by Karen | Jun 6, 2025 | Events |
REGISTER NOW! Whether you’re sending a personalized note to one contact or launching a full-blown email campaign to hundreds, we’ve got you covered! Join us as we explore: ✅ How to send single, personalized emails using Zoho CRM✅ How to run professional... 
by Karen | Jun 5, 2025 | ACT & Zoho Consulting |
Act! CRM has been around for decades—over 30 years! And many businesses have loyally used it just as long. But even the most loyal Act! users have likely faced this recurring issue: database clutter. A few years ago, I shared some helpful tools available in Act! to... 
by Karen | May 30, 2025 | ZOHO |
When it comes to managing customer relationships, Zoho has a whole toolbox ready—but two of its most popular options are Zoho Bigin and Zoho CRM. If you’re wondering which one fits your business better, here’s a friendly breakdown. 🚀 Zoho Bigin: CRM Made Simple Zoho... 
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 CRM has served businesses faithfully for decades, using it on an outdated system like Windows 7 poses a...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...