Leverage the expertise of CRM experts

Our professional consultants will provide expert guidance to help you get the most out of Act!. We’ll evaluate your business processes, including your marketing and customer service processes, then identify any areas for improvement. Next, we’ll design and customize a unique CRM solution to meet your goals.

Our consultants have years of experience working with CRM software and are well-versed in the field of customer relationship management. They are ready to answer any questions you may have about Act!.

Our Act! consulting services include:

CRM needs assessment

Act! system requirements with existing server, workstation & mobile devices.

Act! design and customization

Make recommendations for integration of existing applications used, i.e. QuickBooks, Website, MailChimp, PowerBI, Excel, etc.

Custom programming available based on your unique requirements, i.e. integration between Act! and another SQL database.