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:
- Free Option: A great starter option, but limits the number of times you can download your data.
- $49.95 Plan: Ideal for most users.
- $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.