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Traditionally termed ‘CRM’ or ‘Contact Management’, ACT! manages the interaction between your business and your customers, potential customers, suppliers, and even your fellow company members. Synchronising with Sage Pastel Accounting, ACT! merges the functionality of finance, sales and marketing.

By using ACT! you will no longer have to duplicate data on your accounting and CRM software – ACT! does it all for you, allowing you a birds-eye view of your customer information. For example, anyone putting an update into the accounting system will be updating everyone’s information.

ACT! can help you manage every stage of the sales process by keeping track of where your sales force is with each customer/ target, instantly telling you who has bought which products and when. It can also assist you in predicting sales trends and monitoring your sales funnel, from new opportunities through to commitment to buy.

 

 

 

 

 

 

 

 

 

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