Introduction: In this review of ACT 17, Tony Holowitz introduces a game-changing feature that can significantly impact businesses, especially those looking to optimize their expenses. The free browse feature, exclusive to ACT Pro and Premium users, allows up to 10 browse-only users to access the CRM without additional license costs. Let’s explore how this feature can benefit businesses, enabling easy access to contact information without breaking the bank.

1. The Value of ACT 17: ACT 17 offers a powerful CRM solution, but for small businesses watching their budgets, investing in licenses for all employees might be a significant expense. However, the free browse feature presents a cost-effective alternative, allowing businesses to grant read-only access to select employees without the need for additional licenses.

2. Understanding Free Browse Users: ACT Pro users can create up to 10 free browse users, while ACT Premium users enjoy unlimited browse users. A browse user has limited permissions and can only view information within ACT without the ability to modify or make changes.

3. Creating Free Browse Users: Tony demonstrates how to create a free browse user by accessing the “Manage Users” section in ACT. Here, he sets up a new user named “Ann Smith” with the “Browse” security role. Users can create up to 10 such browse-only accounts, perfect for co-workers who don’t require full ACT access.

4. Experiencing the Browse-Only View: Logging in as the newly created browse user, Tony illustrates how the ACT interface appears to them. Most fields are greyed out, indicating read-only access. Though browsing is limited, browse users can still click on email addresses to send emails, making it convenient for them to communicate with contacts.

5. The Benefits of Free Browse Users: The free browse feature opens up new possibilities for businesses. Employees who don’t need full CRM access can still access contact information, find addresses, or look up phone numbers effortlessly. It streamlines internal communications and enhances collaboration without incurring additional expenses.

6. An Incentive to Upgrade: With this cost-saving feature, ACT 17 Pro and Premium versions present a compelling reason to consider upgrading. While ACT Pro users receive up to 10 free browse users, the Premium version offers the convenience of unlimited browse users, making it ideal for businesses with larger teams.

Conclusion: ACT 17’s free browse feature is a game-changer for businesses looking to optimize their expenses while providing access to vital contact information. With the ability to create up to 10 browse-only users in ACT Pro and unlimited in ACT Premium, businesses can empower co-workers without the need for additional licenses. This cost-effective solution enhances internal collaboration, improves efficiency, and makes ACT 17 a worthy investment for small and large businesses alike.

Make the most of ACT 17’s free browse feature and elevate your team’s productivity while saving on costs. For more information or to explore ACT’s full potential, reach out to Tony Holowitz for expert assistance and support. Thank you for joining us in this ACT 17 review, and we hope this feature empowers your business’s CRM journey!