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Sage ACT markets this product for contact management purposes -- it is not a full CRM. Act! is an early pioneer among contact management products having begun in 1987. The installation process was quick and easy. Last time this product was reviewed there were some difficulties associated with the need to register the product before it could be reviewed; happily this problem no longer exists with version 7. Additional required software, such as .NET and IE6, are bundled with the ACT! package.
The graphical interface is attractive and functional. Data groups are well organised with easy links to associated information and many common tasks such as creating records, viewing graphs or company lists -- all only a single click away. Search tools make finding specific information easy. In addition to normal searching, there is a duplicate search-tool.
Creating and seeking records is a breeze. An in-built word processor, or MS Office integration, allows for the creation of letters and other documents without leaving ACT! Automatically addressed templates make letter or e-mail writing easy and a variety of reports can be created automatically for output to screen, printer, e-mail, PDF, HTML, or RTF.
Act! comes with software interfaces to connect with Palm handhelds and Pocket PCs. E-mail communications are supported via Eudora and Outlook/Outlook Express. Add-on support for facsimile communications are available.
It's good to note that none of the concerns detailed in last year's review caused us any grief this time. If you are an existing Act! user and are thinking of upgrading to a full CRM you might like to research SalesLogix by Best Software. SaleLogix is produced by the same software team as Act! and thus has a similar look.
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What about SugarCRM?
SugarCRM is one of the fastest growing CRM/Contact Management systems in the world, and competes directly with many of those systems listed.
SugarCRM's commercial open-source model clearly differentiates it from the competitors by providing full access to all source-code allowing the system to be easily tailored to suit each customers needs, making it a powerful alternative to an otherwise proprietary and inflexible systems included in the review.
SugarCRM is commercially supported in Australia by Insightful Solutions, and backed internationally by SugarCRM in the US.