CRMTools

  • Importing and Exporting: It’s So Much Easier in Zoho CRM Than in Act! CRM

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    Karen

    Data is the lifeblood of any CRM system. Whether you’re switching platforms, updating contact info, or simply backing up your data, the ability to easily import and export records is critical. If you’ve ever tried performing these tasks in Act! CRM, you already know it can feel like solving a Rubik’s cube blindfolded. Fortunately, Zoho…

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  • 🧹 Database Cleanup: ACT! CRM vs Zoho CRM – Who Does It Better?

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    Karen

    Act! CRM has been around for decades—over 30 years! And many businesses have loyally used it just as long. But even the most loyal Act! users have likely faced this recurring issue: database clutter. A few years ago, I shared some helpful tools available in Act! to help with cleanup—everything from deleting old histories to…

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