| 4Advisors
A custom ACT! database and layout template designed specifically for financial services professionals. Customized contact, client and office management for financial advisors. Includes custom database, templates, layouts and reports.
CompanyPivot
An easy to use pivot table/charting plug-in that works with company records. Analyzing your data has never been so easy. FREE TRIAL
ContactPivot
An easy to use pivot table/charting plug-in that works with contact records. Analyzing your data has never been so easy. FREE TRIAL
dbLinkUp
dbLinkUp Basic, by RDA Enterprises, allows your ACT! users to see your contacts' accounting information from QuickBooks. It is the most powerful union in business. It increases productivity by allowing ACT! users to view QuickBooks information which they are granted access to. dbLinkUp does not require QuickBooks to be installed on ACT! Client workstations. It has multiple levels of security to allow either Read Only or Updating of data. FREE TRIAL
Do
it! Bill it!
This unique project management tool links ACT!
/ Saleslogix with your accounting package, bridging the gap between
project management, tracking billable time, and creating invoices!
Assign client or project-specific tasks to ACT! Users' calendar,
create project notes, track billable time easily, and Do it! Bill
it! will easily create invoices in QuickBooks or Peachtree. FREE
TRIAL
OpportunityPivot
An easy to use pivot table/charting plug-in that works with opportunity records. Analyzing your data has never been so easy. FREE TRIAL |
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PDF Merge
Tired of wasting your time filling out the same PDF forms over and over? We can help! PDF Merge by Keesey Consulting is a great tool that has been designed to integrate directly with ACT! By Sage offering tremendous time saving features for your company. With PDF Merge, companies can take the approved PDF forms, make them PDF fillable forms and merge data from within ACT!, saving countless hours of work. This time saver helps reduce overhead in your company by providing a fast and efficient method for filling out the PDF applications. FREE TRIAL
ProductPivot
An easy to use pivot table/charting plug-in that works with opportunity/product records. Analyzing your data has never been so easy. FREE TRIAL
Scan
and Organize for ACT!
Connect your ACT! contacts to their associated
documents and folders! Scan and manage documents from within the
ACT! interface and become paperless.
Sell It! Swipe It!
Credit Card Transactions from ACT!. Sell It! Swipe it! Stores your customers encrypted credit card details in ACT, and lets you easily process credit card transactions from your customers ACT record. The charges process online via your online merchant account.. FREE TRIAL
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