Introduction: Good morning, everyone! Tony Holowitz here. Today, I’ll address a common query about Act software and Microsoft Outlook—how to seamlessly attach incoming and outgoing emails to the appropriate contacts in Act. Act offers a built-in tool for this task, but it can sometimes be unreliable. To address this, the brilliant minds at Keystroke developed two powerful solutions: Act4Outlook and Act4Mail. In this blog post, I’ll shed light on the differences between these tools and their functionalities to help you make an informed choice.
Act4Outlook: The Desktop Version Solution Act4Outlook is designed to work with the desktop version of Act. Its primary purpose is to integrate Act CRM with Microsoft Outlook, facilitating smooth email attachment processes. With Act4Outlook version 7 available at a one-time cost of $39.95, it provides a perpetual license. If new versions are released, you may choose to upgrade, but the current version remains functional without recurring fees.
Act4Mail: The Web Version Solution In contrast, Act4Mail is tailored for the web version of Act, working seamlessly with the cloud-based Act CRM. This integration allows users to attach emails to Act contacts directly from the web version. Like Act4Outlook, Act4Mail simplifies email management, ensuring your communications are well-organized and accessible.
The Attachment Feature: A Major Advantage One of the primary features shared by both Act4Outlook and Act4Mail is their ability to effortlessly attach incoming and outgoing emails to the appropriate Act contacts. This feature streamlines email management, ensuring a comprehensive record of communications for each contact. No more manual linking—let the tools handle the heavy lifting!
Other Features to Explore In addition to the stellar attachment functionality, both tools offer other valuable features that can enhance your Act CRM experience. While these features deserve detailed explanations, rest assured that I’ll explore them in separate videos to demonstrate their full potential.
Setting Up Act4Outlook and Act4Mail: Simplified Process Getting started with Act4Outlook or Act4Mail is straightforward. With some basic information, such as your Act database name, username, and password, you can easily set up the software. If you encounter any questions or hurdles during the setup, don’t hesitate to reach out—I’m here to help!
Conclusion: Simplify Your Email Management with Act4Outlook and Act4Mail In conclusion, Act4Outlook and Act4Mail present two robust solutions for attaching emails to Act contacts, providing unmatched convenience and efficiency. Whether you prefer the desktop version’s Act4Outlook or the web version’s Act4Mail, both tools seamlessly integrate Act CRM and Outlook, making email management a breeze. Explore their additional features, unleash the full potential of your Act CRM, and streamline your business communications today!