by Karen | Aug 4, 2021 | ACT Software, ZOHO |
Act! or Zoho: which is the best way to go? I received the following emails from one of my clients this week. It’s typical of what I have been hearing from so many of my clients lately. They are not happy with Act but don’t know what to do. “Karen,... 
by Karen | Jul 15, 2021 | ZOHO |
Whether you are running a start-up that needs an easy, low-cost accounting system or you are a well established company that has outgrown your existing accounting system you might consider taking a look at Zoho Books. There are several reason you might find Zoho Books... 
by Karen | Jun 15, 2021 | ZOHO |
No matter what kind of business you have, you need the proper software to run it and the proper hardware to run it on. But with so many platforms available, it can be difficult to make a decision That’s where a great Zoho CRM Consultant can help. The initial foray... by Karen | May 5, 2021 | ZOHO |
There’s no doubt that QuickBooks is a great accounting system used by over three million subscribers. After all, it is the Number One selling accounting product in the US. However, not everyone who uses QuickBooks loves it; in fact, I often hear from my clients that... 
by Karen | Mar 23, 2021 | ZOHO |
When I do an Act to Zoho conversion for one of my clients the first thing I am often asked is “Where Are My Act Groups?” As the name implies, a group is a collection of contact records. The Act Group can be populated statically (manually) or dynamically... 
by Karen | Feb 23, 2021 | Addons, ZOHO |
One of my clients recently reached out to me asking if there are any CRM addons or other features that he should be considering to go with their CRM installation. My first thought was I didn’t fully understand what they found lacking in their CRM, or what they...
