Upcoming Act! Webinars

'Tis the Season to Send out Holiday Cards with Act! CRM
Thu, Nov 7th, 2019 10:00 AM - 10:30 AM CST REGISTER HERE

Licensing Changes in Act! - Older Versions Moving to Obsolescence
Fri, Nov 9th, 2018 10:00 AM - 11:00 AM CST REGISTER HERE

Licensing Changes in Act! - Older Versions Moving to Obsolescence
Wed, Nov 14th, 2018  2:00 PM - 3:00 PM CST REGISTER HERE

Santa's Little Helper - Sending Out Holiday Cards with Help from Act!
Tue, Nov 20th, 2018 2:00 PM - 3:00 PM CST REGISTER HERE

Big Changes! See What's New in Act! v21
Tue, Nov 27th, 2018 2:00 PM - 3:00 PM CST REGISTER HERE

Learn About Act! Marketing Automation
Tue, Dec 4th, 2018 2:00 PM - 3:00 PM CST REGISTER HERE

10 Tips in Act! To Get Ready for the New Year!
Tue, Dec 18th, 2018 2:00 PM - 3:00 PM CST REGISTER HERE

We offer Act! Training Webinars a couple times a month for a couple of reasons.
1) If you've never worked with us, you can evaluate our training style and expertise without having to commit.
2) Our hosting and support customers use this time to keep their skills up and learn new things.

So, if you have not been to one of our sessions, the first one is on us.  Sign up and check us out!  The Session is Free, but registration is required.

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Whats New in Act! v 21

Custom Tables & Industry Templates
Unlock the full potential of Act! using Custom Tables and Industry Templates in the new Act! Premium Plus. Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique business processes, and specialized industry practices together in Act! to manage your business. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference. Plus, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more.

Next Generation Outlook® Integration
Extend your connected workspace via next-generation Microsoft® Outlook® integration for Act!. Sync for Outlook® contacts and calendar details leverage modern new engine technology to drive superior sync performance and enhance duplicate checking. Quick actions within Outlook® let you record emails to Act! history manually from the inbox and sent folder, auto-record emails to Act! history when emails are sent, or bulk sync emails to Act! history. Configure what gets recorded to Act! history—email components or email components plus attachments. Mail Merge improvements make it possible to include images in your communications, whether you’re using new or existing templates.
Compatibility Updates
Work with popular Microsoft® platforms Office 365 and Exchange for contact and calendar sync. These newly supported platforms provide additional convenience, flexibility, access options, and control.

Act! Insight & Act! Companion Improvements
Strengthen business insights and improve sales mobility with enhancements to valuable subscriber-only features Act! Insight and the Act! Companion mobile app. Act! Insight dashboards now include rich customization capabilities, so you can pull in data from all Act! entities, reporting-based fields, and custom fields, making it easier to measure business and team performance. Act! Companion now includes Act! opportunities so you can manage your pipeline from anywhere. View opportunities in new list or detail views, and easily create, update, close, or delete opportunities on-the-fly.

New Customer Support Options
Get the help you need, when and how you need it with flexible new options for customer support that empower your productivity, including a new Ultimate support plan option, enhanced digital self-service experience, and more.

Important Note: Office 2010 is no longer supported in Act! v20.1.