enterprise system.

I’ve been an ACT! user since 1990 and a very happy customer. This newest version made it very easy to migrate the old ACT! version databases over. Very user friendly.

We have tried plenty of feature packed CRM but have spent way too much over the years. ACT! is best value we have found.

Every new version of Sage ACT! brings important improvements, appreciated by its customers.

I have been a user of ACT! since 3.0 and it just keeps getting better! Now, the smooth integration with Social Media takes it over the top! The design team listens to the community and the product shows it. What impressed me most is that ACT! 2013 makes work-flow easy across programs and platforms enabling me to need fewer if any other products. I was amazed that even my GOOGLE Calendar and Contacts were seamlessly integrated so that there is literally no need to leave ACT! 2013 during my erratic workday. ACT! 2013 keeps me at the top of my game.

I have used ACT! for a number of years and always found it to be a solid product. I see with each new version a number of functions or features added that I can check off my wish list from earlier versions. ACT! has served me well and I anticipate it will continue to do so.

Sage ACT! has provided me 7 years of amazing business control that I could have never done on my own. Each year I look forward to improvements in performance, enhancements and the the tweaking you would expect to keep up with today’s technology. I continue to learn that if there is something I would like Sage ACT! to do for me, it is already available within the software, I just need to educate myself on using a new part of the program.


For more information, here you can watch a Sage Act! 2013 video review: