ACT! Pro Users – Begin Again with Bigin
ACT! CRM ZOHO

ACT! Pro Users – Begin Again with Bigin

Karen – September 16, 2023
Yes, it’s true. Effective September 15, 2023 you can no longer purchase a copy of ACT! Pro. I’ve had no...
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My Act Outlook Integration Stopped Working!
ACT! CRM

My Act Outlook Integration Stopped Working!

Karen – September 15, 2023 – 4 Replies
One of the most common questions I receive from Act users is about the Act and Outlook integration. Some users...
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Zoho Reaches 100 Million Users – A Remarkable Milestone!
ZOHO

Zoho Reaches 100 Million Users – A Remarkable Milestone!

Karen – September 6, 2023
Zoho has just surpassed the 100 Million Users Mark. I am not surprised. Zoho represents an amazing value in today's...
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Think You Need a Better CRM Solution? Know Before You Go!
CRM Webinars

Think You Need a Better CRM Solution? Know Before You Go!

Karen – September 1, 2023 – 2 Replies
Are you currently using CRM software and feeling that it might be time for a change? The world of Customer...
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An Act! “Subscription” Doesn’t Mean “Cloud”
ACT! CRM

An Act! “Subscription” Doesn’t Mean “Cloud”

Karen – August 21, 2023 – 7 Replies
Sometimes I feel like a broken record. I am constantly receiving emails from Act! users telling me that they don’t...
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Working with Custom CRM Tables & Modules
CRM Consulting

Working with Custom CRM Tables & Modules

Karen – August 20, 2023 – 2 Replies
Many CRM software users get confused with the distinction between fields, records and entities. In a CRM product, a field...
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Act Perpetual Licenses: They Are No Longer Available
ACT! CRM

Act Perpetual Licenses: They Are No Longer Available

Karen – August 14, 2023 – 12 Replies
Since the demise of Act Pro on September 15, 2023 my mailbox has been flooded with the same question: "Can...
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ACT! Pro Discontinued: What Current Users Need to Know
ACT! CRM

ACT! Pro Discontinued: What Current Users Need to Know

Karen – August 2, 2023 – 13 Replies
A couple of years ago Swiftpage announced that they would no longer sell the Act Pro product. Indeed, there was...
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Act Pro is Being Discontinued: What Are My Options?
ACT! CRM

Act Pro is Being Discontinued: What Are My Options?

Karen – July 30, 2023 – 6 Replies
The last day to purchase Act Pro v24 will be on September 14, 2023. Here's what you need to know:...
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10 Common CRM Implementation Mistakes and How to Avoid Them
CRM Data Migration

10 Common CRM Implementation Mistakes and How to Avoid Them

Karen – July 21, 2023
A good CRM implementation requires a lot of planning. To put it into perspective, if you try to create a...
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Act! v25 Premium Desktop is Here!
ACT! CRM

Act! v25 Premium Desktop is Here!

Karen – June 11, 2023 – 2 Replies
This week Act Premium v25 was released; here is a rundown of my favorite features: New Act v25 Premium Desktop...
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Zoho Social: A Frequently Overlooked App in Zoho One
ZOHO

Zoho Social: A Frequently Overlooked App in Zoho One

Karen – June 10, 2023
Zoho One is a mammoth product. It will literally allow you to run every aspect of your business and new...
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Where in the World is Act Pro v25?
ACT! CRM

Where in the World is Act Pro v25?

Karen – May 31, 2023 – 6 Replies
Three years ago in June, 2020 I wrote a post about the discontinuation of Act Pro. Act Pro v22 was...
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Using Zoho Analytics to Create Act Reports
ACT! CRM

Using Zoho Analytics to Create Act Reports

Karen – April 11, 2023
At Tech Benders we specialize in both Act and Zoho. And we understand that once you get your information into...
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Struggling with content for your eMarketing Campaigns? This webinar will help!
CRM Webinars

Struggling with content for your eMarketing Campaigns? This webinar will help!

Karen – March 15, 2023
Struggling with content for your eMarketing Campaigns? This webinar will help! If you have either Act Premium or Zoho CRM...
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Top 10 CRM Issues
CRM Best Practices

Top 10 CRM Issues

Karen – March 1, 2023
I have been working as a fulltime CRM consultant for over 20 years. I like to say I work with...
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Check Out What’s New in Zoho CRM
ZOHO

Check Out What’s New in Zoho CRM

Karen – February 5, 2023
2023 started off with a bang – particularly where Zoho is concerned. Over the past 12 months Zoho has released...
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Act! Premium Cloud – How It Differs From Desktop
ACT! CRM

Act! Premium Cloud – How It Differs From Desktop

Karen – January 20, 2023 – 2 Replies
Many of my long time Act users want to transition to Act! Premium Cloud but wonder how it differs from...
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Should I Stay or Should I Go to Another CRM Solution?
CRM Data Migration

Should I Stay or Should I Go to Another CRM Solution?

Karen – January 10, 2023
I love the Clash and “Should I Stay” is one of my favorite songs. And one of the questions I...
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Help with ACT Installation
ACT! CRM

Help with ACT Installation

Karen – January 5, 2023 – 2 Replies
So, you've purchased ACT and you're ready to install it. Sounds easy, right? Sure it is - if you've got...
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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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