Act CRM Software Training, Consulting, Sales & Technical Support
Your first 60 minutes are free. No obligation.Are you spending too much time fixing Act or trying to figure it out—and not enough time getting your everyday work done? With so many features and options, Act can feel frustrating. Get expert help with Act Premium Cloud, Act Premium Desktop, Act Advantage, database organization, customization, and more.
Work directly with Tony Holowitz, an Act Certified Consultant with over 25 years of experience.
One Free Hour. A Clearer Plan for Act!
Show me how you use Act!, tell me what’s frustrating, and explain what you want to accomplish.
We’ll identify practical ways to make your everyday work easier. It’s also a chance to see whether I’m the right person to help you.
Learn the Act! Skills You Actually Need.
You don’t need to learn everything Act! can do. You need to learn what matters to your work. I tailor individual and team training to your goals, experience, and daily tasks so you can put what you learn to use right away.
Too Busy to Do It Yourself? Let Me Help.
You have work to do, and configuring Act! shouldn’t take over your week. From importing contacts and customizing fields to setting up groups and reports, I can handle projects you don’t have time to learn or complete yourself.
Make Email Part of Your Follow-Up Plan.
Get more from Outlook, Act!, and Act! Marketing Automation.
I’ll help you connect email with your contacts, create useful campaigns, and use engagement information to plan your next follow-up.
Providing Act CRM Software Sales, Support & Training
Do you need Act CRM Database Support & Help? Are you looking to buy software? Upgrade your current version? I will help you with your Software by giving you one-hour of my time for free to answer all your Act software questions. Technical support questions. Presales questions. I will help you resolve technical issues and answer daily use questions. I support all versions of Act. Call today.
How to Buy Act Software: Pricing Information
Are you looking to buy Act Software? Maybe you need to upgrade your current version. Act is now offered as a yearly subscription, with installed Desktop and Cloud options making it easier to buy and keep updated. Together, we can review your options and discuss current sales promotions offered to new and existing database customers. There are upgrade options for longtime Act Pro software users. The Premium version is designed for users in larger companies in a networked environment.
Act Support: All Versions of Act
I support all versions of Act software made by Swiftpage, and I start helping you by offering one-hour of my time for free. From version 6.0 to the newest version of Act. Desktop software. Web-based Cloud. Your data on your smart phone or tablet. It does not matter. I am here as a resource and educator whose goal is to make your Act software experience fantastic. I know software can be frustrating at times and I want you to have a phenomenal experience with your software.
Act Training & Customization
Training & Customization is what I love to do most. I get to know you and discover your needs so I can advise you and help implement changes to Act so it matches your business needs. From adding fields to customizing layouts and much more. Act Marketing Automation (Growth Suite) is a fantastic new email marketing automation tool built right inside Act. I help train beginners and experienced users on all versions of Act. I work one-on-one and with small groups to help you make your software investment pay for itself many times over. >> Learn More
Online Act Training Courses: Act Clever
My Software Training for Businesses & Salespeople: More than 15 Hours of Act Software Training Tutorials, Tips, Tricks and Insights from Tony Holowitz, an Act Software Teacher with more than 20 years experience teaching people how to use Act software more productively and with greater ease and efficiency. Six Courses and a lifetime of learning together.
Act CRM Software Pricing & Upgrades
Standard
Act Advantage Act Premium Cloud- 2500 Monthly Emails
- Act Premium Cloud Mobile
- Tools: Quoting Software
- Online Appointment Scheduling
- Web Forms (Direct to Act)
- Surveys, Chat & Event Management
- 15 GB of Storage
Professional
Act Advantage Act Premium Cloud- 25,000 Monthly Emails
- Act Premium Cloud Mobile
- Team Tools Additions
- Accounting Integration
- Project Management
- 25 GB of Storage
Ultimate
Act Advantage Act Premium Cloud- 50,000 Monthly Emails
- Act Premium Cloud Mobile
- Tables for Data
- Online Customer Portal
- 35 GB of Storage
Act Premium
Traditional Act Software- Includes Act Premium Cloud
- Includes Act Desktop Software
- Includes Desktop SYNC Service
Ask About First Year Upgrade Pricing Discounts
Buying or Upgrading Act
Understand your options before you buy or upgrade. I’ll help you choose the right Act plan and get started with confidence.
