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Move Your Act Pro Data to Zoho Bigin
ACT! CRM ZOHO

Move Your Act Pro Data to Zoho Bigin

I have received literally hundreds of inquiries since Act Pro was discontinued. Some of my Act Pro customers understand this…
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The Comedy of CRM Software Demos: Why Reality’s Not in the Script
CRM Consulting

The Comedy of CRM Software Demos: Why Reality’s Not in the Script

I am often asked to give an Act! demo or a Zoho demo. I'll do them but the truth is…
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Act! CRM Software’s Year-End Promotions
ACT! CRM

Act! CRM Software’s Year-End Promotions

If you are an existing Act user looking to purchase an Act Perpetual license I can't help you as they…
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Zoho CRM Versions – Deciding on the Best One
ZOHO

Zoho CRM Versions – Deciding on the Best One

I receive a lot of inquiries about Zoho's product line. In a previous post I outlined Bigin, the entry level…
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Zoho Bigin Features – Deciding on the Best Bigin Version
ZOHO

Zoho Bigin Features – Deciding on the Best Bigin Version

I receive a lot of inquiries about Zoho's Bigin product. Bigin is meant to be an entry level crm. Whether…
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I Want to Save All of My Outlook Email as Attachments in Act
CRM Consulting

I Want to Save All of My Outlook Email as Attachments in Act

I just turned down a potential Act! client. No one likes to lose business but I knew we were not…
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Adding Holidays to ACT Calendars
ACT! CRM

Adding Holidays to ACT Calendars

Every year many of my clients ask me if there is a way to get holidays loaded into their ACT!…
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Have You Discovered the Power of Using Your CRM for eMarketing?
CRM Best Practices

Have You Discovered the Power of Using Your CRM for eMarketing?

This morning started with a flood of calls with various eMarketing questions. Small wonder considering that the Triumvirate of Thanksgiving,…
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Avoiding Double Entry in Your Act CRM or Zoho CRM
CRM Best Practices

Avoiding Double Entry in Your Act CRM or Zoho CRM

I field a lot of calls about various aspects of CRM; I have yet to receive a call from a…
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What In the World is Going on with Act Pro Pricing?
ACT! CRM

What In the World is Going on with Act Pro Pricing?

By now you’ve probably that the Act Pro product is no longer available. IYes, it is true that the Act…
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The Best CRM for Act! Mac Users: Why Web-Based CRM Solutions Make More Sense
ACT! CRM

The Best CRM for Act! Mac Users: Why Web-Based CRM Solutions Make More Sense

If you're a Mac user looking for a CRM, you've probably discovered something frustrating: there are very few CRM applications…
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The Case of the Missing Act! Contacts
CRM Consulting

The Case of the Missing Act! Contacts

This week brought not one but three clients that called me upset that Act! had “eaten” some of their contacts. …
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Act! Perpetual Licenses: No They Are No Longer Available
ACT! CRM

Act! Perpetual Licenses: No They Are No Longer Available

Since the discontinuation of the Act! Pro product on September 15, 2023 my mailbox has been flooded with the same…
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Act! Pro is Gone – Where Do I Go From Here?
CRM Best Practices

Act! Pro is Gone – Where Do I Go From Here?

The Act! product was officially retired on 9/15/23. Apparently, a lot of existing Act! Pro customers either didn’t receive the…
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Act or Zoho Dialer or “Click to Dial”
CRM Best Practices

Act or Zoho Dialer or “Click to Dial”

Using the Act Dialer or Zoho Dialer The other day someone asked me for my daughter's phone number; although I…
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Act 5/2000 and Act 6.0 – Yes, We Still Support Them!
ACT! CRM

Act 5/2000 and Act 6.0 – Yes, We Still Support Them!

Back in August, 2000 I ran an Act 6.0 launch event. I was super excited as it had been over…
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Exporting Your Act! Data to Excel is as Easy as 1,2,3
CRM Data Migration

Exporting Your Act! Data to Excel is as Easy as 1,2,3

Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much…
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ACT! Pro Users – Begin Again with Bigin
ACT! CRM ZOHO

ACT! Pro Users – Begin Again with Bigin

Yes, it’s true. Effective September 15, 2023 you can no longer purchase a copy of ACT! Pro. I’ve had no…
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My Act Outlook Integration Stopped Working!
ACT! CRM

My Act Outlook Integration Stopped Working!

One of the most common questions I receive from Act users is about the Act and Outlook integration. Some users…
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Zoho Reaches 100 Million Users – A Remarkable Milestone!
ZOHO

Zoho Reaches 100 Million Users – A Remarkable Milestone!

Zoho has just surpassed the 100 Million Users Mark. I am not surprised. Zoho represents an amazing value in today's…
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So Write a Book Already

Automatically Add Contacts from Web Form Leads
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Automatically Add Contacts from Web Form Leads

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Top 10 Reasons to Upgrade to ACT 2011

Think Before You Send
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Think Before You Send

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CRM Best Practices

Is Your Business the Underdog?

Keep It Simple, Stupid!
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Keep It Simple, Stupid!

Singing the Customer Service Blues
ACT! CRM CRM Best Practices

Singing the Customer Service Blues

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