Exponenciel: Great Act Add-ons

by | Jan 4, 2021 | ACT CRM Software Tips and Tricks

Exponenciel: Great Act Add-ons

From: www.Exponenciel.com
For many years I have been recommending the Act add-on products produced by Exponenciel because they solve common everyday problems of Act users. He has a free add-on that is called Email Address Lookup which I’ve been using for years.

Sometimes it is hard for me to predict what you might find useful because you and I are different. Different methodologies and different ways that we use Act. Therefore, I think it’s just easier to throw these all out there for you to review. Enjoy.

Add-ons for Act! v19/20 from Exponenciel

Act! v19/20 is a great product but you may find that it is missing functionalities that are important to you. At Exponenciel, we have developed the following add-ons to provide you with these important missing functionalities:

New Add-on

History Button

The History Button is designed to help you quickly create new history records. It can be set to prefill various fields of the history window (activity type, result, duration and regarding) so that you only type the minimum of information OR it can be set to create the history record directly, without opening the New History window.

See our quick demo video

New Add-on

Advanced Activity ColorCoding

By default, Act! colorcodes your activities by priority. What if you’d rather colorcode by user or activity type? With Advanced Activity ColorCoding you can. You can easily colorcode existing activities. The add-on also takes control of the Schedule Activity window so that all your activities are colorcoded at time of creation.

More on Advanced Activity ColorCoding

New Add-on

Color code your list views

Our new add-on ColorCoded List Views for Act! allows you to create color-coded rules and filters as well as create coloring schemes for your list views, so that they are easier to read and the information that matters to you easier to find.

More on ColorCoded List Views for Act!

New Add-on

Export your Act! data to PDF forms in a snap

With Act! to PDF Forms allows you to merge contact, company, opportunity, group data into existing PDF Forms. No need to retype anything!

More on Act! to PDF Forms

Web Forms and Act!, finally an efficient solution!

Online form results can now be imported directly into ACT!. No need to copy & paste from e-mails anymore. You don’t even need to have a Web site! Check how Automatic Web Forms revolutionizes working with Online Forms. Ideal for newsletter subscriptions forms, training courses, online applications, surveys, etc.

More on Automatic Web Forms for ACT

Finally a way to connect Act! and Evernote

Use Evernote with Act!

Our Evernote Plugin for Act! allows you to take advantage of your favorite note taking app and to leverage its mobile-friendliness. With this plugin, not only can you export contact, company, group, opportunity and activity data to Evernote but once you added new content in Evernote, you can easily import it into Act! and add it to the original record.

More on the Evernote Plugin for ACT!

Complete revamp of our best-selling add-on for ACT!

Excel Quote-Invoice Maker II is out

Excel Quote-invoice Maker II is a significant rewrite of our best-selling Excel Quote-Invoice Maker. It is a lot faster, includes a number of new features including PDF output and is compatible with Excel 2013…

See what’s new.

New Add-on for ACT!

Interactive Advanced Queries for ACT!

Interactive Advanced Queries for ACT! opens up a new world of possibilities giving a new dimension to Advanced Queries. If you’re using ACT! Advanced Queries, you already know how powerful they can be. The biggest challenge with Advanced Queries though is that they do not accept parameters. You have to use specific searched values when creating the query. This lack of flexibility is now history with Interactive Advanced Queries.

More on Interactive Advanced Queries for ACT!

New Add-on for ACT!

Favorites for ACT!

Favorites for ACT!Finally a way to create a list of favorites in ACT!. You can now quickly access your favorite records (contact, company, group or opportunity records), save lookups whether static or dynamic, quickly move from one view to another without having to always redo the same lookups. Check it out: it is a real time saver!

More on Favorites for ACT!

E-mail Marketing

MailChimp plugin II for ACT!

Using MailChimp, one of the leaders of the Email Marketing and Email List Manager market? You can now import data from MailChimp into ACT! and export contacts from ACT! to MailChimp!.

More on the MailChimp Plugin II for ACT!

Display any field you want in your calendar

Advanced Activity Window for ACT!

You want your activities to display any field you want in your Calendar or in your smartphone agenda? Advanced Activity Window takes care of this for you by automatically populating the Location and Details fields of your activities with data from the contacts the activity is scheduled with.

More on this add-on.

Our contribution to the ACT! community

Free ACT! add-ons

Our free ACT! add-ons can make ACT! work better for you. Make sure you take advantage of them!

Our latest addition: Default Lookup Field allows you to set the field of your choice as default for the lookup feature of ACT! navigation bar.