$20.00
per user/month
*billed annually
Have any questions?
Plan to Act! better with
Link2projects
Seamless Project Management Integration for Act! users
CRM-Powered Project Management: Where Organization Meets Innovation
Act! users excel in organization and task-oriented planning, but they don’t typically identify as “project managers.” This term often implies advanced training, certifications, and complex concepts like Gantt charts and critical paths. However, most projects are straightforward, involving goals, tasks, and people. Plans are created with clients, tasks are assigned, and collaboration ensures completion. Act! users approach projects by starting with the contact, then planning, and breaking it down into delegated tasks. This is precisely how Link2projects is designed. See the workflow below.
Link2projects features a user-friendly interface that guides you through a simple wizard to create your project:
- Select the contact(s): Use the search tool to find contacts from your database by contact, company, or email domain.
- Select users: Choose team members for task assignments. Linktivity creates a user group in Act! for task assignments, allowing users to update their progress.
- Organize the project in Act!: Link2projects creates an Opportunity in Act! where all tasks, participants, and contacts are organized. Progress is tracked under the Opportunity, with comments and task updates recorded as notes and histories in Act!.
- Task updates: Assignees can log in without a Link2projects license to update tasks, provide comments, and mark tasks as complete.
- Project tracking: Project organizers can monitor team progress, add phases and tasks as needed, and use various project themes for better organization. They can also import from past projects or templates.
- Accountability: Share the project with contacts through an online link for progress reviews. Other Act! users can check the linked Opportunity for progress reports and see the project activity history and completion percentage.
- Project management tools: Link2projects offers PM tools such as Gantt charts, goals, obstacles, reporting, and dashboards for Agile & Waterfall, all tailored for Act! users.
Link2projects simplifies project management for Act! users while providing essential project management tools.
Learn how Link2projects integrates with Act! CRM
- Select the Act! contact with whom you're planning the project, and then import Act users to quickly engage them as project assignees
- Convert projects into opportunities in Act!, and write all comments, activities, and histories of the project to that opportunity for other Act! team members to see.
- Convert Link2project tasks into Act! tasks, and then create notes from comments and histories from cleared tasks
- Track the percentage of completion of project tasks in Act!, and enjoy flexible task scheduling with ability to reorder items
Improve your Team Collaboration
System Requirements & Subscription Terms
- A current Act! subscription (Act! v18 or higher)
- Act! security role of "Standard" or higher, with WebAPI permissions assigned
- Act! Premium Cloud or Act! Premium with a WebAPI URL, or locally install Act! Connect Link
- Act! WebAPI v1.0.409.0 or K-API
- All prices listed are in USD, and billed per user/per database
Link2projects Comparison Chart
Features | Standard | Team | ||
|---|---|---|---|---|
Create Projects and invite Team members as Assignees | ||||
Experience seamless scheduling with Link2events. When you schedule your event, it instantly transforms into a dynamically linked activity in Act!. Plus, any adjustments you make to the time, date, or duration online will automatically reflect in your Act! calendar.
Link2events also allows you to select from existing activities in Act!, and import those into your event, including Location details.
Either way, say goodbye to manual updates and hello to effortless event management. | ||||
Choose customizable project themes & styles | ||||
Effortlessly publish an eye-catching sign-up page for your event with Link2events. Handy layout tools will help make page attractive as it is informative, with fully formattable memo fields, images, helpful links, and much more. Plus Link2events allows you to generate human-friendly URL's that are short and easy to remember. | ||||
Integrates with Act! seamlessly, with changes written to and from Act! | ||||
All contacts that sign-up for your event are either added to Act! as new contacts, or updated as existing ones. They are then organized into a Group in Act! that was automatically created with the event, and linked to the activity. | ||||
Easily create phases & tasks, and reorder them as needed | ||||
Easily configure event reminders before an event and optional follow-ups after an event to optimize your turn-out and ROI. | ||||
Share projects with your linked contacts, and allow them to post comments | ||||
Link2events includes links to other upcoming events, additional documentation, and related websites to answer many of your audience's questions before they're asked. You can also include a Calendar link below the sign-up page to invite them to book a one-to-one session with the organizer. | ||||
Works with local and hosted databases | ||||
Link2events is a versatile online solution that seamlessly integrates with both cloud and local databases through WebAPI. | ||||
Creating projects from templates | ||||
The Team tier of Link2Events allows you to schedule full drip campaigns before and after your event to better nurture your audience. These drips can be used to drum up attendance for that event, or engage the audience in future ones. | ||||
Project features like Gantt charts, milestones and dependent tasks | ||||
Link2Events Team edition streamlines payment processing during event registration by seamlessly integrating PayPal payments into the process. | ||||
Create numerous project reports | ||||
Smaller events may benefit from personal follow-ups with each registrant, and the Team tier of Link2events allows you to schedule those activities automatically in Act! | ||||
Export projects to PKS, Excel, Pdf... | ||||
Effortlessly assign an owner other than the record manager directly from the Link2Events Team dashboard. This person will receive all event notifications, and scheduled follow-ups. | ||||
Link2shrink integration | ||||
Unlock the power of Link2Shrink, available exclusively with Link2Events Team Edition, to customize & shorten your URL for a memorable online presence. Shorter URL's are also more compatible with many social media sites. | ||||
Allow contacts to become assignees who can clear tasks | ||||
Link2projects Team Edition enables you to assign tasks directly to contacts, giving them the authority to mark tasks as complete, streamlining project management. | ||||
Instant emailed notification of cleared tasks or posted comments | ||||
Stay in the loop with instant email notifications every time a reservation is made. You'll receive timely updates, including the details of who has registered, ensuring you're always in the know. Link2events also displays the event's running totals on the dashboard so you can prepare accordingly. | ||||
PRICE | $180/yr | $240/yr | ||
Link2projects Walk-Through
Link2projects is easy-to-use project management tool that is fully integrated with Act! CRM.
The following is a list of the portal features included:
Easy Act! Integration
From importing users to linking contacts, and tracking projects through Opportunities, Link2projects is seamlessly integrated with Act! CRM
Project overview Themes
Choose your preferred project style, whether it be waterfall, agile, basic, advanced, Jira, or other styles, and customize the look to suit your needs. Items can be moved around the screen based on priority or preference.
Creating projects from templates
Save time and effort by using ready-made templates to create new projects. Create templates from past projects to use again for similar future projects.
Flexible tasks schedule with ability to reorder items
Integrate your project tasks with your tasks under the linked Opportunity to provide complete project visibility to the other Act! users.
Milestones and dependent tasks
Define your critical path with key project management tools like dependent tasks and project milestones.
Emailed project alerts
Team planners can stay on top of project developments with emailed alerts whenever assignees clear a task or post a comment
Gantt chart for better project visualization
Visualize your project with Gantt charts that allow you to drag and drop scheduled sprints, while moving dependent tasks in lockstep for more efficient project management
Sharing projects with your contacts
Provide better team accountability with your clients by sharing the project's progress with them. These contacts can view what has been completed, what remains to be done, and review the project comments, while be able to leave comments of their own.
Export projects to PKS, Excel, Pdf...
Share project details with other team members by exporting to Excel or PDF, and then export Link2projects file to PKS file format to be sued with Project KickStart (sold separately)
Numerous reports
Link2projects offers a wide selection of reports to choose from, including reports on comments, assignments, phases, goals, teams, obstacles, and costs, just to name a few.
Screen Shots of Link2projects
Clique to expand
Glossary
Tasks involve specific actions or steps that need to be taken.
