🧹 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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Zoho Wednesday Webinar Series – Working With Zoho Layouts & Canvases
Zoho Webinars

Zoho Wednesday Webinar Series – Working With Zoho Layouts & Canvases

Karen – February 26, 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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The Great CRM Size Showdown: ACT! CRM vs. Zoho CRM
CRM Consulting

The Great CRM Size Showdown: ACT! CRM vs. Zoho CRM

Karen – February 16, 2025 – 2 Replies
When it comes to choosing a CRM (Customer Relationship Management) system, one factor that often gets overlooked is database size....
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Zoho Wednesday Webinar Series – Custom Fields
Zoho Webinars

Zoho Wednesday Webinar Series – Custom Fields

Karen – February 12, 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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Upgrading ACT! CRM to Windows 11: Complete Migration Guide
ACT! CRM

Upgrading ACT! CRM to Windows 11: Complete Migration Guide

Karen – February 5, 2025 – 3 Replies
I get it—Windows 11 is shiny, new, and packed with features. But before you hit that upgrade button on your...
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Why Are So Many Businesses Leaving Act! for Zoho CRM?
ZOHO

Why Are So Many Businesses Leaving Act! for Zoho CRM?

Karen – February 2, 2025
In recent years, there’s been a notable shift in the CRM landscape. A growing number of businesses that once relied...
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Zoho Wednesday Webinar Series – Finding Your Way Around Zoho
Zoho Webinars

Zoho Wednesday Webinar Series – Finding Your Way Around Zoho

Karen – January 22, 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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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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