Before You Give Up on Zoho CRM, Fix These 5 Things First
ZOHO

Before You Give Up on Zoho CRM, Fix These 5 Things First

Karen – February 27, 2026
If you’re frustrated with Zoho CRM, you’re not alone. However, most of your Zoho CRM problems are easy to fix....
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Is Your ACT! Database a Ticking Time Bomb?
CRM Data Migration

Is Your ACT! Database a Ticking Time Bomb?

Karen – February 17, 2026 – 4 Replies
If you’re still running your business on ACT!, this might feel a little uncomfortable to read. Good. Because for many...
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Comparing Email Options in Zoho CRM (and Why It’s Way Easier Than ACT + Outlook)
ZOHO

Comparing Email Options in Zoho CRM (and Why It’s Way Easier Than ACT + Outlook)

Karen – February 6, 2026
Email is still at the heart of most CRM activity. Sales conversations, follow-ups, support threads—it all lives (or should live)...
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Free Wednesday Webinar: Get More Out of Zoho CRM
Zoho Webinars

Free Wednesday Webinar: Get More Out of Zoho CRM

Karen – February 3, 2026
Watch Now Are you using Zoho CRM but feel like you’re only scratching the surface? Or maybe you’re brand new...
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Creating Custom Reports: ACT! vs. Zoho CRM — A Tale of Two Eras
CRM Consulting

Creating Custom Reports: ACT! vs. Zoho CRM — A Tale of Two Eras

Karen – January 25, 2026
Reporting is where a CRM either earns its keep or exposes its age. On paper, both ACT! and Zoho CRM...
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Karen Fredricks Elevated to Advanced Zoho Partner: A Milestone Built on Results
ZOHO

Karen Fredricks Elevated to Advanced Zoho Partner: A Milestone Built on Results

Karen – January 20, 2026
In the fast-growing ecosystem of business software, recognition isn’t handed out lightly—it’s earned. That’s why the recent promotion of Karen...
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What’s New in Bigin: The Biggest Updates from 2025
ZOHO

What’s New in Bigin: The Biggest Updates from 2025

Karen – January 15, 2026 – 2 Replies
Bigin had a busy year in 2025, rolling out smart upgrades designed to save time, reduce manual work, and improve...
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Why Zoho Bigin Is a Great Alternative for ACT! Pro Users
CRM Data Migration

Why Zoho Bigin Is a Great Alternative for ACT! Pro Users

Karen – January 6, 2026 – 2 Replies
ACT! Pro has long been a trusted CRM for small businesses, but many users now find it limiting as their...
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New Year, New CRM: Why It’s Time to Say Goodbye to ACT!
ACT! CRM

New Year, New CRM: Why It’s Time to Say Goodbye to ACT!

Karen – December 30, 2025
The New Year is all about fresh starts. We clean out closets, set new goals, and promise ourselves we’ll finally...
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Zoho One Includes a Virtual Smorgasbord of Products
CRM Consulting

Zoho One Includes a Virtual Smorgasbord of Products

Karen – December 30, 2025
Zoho One includes a virtual smorgasbord of 40+ products, but these are my favorites: Zoho CRM: The heart of Zoho...
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Installing ACT! v27 Premium Desktop: A Journey Through Time (and Reboots)
CRM Consulting

Installing ACT! v27 Premium Desktop: A Journey Through Time (and Reboots)

Karen – December 22, 2025 – 2 Replies
Installing software in 2025 should be simple. Click a button. Maybe wait a few minutes. Get coffee. Done. Installing ACT!...
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Case Study: Playground King’s Leap from ACT! to Zoho One
ZOHO

Case Study: Playground King’s Leap from ACT! to Zoho One

Karen – December 14, 2025
A multi-generation family business modernizes operations, cleans up critical data, and unlocks automation for growth. Client: Playground King Consulting Partner:...
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Zoho Marketing: When a CRM Follows You Across Borders (In the Best Possible Way)
ZOHO

Zoho Marketing: When a CRM Follows You Across Borders (In the Best Possible Way)

Karen – December 7, 2025
I’ve always known Zoho had strong marketing… but my recent trip to Canada proved that Zoho’s marketing team might actually...
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How I Discovered a Competitor Scraping My Website — and How Zoho SalesIQ Helped Me Stop It
ZOHO

How I Discovered a Competitor Scraping My Website — and How Zoho SalesIQ Helped Me Stop It

Karen – December 2, 2025
Every business owner expects a little healthy competition. What we don’t expect is for a competitor to help themselves to...
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Exporting ACT! Notes and Histories: Why Most Users Can’t — But Tech Benders Can
CRM Consulting

Exporting ACT! Notes and Histories: Why Most Users Can’t — But Tech Benders Can

Karen – November 24, 2025 – 5 Replies
If you’ve ever tried to move from Act! CRM to another CRM platform, you may have discovered a frustrating truth:...
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Why Zoho CRM Plus Crushes Act! CRM: A Deep Dive
CRM Consulting

Why Zoho CRM Plus Crushes Act! CRM: A Deep Dive

Karen – November 18, 2025 – 2 Replies
Choosing a CRM isn’t just about tracking contacts — it’s about enabling your business to sell smarter, market better, and...
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Ding Dong – Your ACT! Database is Calling
CRM Best Practices

Ding Dong – Your ACT! Database is Calling

Karen – November 12, 2025 – 6 Replies
One of my favorite ACT add-ons is the Call On CRM solutions that allows you to dial your phone directly...
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What Is a Custom CRM Field?
CRM Best Practices

What Is a Custom CRM Field?

Karen – November 11, 2025
If you’ve ever worked with a CRM (Customer Relationship Management) system, you’ve probably noticed lots of built-in fields—things like First...
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Yes, We Can Help Fix ANY Act Database!
ACT! CRM CRM Data Migration

Yes, We Can Help Fix ANY Act Database!

Karen – November 4, 2025 – 2 Replies
This message from my website absolutely made my day: Visitor: “Do you work with Act! for DOS 1.1?” Me: “Is...
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Zoho Bigin: The Perfect Act CRM Replacement (Including Act! 6.0)
ZOHO

Zoho Bigin: The Perfect Act CRM Replacement (Including Act! 6.0)

Karen – October 21, 2025
If you’re still using an older version of Act! CRM—especially classics like Act! 6.0—you’ve probably noticed the cracks starting to...
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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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