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Opportunities

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Advanced Sales Lookup, Export and Reports -- AddOnStore for ACT!

Designed to help you manage your Sales Opportunities by combining three functions: advanced Opportunities Lookup features; the ability to export your sales data to a CSV (Comma delimited) file for easy import into another program; and easy creation of reports in Excel with formatting, sorting and totals. For instance, calculations may be run automatically in Excel to create Commission reports.

AutoNumbers for ACT! Records -- AddOnStore for ACT!

Automatically number your ACT! records (contacts, companies, groups or opportunities) at the time of creation or in manual mode. Automatically give your contacts, companies and groups a unique account number and your opportunities a unique quote number. Flexible autonumber syntax and editor: may include auto-incremented number, field values, system variables (date, time). FREE TRIAL

Bulk Change IT -- AddOnStore for ACT!

Allows you to edit Opportunity fields across multiple entries in one easy process. With Bulk Change IT, you can save time, increase report accuracy, and avoid the hassle of updating Opportunity fields one entry at a time.

Copy Opportunity To Lookup -- AddOnStore for ACT!

A quick and easy way to copy a Sales Opportunity to all the contacts in the current lookup. FREE TRIAL

dpQWsync -- AddOnStore for ACT!

dpQWsync's ACT! Opportunity. See your true product list in ACT! Opportunity! dpQWsync transfers all QuoteWerks' items with actual cost, quantity and price.

Excel Quote/Invoice Maker

For ACT! 2010. With Excel Quote/Invoice Maker, you can easily merge opportunities in Excel to produce quotes and invoices in a snap. FREE TRIAL.

Excel Template with Quote/Invoice Maker for ACT! -- AddOnStore for ACT!

If you can create a Word template with ACT!, you can now create an Excel Template with ACT! We've made this as simple as possible, mimicking the way you create templates in MS Word or in the ACT! Word Processor.

Export IT for ACT! -- AddOnStore for ACT!

Export IT for ACT! is an efficient time saver that significantly improves upon ACT!'s built-in exporting utility. Export IT allows you to export all data from ACT!

 

 

Opportunity List Plus

Opportunity List Plus for ACT! extends and enhances ACT!'s native opportunity view . Offering a familiar, easy-to-use interface, it delivers robust features and functionalities you can't enjoy with ACT!'s native opportunity view. This opportunity, sales and project tracking management addon for ACT! is a must have for any power user.

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

Project KickStart Pro 5

Looking for an easy-to-use project management program that seamlessly integrates with ACT!? If so, Project KickStart is what you need. You can download a trial, plan a project, and send it to ACT! in as little as 30 minutes.

ProductPivot

An easy to use pivot table/ charting plug-in that works with opportunity/product records. Analyzing your data has never been so easy.

Select-a-Quote -- AddOnStore for ACT!

Quickly and easily select which previously designed and saved quote template to use as the default template for the next Create Quote operation.

Stonefield Query for ACT!

Create the reports you need to run your business in just 5 easy steps. Pull data from ACT! (even customized fields, Sales/Opportunities and Notes/History) and with our simple "wizard" interface, you'll be producing reports quickly and easily.

TopLine Alerts -- AddOnStore for ACT!

TopLine Alerts is a notification program for ACT! Windows or web. Alerts monitors activities and opportunities in your ACT! database and sends customized email notifications. TopLine Alerts is designed to be installed on the server where ACT! resides, but will also work on an individual workstation. Only one license of TopLine Alerts is needed to alert every user in the master database. TopLine Alerts automates the report process, saving you time and administrative resources.

TopLine Dash

Topline Dash is a powerful, highly flexible and easy to use real-time reporting tool for ACT!. See combined data for all of the users in your database directly within the ACT! application on one screen. FREE TRIAL

   

Organizer AddOns (Paper)

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Contact List Plus

With ACT! and Contact List Plus you can edit, visualize and organize your contacts in a new color enhanced editable format. Contact List Plus allows you to edit the contact list using textboxes, dropdowns and popup calendars.

 

 

 

   

Outlook

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123 Synchronizer 2010 for ACT! 2007 and newer

The ultimate ACT! 2007 and newer to Outlook Tool! 2000% faster than any other solution in the market. Convert all the ACT! history items to the Outlook contact body text. You can tag activities with a variety of items that make it ideal for PDA's. Share calendars and more... The safest, quickest, and smartest way to keep your ACT! Data in Outlook! FREE TRIAL

ACT!look

ACT!look transfers ACT! contacts quick and easy to MS Outlook. From Outlook you can easily synchronize them with a PDA (palm, pocket pc, etc.) or mobile phone. FREE TRIAL

BlackBerry Made Simple e-Book

Learn all there is to know about your BlackBerry from first-time email setup to advanced email, phone, calendar, memo pad tips. Includes 100's of screen shots with step-by-step instructions.

Conversion Services by Personal CRM

As developers of the best selling ACT-To-Outlook conversion programs, we know the pitfalls and the issues involved in converting one database to another. Why bother learning a new software program when we can do it faster, cheaper and ensure that your data is absolutely accurate.

Data Fields Manager

Data Fields Manager provides users with the capability to perform repetitive field modification operations over an entire Outlook database with the click of a button! FREE TRIAL

 

 

Double Look for ACT!

Two-way sync between ACT! and Outlook.  Make changes in either program and DoubleLook will automatically synchronize them in real-time.  You don’t even need both programs running!

