Act CRM Pricing 2021: Act Pro ($299) vs. Act Premium Cloud ($420 Annual Subscription)
Getting Used to Act's Annual Subscription Program Long time Act software users are trying to get used to the idea of subscribing to Act on an annual...
Act CRM: Act! has detected the Protexis Licensing Service may not be started or installed properly
Error: "Act! has detected the Protexis Licensing Service may not be started or installed properly" From the Act Knowledge Base: Answer ID 27479...
How to Use the Act CRM Scheduler to Automatically Backup Your Act Database
A simple way to backup your Act CRM database. You can have your Act software database backed up automatically by using the Act scheduler. The Act...
Act CRM Marketing Automation Email: Example Number 1
Act CRM Software: Using Act Marketing Automation Note: I reviewed this article and wanted to make you aware of the fact that some of the pricing...
“Act Is Just Our CRM”
Recently, a conversation with a client led to the statement that “act is just our CRM.” I was really taken aback by that comment and I’d like to...
So Many Act Add-on’s: So Little Time
One of the things that I have always loved about Act software is the ability to expand its capabilities using add-on products. Reviewed 10-2-2021 |...
Act Knowledgebase Article: How do I upgrade to Act! v20 from a previous version?
Reposted from the Act Knowledgebase. Thank You Swiftpage. Visit the Act Knowledgebase here: http://kb.act.com/ Visit kb.act.com for more...
What is an ACT Certified Consultant (ACC)?
ACT consultants have been trained and certified by passing an exam given by the folks at ACT. Yearly. I have been using and teaching people about...
Tables for Act: Are You Outgrowing Act Software?
My car has a trunk that holds all of my stuff. Act has a trunk, sort of. Act’s trunk is called a table and understanding what tables are can help...
Getting Accustomed to Act’s Web Version
When you first start using act for the web it is like driving on the other side of the road. It is a familiar experience but your senses are thrown...
Right-Click to Lookup Information Act
This is a simple trick that I find a lot of my clients are unfamiliar with when using act. It is a simple way to look up contact information. Most...
Managing Drop-Down Lists in Act CRM
Managing Act CRM drop-down lists is easy I'm going to make the assumption that when you enter information into act it is important to be accurate....
ACT Sales Opportunities
I have never been a big fan of ACT sales opportunities because I’ve always felt it was a time consuming activity in ACT. Many of my clients and...
The Last Email Field is Act’s Second Most Important Field
When I start working with a new client I try to gauge how they use act and email. Let’s face it, the easiest way to reach a number of contacts in...
Is Act by Swiftpage the Best CRM?
Is Act by Swiftpage the Best CRM? I was recently asked by a long-time act user if act was the best CRM. CRM stands for customer relationship...
Act ID Status: The Most Important Field in ACT
In my opinion, the most important field in Act is the Act ID Status field. The ID Status field helps you categorize every contact in your Act...
Act CRM: Customizing Act’s Task List to Make Calls Easier
Customizing the ACT task list makes it easier to make calls. If you spend a lot of time calling prospects or the people in your ACT database it is...
Act CRM Software Organizational Tip: Implement the 3 Monday Plan
What is your plan for Act and all the contacts that reside inside your Act database? Why hasn’t Jean Smith bought from you recently? Seemingly this...
Where Did All Those Blank Act CRM Contacts Come From?
It is not unusual to find many blank contacts in act. Where did they come from and how do you remove them from act? This brief video tutorial will...
Act CRM Software Notes Preventing Note Editing and Deletion
Act CRM Software Notes: How do you avoid deleting notes in ACT? If you are a big time note-taker and you put a lot of notes in ACT, the last thing...
Act CRM Group Membership Rules: Part 1
Act CRM Group Membership Rules Groups if done correctly can be a highly effective way to help you find certain types of contacts quickly and...