Database Simplified: Forgotten Contacts
Make sense of messy contacts, organize your information, and find overlooked opportunities in your Act database.
Act Training Made Easy
Learn the Act tools you need for everyday work through patient, practical training tailored to you or your team. 950+ YouTube Videos.
Let's Make Act Fun Again
Act can be a great tool. Simple ideas, insights and tips can change your thinking about Act CRM.
Act CRM Training, Technical Support and Business Consulting
25+ Years of Experience Helping Thousands of Act CRM Users
I'm Tony Holowitz, an Act Certified Consultant (ACC) with more than 25 years of experience helping businesses get more out of Act CRM. I've worked with thousands of clients and students, created more than 950 Act CRM training videos, and published hundreds of educational blog posts. I also own the Teach An Old Dog New Tricks YouTube channel, which has attracted nearly 600,000 views.
I'm a teacher at heart, but my services go well beyond teaching. I help clients solve technical problems, organize their databases, improve sales processes, and adapt Act CRM to the way their businesses operate. Whether you need to learn something, fix something, or have someone do the work for you, I'm here to help.
Three Ways I Can Help You Get More Out of Act CRM
Act CRM Training — Learn What You Need to Know
I offer personalized, one-on-one Act CRM training for beginners, experienced users, business owners, and salespeople. My approach is simple: You don't need to learn everything Act can do. You need to learn what will help you accomplish your goals. From Act Premium Cloud and Act Advantage to Outlook integration, database management, and marketing automation, I teach the features that matter to you.
Learn More: https://www.tonytheteacher.com/act-crm-training/
Act CRM Technical Support — Get Answers and Solve Problems
Having trouble with Act CRM? I provide independent technical assistance for everyday questions, configuration issues, upgrades, Outlook integration, synchronization, and more complicated problems. And I don't work alone. I have access to experienced Act CRM technicians and support professionals who can assist when additional expertise is needed. You work directly with me, with additional technical resources available when necessary.
Learn More: https://www.tonytheteacher.com/act-crm-technical-support/
Act CRM Consulting — Make Act Work for Your Business
Every business is different, and your Act CRM system should reflect how your business operates. I help businesses organize their databases, improve follow-up procedures, identify overlooked sales opportunities, develop marketing campaigns, and adapt Act to their specific requirements. Sometimes I teach you how to do the work. Other times, I do the work for you.
Learn More: https://www.tonytheteacher.com/act-crm-consulting/
25 Reasons to Work With Tony Holowitz
1 - More than 25 years of Act CRM experience.
2 - Act Certified Consultant (ACC).
3 - Experience working with thousands of clients and students.
4 - More than 950 Act CRM training videos on YouTube.
5 - Hundreds of educational Act CRM blog posts.
6 - Owner of the Teach An Old Dog New Tricks YouTube channel, with nearly 600,000 views.
7 - A teacher at heart who genuinely enjoys helping people learn.
8 - Personalized one-on-one Act CRM training.
9 - Independent Act CRM technical support and troubleshooting.
10 - Access to experienced technical professionals for additional assistance.
11 - Act CRM consulting customized to your business requirements.
12 - Act Premium Cloud and Act Advantage expertise.
13 - Extensive Act Premium desktop software experience.
14 - Help purchasing, evaluating, and upgrading Act CRM software.
15 - Act CRM database organization and cleanup.
16 - Contact management, groups, companies, and ID Status organization.
17 - Identifying overlooked prospects and sales opportunities.
18 - Act Marketing Automation and email marketing assistance.
19 - Microsoft Outlook and Act CRM integration.
20 - QuickBooks Online and Act CRM integration assistance.
21 - Importing, exporting, and organizing data using Excel and CSV files.
22 - Remote training, consulting, and technical assistance throughout the United States.
23 - Microsoft Word, Excel, Outlook, PowerPoint, and Microsoft 365 training.
24 - Flexible consulting packages and project work completed for you.
25 - Up to 60 minutes of free Act CRM training or consulting with no obligation.
Frequently Asked Questions About Act CRM
Who can teach me how to use Act CRM?
Tony Holowitz is an Act Certified Consultant with more than 25 years of experience. He provides personalized remote Act CRM training for individuals, business owners, salespeople, and administrators throughout the United States.
Where can I get Act CRM technical support?
