The Future of Act v21 Pro
ACT! CRM

The Future of Act v21 Pro

Karen – April 26, 2022 – 33 Replies
Act v21 Pro is no longer available. Sorry. It's been discontinued. David F wrote this email to me today: "I'm...
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Reminder: Your Act! v24 Upgrade is Available
ACT! CRM

Reminder: Your Act! v24 Upgrade is Available

Karen – March 22, 2022 – 8 Replies
Last week my phone started ringing off the hook; Swiftpage had sent out an email announcing the release of Act...
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Take the SPECS Approach to Your CRM Implementation
CRM Consulting

Take the SPECS Approach to Your CRM Implementation

Karen – February 15, 2022
In the course of writing 14 CRM books, and working as a full time CRM consultant for the last 20...
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Questions About Act Pro v24? Here are your answers!
ACT! CRM

Questions About Act Pro v24? Here are your answers!

Karen – December 31, 2021 – 8 Replies
I recently received this email recently from a client with a whole lot of questions about Act v24 Pro: Are...
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Should I move to Zoho or Stay with Act?
CRM Consulting ZOHO

Should I move to Zoho or Stay with Act?

Karen – December 23, 2021 – 2 Replies
I have consulted in Act for over 20 years. As a result I am often asked by my clients whether...
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Your Act! Software is Being Retired
ACT! CRM

Your Act! Software is Being Retired

Karen – November 18, 2021
Oh my! Whenever I receive a barrage of email from panicked Act! users I can pretty much assume that Swiftpage...
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ACT! Pro v24 Features, Updates and CRM Software Benefits
ACT! CRM

ACT! Pro v24 Features, Updates and CRM Software Benefits

Karen – November 7, 2021 – 10 Replies
Purchase Act Pro v24 Here. ACT! Pro – It’s b-a-a-a-a-ack! ACT! Pro is back – for a short time only....
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Why So Many Long-Time Users Are Frustrated With Act CRM
CRM Webinars

Why So Many Long-Time Users Are Frustrated With Act CRM

Karen – October 20, 2021
Tuesday, October 26, 2021 @ 12:00 PM EST What's Happening with ACT! CRM? Are you wondering if ACT! CRM is...
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Run Your Entire Business on Zoho One
ZOHO

Run Your Entire Business on Zoho One

Karen – September 16, 2021
Start your free trial of Zoho One Here! Replace your patchwork of cloud applications, legacy tools, and paper-based processes with...
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Act or Zoho – Which Way Do I Go?
ACT! CRM ZOHO

Act or Zoho – Which Way Do I Go?

Karen – August 4, 2021 – 2 Replies
Act! or Zoho: which is the best way to go? I received the following emails from one of my clients...
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Why Should You Move to Zoho Books?
ZOHO

Why Should You Move to Zoho Books?

Karen – July 15, 2021 – 2 Replies
Whether you are running a start-up that needs an easy, low-cost accounting system or you are a well established company...
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What’s So Great About Zoho CRM for a Startup? Everything!
ZOHO

What’s So Great About Zoho CRM for a Startup? Everything!

Karen – June 15, 2021
No matter what kind of business you have, you need the proper software to run it and the proper hardware...
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ACT CRM. ACT Essentials – What’s in a Name?
ACT! CRM

ACT CRM. ACT Essentials – What’s in a Name?

Karen – June 14, 2021 – 4 Replies
Act by Sage. Sage Act. Act Premium. Act Pro. Act for Web. Act Growth Suite. Act Saas. Act CRM. Act...
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Is it Time to Leave QuickBooks and Move to Zoho Books?
ZOHO

Is it Time to Leave QuickBooks and Move to Zoho Books?

Karen – May 5, 2021
There’s no doubt that QuickBooks is a great accounting system used by over three million subscribers. After all, it is...
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Your Act Premium Subscription Now Includes AMA (Act Marketing Automation
ACT! CRM

Your Act Premium Subscription Now Includes AMA (Act Marketing Automation

Karen – April 1, 2021 – 6 Replies
Good news for all of you Act Premium subscribers: starting with your April, 2021 renewal you will now be receiving...
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Act to Zoho Conversion: Where Are My Act Groups?
ZOHO

Act to Zoho Conversion: Where Are My Act Groups?

Karen – March 23, 2021
When I do an Act to Zoho conversion for one of my clients the first thing I am often asked...
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CRM Implementations: What CRM Addons Should I Use?
ZOHO

CRM Implementations: What CRM Addons Should I Use?

Karen – February 23, 2021
One of my clients recently reached out to me asking if there are any CRM addons or other features that...
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Zoho Consults: Why You Need Help from a Zoho Expert
ZOHO

Zoho Consults: Why You Need Help from a Zoho Expert

Karen – February 17, 2021
A prospect called me this week. He had a ton of issues with his Zoho CRM usage and was looking...
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Act Pro is Back – for a limited time at least
ACT! CRM

Act Pro is Back – for a limited time at least

Karen – October 22, 2020 – 6 Replies
ACT! Pro – It’s b-a-a-a-a-ack! Just in time for Halloween ACT! Pro is back – for a short time only....
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CRM in a Remote Environment – ACT! or ZOHO
CRM Consulting ZOHO

CRM in a Remote Environment – ACT! or ZOHO

Karen – October 22, 2020
I have consulted in ACT! for over 20 years. More often than not, especially in the current Covid environment, companies...
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ZOHO

Starting a Zoho Trial? Don't Let OneAuth Be Your First Commitment! You've signed up for a Zoho trial. You're excited….
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Featured Posts

Moving from ACT! to Zoho CRM: Benefits of Cloud-Based Software
Karen – November 5, 2026

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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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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