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. .

Jill has been our ACT! representative for the past 7 years and I have always enjoyed working with her. I am amazed at her problem solving skills if an issue should arise (which is rare). She has always been able to get us up and running, even when some office personnel accidentally corrupted all the ACT! files, ouch.

She has guided us into the programs that work the best for our insurance business and just recently got our office computers synced in with each other; amazing for us! I have been glad to have Jill as the person to call on for any issues and she will definitely be the one I will call upon if anything comes up the future.

I highly recommend Softech Solutions as the ACT! consulting company to work with if you have questions about the program and decide to incorporate the program into your business.