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ACT! CRM ZOHO

Moving from ACT! to Zoho CRM: Benefits of Cloud-Based Software

Karen – November 5, 2026

Thinking About Moving from ACT! to Zoho? Here's Why Cloud-Based CRM Makes Life Easier If you've been using ACT! for...

ACT! CRM

Your ACT! Database Doesn’t Belong in Dropbox or OneDrive – Here’s Why!

Karen – November 1, 2026

Why You Should Never Store Your ACT! Database in Dropbox or OneDrive If you've been using ACT! for years, you...

ZOHO

DIY ACT! to Zoho Migration: Saving Money or Losing Your Data?

Karen – October 28, 2026

Thinking of Using AI to Move Your ACT! Database to Zoho? Read This First! Saving money on your CRM migration...

ZOHO

CompanyCam and Zoho CRM Integration for Sign Companies

Karen – October 15, 2026

CompanyCam and Zoho CRM: A Powerful Integration for Field Service Businesses If your business relies on site visits, installations, inspections,...

ZOHO

Customize Your Zoho CRM Homepage with ChatGPT

Karen – October 4, 2026

How to Use ChatGPT to Create a Customized Zoho CRM Homepage If you use Zoho CRM every day, you know...

ZOHO

Zoho Books vs. FreshBooks: Which Is the Best QuickBooks Alternative?

Karen – September 15, 2026

Looking for a QuickBooks alternative? Two options worth exploring are Zoho Books and FreshBooks. Both handle everyday accounting, but Zoho...

CRM Data Migration

Converting ACT! Data to TaxDome: What You Need to Know

Karen – September 10, 2026

If your accounting or tax practice has been using ACT! for years, your database probably contains much more than names,...

CRM Data Migration

Moving From ACT! to GoHighLevel? Don’t Just Export Your Contacts.

Karen – August 25, 2026

How to Convert Your ACT! Database to GoHighLevel Trying to move from ACT! to GoHighLevel? If you've spent years building...

CRM Data Migration

Act! Data Conversion, Extraction & Migration: How to Move Your Act! Database Without Losing Your Data

Karen – August 5, 2026

If you have been using Act! CRM for years, your database probably contains far more than names, phone numbers, and...

ZOHO

QuickBooks Desktop Prices Keep Rising. Is It Finally Time to Look at Zoho Books?

Karen – July 30, 2026

If you've been using QuickBooks Desktop for years, you're probably familiar with a recurring tradition: another price increase. Beginning with...

CRM Data Migration

Karen – July 28, 2026

Which Companies Specialize in CRM Data Migration Services for Small Businesses? Migrating from one CRM to another can be one...

ACT! CRM

From Quicken to Act!: When Loyalty to Desktop Software Meets Reality

Karen – June 23, 2026

For more than 20 years, I've relied on Quicken to manage my personal finances, while I use Zoho Books to...

CRM Data Migration Uncategorized

Should You Stay on Act! CRM or Migrate to Zoho CRM?

Karen – June 16, 2026

For many small and midsize businesses, Act! CRM has been a trusted customer relationship management platform for years—even decades. It...

ZOHO

Unlock Business Potential: The Power of Zoho One Explained

Karen – June 8, 2026

Key Features of Zoho One Zoho One is a comprehensive suite of over 45 integrated applications designed to manage and...

ZOHO

Zoho CRM and QuickBooks Finally Work Together Natively

Karen – June 1, 2026

For years, businesses using Zoho CRM and QuickBooks have relied on third-party integrations, custom development, or manual data entry to...

ZOHO

My Microsoft 365 Email Nightmare Accidentally Became a Great Ad for Zoho Mail

Karen – May 28, 2026

I recently got pulled into one of those technology disasters that starts small and somehow turns into a full-time job....

Zoho Webinars

Free Zoho Wednesday Webinar: The #1 Zoho Question: Email Setup Explained

Karen – May 18, 2026

Watch Now You’re invited to my free Zoho Wednesday Webinar on Wednesday, May 27 at 12 PM EST. Join us for our FREE...

ZOHO

Zoho CRM Setup Mistakes That Are Costing You Time and Money

Karen – May 1, 2026

Zoho CRM gets a bad reputation for being complicated. In most cases, that’s not the issue. The issue is how it...

CRM Consulting

Why ACT! Users Are Rethinking That $500/Year Renewal — and Looking at Zoho Instead

Karen – April 28, 2026 – 2 Replies

For many long-time ACT! users, the software has been a reliable companion—tracking contacts, managing relationships, and keeping sales efforts organized...

CRM Training

3 Quick Zoho Questions (and Answers That Will Save You Time)

Karen – April 25, 2026

If you’re using Zoho regularly, you’ve probably run into a few “why is this happening?” moments. The good news? Many...

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