Sign Up Now You’re invited to my free Zoho Wednesday Webinar on Wednesday, May 27 at 12 PM EST. Join us for our FREE Wednesday Webinar on Wednesday, May 27 at 12:00 PM Noon EST as we cover one of the #1 questions I receive from Zoho users — email setup and marketing communication inside Zoho. We’ll discuss…
We Got Promoted (No, Not the Corner Office Kind… the Zoho Kind) There are a few moments in business that feel like a real “level up.” Landing your first big client. Hiring your first employee. Finally figuring out where that one setting is in Zoho that’s been hiding from you for three years. And then…
The New Year is all about fresh starts. We clean out closets, set new goals, and promise ourselves we’ll finally get organized. But what about the technology running your business? If you’re still relying on an ACT! database, chances are it’s not exactly helping you start the year strong. Slow performance, outdated functionality, and recurring technical…
I’ve always known Zoho had strong marketing… but my recent trip to Canada proved that Zoho’s marketing team might actually be telepathic—or at least incredibly efficient. It all started on the New Jersey Turnpike. I’m driving toward the exit for the GW Bridge, mentally preparing for the gridlock that only New York City can provide,…
Watch Now! Still hanging onto ACT! CRM? Join us this Wednesday for a free webinar where we’ll show you why it may be time to move on. We’ll compare ACT! head-to-head with Zoho’s powerful suite of products, highlighting the differences in pricing, features, customizations, automations, mobile access, and ongoing support. Whether you’re frustrated with outdated…
QuoteWerks integrates seamlessly with contact managers like ACT! and ACT! for Web, eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.
Salesforce and Zoho CRM are both great products. So why do I prefer Zoho? Quite simply, it’s a lot better “bang for the buck.” There are a number of reasons for this. Salesforce has long expanded through big acquisitions and even bigger buildings. Salesforce Software Acquisitions Over the years Salesforce has made between 65 and…
Tired of Office 365? There is an alternative. Zoho Workplace is an all-in-one, cloud-based productivity and collaboration suite that brings together the tools you need to work efficiently – and they all integrate with Zoho CRM! Zoho Workplace bundles three core suites into one unified experience: Mail Suite: Zoho Mail (with calendar, tasks, contacts), Zoho…
Tired of juggling phone calls, sticky notes, and your CRM? With Zoho Voice, you can make and receive calls right inside Zoho CRM or Zoho Desk—no extra software, no switching tabs. It’s a cloud-based phone system designed for teams that want to sound professional, stay organized, and keep conversations flowing. Why You’ll Love It: Call from…
Are you using both ACT and QuickBooks? Tired of doing double-entry? We’ve got the answer!
As the tech world marches forward, a significant milestone is approaching: Microsoft will officially end support for certain versions of Windows on October 14, 2025. For everyday users, this might just seem like another update on the horizon. But for businesses relying on specialized tools like ACT! CRM software, this change carries deeper implications. What’s…
Moving from Act to Zoho can be as easy as, well, the ABC’s. Or in this case the A-Z’s. Switching from ACT to Zoho CRM could be a great move for your company – or a total disaster! Zoho offers a lot of flexibility, with features like workflow automation, AI-driven insights, and extensive integrations. Plus,…
I have received literally hundreds of inquiries since Act Pro was discontinued. Some of my Act Pro customers understand this decision and ultimately move to the subscription based Act Premium for Web ($360-480/user/year) or Act Premium Desktop ($450/user/year less discounts) version. Others, however, “refuse to move to a subscription” and decide to use their Act…
The Act! product was officially retired on 9/15/23. Apparently, a lot of existing Act! Pro customers either didn’t receive the message or don’t want to believe the message as I am being bombarded with questions from existing Act! Pro users. Keep in mind that Act! Pro had a “perpetual” license which meant that you could…
I have been working as a fulltime CRM consultant for over 20 years. I like to say I work with CRM from “A to Z” as i have worked with Act, Zoho and many other CRM products. Unfortunately, no one ever calls me up to tell me how much they love their CRM, or to…
Over the last several years I have converted hundreds of Act! databases to Zoho. Once you’ve made your decision to move from Act! to Zoho, converting your Act! data is easy. I can pretty much guarantee that you won’t lose one drop of your Act! data. However, the hard part begins after your Act! data…
I recently received this email recently from a client with a whole lot of questions about Act v24 Pro: Are you aware of any enhancements / bug fixes in v24 Pro, or did they just rebuild it for 64 bit? This is not an upgrade of v22 Pro is it? The $449 is for a…
When I do an Act to Zoho conversion for one of my clients the first thing I am often asked is “Where Are My Act Groups?” As the name implies, a group is a collection of contact records. The Act Group can be populated statically (manually) or dynamically (automatically). I’ve often discussed how much I love…
As a 20+ year ACT! Certified Consultant and the author of 7 books on the ACT! CRM software, ACT! users represent a large portion of my business. And as a ZOHO Partner I’m often asked: “Which product is better? ACT! or ZOHO?” This question is a challenging one to answer. Both ACT! and ZOHO are great…