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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Importing and Exporting: It’s So Much Easier in Zoho CRM Than in Act! CRM
CRM Consulting

Importing and Exporting: It’s So Much Easier in Zoho CRM Than in Act! CRM

Karen – July 10, 2025 – 2 Replies
Data is the lifeblood of any CRM system. Whether you're switching platforms, updating contact info, or simply backing up your...
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Tired of Juggling Documents?
Zoho Webinars

Tired of Juggling Documents?

Karen – July 3, 2025
WATCH NOW Ever wonder about the best ways to attach documents to your Zoho CRM records? Whether it’s contracts, proposals,...
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Zoho CRM Versions – Deciding on the Best One
ZOHO

Zoho CRM Versions – Deciding on the Best One

Karen – July 3, 2025 – 2 Replies
I receive a lot of inquiries about Zoho's product line. There are three basic Zoho products: Zoho Bigin, Zoho CRM...
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Why You Don’t Need to Purchase the Act QuickBooks Link If You Use Zoho CRM
ACT! CRM ZOHO

Why You Don’t Need to Purchase the Act QuickBooks Link If You Use Zoho CRM

Karen – June 30, 2025
Back in 2019 I wrote this article about the QuickBooks Link that connect Act to QuickBooks. Fast forward six years...
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Unlocking Insights with Zoho Reports & Analytics
Zoho Webinars

Unlocking Insights with Zoho Reports & Analytics

Karen – June 23, 2025
View Now If you’ve ever felt like your Zoho data is trying to tell you something—but you’re not quite sure...
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Free Zoho Webinar – Master the Art of Smart Emailing!
Zoho Webinars

Free Zoho Webinar – Master the Art of Smart Emailing!

Karen – June 6, 2025
WATCH NOW! Whether you're sending a personalized note to one contact or launching https://meet.zoho.com/yari-ogx-nara full-blown email campaign to hundreds, we've...
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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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