Act! CRM Specialties – Help With Additional Features or Functionality

When you need help with a specific feature/function/integration for your Act! CRM software, below is a small list of Act! CRM Specialties of popular requested items. This list does not represent all expertise of our Act! Certified Consultants, so if you do not see an item you are wanting assistance with please reach to the Act! Consultant nearest you.

Accounting Links to Act!
Linking Act! to popular Accounting Products including QuickBooks, Sage 50, Sage 100, etc.
Contact: Tara Morgan Schinkel or Renee Cronin

Accounting Software Hosting with Act!
Hosting services for Act! and Accounting software QuickBooks, Sage 50, etc.
Contact: Jon Klubnik

Act! Database Hosting Services
An alternative to Act! Premium Cloud hosting, these providers will host your Act! database with more service options and add-on integration.
Act! for Web Hosting: Jeremy Wesley or Jon Klubnik
Citrix Hosting: Jon Klubnik

iPhone & iPad App for Act!
Access Act! on your iPhone or iPad with the eXact Contacts for Act! app.
Contact: Jeremy Wesley

Custom Programming for Act!
Custom-built program or application integration for Act!
Contact: Stan Smith

Quoting Software for Act!
Quotewerks is a leading quoting software solution that integrates with Act!
Contact: Jon Klubnik or Clay Weatherford

Dragon Naturally Speaking for Act!
Simplifies data entry for Act! by using your voice.
Contact: Mark Mondo

Reporting for Act!
Enhanced reporting services for Act! data.
Crystal Reports: Tara Morgan Schinkel or Jon Klubnik
Custom Dashboards: Tara Morgan Schinkel
Advanced Excel: Tara Morgan Schinkel
Microsoft Power BI: Mark Mondo

Act! Emarketing Services
Develop and manage Act! Emarketing email campaigns, provide Act! Emarketing Training services.
Contact: Renee Cronin, Cindy Kool, Marshall Knapp or Bridgette Boyle

Corporate Act! Training
Act! Trainer to travel to your Corporate location, can provide a mobile classroom or has a dedicated training facility.
Corporate Training: Cindy Kool, Marshall Knapp, Clay Weatherford or Bridgette Boyle
Mobile Classroom: Marshall Knapp
Training Room: Marshall Knapp (MI) or Tara Morgan Schinkel (MD)

Act! Vertical Solutions
A Vertical Solution is a pre-programmed Act! database customized for industry-specific needs.
Act! for Real Estate: Debora Boyle
Act! for Commercial Real Estate: Debora Boyle
Act! for Mortgage: Debora Boyle
Act! for Financial Professionals: Debora Boyle
Act! for Insurance: Bridgette Boyle