Important Notice for Act! Customers About SQL
ACT! CRM

Important Notice for Act! Customers About SQL

Karen – September 1, 2024
Act! users have been bombarded recently with some very scary looking Act! notifications. You might have received an email, a...
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Thinking of Moving From Act to Zoho? We Can Help!
ACT! CRM ZOHO

Thinking of Moving From Act to Zoho? We Can Help!

Karen – August 28, 2024 – 2 Replies
Moving from Act to Zoho can be as easy as, well, the ABC's. Or in this case the A-Z's. Switching...
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Act to Zoho Conversions: More Questions from Act Users Wanting to Convert to Zoho
CRM Consulting CRM Data Migration ZOHO

Act to Zoho Conversions: More Questions from Act Users Wanting to Convert to Zoho

Karen – August 19, 2024 – 4 Replies
I've been doing a lot of Act to Zoho conversions lately. I have written several previous articles on what to...
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The Most Common Questions Users Have About CRM
CRM Best Practices

The Most Common Questions Users Have About CRM

Karen – August 9, 2024
As the author of 14 books on various CRM products I receive a ton of questions every week both from...
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What’s New in Act! Premium v26?
ACT! CRM

What’s New in Act! Premium v26?

Karen – July 27, 2024
If you are an Act subscriber you received a message last week announcing that Act v26 Premium Desktop has been...
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Act! Releases the New Act Premium Cloud Mobile (APC) App
ACT! CRM

Act! Releases the New Act Premium Cloud Mobile (APC) App

Karen – July 15, 2024
ACT! Premium Mobile is a mobile app version of the ACT! CRM designed to help you manage your contacts (and...
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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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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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