A client’s reporting question reveals an important Act CRM lesson: useful reports begin with well-organized, consistently entered data. Tony reviews...
Act CRM Reports: A Client Case Study and Answer
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How to Use AI to Summarize an Act Contact’s Activities
When a contact has a long activity history, finding the important points can take time. Tony shows how Act CRM’s AI tools can create a concise...
Stop Using Notes in Act CRM—Here’s Why
Many Act users put every piece of information into Notes, but that can make follow-up and reporting more difficult. Tony explains when a Note is...
Is Act CRM’s New AI Summary Tool Actually Useful?
Act CRM’s AI summary tool promises to make long contact histories easier to understand. Tony tests the feature and considers when an automated...
How to Schedule Things in Act CRM With Siri
Voice commands can make it easier to capture reminders when you are away from your computer. Tony demonstrates a practical way to use Siri as part...
Act CRM Case Study: Recording the Outcome of Phone Calls
Recording that a phone call happened is useful, but recording the outcome is what makes the information actionable. In this case study, Tony shares...