Need help with your Act! software? Call the Act Experts!
CRM Consulting

Need help with your Act! software? Call the Act Experts!

Karen – February 3, 2015 – 2 Replies
You've seen my posts about the benefits of bringing Act! CRM into the workplace, the help it can provide in...
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Act for Web: Putting Your Act Database in the Clouds
CRM Consulting

Act for Web: Putting Your Act Database in the Clouds

Karen – January 30, 2015 – 2 Replies
It seems these days that everyone wants to have use Act hosting so they can view their Act! database in...
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Act for Mac CRM Software: Options for Having Act on Your Mac
ACT! CRM

Act for Mac CRM Software: Options for Having Act on Your Mac

Karen – January 23, 2015 – 22 Replies
No, Virginia, there is not a version of Act! for “the Mac.”  In fact, there has not been a version...
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Why Your CRM Implementation Fails
CRM Best Practices

Why Your CRM Implementation Fails

Karen – January 19, 2015
Having written over a dozen books on CRM software, it's not unusual for me to receive calls from CRM users...
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Choosing the Correct CRM Solution in the New Year
CRM Best Practices

Choosing the Correct CRM Solution in the New Year

Karen – January 13, 2015
Customer Relation Management (CRM) systems have come a long way. Did you know that this sector is growing at an...
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Using Act! CRM to Boost Your Sales
CRM Best Practices

Using Act! CRM to Boost Your Sales

Karen – December 24, 2014
A recent survey conducted by the American Research Group, Inc. showed that Americans were planning on spending an average of $861...
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ANY Dog Can Learn New Tricks On ACT! v24
CRM Training

ANY Dog Can Learn New Tricks On ACT! v24

Karen – December 8, 2014
Whether you've been using ACT! for years or are fresh in the game, there is always something new to learn....
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Using Act Software to help bring Thanksgiving into the workplace
CRM Consulting

Using Act Software to help bring Thanksgiving into the workplace

Karen – November 25, 2014
On Thanksgiving, we take pause to appreciate what we have and to celebrate with family and friends. Numerous customers and...
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Marketing Software You Can’t Live Without: ACT! v17
CRM Books & Resources

Marketing Software You Can’t Live Without: ACT! v17

Karen – November 17, 2014
The holiday season is quickly approaching. Your events calendar is filling up twice as fast. Between the marketing meetings and...
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Act v17 is Here!
ACT! CRM

Act v17 is Here!

Karen – October 31, 2014
Act v17 was release on October 23, 2014.  E-marketing which means Act! users will have the ability to design and...
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ACT! v17 Software is Here and It’s Better Than Ever
ACT! CRM

ACT! v17 Software is Here and It’s Better Than Ever

Karen – September 6, 2014
The newest release from the ACT! team, ACT! v17 software, is here and it is better than ever! If you run a business, you...
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Act! Software Verticals
ACT! CRM

Act! Software Verticals

Karen – September 2, 2014
  Act! can be used by virtually any industry.  The out of the box contains over 70 contact fields as...
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Why Cheaper is Not Better When It Comes to an Act! Consultant
CRM Consulting

Why Cheaper is Not Better When It Comes to an Act! Consultant

Karen – April 4, 2014 – 2 Replies
The major focus of my business comes from being an Act! consultant.  With all due modesty, I am great at...
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Act! E-marketing and an SPF Record
ACT! CRM

Act! E-marketing and an SPF Record

Karen – March 21, 2014
Back in 2008 I wrote a blog article recommending that you switch to an Act! E-Marketing account if you were...
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Act and Windows XP Sunset
ACT! CRM

Act and Windows XP Sunset

Karen – March 14, 2014
If you have an older computer with an older version of Act, you might be wondering about the Act and...
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Exporting Your Act! Data to Excel is as Easy as 1,2,3
CRM Consulting

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

Karen – March 7, 2014 – 9 Replies
Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much...
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The Act! QuickBooks Link
CRM Best Practices

The Act! QuickBooks Link

Karen – February 28, 2014
The Act QuickBooks Link Small businesses require two solutions to effectively manage their front and back office operations: A CRM solution...
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Act! Outlook Synchronization
CRM Best Practices

Act! Outlook Synchronization

Karen – February 21, 2014 – 2 Replies
Act! Outlook  Synchronization Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that...
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Act! Software is Magical
CRM Best Practices

Act! Software is Magical

Karen – January 31, 2014
Normal 0 false false false false EN-US X-NONE X-NONE The Contact field can prove to be surprisingly confusing for both...
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Confusing Act! Software Fields and Layouts
CRM Best Practices

Confusing Act! Software Fields and Layouts

Karen – January 10, 2014
Normal 0 false false false EN-US X-NONE X-NONE One of my favorite Christmas carols is a parody called “The Bathroom...
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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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