CRM Customizations and Integration

Act! Software by Swiftpage

Act! Software is the #1 best-selling Contact & Customer Manager, trusted by individuals, small businesses, and sales teams to get organized and take the guesswork out of marketing to drive sales results.

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

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 relationship with Softech Solutions began after we were frustrated with the lack of support that we received from ACT directly. We knew the software had the capabilities we needed, but we were not sure how to access them. This is where Jill came in. With her expertise and experience, we were able to design custom reports that allowed us to measure factors critical in our day to day business. In the long run, it was more compelling both financially and emotionally using Jill as our lead designer for ACT. She posses a skill set that is not easily replicated and would have taken us years to build in house. While people who read testimonials are sometimes skeptical, myself included, I can say this. Without Softech Solutions' help, the software would have been rarely used in our office and we would still be searching for a system to design custom functionality. We have Jill to thank for being incredibly accommodating and making our daily lives easier.

Jamie Townsend Value Partners Investments