Important Notice for Act! Customers
ACT! CRM

Important Notice for Act! Customers

Karen – June 15, 2024
It started as a trickle; my phone started ringing today and I saw dozens of incoming email sitting in my...
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Your version of Act! will be retired on August 31, 2024
ACT! CRM

Your version of Act! will be retired on August 31, 2024

Karen – May 15, 2024 – 6 Replies
  There's no better way to start your day than to jump out of bed on a beautiful summer's day,...
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I’ve Lost My ACT! Password!
CRM Best Practices

I’ve Lost My ACT! Password!

Karen – January 23, 2024 – 10 Replies
Several times a month I receive a call from an organization that has lost their ACT! password.  Sometimes this happens...
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Move Your Act Pro Data to Zoho Bigin
ACT! CRM ZOHO

Move Your Act Pro Data to Zoho Bigin

Karen – January 23, 2024 – 14 Replies
I have received literally hundreds of inquiries since Act Pro was discontinued. Some of my Act Pro customers understand this...
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The Comedy of CRM Software Demos: Why Reality’s Not in the Script
CRM Consulting

The Comedy of CRM Software Demos: Why Reality’s Not in the Script

Karen – January 10, 2024
I am often asked to give an Act! demo or a Zoho demo. I'll do them but the truth is...
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Act! CRM Software’s Year-End Promotions
ACT! CRM

Act! CRM Software’s Year-End Promotions

Karen – December 12, 2023 – 2 Replies
If you are an existing Act user looking to purchase an Act Perpetual license I can't help you as they...
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Zoho CRM Versions – Deciding on the Best One
ZOHO

Zoho CRM Versions – Deciding on the Best One

Karen – November 17, 2023 – 8 Replies
I receive a lot of inquiries about Zoho's product line. In a previous post I outlined Bigin, the entry level...
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Zoho Bigin Features – Deciding on the Best Bigin Version
ZOHO

Zoho Bigin Features – Deciding on the Best Bigin Version

Karen – November 15, 2023 – 4 Replies
I receive a lot of inquiries about Zoho's Bigin product. Bigin is meant to be an entry level crm. Whether...
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I Want to Save All of My Outlook Email as Attachments in Act
CRM Consulting

I Want to Save All of My Outlook Email as Attachments in Act

Karen – November 10, 2023
I just turned down a potential Act! client. No one likes to lose business but I knew we were not...
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Adding Holidays to ACT Calendars
ACT! CRM

Adding Holidays to ACT Calendars

Karen – November 1, 2023
Every year many of my clients ask me if there is a way to get holidays loaded into their ACT!...
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Have You Discovered the Power of Using Your CRM for eMarketing?
CRM Best Practices

Have You Discovered the Power of Using Your CRM for eMarketing?

Karen – October 30, 2023
This morning started with a flood of calls with various eMarketing questions. Small wonder considering that the Triumvirate of Thanksgiving,...
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Avoiding Double Entry in Your Act CRM or Zoho CRM
CRM Best Practices

Avoiding Double Entry in Your Act CRM or Zoho CRM

Karen – October 27, 2023
I field a lot of calls about various aspects of CRM; I have yet to receive a call from a...
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What In the World is Going on with Act Pro Pricing?
ACT! CRM

What In the World is Going on with Act Pro Pricing?

Karen – October 15, 2023 – 28 Replies
By now you’ve probably that the Act Pro product is no longer available. IYes, it is true that the Act...
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The Best CRM for Act! Mac Users: Why Web-Based CRM Solutions Make More Sense
ACT! CRM

The Best CRM for Act! Mac Users: Why Web-Based CRM Solutions Make More Sense

Karen – October 13, 2023 – 5 Replies
If you're a Mac user looking for a CRM, you've probably discovered something frustrating: there are very few CRM applications...
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The Case of the Missing Act! Contacts
CRM Consulting

The Case of the Missing Act! Contacts

Karen – October 10, 2023 – 6 Replies
This week brought not one but three clients that called me upset that Act! had “eaten” some of their contacts. ...
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Act! Perpetual Licenses: No They Are No Longer Available
ACT! CRM

Act! Perpetual Licenses: No They Are No Longer Available

Karen – October 8, 2023 – 12 Replies
Since the discontinuation of the Act! Pro product on September 15, 2023 my mailbox has been flooded with the same...
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Act! Pro is Gone – Where Do I Go From Here?
CRM Best Practices

Act! Pro is Gone – Where Do I Go From Here?

Karen – October 4, 2023 – 15 Replies
The Act! product was officially retired on 9/15/23. Apparently, a lot of existing Act! Pro customers either didn’t receive the...
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Act or Zoho Dialer or “Click to Dial”
CRM Best Practices

Act or Zoho Dialer or “Click to Dial”

Karen – October 1, 2023 – 4 Replies
Using the Act Dialer or Zoho Dialer The other day someone asked me for my daughter's phone number; although I...
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Act 5/2000 and Act 6.0 – Yes, We Still Support Them!
ACT! CRM

Act 5/2000 and Act 6.0 – Yes, We Still Support Them!

Karen – September 25, 2023 – 34 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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Exporting Your Act! Data to Excel is as Easy as 1,2,3
CRM Data Migration

Exporting Your Act! Data to Excel is as Easy as 1,2,3

Karen – September 20, 2023 – 16 Replies
Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much...
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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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