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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🧹 Database Cleanup: ACT! CRM vs Zoho CRM – Who Does It Better?
CRM Consulting

🧹 Database Cleanup: ACT! CRM vs Zoho CRM – Who Does It Better?

Karen – June 5, 2025
Act! CRM has been around for decades—over 30 years! And many businesses have loyally used it just as long. But...
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Stop Paying for Extra Software: Zoho CRM and Zoho Books Work Together Out of the Box
ZOHO

Stop Paying for Extra Software: Zoho CRM and Zoho Books Work Together Out of the Box

Karen – June 2, 2025
Are you using both ACT and QuickBooks? Tired of doing double-entry? We've got the answer!
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Zoho Bigin vs. Zoho CRM: Which One’s Right for You?
ZOHO

Zoho Bigin vs. Zoho CRM: Which One’s Right for You?

Karen – May 30, 2025 – 4 Replies
When it comes to managing customer relationships, Zoho has a whole toolbox ready—but two of its most popular options are...
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Zoho CRM vs ACT! CRM: A Quick Look at Security and Compliance
CRM Best Practices

Zoho CRM vs ACT! CRM: A Quick Look at Security and Compliance

Karen – May 19, 2025 – 2 Replies
If you're still using ACT! CRM on a Windows 7 machine, it's time to talk security—and no, we don’t mean...
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Zoho Wednesday Webinar Series – Importing & Exporting with Zoho
Zoho Webinars

Zoho Wednesday Webinar Series – Importing & Exporting with Zoho

Karen – May 14, 2025
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is...
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A Complete Guide to Zoho CRM Field Types
ZOHO

A Complete Guide to Zoho CRM Field Types

Karen – May 1, 2025 – 4 Replies
When customizing your Zoho CRM modules, choosing the right field type is key to capturing accurate and useful data. Whether...
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What’s Included in the Free Edition of Zoho CRM?
ZOHO

What’s Included in the Free Edition of Zoho CRM?

Karen – April 26, 2025 – 2 Replies
In a previous article I talked about the escalation in the Act CRM product when they introduced "Act Advantage." If...
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Zoho Wednesday Webinar Series – Zoho Apps, Zoho Market Place and Zoho Telephony
Zoho Webinars

Zoho Wednesday Webinar Series – Zoho Apps, Zoho Market Place and Zoho Telephony

Karen – April 23, 2025
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is...
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Sticker Shock: Why Zoho Beats ACT Advantage on Price and Power
ACT! CRM ZOHO

Sticker Shock: Why Zoho Beats ACT Advantage on Price and Power

Karen – April 20, 2025 – 2 Replies
When it comes to choosing the right CRM for your business, the options can be overwhelming—and sometimes, the prices downright...
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Zoho Wednesday Webinar Series – Zoho Automations
Zoho Webinars

Zoho Wednesday Webinar Series – Zoho Automations

Karen – April 9, 2025
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is...
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Zoho CRM’s Q1 2025 Update Brings a Host of Exciting Enhancements
ZOHO

Zoho CRM’s Q1 2025 Update Brings a Host of Exciting Enhancements

Karen – March 31, 2025
Spring has sprung - and so have a lot of amazing new Zoho CRM features Expanded Messaging Integrations: Now connect...
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Zoho Wednesday Webinar Series – Roles & Permissions
Zoho Webinars

Zoho Wednesday Webinar Series – Roles & Permissions

Karen – March 26, 2025
Wednesday, March 26, 2025 @ 12 PM EST Topic: Roles & Permissions View Now! Every second Wednesday, we dive into...
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The End of Windows 10 Support on October 14: What It Means for ACT! Software Users
CRM Consulting

The End of Windows 10 Support on October 14: What It Means for ACT! Software Users

Karen – March 20, 2025 – 2 Replies
As the tech world marches forward, a significant milestone is approaching: Microsoft will officially end support for certain versions of...
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Zoho Wednesday Webinar Series – The Zoho Home Page
Zoho Webinars

Zoho Wednesday Webinar Series – The Zoho Home Page

Karen – March 12, 2025
Date Wednesday, March 12, 2025 @ 12 PM EST Topic: Customizing the Zoho Home Page View Now! Every second Wednesday,...
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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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