CRM Customizations and Integration

Act! CRM

With proven CRM and powerful Marketing Automation, Act! provides the ultimate tool set to build relationships, maximize engagement, and drive business growth.

123 Synchronizer

123 Sync is the only server-based product to integrate contact, calendar, tasks, and emails into Act!. If it resides on Exchange or Outlook, it can be integrated!

QuoteWerks is specialized software used in every industry for creating professional sales quotes and proposals. Create professional quotes and proposals in minutes. QuoteWerks fits seamlessly into your existing software environment.

QuoteValet

QuoteValet is the cloud quote delivery and acceptance vehicle for QuoteWerks that provides users with a more robust way to deliver documents to customers and prospects. .

Our company has used ACT as our Customer Management software for many years. We started out with ACT 2.0 and, over the years, had migrated to v6.0. When it became apparent that we needed more functionality and the ability for more centralized data mining of our client base, we decided to upgrade to ACT Premium For Web v10. After interviewing a number of ACT consultants we select Softech Solutions as our partner to help us migrate to the new version.

Softech's approach was to look at our business model and ask all the right questions - what information do we currently capture; how is that information used in our sales process; who should have access to that information and what else would we like to do that we can't under the current version of ACT. Based on this information, they then designed an ACT system that matched all of our needs and then some.

I highly recommend Softech to anyone looking for assistance in implementing ACT or upgrading their current version.