Call on CRM

Call on CRM

Integrated Telephony Solutions for ACT! by Sage

Call On CRM is a comprehensive communications solution that combines the two most powerful customer contact business tools – your phone system and your ACT! Customer Relationship Management (CRM) software system. It is designed to help businesses deliver an optimal customer experience using advanced IP telephony to drive business value in every customer interaction.

Cost: $9.95 per user per month

Click here to see screenshots & more details of Call On CRM for ACT!

The Power of Integration

Sage has long provided CRM software solutions to increase sales, improve marketing tactics, and help companies analyze and communicate with their best customers and prospects more efficiently. Call On CRM for ACT! was designed from the ground up to provide more productivity for ACT! users. The Call On CRM product utilizes an advanced, hosted, software-based IP telephone system with Unified Messaging to make call handling for your customer service group or any of your employees more efficient and cost effective.

Key Benefits:

  • Help your business deliver better customer service with simplified call handling giving inbound call handlers easy access to ACT! contact information and delivering screen pops of caller information.
  • Record more information about each interaction with your customers, improving the customer’s experience resulting in repeat business and more sales.
  • Standards based VoIP solutions leverage your existing infrastructure to reduce your overall cost of ownership.
  • Make your business more competitive with a complete, fully integrated solution that reduces implementation costs and an accelerated Return On Investment.
  • Future proofs your business with a software-based CRM communications solution that keeps pace as your changing business requirements by simply updating your system software.


  • Click to Dial – Increase ACT! user productivity by offering click to dial right from your ACT! contact record.
  • Call Histories – Create call histories and follow-up activities with automatic tracking of calling activity in the customer record.
  • Screen Pops – Help your customers provide better service when inbound calls ring and automatically triggers a screen pop of ACT! customer information to their desktop PC.
  • Powerful VoIP Softswitch – Complete IP business telephone system is used as the foundation of the Call On CRM Solution.
  • Unified Voice Messaging – Powerful unified messaging included a part of the Hosted VoIP solution. Retrieve your voicemails from anywhere or have them arrive via e-mail.
  • Web-based call routing – Change the way your calls get routed with Simultaneous ring, remote office and more with this easy-to-use GUI application.
  • Integration with business applications – Seamlessly integrates with 10.0 and later version of ACT! CRM as standard.
  • Self management and reporting CRM software solution – Simplified Web based management and reporting eliminates the need for expensive 3rd party support.
  • Multi-line support – Our advanced call handling solution allows simultaneous handling of multiple inbound and outbound calls.
  • Conferencing – One click conferencing with multiple callers, just dial and start.
  • Reverse Lookup – Advanced Web 2.0 Integration with and APIs to lookup contact info by phone number, contact name or company.

Supported ACT! software versions

ACT! 2008 and newer (Pro, Premium, Real Estate and Financial Professionals)

Contact us at: (877) 755-9029