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Addons

Add-ons are significant component of CRM implementations

Today most CRM applications have a range of add-ons to assist building the complete solution.

For ACT! we have found some of the inclusions below are very common when we build a solution for our clients. These products have generally been tested by our partners in a range of situations and environments.

To know which ones might be best for your environment it would also be a good idea to speak with your consultant.

Click on the links below to find out further details about each product.

Product

Developer

Page Link

Comments

Advanced Excel Templates

Exponenciel

SmExplorer

If you have wished you could merge contact, company, group ot opportunity fields to Excel then this add-on provides this capability. Merging is as easy as with Word.

Topline Dashboard

Topline Results

SmExplorer

Custom reporting tool for ACT! and this is the easiest to use and configure for most end users. Requires little technical knowledge. You can create custom reporting views and either print these to .PDF in graph or table formats

Mail Merge

Northwoods Developments

SmExplorer

This product allows you to merge from 1 - 1000’s of ACT! contacts to email, and Fax merge. Bypass Outlook and send directly to SMTP server HTML, Text emails including images either embeeded or linked via your website.

MailChimp

Email Campaigns

SmExplorer

MailChimp is a leading email campaign software. this link from Exponenciel allows you to link your ACT! database to even the FREE version of MailChimp.

MYOB
ACT! Link

Xact Software

SmExplorer

Link ACT! with the popular MYOB and AccountRight range of products.

The Xact Link for ACT! helps you operate more efficiently by eliminating dual entry of data.

MYOB EXO link

Xact Software

SmExplorer

For a true accounting link the EXO link allow you to create and maintain the full 360 degree view of your contacts, customers and prospects.

Durkin Toolkit

Durkin Computing

SmExplorer

This addon allows you to extend the ACT! capability by adding additional tables with custom data entry screens.

Office 2010 Link

Design R1

SmExplorer

This link provides capability to use Office 2010 with earlier versions of ACT! when the integration is lost.

ACT! Calendar
to Excel

Exponenciel

SmExplorer

Create your own templates and then export your formatted calendar to Excel for distribution to others.

ACT! copy  to Outlook

Egan Computing

SmExplorer

This tools solve the problem that there is no internal tool within ACT! for doing a one way copy to Outlook of both contacts and calendar. This tool solves this problem.

Scan and Organise

Allied Financial Software

SmExplorer

Organise your client files better and scan other appropriate documents to attach to contact records. The Organizer tab will allow you to automatically navigate to their contact's folder and manage the files within the ACT! Interface.

Company Maker

Egan Consulting

SmExplorer

If you use Companies and have imported a large list into your database this add-on is capable of linking all of the contacts to individual companies.

Helping you turn more prospects into Customers

© Copyright 2011 4UCRM.com  All rights reserved. Last Updated Tuesday, September 18, 2012
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