by Karen | May 19, 2025 | CRM Usage Tips |
If you’re still using ACT! CRM on a Windows 7 machine, it’s time to talk security—and no, we don’t mean installing another antivirus tool. While ACT! CRM has served businesses faithfully for decades, using it on an outdated system like Windows 7 poses a... 
by Karen | May 14, 2025 | Events |
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is here to help you do just that! Date: Wednesday, May 14, 2025 @ 12 PM EST Topic: Importing & Exporting into Zoho Listen Now! Every second Wednesday, we dive... 
by Karen | May 1, 2025 | ZOHO |
When customizing your Zoho CRM modules, choosing the right field type is key to capturing accurate and useful data. Whether you’re setting up a sales pipeline, contact form, or support ticketing system, understanding the field types available in Zoho CRM can... by Karen | Apr 26, 2025 | ZOHO |
In a previous article I talked about the escalation in the Act CRM product when they introduced “Act Advantage.” If you’re looking for a cheap CRM – or one that doesn’t carry an annual subscription – there is no better price than... by Karen | Apr 23, 2025 | Events |
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is here to help you do just that! Date: Wednesday, April 23 @ 12 PM EST Topic: Importing & Exporting into Zoho Watch Now! Every second Wednesday, we dive into... 
by Karen | Apr 20, 2025 | ACT Software, ZOHO |
When it comes to choosing the right CRM for your business, the options can be overwhelming—and sometimes, the prices downright shocking. If you’ve taken a peek at ACT Advantage lately, you might’ve experienced a little sticker shock. Don’t worry, you’re... by Karen | Apr 9, 2025 | Events |
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is here to help you do just that! Date: Wednesday, April 9, 2025 @ 12 PM EST Topic: Importing & Exporting into Zoho Listen Now! Every second Wednesday, we dive... by Karen | Mar 31, 2025 | ZOHO |
Spring has sprung – and so have a lot of amazing new Zoho CRM features Expanded Messaging Integrations: Now connect with customers via Line, in addition to improved WhatsApp features like message templates, threaded replies, and audio previews.Zoho Advanced... by Karen | Mar 26, 2025 | Events |
Wednesday, March 26, 2025 @ 12 PM EST Topic: Roles & Permissions View Now! Every second Wednesday, we dive into exciting and practical topics to help you maximize the potential of Zoho CRM for your business. From learning the basics to exploring advanced features,... 
by Karen | Mar 20, 2025 | ACT & Zoho Consulting |
As the tech world marches forward, a significant milestone is approaching: Microsoft will officially end support for certain versions of Windows on October 14, 2025. For everyday users, this might just seem like another update on the horizon. But for businesses...