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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Act! Premium Cloud vs. Act Premium Desktop: The Features You’ll Miss Most
ACT! CRM

Act! Premium Cloud vs. Act Premium Desktop: The Features You’ll Miss Most

Karen – October 14, 2025 – 4 Replies
What’s Missing in Act! for Web Act! for Web brings the convenience of browser access, letting you work from anywhere...
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Who Should Use the Free Editions of Zoho CRM and Bigin — and Who Shouldn’t
ZOHO

Who Should Use the Free Editions of Zoho CRM and Bigin — and Who Shouldn’t

Karen – October 1, 2025 – 4 Replies
“Free” sounds great—especially when it comes to CRMs. Zoho’s free editions of Zoho CRM and Bigin are surprisingly capable, but...
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Free Wednesday Webinar: Why Zoho Beats ACT! CRM
Zoho Webinars

Free Wednesday Webinar: Why Zoho Beats ACT! CRM

Karen – September 24, 2025
Watch Now! Still hanging onto ACT! CRM? Join us this Wednesday for a free webinar where we’ll show you why...
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How to Export Your Data from ACT! CRM
CRM Consulting

How to Export Your Data from ACT! CRM

Karen – September 15, 2025 – 4 Replies
If you’re ready to move on from ACT! CRM, you may be wondering how to export your data. The truth...
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Act 6.2 – Yes, We Still Support It!
ACT! CRM

Act 6.2 – Yes, We Still Support It!

Karen – September 10, 2025 – 14 Replies
Back in August, 2000 I ran an Act 6.0 launch event. I was super excited as it had been over...
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Free Webinar: Boost Engagement with Zoho Social & Zoho SalesIQ
Zoho Webinars

Free Webinar: Boost Engagement with Zoho Social & Zoho SalesIQ

Karen – September 8, 2025
Watch  Now! Mark your calendars! On Wednesday, September 10, we’re hosting a free webinar that dives into two powerful Zoho...
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ACT! CRM and Windows 11: What You Need to Know
ACT! CRM

ACT! CRM and Windows 11: What You Need to Know

Karen – September 7, 2025 – 2 Replies
As more ACT CRM users begin upgrading to Windows 11, it’s important to understand how the change may impact your...
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Create Quotes in Zoho CRM Without Extra Software
ZOHO

Create Quotes in Zoho CRM Without Extra Software

Karen – September 1, 2025
QuoteWerks integrates seamlessly with contact managers like ACT! and ACT! for Web, eliminating the need to re-type customer information. QuoteWerks...
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Tech Benders Achieves 159% Growth in Zoho Sales
CRM Consulting

Tech Benders Achieves 159% Growth in Zoho Sales

Karen – August 27, 2025
This year has been a milestone for Tech Benders—we’ve experienced an incredible 159% increase in total revenue as of 8/27,...
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Salesforce vs. Zoho: Acquisitions vs. Innovation
ZOHO

Salesforce vs. Zoho: Acquisitions vs. Innovation

Karen – August 20, 2025
Salesforce and Zoho CRM are both great products. So why do I prefer Zoho? Quite simply, it's a lot better...
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Zoho Workplace: Everything Your Office Needs—Without the Big Price Tag
ZOHO

Zoho Workplace: Everything Your Office Needs—Without the Big Price Tag

Karen – August 12, 2025
Tired of Office 365? There is an alternative. Zoho Workplace is an all-in-one, cloud-based productivity and collaboration suite that brings...
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Zoho Books vs QuickBooks: Why Zoho Wins for Small Businesses
ZOHO

Zoho Books vs QuickBooks: Why Zoho Wins for Small Businesses

Karen – August 5, 2025
Choosing accounting software? While QuickBooks is the big name, Zoho Books delivers more value, tighter CRM integration, and online access—at...
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Zoho Voice: Give Your Business a Voice That Works Smarter
ZOHO

Zoho Voice: Give Your Business a Voice That Works Smarter

Karen – July 28, 2025
Tired of juggling phone calls, sticky notes, and your CRM? With Zoho Voice, you can make and receive calls right...
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Discover 10 Hidden Zoho CRM Features You’ll Wish You Knew Sooner
Zoho Webinars

Discover 10 Hidden Zoho CRM Features You’ll Wish You Knew Sooner

Karen – July 12, 2025
Watch Now Are you getting the most out of your CRM? Whether you’re currently using Zoho or Act, there’s a...
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Moving from ACT! to Zoho CRM: Benefits of Cloud-Based Software
ACT! CRM ZOHO

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

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

Your ACT! Database Doesn’t Belong in Dropbox or OneDrive – Here’s Why!
Karen – November 1, 2026

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

Why You Should Never Store Your ACT! Database in Dropbox or OneDrive If you've been using ACT! for years, you…
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DIY ACT! to Zoho Migration: Saving Money or Losing Your Data?
Karen – October 28, 2026

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

Thinking of Using AI to Move Your ACT! Database to Zoho? Read This First! Saving money on your CRM migration…
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CompanyCam and Zoho CRM Integration for Sign Companies
Karen – October 15, 2026

CompanyCam and Zoho CRM Integration for Sign Companies

CompanyCam and Zoho CRM: A Powerful Integration for Field Service Businesses If your business relies on site visits, installations, inspections,…
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Customize Your Zoho CRM Homepage with ChatGPT
Karen – October 4, 2026

Customize Your Zoho CRM Homepage with ChatGPT

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