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Annual Subscription in USD
The integrated quoting solution for Act!
The seamless integration between Link2Quotes and Act! enables users to launch Link2Quotes from within Act!. Import products and/or services into Product Database and create sales quotes/proposals to the customers in your Act! database. Maximise the full potential of your sales process, while at the same time eliminating the hassle of retyping customer information. -
Sale!
Designed specifically for Financial Professionals.
Select the Version and Quantity of The Advisor here.
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Annual Subscription in USDWith Link2calendar, you can:
- Share your calendar with an online link for simplified scheduling.
- Send and receive meeting reminders, notifications, and invites.
- Multiple meeting types for enhanced organization.
- Seamless syncing with the Act! Calendar to avoid conflicts.
- Optimize your time by monetizing valuable meetings with billing options.
- Responsively designed for the best customer experience across all devices.
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Add the power of custom tables to your Act! database
Select the Version and Quantity of TableManager here...
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Automatically convert your notes into histories. Select the history type you would like to use and our addon takes care of the rest. It will even migrate over the attachments to the new histories.
Select the Version and Quantity here...
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Annual Subscription in USD Handheld Contact™ for Act! makes it simple to go mobile with the power to wirelessly access and manage your Act! Contacts, Calendar, Activites, and more right on your mobile device – even if you have no Internet connection. Easy to setup, easy to use, and easy to manage users – Handheld Contact™ gives you access to the Act! features that matter.
- Freedom of wireless syncing – if there is no Internet connection, your device will update the next time it connects.
- Track every interaction – whenever you call, email, or text message a contact, Handheld Contact™ automatically creates an Act! history record for you and asks for details.
- Never miss a meeting – your smartphone or tablet will alert you of all your scheduled Act! Alarms.
- Top-notch collaboration on the go – Handheld Contact™ automatically keeps all Act! computers or laptops and all Handheld Contact™ powered mobile devices up-to-date with the latest details.
- One year of Handheld Contact™ sync service
- Software upgrades
- Email support
- Access to Knowledge Base
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Take your Act! calendar to the next level!
Select the Version and Quantity of DayManager here...
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The Easiest File and Document Management System Made for Act!
Select the Version and Quantity of FileManager here...
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Dial directly from your act database through RingCentral to connect your contacts.
You can dial out to these phones- Softphone: MS Teams, Bria, RingCentral,
- VoIP Desk Phones
- Cell Phone (with app)
- Received calls automatically brings up the contacts record in Act!, if the phone number matches any number for that contact.
- Outbound calls can do the following
- Place a call
- Put call on hold
- Record a call
- Send a text message from the contact record and have it record in the contacts history in Act!
Select the Version and Quantity here...
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This addon allows you run Crystal Reports directly from Act!, taking advantage of the powerful features that this reporting tool has to offer. Buttons can be added to the Reports menu in Act! to quickly run your reports. The current contact, lookup or all contacts can be passed as parameters to the reports to help you get the data you are looking for. Local installation of Crystal Reports is not required.
Select the Version and Quantity here...
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Automatically create companies for all the contacts in your database at once or the current lookup. Companies will be populated from the contacts data and automatically linked.
Select the Version and Quantity here...
