Act Premium Cloud Add-ons June 2021

by | Aug 7, 2023 | Act CRM Software Fundamentals

Hi, ladies and gentlemen! This is Tony Holowitz, and today I’m excited to bring you a tutorial on two crucial add-ons for Act CRM SAS. If you have decided to use the web-based version of Act, there are two tools that I highly recommend considering. These add-ons will enhance your user experience and efficiency within the software.

1. Act for Mail

Act for Mail is a vital piece of software for those using the web-based version of Act. It is the counterpart to Act for Outlook, which you might have experienced in the desktop version. Here’s what it can do:

  • Record Emails: It allows you to record both incoming and outgoing emails.
  • Create Contacts from Emails: If an email address isn’t in your database, you can create a new contact directly.
  • Calendar Sync with Microsoft Outlook: Easily send activities over to Act, keeping your calendar in both Outlook and Act in sync.
  • Create Activities from Emails: Turn an incoming email into an activity in Act.

The annual subscription cost for Act for Mail is $35.95, and it’s an investment that is truly worth its weight in gold.

2. Handheld Contact API

The next piece of software I recommend is Handheld Contact API, which I often refer to as the green Handheld Contact. It’s available in three options:

  1. Free Option: A great starter option, but limits the number of times you can download your data.
  2. $49.95 Plan: Ideal for most users.
  3. $79.95 Option: A plan designed for power users with additional functionality.

All these options come with a free trial so you can test them and see what fits your needs best.

Here’s a summary table of the options:

Version Price Best For Notes
Free Option Free Starters Limited data downloads
Standard Plan $49.95 General Users  
Power User $79.95 Power Users Additional functionalities

Conclusion

These two add-ons, Act for Mail and Handheld Contact API, are tools I strongly recommend to all my clients using Act’s web-based software. They can greatly improve your workflow and make your experience with Act even more fruitful.

If you are considering these tools or just starting with Act CRM SAS, I believe they will be beneficial for you. Thank you very much, and have a great day! Bye now.