Business Apps that increase productivity with Act! Premium Cloud Subscription.

Integrated connection between Act! and Zapier popular Apps automate everyday tasks to help you nurture leads, update contacts, communicate with your team, and learn more about your customers. Make your own ZAP with Triggers + Actions.

What is a ZAP?  A ZAP is a connection between two apps made of a trigger and an action.  Whenever the trigger event happens, Zapier will automatically make the action event happen for you!

What are Triggers, Searches, and Actions? Triggers, Searches and Actions are the foundation that power your integration.  

Triggers- watch for events in your apps, then kick off a sequence of Searches and Actions.

Searches- look up existing data.

Actions- create new items. Together these three complete your tasks automatically.

Provide a Flexible Alternative to Purchasing ACT Software

Choosing a Contact Management solution is about more than just software.  It’s about finding a product and a partner that fit your needs, and your business.  Finding that right fit can be a project in itself.  

Issue #1: I started my own firm and have used ACT for many years. My assistant needs to be able to access the database and I might possibly want other employees / partner to access in the future. What is the best solution for me now and to grow with?

Issue #2: We are currently running ACT 2011 and have upgraded our Outlook to 2014, thus losing our integration.  Soon we will be upgrading our PC's to Windows 2010.  I'm not in a position to buy the ACT upgrade software licenses as a 'Capital Purchase',  I guess we'll just have to keep doing what we have been doing? Isn't there a better solution for my business?

Issue #3: We need various methosds to work. I want to access my calendar and ACT database information from my PC, iPhone or from anyone else's PC at anytime.

Meet Vanessa as we follow her through her busy day, managing sales and follow up activities. She is struggling to reach out to prospective customers and what she really needs is an effective way to build and manage the business in order to increase sales.  

Manage your day and easily share conversations in real time

Learn how to grow the business, organize meetings and monitor performance. Watch how Vanessa can access a customer group or company records to discover useful information including contact details and social updates.  Using the calendar she can plan for upcoming meetings where presentations activities are completed. She can then use her mobile phone or tablet to get direct access to her contacts and create notes so that her team can keep track of all conversations in real time.

Need to eliminate duplicate effort in updating your CRM, Excel or Word?

Our clients that use the ACT Hosted Premium  are looking for a better solution to easily create quotes and integrate the Quote>Order>Invoice process with their ACT CRM. The ACT solution offers a generic quote development tool that is Microsoft Excel based, but is not customizable to most businesses needs.  ACT users are looking for help in obtaining solutions that would help them develop a quoting tool to their specific business needs.

How long does it take for your sales team to create a quote in MS Word? 15mins. to a half hour? How many times have they sent the quote out to the customer and with incorrect totals or pricing due to manual updating?

Helping small businesses centralized multiple disconnected databases into one.

Each of the ACT Pro users are using a different version of ACT for Windows (ACT 2012, 2013 and 2014) on their local PC's. This company doesn't want to have a large capital purchase of software and IT to support the businesse's new growth needs.

To eliminate the headaches and inefficiencies from the multiple disconnected sources of information, a shared centralized database with 24x7x365 access via Internet Browser or Mobile device, effectively organizes and utilized the information needed for long-term company growth.

When moving to the ACT Hosted Premium subscription, the company could better budget overhead with a subscription-based model. As internet bandwidth increases and networks become more robust, stable and secure, more small businesses are choosing to adopt 'cloud based' CRM solutions.