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Act! Consulting & Implementation Services


Maximize Your Sales & Marketing, Step-by-Step

Our Act! consultant and business analyst works with you to get the most out of the Act! CRM based on your specific business needs. Increase sales, conversions, and maximize ROI from your prospects by implementing customized Act! integrations and marketing automation.  

Our expert team is prepared to serve as your guide and partner in the selection, integration, implementation, tailoring, training, and optimization of your Act! CRM.

We can help your business:

  • Analyze your existing business activities and processes and collaborate with your departments to provide a more effective process.
  • Combining multiple silos of information into one source of truth.
  • Tailored implementation and continued support, increasing user adoption.
  • Align sales and marketing to close hot leads that are ready to buy with customizing the built-in marketing automation.
  • Integrate Quickbooks accounting and sales quoting software with Act!.

How can we help? Talk to our personal Act! expert today!

What clients are saying:

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"Julie guided our upgrade of Act!. This is critical to our operation. She effectively organized, prepared us, helped us know in advance what we needed to have ready, and then lead us through the complex upgrade.

She was professional, respectful, timely, and thorough. She made sure all aspects of the new upgrade worked in our system and did some training. She was flexible to permit us to reserve some additional prepaid training for a later time after we had worked with the new upgrade. I am very happy with the experience and recommend Julie to you."

Gary Brunson, CEO - ACT CRM Client
Clear Focus LLC/TABNCI
Elkhart, IN


Not Sure Where To Start?

Talk to our personal Act! expert to collaborate in tailoring and implementing the solution you choose so it works for you!

Schedule a Call with Julie

What Can Our Act! CRM Business Analyst and Consultants Do For You?

  • Provide contact and customer management for individuals, small businesses, sales departments, and more

  • Provide multiple options for use on desktop, mobile, web applications, and more.

  • Access to valuable feature enhancements with Act! CRM

  • Get expert training, support, and consulting

  • Powerful Windows, Google, and Outlook integrations

  • Utilize built-in marketing automation

  • Customize the software based on your business type and size

Download eBook How to Successfully Select and Implement a CRM