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Act! CRM PRODUCT INFORMATION
 

 
       
 
Products
 
  Act! v19 Pro
 
  Act! Premium
 
  Act! Premium for Web
 
 
ADD-ONs
 
  Accounts Master! - Linking Act! to QuickBooks
 
  Handheld Contact - The mobile solution for Act! CRM
 
  itTables - Custom Tables and Relationships
 
  itDial - Link Act! to TAPI phones and Skype
 
  itOutreach - Quickly and easily send emails from Act!
 
  itFetch - Create contacts from e-mails
 
  itImport - Import/Merge data into Act!
 
  itExport - Export data from Act!
 
  itScan - scan business cards directly into Act!
 
  itService - Automatically run CRMAddon tools
 
  Telesupport Helpdesk 4.0
 
  AutoAdmin
 
  MergeAdmin
 
  MigrateAdmin
 
  FaxAdmin
 
  DocAdmin
 
 
Accounts Master! - Linking Act! to QuickBooks







 
Accounts Master! - Linking Act! to QuickBooks
  • Accounts Master! is under development. Move information will be available soon
  • It will link Act! to many accounting and ERP solutions with QuickBooks support to be added first
  • To be kept up-to-date or to be on the beta, please follow the GL Computing Blog and join the LinkedIN Act! Fanatics Group
  •  

    Accounts Master!Highlights (note: some features may not be in the initial release)

    • Automated linking of Contacts (Clients and Vendors) in accounts system to Contacts in ACT! - all accounting contacts will be sent to Act! and either linked to current contacts or added.
    • Automated linking of Products in accounting system to Products in Act! - all accounting products will be sent to Act! and either linked to currentproducts or added.
    • New accounting contacts/products added to Act!
    • View Summary of account status in linked Contacts in anAct! Tab
    • View accounting transactions forlinked Contacts and drill down to show detail
    • Create Invoices in Accounting software from Closed-Won sales opportunities in Act!
    • Sends back accounting Invoice Number to Sales Opportunity field for tracking
    • Invoice creation can be automatic or require manual approval by accounts staff (automatic only if contacts/products match)
    • Allow accounts staff to create contacts/products from Accounts Master! console if not already in accounts software
    • Updates Sales Opportunity if accounts department modifies invoice
    • Advanced searching and reporting combining data from Act! and accounts
    • Licensing security to determine which ACT! users can see accounting data
    • Works even if Act! and accounting products in defferent locations
    • Supports remote ACT! users via sync or web without requiring the user to have access to the accounts system
    • Supports multiple accounts tosupport hosted solutions of Act! and accounting
    • Supports international versions of QuickBooks - list of supported versions available on request
    • Other ERP and accounting products to be supported depending on demand
         
         
     
     
               
     
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