CRM Add-Ons  

QuoteWerks^® enables companies in every industry to create detailed quotes and proposals with speed and efficiency.  If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks^®.

QuoteWerks integrates seamlessly with Customer Relationship Management systems like ACT!, GoldMine, KnowTia, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, SugarCRM, and TeleMagic eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database. more

CompanionLink will synchronize your PIM or CRM data with handheld devices or other supported applications and web-based services.   Get contact information, calendars and other pertinent data from your sales software into your handheld device and vice versa.

CompanionLink Express has all the basic features you need for two-way synchronization. CompanionLink Pro includes additional options such as the ability to sync wirelessly with your handheld, sync multiple databases, and other advanced settings.  For more information and to try it for 14 days, click on the link below.

https://secure.companionlink.com/complinkorder.php?ref=CS9300

     E-Marketing        POWERED by   

Swiftpage is a full service, hosted email marketing solution that is fully integrated into ACT! 2010 and available as an add on for previous ACT! versions. Never leave your familiar application and send to the contacts you want to send to with a single click. 

• Send email campaigns from 1 to 100,000
  Whether your database is 100 or 100,000, sending emails through Swiftpage's ISP is easy, secure and reliable

• View detailed and graphical reporting
  Track opens, clicks, opt-outs, email forwards and much more

• Choose from 60+ pre-built templates
  Start from one of the many templates provided, create your own, or import your HTML document to send

• Use our powerful and secure servers to send
  Upload your .csv database to the application, send right from your desktop

• Mail Merge Custom Fields
  Mail merge all custom fields from your database giving a personal touch to each outgoing message

• Scheduled Send
  Create campaigns now and schedule to send at a later date

• Create surveys to gather valuable data
  Gather valuable customer data, create sign up forms, grow your database

• Create, Schedule and Track Email Campaigns
  Plan and execute intelligent marketing communications methods automatically

For more information about Swiftpage and/or ACT!, click here.

Data Capture Tools that quickly process and transfer unstructured data such as sales leads, web responses, resumes, etc into ACT! or other database. 

• AddressGrabber is the quickest way to grab names and addresses.
• e-Mail LeadGrabber is the easiest way to process email leads and web form submissions into ACT! or another database.
• DupChecker for ACT! is the quickest and most accurate way to merge and eliminate duplicates in ACT!  eGrabber DupChecker uses fuzzy logic to identify duplicates, merges duplicates into one contact record and retains data in merged records' ACT! hisotry tab.
• ListGrabber builds lists of fresh leads from any internet source
• ResumeGrabber captures and organizes resumes

Learn more about eGrabber's suite of solutions by clicking here!  Free trials available!

 

 

Calendar View Plus for ACT!

Tighter data coupling with your database

• Multiple Column: Divide your ACT! calendar into a column for each user or resource. View multiple employees or multiple delivery vehicles.  Select an ACT! column/field as the header, such as: Users, Resources, Types, Priorities or choose dynamic columns such as Groups or Companies. 
   
• Display the data you need: Display any ACT! data from either the activity itself or the contact. You can select multiple ACT! field that wrap to the next line on the calendar. Calendar View Plus for ACT! dramatically enhances ACT's calendar views allowing you to change what fields are displayed on the appointments. Appointments display with multiple user-selected fields from both the activity and contact tables. It even displays the contents of the details.  Select an unlimited number of fields to display, which will also appear on the printed calendar.
  
  Birthdays and annual dates: Display ACT's annual date fields, such as Birthdays or renewal dates  Print it, sort it, filter it.

No 10 User Limit: Display more then 10 ACT! users at a time.  

Appearance and Formatting

• ACT Interface: Seamless once loaded, you can 'toggle' between the Calender View Plus [CVP] view and ACT's native view by going to the "About" window in CVP, and turning off the master switch.
   
  
• New Toolbar: The ACT! addon toolbar is displayed at the top of each view. This new addon toolbar displays all of the additional features included with Calendar View Plus. Right-click on the list or view to expose CVP popup menu.
   
  
• Appearance: CVP offers many advanced formatting features that offer more control over how appointments are displayed. Conditional formatting can be done effortlessly using "Color Rules" that compromise conditional formatting, such as, "IF Id/Status = 'Customer' display as GREEN" or "IF Priority = High paint background RED"
   
  

Enhanced Print Functions

• Printing what you need: Calendar printing no longer cuts off activity-related information. With CVP's exclusive "Word Wrap" functionality all critical activity information will print. 
   
• Printing in Color:  Print functions within CVP easily achieve WYSIWYG (What-You-See-Is-What-You-Get) printing of the active list or view in ACT!
  
• Printing Appearance: Customized print options -  ont name, size and type - separate from the on screen setting, allows for larger and different printed calendars. 
   
• Export to Excel: One button export to Microsoft Excel, Microsoft Word, HTML or XML formats.  
  
• Activity Filtering: Filter appointments on multiple conditions.
   

Advanced Durkin ONLY Features

• Advanced Docking: By using the movable filter panel feature, users can auto hide or dock any panel, permitting better use of the application workspace.  Panels can be hidden, stretched to the height of the screen., or moved and docked to the left or right for easier access.  
  
• Dual Monitor hardware support: Drag your calendar item to a second screen.   Dual or multi monitored hardware configurations are supported.

 TableMakerPRO by Effective Solutions

Leverage the power of tables in ACT! using this simple and inexpensive interface.  TableMakerPRO can be used to track repetitive information such as property information for multiple properties [real estate], equipment information [construction, equipment sales &/or service], password and login information [IT, Software], loan information [mortgage], and many others.  For more information about TableMakerPRO, click here.  To purchase, click Buy TableMakerPRO

Used with permission from Sage Software, Inc. www.sagenorthamerica.com