ACT! is the focus. The software around it is included when it helps the CRM pay off.
Setup & upgrades
Get ACT! installed, upgraded, and structured so contacts, activities, and follow-up are easy to find.
Customization & Connections
Fields, layouts, and reports built around your process — plus connections to the software around ACT!, including Microsoft 365 and QuickBooks.
Training & support
Practical training for owners and staff, plus help when something breaks or the process changes.
What we do
From first install to a database your team will actually use — setup, customization, connections, and training.
Who we help
We work with small businesses that rely on ACT! — or should. That includes current users who need a cleanup or upgrade, teams moving off spreadsheets, and owners who want ACT! connected to the software they already use.
How we work
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Listen — Hear how you sell, follow up, and keep records today.
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Design — Shape ACT! around that process, not a generic template.
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Migrate — Clean and move your contacts, history, and data.
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Connect — Link ACT! to the tools around it when that helps.
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Train — Show your team how to use the system day to day.
Local ACT! help
Based in the St. Louis area. On-site when it helps, remote when it doesn’t. ACT! is the focus. Microsoft 365, QuickBooks, and related tools are included when they make the CRM pay off.
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92% client retention over the last 5 years.