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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Migrate from Act! CRM? Are you Serious?
CRM Consulting

Migrate from Act! CRM? Are you Serious?

Karen – January 15, 2025
Back in 2017 I had to make a difficult decision. After many, many years invested in Act!, it was finally...
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Zoho CRM delivers 70% ROI and 100% increase in productivity to MicroCAD
ZOHO

Zoho CRM delivers 70% ROI and 100% increase in productivity to MicroCAD

Karen – January 12, 2025
I’ve worked with MicroCadd for more than 20 years, starting back in the days of Act! 6.0. Over time, it...
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Zoho Wednesday Webinar Series – Zoho Email Templates
Zoho Webinars

Zoho Wednesday Webinar Series – Zoho Email Templates

Karen – January 8, 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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Stay Connected Anywhere with the Zoho CRM Mobile App
ZOHO

Stay Connected Anywhere with the Zoho CRM Mobile App

Karen – January 2, 2025
You use Zoho CRM. You’ve got a smartphone. And you want to link the two together! Luckily, you don’t need...
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ACT! Pro is Gone, But Zoho CRM is Here to Save the Day!
CRM Consulting

ACT! Pro is Gone, But Zoho CRM is Here to Save the Day!

Karen – December 20, 2024 – 2 Replies
For decades, ACT! Pro was a trusted name in customer relationship management (CRM) software, helping businesses track leads, manage contacts,...
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Zoho Wednesday Webinar Series – Learning Your Way Around Zoho
Zoho Webinars

Zoho Wednesday Webinar Series – Learning Your Way Around Zoho

Karen – December 18, 2024
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is...
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Act Scheduler vs. Zoho Cadence: What’s the Difference?
CRM Consulting

Act Scheduler vs. Zoho Cadence: What’s the Difference?

Karen – December 15, 2024
Having the right task scheduling tool can make all the difference when trying to automate your business. Both Act! and...
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Tech Support: From Act! Desktop to Zoho CRM
CRM Consulting

Tech Support: From Act! Desktop to Zoho CRM

Karen – December 7, 2024
Ah, the 1990s—a simpler time when your biggest tech worry was whether your dial-up modem would scream its way to...
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Why I Switched from ACT! CRM to Zoho CRM Webinar
CRM Webinars

Why I Switched from ACT! CRM to Zoho CRM Webinar

Karen – November 30, 2024
For years, I ran events focused on ACT! CRM, helping users get the most out of their system. I held...
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CRM Consulting

Recent Email about Your Act Software

Karen – November 22, 2024 – 8 Replies
You might have received an email this week regarding the relationship between Act! LLC and Tech Benders. Act! LLC, formerly...
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The Act! Attachments: A Nightmare Waiting to Happen
CRM Consulting

The Act! Attachments: A Nightmare Waiting to Happen

Karen – November 15, 2024
Act! has been around for 40 years. You might think of it as an old house; new features were sometimes...
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Important Information regarding the retirement of Act! Connect Link
ACT! CRM

Important Information regarding the retirement of Act! Connect Link

Karen – October 25, 2024
Act! Connect Link, the third-party technology that enables Web-API-based features to operate with the Act! Premium Desktop product, is being...
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ACT CRM: What You Need to Know
CRM Consulting

ACT CRM: What You Need to Know

Karen – October 12, 2024 – 2 Replies
There have been a lot of changes going on in the Act! world. In addition you’ve probably been receiving some...
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How Do I Export All of My Data Out of Act CRM?
ACT! CRM CRM Data Migration ZOHO

How Do I Export All of My Data Out of Act CRM?

Karen – September 15, 2024 – 8 Replies
One of the most common questions I get is, "How do I export Act data out of Act CRM.?" Most...
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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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