Posts Page

DIY CRM – Why It Won’t Work and How To Get Help from The ACT! and ZOHO Consultants

Karen – May 16, 2020

There is a famous story about Pablo Picasso. A woman is strolling through a local park when she spots Picasso...

Karen – May 15, 2020

Accounting might be the hardest part of running a business. One mistake might keep you awake for hours. That’s why...

Karen – February 15, 2020

Many users of ZOHO have recently converted from other products including Act CRM. One of the first questions I'm often...

Karen – February 1, 2020

If you have recently gone through an Act to ZOHO conversion you might be looking for help. As a 20-year ACT!...

Karen – January 17, 2020

As a 20+ year ACT! Certified Consultant and the author of 7 books on the ACT! CRM software, ACT! users...

Karen – January 8, 2020 – 2 Replies

I did it! Last week I finalized my conversion from QuickBooks to ZOHO books. I’ve been working on this since...

Karen – December 15, 2019

Congratulations! You flew out to Denver, closed a big deal, and now you are sitting in the airport relaxing with...