If you’re still running your business on ACT!, this might feel a little uncomfortable to read. Good. Because for many companies, their ACT! database isn’t just “old software.” It’s a single point of failure quietly sitting in the corner… humming… waiting… 😬 Let’s talk about why. 1. It Lives on One Computer (Usually the One…
If you’ve ever worked with a CRM (Customer Relationship Management) system, you’ve probably noticed lots of built-in fields—things like First Name, Last Name, Email, and Phone Number. Those are standard fields that come with every CRM. But what happens when you need to track something unique to your business—say, a customer’s favorite product line, franchise location,…
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 show. What was once a powerful contact management system has become outdated, harder to maintain, and increasingly incompatible with modern business needs. Worse yet, upgrading to the latest versions of Act! often comes with higher…
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 Whether you’re frustrated with outdated…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.
Choosing accounting software? While QuickBooks is the big name, Zoho Books delivers more value, tighter CRM integration, and online access—at a fraction of the price of QuickBooks. 💰 Zoho Books Pricing Zoho Books starts at $15/month (with a free plan for small businesses), while QuickBooks begins at $35/month with no free tier. Extra Zoho users…
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…
WATCH NOW! Whether you’re sending a personalized note to one contact or launching https://meet.zoho.com/yari-ogx-nara full-blown email campaign to hundreds, we’ve got you covered! Join us as we explore: ✅ How to send single, personalized emails using Zoho CRM✅ How to run professional email campaigns using Zoho Campaigns This session is perfect for anyone looking to…
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…
Are you using both ACT and QuickBooks? Tired of doing double-entry? We’ve got the answer!
If you’re still using ACT! CRM on a Windows 7 machine, it’s time to talk security—and no, we don’t mean installing another antivirus tool. While ACT! CRM has served businesses faithfully for decades, using it on an outdated system like Windows 7 poses a serious risk. Microsoft stopped supporting Windows 7 in 2020, which means…