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Zoho Webinars
Free Wednesday Webinar: Get More Out of Zoho CRM
Karen
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February 3, 2026
Watch Now Are you using Zoho CRM but feel like you’re only scratching the surface? Or maybe you’re brand new...
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CRM Consulting
Creating Custom Reports: ACT! vs. Zoho CRM — A Tale of Two Eras
Karen
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January 25, 2026
Reporting is where a CRM either earns its keep or exposes its age. On paper, both ACT! and Zoho CRM...
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ZOHO
Karen Fredricks Elevated to Advanced Zoho Partner: A Milestone Built on Results
Karen
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January 20, 2026
In the fast-growing ecosystem of business software, recognition isn’t handed out lightly—it’s earned. That’s why the recent promotion of Karen...
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ZOHO
What’s New in Bigin: The Biggest Updates from 2025
Karen
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January 15, 2026
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2 Replies
Bigin had a busy year in 2025, rolling out smart upgrades designed to save time, reduce manual work, and improve...
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Why Zoho Bigin Is a Great Alternative for ACT! Pro Users
Karen
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January 6, 2026
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2 Replies
ACT! Pro has long been a trusted CRM for small businesses, but many users now find it limiting as their...
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ACT! CRM
New Year, New CRM: Why It’s Time to Say Goodbye to ACT!
Karen
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December 30, 2025
The New Year is all about fresh starts. We clean out closets, set new goals, and promise ourselves we’ll finally...
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CRM Consulting
Zoho One Includes a Virtual Smorgasbord of Products
Karen
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December 30, 2025
Zoho One includes a virtual smorgasbord of 40+ products, but these are my favorites: Zoho CRM: The heart of Zoho...
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CRM Consulting
Installing ACT! v27 Premium Desktop: A Journey Through Time (and Reboots)
Karen
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December 22, 2025
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2 Replies
Installing software in 2025 should be simple. Click a button. Maybe wait a few minutes. Get coffee. Done. Installing ACT!...
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ZOHO
Case Study: Playground King’s Leap from ACT! to Zoho One
Karen
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December 14, 2025
A multi-generation family business modernizes operations, cleans up critical data, and unlocks automation for growth. Client: Playground King Consulting Partner:...
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ZOHO
Zoho Marketing: When a CRM Follows You Across Borders (In the Best Possible Way)
Karen
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December 7, 2025
I’ve always known Zoho had strong marketing… but my recent trip to Canada proved that Zoho’s marketing team might actually...
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ZOHO
How I Discovered a Competitor Scraping My Website — and How Zoho SalesIQ Helped Me Stop It
Karen
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December 2, 2025
Every business owner expects a little healthy competition. What we don’t expect is for a competitor to help themselves to...
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zoho one
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CRM Consulting
Exporting ACT! Notes and Histories: Why Most Users Can’t — But Tech Benders Can
Karen
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November 24, 2025
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5 Replies
If you’ve ever tried to move from Act! CRM to another CRM platform, you may have discovered a frustrating truth:...
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CRM Consulting
Why Zoho CRM Plus Crushes Act! CRM: A Deep Dive
Karen
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November 18, 2025
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2 Replies
Choosing a CRM isn’t just about tracking contacts — it’s about enabling your business to sell smarter, market better, and...
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CRM Best Practices
Ding Dong – Your ACT! Database is Calling
Karen
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November 12, 2025
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4 Replies
One of my favorite ACT add-ons is the Call On CRM solutions that allows you to dial your phone directly...
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CRM Best Practices
What Is a Custom CRM Field?
Karen
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November 11, 2025
If you’ve ever worked with a CRM (Customer Relationship Management) system, you’ve probably noticed lots of built-in fields—things like First...
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Yes, We Can Help Fix ANY Act Database!
Karen
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November 4, 2025
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2 Replies
This message from my website absolutely made my day: Visitor: “Do you work with Act! for DOS 1.1?” Me: “Is...
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Zoho Bigin: The Perfect Act CRM Replacement (Including Act! 6.0)
Karen
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October 21, 2025
If you’re still using an older version of Act! CRM—especially classics like Act! 6.0—you’ve probably noticed the cracks starting to...
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ACT! CRM
Act! Premium Cloud vs. Act Premium Desktop: The Features You’ll Miss Most
Karen
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October 14, 2025
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4 Replies
What’s Missing in Act! for Web Act! for Web brings the convenience of browser access, letting you work from anywhere...
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ZOHO
Who Should Use the Free Editions of Zoho CRM and Bigin — and Who Shouldn’t
Karen
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October 1, 2025
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4 Replies
“Free” sounds great—especially when it comes to CRMs. Zoho’s free editions of Zoho CRM and Bigin are surprisingly capable, but...
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Zoho Webinars
Free Wednesday Webinar: Why Zoho Beats ACT! CRM
Karen
–
September 24, 2025
Watch Now! Still hanging onto ACT! CRM? Join us this Wednesday for a free webinar where we’ll show you why...
Read More
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