Sage ACT!

From the makers of Peachtree accounting software, Act! CRM (customer relations management) software is Sage’s frontline solution for keeping track of your leads, prospects, and existing customers so you can stay up to date on their lifetime spend from the first steps of the customer journey to becoming a frequent buyer. This system facilitates sharing information across your entire organization. What makes Act! stand out from other CRM software is its accounting functionalities that streamline your organization’s data sets by making contact management blend seamlessly with accounting. Act! makes it possible for the sales and operations teams to never need to open your accounting program while still being able to view the financial data relevant to that customer or lead.

Rue & Associates can assist you with establishing CRM databases in Act! and integrate your accounting functions with your customer information. Whether you are a beginner or experienced Act! user, we can help you at every step of the way when it comes to strengthening your bottom line and increasing efficiency. You can count on our world-class service to ensure that the following functions are done correctly:

  • Creating a new chart of accounts and customer data files in Act!
  • Integrating existing accounting data from Peachtree, or other accounting software
  • Budgeting and incoming sales estimation by customer, division, step in the customer journey, and other attributes
  • Customer credit management
  • And much more!

We strive to help you get the most utility out of Act! CRM as possible and make the accounting integration process as seamless as possible. Our financial management professionals are highly skilled Sage premier solutions users and can instruct you every step of the way in using Act!, and we are happy to have you outsource Act! management to us for your accounting and CRM needs.