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Topline Results Products

 

The following items are listed for information purposes only, and do not reflect any current promotional pricing that may be available. All of these products are available in our online shopping cart, which can be accessed from the top menu bar. Or you can simply click...

 

TopLine Designer for Sage ACT!

 

Expand the functionality of ACT! with custom tables for tracking customer service, support, projects, manufacturing and more. TopLine Designer allows you to add custom tabs at the contact, company, group or opportunity level - quickly customizing ACT! with specific industry and management solutions. 
TopLine Designer includes templates for industries such as real estate, healthcare and financial management along with general management solutions such as contracts, equipment and event planning.
 

  • ACT! for Web functionality
  • Advanced data import module
  • TopLine snippets for workflow automation
  • Advanced customer service and project management modules
  • Integration with TopLine Dash for advanced reporting
  • Advanced Microsoft Word integration and merging
  • Inline view of custom tables inside ACT! layout
  • Integrated with TopLine Alerts for automated custom-table imports (requires additional purchase)

 

TopLine Dash for Sage ACT!

 

Powerful and highly flexible, TopLine Dash is the easy-to-use real-time reporting tool for ACT!. Choose from Personal or Manager editions to view data for yourself or for all of your ACT! users on one screen within the ACT! application. Monitor sales performance, build exception reports and uncover opportunities.

Work effectively

  • Centralize and organize all key activities, opportunities, histories, notes, custom tables, companies and contacts in one view.
  • Manage your database - Realign territories.  Reschedule multiple activities or opportunities at once.
  • Communicate faster by emailing one or more histories directly from the dashboard.
  • Create follow-up activities from your pipeline list. 

Analyze insightfully

  • Compare, analyze and drill down on activities, histories, opportunities, custom tables, products and queries or graphs.
  • Monitor and quantify sales performance with key performance indicator (KPI) statistics. Calculate sum and average.
  • Easily create multiple-table queries with SQL statement auto-generation.
  • Build exception reports and identify neglected accounts.
  • Set targets for activity and opportunity levels to identify gaps and adjust sales plans.
  • Choose from many templates and easily customize your own dashboards using our Dashboard Wizard.  Drag and drop panels and fields. 

Report instantly

  • Share your dashboard as a report in PDF format.
  • Export any list to MS Excel.
  • Use TopLine Dash Alerts bundle to automate your dashboard reporting.

 

TopLine Alerts for Sage ACT!

 

TopLine Alerts is a notification program for ACT! Win/Web. Alerts monitors activities and opportunities in your ACT! database and sends customized email notifications. TopLine Alerts is designed to be installed on the server where ACT! resides, but will also work on an individual workstation. Only one license of TopLine Alerts is needed to alert every user in the master database. TopLine Alerts automates the report process, saving you time and administrative resources.
 

  • TopLine Alerts Professional works for ONE ACT! database only.
  • TopLine Alerts Enterprise works across MULTIPLE ACT! databases.
  • Receive customized email notifications based on activity, history, opportunity or query conditions.
  • Receive synchronization reports.
  • Receive automated dashboard reports (pipeline, call reports, exception reports and more). Requires purchase of TopLine Dash.
  • Integrated with TopLine Designer for automated custom-table imports in ACT!. Requires purchase of TopLine Designer.
  • Schedule regular database back-ups and auto-delete previous back-ups.  Receive alerts on back-up failures.

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