Act! CRM Integration Solutions

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Accounting

Act! and QuickBooks integration is an excellent tool for efficiency purposes and speed up your work load

QuoteWerks

QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, and Google Contacts, eliminating the need to re-type customer information. In addition, QuoteWerks also has its own built-in contact database.

ACT! Vertical Database Solutions

The vertical solutions, are specifically designed for the latest versions of Act! CRM Cloud, Premium and Pro. These vertical solutions are a great start and a right fit for industry information and processes tailored for your needs. Additional customization can be made using Act! and without the need or expense of a programmer.

We Support Act! Vertical Database Solutions this includes:

  • CRM RESIDENTIAL REAL ESTATE DATABASE
  • CRM COMMERCIAL REAL ESTATE DATABASE
  • CRM MORTGAGE DATABASE
  • CRM FINANCIAL PROFESSIONAL DATABASE
  • CRM INSURANCE PROFESSIONAL DATABASE

Customer Relationship Management (CRM) helps you increase customer retention and convert more prospective customers into satisfied clients.

ACT! helps finance professionals and institutions better serve their clients by making customer service simple and automated. Identify your high value clients, improve customer relationships and decrease the time of your sales cycle while increasing conversion.



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