Export to vCARD

This AddOn can create and export vCARDs of ACT! contacts. It is possible to export single contacts and complete contactlists to a specified folder. FREE TRIAL

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

WorldCard Scanners

Manage business cards and turn it into sales leads in no time!
Simply scan your business cards and all the information – name, phone number, address, email, and website – will be stored directly in your database. Compatible with ACT!, ACT! Premium and more.

   

PDA Products and Accessories

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ACT!look

ACT!look transfers ACT! contacts quick and easy to MS Outlook. From Outlook you can easily synchronize them with a PDA (palm, pocket pc, etc.) or mobile phone. FREE TRIAL

BlackBerry Made Simple e-Book

Learn all there is to know about your BlackBerry from first-time email setup to advanced email, phone, calendar, memo pad tips. Includes 100's of screen shots with step-by-step instructions.

CompanionLink

Supports sync with all the latest mobile devices, including Palm, Windows Mobile and BlackBerry handhelds. Two-way sync for contacts, appointments, to-do lists, memos, opportunities, history, and custom fields. Supports linked contacts with appointments. Free unlimited technical support. CompanionLink Professional can synchronize multiple ACT! databases using the powerful Category Manager.

 

 

Export to vCARD

This AddOn can create and export vCARDs of ACT! contacts. It is possible to export single contacts and complete contactlists to a specified folder. FREE TRIAL

Handheld Contact

Puts ACT! functionality on the best-in-class BlackBerry e-mail device. Changes to desktop ACT! are sent wirelessly to the BlackBerry and vice-versa. Grab your BlackBerry and go -- it's always in sync!

Learning Your BlackBerry Video Tutorial Series

Short Video Tutorials -- a revolutionary way to learn BlackBerry! These short video tutorials (most 3-5 minutes) will help you learn your BlackBerry. First time setup, email, phone, calendar, web, synchronization to your desktop and dozens of time-saving tips. FREE PREVIEW

   

Phone Tools

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AddressGrabber Suite

AddressGrabber Suite for ACT! is a productivity Suite comprising 3 add-ons that are designed to speed up the most frequently used activities in ACT! Routine activities such as adding contacts, looking up contacts, scheduling activities can be done 10 times (10x) faster with AddressGrabber Suite in ACT! FREE TRIAL

Call On CRM

Call On CRM is a comprehensive communications solution that combines the two most powerful customer contact business tools -- your phone system and your ACT! Customer Relationship Management (CRM) software system. FREE TRIAL

 

Dial IT (formerly TAPI.NET)

The world's best telephony tool for ACT! for screen dialing and screen popping (Caller ID required). FREE TRIAL

Export to vCARD

This AddOn can create and export vCARDs of ACT! contacts. It is possible to export single contacts and complete contactlists to a specified folder. FREE TRIAL

Task List Plus

Task List Plus is for any user who needs more power and functionality in the task list view. Features include: editing, colorization, calculations, organization, grouping, exporting, column formating and design in the task list view. Reschedule or reassign multiple activities, card view or table view, tag mode support, sort by multiple columns and more. FREE TRIAL

   

Project Management

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Calendar View Plus

Calendar View Plus extends the power of ACT!'s scheduling with multiple columns per day, extended print and font options, Gantt charts, and filter by contact, group or company. 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

 

 

Opportunity List Plus

Opportunity List Plus for ACT! extends and enhances ACT!'s native opportunity view . Offering a familiar, easy-to-use interface, it delivers robust features and functionalities you can't enjoy with ACT!'s native opportunity view. This opportunity, sales and project tracking management addon for ACT! is a must have for any power user.

Project KickStart Pro 5

Looking for an easy-to-use project management program that seamlessly integrates with ACT!? If so, Project KickStart is what you need. You can download a trial, plan a project, and send it to ACT! in as little as 30 minutes.

TopLine Designer

TopLine Designer is our most recent add-on for ACT! which allows you to create custom tables when you need to track more than just basic field information in your database. Custom tabs can be added to the Company, Contact or Group to provide you with the ability to create highly customized industry-specific solutions. We include basic templates for you to use or modify. TopLine Designer is simple, flexible and powerful! FREE TRAIL.

 

   

Quoting | Proposals

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DataPlus by HD for e-automate

User access to critical and statistical information from e-automate to your contacts in ACT! Premium for Workgroups 2007. Data is automatically pushed daily to custom fields in ACT! and "REAL TIME" e-automate data can be viewed in ACT!. 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

dpQWsync

dpQWsync's ACT! Opportunity. See your true product list in ACT! Opportunity! dpQWsync transfers all QuoteWerks' items with actual cost, quantity and price. FREE TRIAL

Excel Quote/Invoice Maker

For ACT! 2010. With Excel Quote/Invoice Maker, you can easily merge opportunities in Excel to produce quotes and invoices in a snap. FREE TRIAL.

Excel Templates with Quote/Invoice Maker for ACT!

An enhanced version of Excel Templates for ACT!. You'll be able to merge Sales/ Opportunities data in your Excel spreadsheets, making the generation of quotes and invoices a snap. FREE TRIAL 

 

QuoteWerks

QuoteWerks sales quoting software empowers businesses to increase productivity and close more sales by simplifying and streamlining the price quoting/ estimating process both in the office and on the road. FREE TRIAL

QwikQuote

QwikQuote is the leading software for customized sales quotes, invoices, and estimates. It's fast, accurate, easily modified, requires minimal typing, does instant recalculations, and links to the latest versions of leading contact-management software, such as ACT!, Goldmine, Outlook, and Telemagic. FREE TRIAL

Select-a-Quote

Quickly and easily select which previously designed and saved quote template to use as the "default" template for the next "Create Quote"" operation. FREE TRIAL

 

 



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