Business Application Directory

We support hundreds of software applications – catering to CPA firms, accounting professionals, and SMBs.

Act! is a Customer Relationship Management (CRM) software that brings all the customer’s details like contact information, account history, and activities in one place. This helps you to meet customer’s demands efficiently and improve their experience.

Pricing:

Starter – $25 USD/user/mo

Professional – $37.50 USD/user/mo

Premier – $67.50 USD/user/mo

Ultimate – $150 USD/user/mo

Compatibility:

QuickBooks (Pro, Premium, Enterprise), Xero, Sage 50, FreshBooks

act-crm-quickbooks-integration

Features And Benefits

Contact Management

Manage the details of the customers from adding contact information to creating notes so you can get in touch with them.

Activity Management

Manage tasks like meetings, calls, and appointments by creating reminders and to-do lists. Access employee’s calendar and assign them tasks.

Email Marketing

Connect with clients by sending them email campaigns. Track the clients showing the most interest and reach them for further process.

Social Integration

Market your products and services on social media platforms like Facebook, LinkedIn, Twitter, etc. Know more about the customer from social updates.

Customized Reporting

Track, manage, and forecast every sales and marketing opportunity using default or customized reports available in the ACT! CRM.

Mobile Application

Access every single detail like contact details, to-do lists, calendar, emails, reports, sales, and marketing opportunities from your Smartphone.

Act! CRM With QuickBooks On Cloud

Integrate Act! CRM, a SaaS cloud-based solution, with QuickBooks Desktop to manage interaction with every potential and active client. As ACT! CRM is a cloud-based solution, also hosting your QuickBooks Desktop on the cloud will help to sync the customer’s data efficiently between QuickBooks and Act! CRM. It will help to secure the crucial customer’s data and track leads on a real-time basis. Hosting QuickBooks Desktop on the cloud platform of Ace Cloud Hosting offers benefits like:

  • 99.99% Uptime
  • 45-day Rolling Backup
  • Disaster Recovery Plan
  • Round-the-clock Support
  • Top-level Security
  • On-demand Scaling