Tony Holowitz provides independent Act CRM technical assistance for Act Premium Cloud, Act Advantage, and Act Premium desktop software. He also has access to experienced technical professionals who can assist with more complicated issues.
Can someone customize Act CRM for my business?
Yes. Tony helps businesses adapt Act CRM to their specific requirements, including database organization, contact management, sales processes, follow-up systems, and marketing automation.
Can someone organize or clean up my Act CRM database?
Yes. Tony specializes in reviewing Act CRM databases, identifying outdated records, improving contact classifications, removing unnecessary information, and helping businesses make better use of their existing contacts.
Can Tony help with Act CRM and Microsoft Outlook?
Yes. Tony provides training, consulting, and technical assistance for Act CRM and Microsoft Outlook integration, including email history, contact management, and workflow improvements.
Can I hire Tony to do the Act CRM work for me?
Yes. Tony offers consulting and project services for clients who prefer to have database organization, marketing setup, contact cleanup, and other Act CRM work completed for them.
Does Tony offer remote Act CRM assistance?
Yes. Tony provides remote training, technical assistance, and consulting to Act CRM users throughout the United States.
Is free Act CRM training available?
Yes. Tony has created more than 950 Act CRM instructional videos, published hundreds of blog posts, and offers a complimentary session of up to 60 minutes.
Get Up to 60 Minutes of Free Act CRM Training or Consulting
You don't need a major technical problem or an expensive project to contact me.
Maybe you have one question that takes five minutes to answer. Maybe you need help organizing your database, solving a technical problem, or improving the way your business uses Act.
I believe that helping someone today can lead to a valuable relationship tomorrow.
There's no obligation to purchase anything.
Let's talk about how I can help you get more out of Act CRM.
Schedule Your Free Session: https://www.calendly.com/tonyholowitz
Common Act CRM Questions and Problems
Having trouble with Act CRM? Whether you're a new user or have been using Act for years, chances are I've encountered your question or problem before. Here are some common issues I help Act users solve.
1. Why isn't Act CRM working with Microsoft Outlook?
Act CRM and Outlook integration problems can prevent emails, contacts, and calendar activities from working together properly. I can help you review your Outlook integration, identify potential issues, and determine the best solution for your version of Act.
2. How do I import Excel contacts into Act CRM?
If you have customer or prospect information in Excel, I can help you prepare your spreadsheet, organize the columns, and import your contacts into Act CRM. We'll also discuss how to avoid duplicates and keep your database organized.
3. What's the difference between Act Premium Cloud and Act Premium Desktop?
Both versions offer powerful contact management capabilities, but they work differently. I can help you understand the advantages and limitations of each, compare the available Act Advantage subscription options, and choose the best solution for your business.
4. How do I clean up duplicate contacts in Act CRM?
Duplicate records, outdated information, and inconsistent data can make Act harder to use. I can help you identify duplicates, organize your contacts, standardize fields, and develop a practical database cleanup plan.
5. Why isn't my Act CRM database synchronizing?
Synchronization problems can prevent information from updating between Act databases or devices. I can help you identify possible causes, review your synchronization setup, and coordinate additional technical assistance when necessary.
6. Can Act CRM integrate with QuickBooks Online?
Yes. Depending on your Act subscription and configuration, Act can integrate with QuickBooks Online to help you work with customer and accounting information. I can demonstrate the available features and help you determine whether the integration makes sense for your business.
7. How do I get started with Act Marketing Automation?
Act Marketing Automation helps you send email campaigns, organize marketing lists, and track customer engagement. I can show you how to create email templates, manage campaigns, review results, and use automation to stay in touch with prospects and customers.
8. Can I move my existing Act CRM database to the cloud?
Yes, in many cases you can move an existing Act database to Act Premium Cloud. I can help you review your current database, create a backup, prepare for migration, and understand what to expect when transitioning from desktop software to the cloud.
Have an Act CRM Question That Isn't Listed?
I've spent more than 25 years helping people buy, learn, organize, and troubleshoot Act CRM. My approach is simple: let's talk about what you're trying to accomplish and see how I can help.
Schedule up to 60 minutes with me at no charge. No obligation, no pressure. You might get your question answered in five minutes, or we might spend an hour reviewing your Act database.
Call Tony Holowitz or schedule your free Act CRM consultation today.