CRMData Limited Act! Software Specialists 01483 427484
CRMData LimitedAct! Software Specialists01483 427484

Act! Addons

Act! AddOns are third party programs or bespoke utilities that work with Act! to provide you with extra functionality that you may be looking for to meet your specific business requirements.

 

CRMData Limited  partners with selected companies, as well as offering our own solutions.

Seamless Opportunities - professional quoting for Act!

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There are 2 Seamless Opportunities Products

 

Seamless Lite 

  • Create quotes, tenders or proposals in minutes
  • Work within Act! – forget separate programs
  • Customise your own  templates using Microsoft® Word
  • Mail merging from Company, Contact, and Opportunity Data
  • Auto link quotation document to the Opportunity

Seamless Foundation - as Seamless Lite with the addition of 

  • Build your own product database with images
  • Quote in different currencies
  • Multiple quote iterations  

Take a look at this short video: -

Seamless Opportunities
Seamless Opportunities Lite.pdf
Adobe Acrobat document [1.1 MB]

AlphaMobile - schedule and assign jobs from within Act!

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Easy to use mobile workforce management solution, designed for delivery, service, compliance and installation industries. 
Schedule, assign and monitor your worker’s jobs from receipt to sign-off, all in real-time. 


AlphaMobile is an effective mobile solution which has proven to reduce excessive communication whilst streamlining your business processes and improving your customer relationships. Managing your mobile workforce has never been easier!

CRMData In-House Utilities

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We have written many utilities to compliment and enhance the existing functionality within Act! 

 

If you have a requirement for additional Act! functionality, we may be able to create something bespoke for you.

 

Examples from our library of Addons: -

 

  • Act! History Clean - purge Act! histories - be specific about time frames and history types
  • Reassign Activities - in bulk
  • Act! Ripper - export Companies/Contacts/Histories/Notes to Excel
  • Convert Act! Notes to History items
  • Average Fields - return the average number values contained in several fields
  • Delete Activities - date range
  • Delete Opportunities - date range
  • Lookup up Bad Email Addresses

 

There are many more. Contact us to discuss your requirement or a full list.

 

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