Act Usage: Use Act to Increase Lead Generation and Improve Customer Loyalty
CRM Consulting

Act Usage: Use Act to Increase Lead Generation and Improve Customer Loyalty

Karen – June 27, 2016
Most businesses understand that Act!is a game-changing tool that will allow them to work smarter and build their businesses faster....
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Snappier with Zapier: Using the Act web api
ACT! CRM

Snappier with Zapier: Using the Act web api

Karen – May 13, 2016
Using Zapier to import data into Act! is an easy-to-set up method for adding information into Act! from your various...
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10 Act Myths: Easy Solutions to Your Act Database Issues
CRM Consulting

10 Act Myths: Easy Solutions to Your Act Database Issues

Karen – May 12, 2016 – 3 Replies
Although most ACT users are "ACT FanACTics" they are sometimes a bit technically challenged. Here are a few "myths" I...
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The Benefits of Act v18: Find Out What’s in it for You
ACT! CRM

The Benefits of Act v18: Find Out What’s in it for You

Karen – May 8, 2016
Whether your business is large or small you know the amount of time it takes to keep organized, track customers,...
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Hiring an Act Consultant: Your Smartest Investment
CRM Consulting

Hiring an Act Consultant: Your Smartest Investment

Karen – May 6, 2016
Hiring an Act consultant is a smart investment if you own Act! and want your business to grow. Sales are...
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Know Your Customers Better with Act CRM Software
CRM Best Practices

Know Your Customers Better with Act CRM Software

Karen – April 22, 2016
One of the primary purposes of using a system like Act! is being able to learn more about your customers. ...
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Thinking of Changing Your CRM Software?
CRM Best Practices

Thinking of Changing Your CRM Software?

Karen – April 13, 2016
We have to ask...what are some of the Salesforce.com causes for attrition and how may those considerations affect the choice your...
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Act Training Can Help You to “Get Your Act Together”
CRM Training

Act Training Can Help You to “Get Your Act Together”

Karen – April 8, 2016
Act! software can benefit any type of business. It’s never too late to get started building processes into your database...
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Act vs Salesforce.com
CRM Best Practices

Act vs Salesforce.com

Karen – March 14, 2016
As the author of 14 books on various CRM software applications and the creator of the lynda.com Act! training videos...
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Act Database Tech Support Webinar
CRM Data Migration

Act Database Tech Support Webinar

Karen – February 19, 2016
Act Ides of March Seminar Register Now for the Act Tech Support Webinar You probably love a good mystery -...
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Custom Act Training: It’s Time to Get Your Act Software Together!
CRM Training

Custom Act Training: It’s Time to Get Your Act Software Together!

Karen – February 6, 2016
You've purchased Act - now what? It's time for some custom Act training! ACT! customer relationship management software is one...
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Act! and the Surface Pro
ACT! CRM

Act! and the Surface Pro

Karen – February 3, 2016
When I purchased my new all in one tablet last year I thought I was going to purchase the Microsoft...
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Act v18 is Here!
ACT! CRM

Act v18 is Here!

Karen – January 6, 2016 – 2 Replies
We’re really excited about this version of Act! because it adds  new features designed to make you more productive in...
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Act! v18: Find out about the latest version of Act Software
ACT! CRM

Act! v18: Find out about the latest version of Act Software

Karen – January 5, 2016
We're really excited about this version of Act! because it adds more new features than any previous release.
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Act and Windows 10: What You Need to Know Before You Upgrade
ACT! CRM

Act and Windows 10: What You Need to Know Before You Upgrade

Karen – September 16, 2015 – 2 Replies
I have had numerous calls and emails from Act! users over the course of the last month asking me if...
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Act! Premium Moves to Subscription Model
ACT! CRM

Act! Premium Moves to Subscription Model

Karen – May 10, 2015 – 2 Replies
As one of the top Act! resellers, I wanted you to be aware of this news: Starting on May 15,...
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Optimize Act! E-Marketing Blasts with a Few Simple Tips
CRM Consulting

Optimize Act! E-Marketing Blasts with a Few Simple Tips

Karen – April 27, 2015
When I work with Act users with either Swiftpage E-Marketing or Act E-Marketing I like to point out that there...
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I Need to Convert My Act! 5.0 Database
CRM Consulting

I Need to Convert My Act! 5.0 Database

Karen – March 17, 2015 – 4 Replies
I had someone call me last week who was enraged that Act! Support was not able to help them convert...
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Act! v17.1 Update Released
ACT! CRM

Act! v17.1 Update Released

Karen – February 23, 2015 – 3 Replies
For all of you who are currently using Act! v17 – or thinking of moving to v17 I have great...
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The Importance of an Act Consultant
ACT! CRM

The Importance of an Act Consultant

Karen – February 13, 2015 – 2 Replies
Now that you have purchased Act! v17 for your business you may think that hiring an Act! consultant is a waste...
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Converting ACT! Data to TaxDome: What You Need to Know
CRM Data Migration

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

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

Moving From ACT! to GoHighLevel? Don’t Just Export Your Contacts.
Karen – August 25, 2026

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

How to Convert Your ACT! Database to GoHighLevel Trying to move from ACT! to GoHighLevel? If you've spent years building…
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Karen – July 28, 2026

Which Companies Specialize in CRM Data Migration Services for Small Businesses? Migrating from one CRM to another can be one…
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From Quicken to Act!: When Loyalty to Desktop Software Meets Reality
Karen – June 23, 2026

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

For more than 20 years, I've relied on Quicken to manage my personal finances, while I use Zoho Books to…
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Unlock Business Potential: The Power of Zoho One Explained
Karen – June 8, 2026

Unlock Business Potential: The Power of Zoho One Explained

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