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Category: Act! Tips
Written by Ken Quigley
October 21 2022
QuickBooks is an accounting program with over 4.5 million active users for a reason - it's very good at small business bookkeeping. Act! is a CRM with over 800K users worldwide, because it's very good at contact management. If both programs are good at their respective jobs and have very few overlapping features, why do so many QuickBooks users...
Category: Act! Tips
Written by Ken Quigley
October 17 2022
Most websites have a Contact Us page. They're so common, in fact, many business owners treat them as an afterthought, leading them to often fail at their most basic objective; to effectively engage visitors. This may seem of little consequence, but an inefficent Contact Us page can hurt businesses more than they suspect, because whether this...
Category: Act! Tips
Written by Ken Quigley
October 10 2022
From now until the end of the year, Act! subscribers can get a 25% discount when they upgrade their Act! Marketing Automation (AMA) to a higher tier. That's right, new & existing Act! subscribers can step up to a higher AMA tier for 25% less for the balance of their subscription term. This means any user on a free or paid tier of AMA can...
Category: Act! Tips
Written by Ken Quigley
July 29 2022
You are what you eat. This is true of people and CRMs. With people, it’s more about what they eat, and with CRMs it’s more about how they’re fed. A CRM that relies on user updates only will quickly fall into disuse because each time you log in the data will be exactly as you left it. You’ll have the field data you entered, the appointments you...
Category: Act! Tips
Written by Ken Quigley
June 24 2022
At one point or another, we've all done it. We've prepared a quote in Word or Excel because it was readily available, and there are templates to make it look easy. This practive isn't a problem until it becomes part of your everyday quoting routine, at which point it can prove to be much more of a hindrance than a help. Here are the four main...
Category: Act! Tips
Written by Ken Quigley
March 24 2022
A recent update to Act! Marketing Automation has added a "Powered by Act!" branding to the bottom of templates and landing pages. similar to the sample below. It should also be noted that the setting for templates also turned this footer feature "on" by default. This type of Email Service Provider (ESP) branding is not uncommon, so this recent...
Category: Act! Tips
Written by Ken Quigley
May 03 2021
Spring is here, and many are turning their attention to spring cleaning. Why not treat your Act! database to the same? Whether your database is big or small, rich in detail or not, bloat inevitably creeps into a database, and this can affect the overall performance for all users. This is why we recommend a good spring cleaning of your database...
Category: Act! Tips
Written by Ken Quigley
March 11 2021
If you are planning on upgrading your Act! Premium or Pro software, we suggest that you read the following list of tips to ensure a pain-free conversion. Review the upgrade process in advance: Act! has produced handy install reference materials for those planning upgrades: Act! installation guide Act! Quick Start for New Users...
Category: Act! Tips
Written by Ken Quigley
February 23 2021
The use case for downgrading from an Act! Premium database to Pro is not uncommon. Users needs change, and they may no longer have need for the advanced security, web publishing, API, or networking features included with Act! Premium, and they wish to switch their team to Act! Pro. While this decision should not be made hastily, it is technically...
Category: Act! Tips
Written by Ken Quigley
January 05 2021
If you’re running a version of Act! that you purchased a few years ago (or more!), chances are your version has been retired. This means you’re no longer receiving key updates that help ensure your Act! database remains secure and accessible. As we enter the 2021, now is the perfect time to upgrade to an Act! subscription. With an Act...

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