GROUP|IT - Search contacts and companies across multiple groups

CRMADDON Factory - GROUP|IT - Search contacts and companies across multiple groups - with the option to include and exclude groups - through intersection sets!: CRMADDON's Group IT makes managing and searching groups in ACT! easier than ever. Using Group IT, you can search multiple groups and companies within your ACT! database to find contacts quickly, efficiently, and without duplication. Highlights: Productivity. Increases the availability of the ACT! group functionality significantly. Simplification. Displays all static and dynamic groups of a single contact and allows easy change to the group assignment. Refinement. Provides "and/or/include/exclude" criteria to refine the search results. Generalization. Allows the same search functions for companies and groups. Data Integrity. No redundant search results.

EXPORT|IT Professional from Act! 2007 and higher - Easily export data into *.csv with Unique IDs

CRMADDON Factory - EXPORT|IT Professional from Act! 2007 and higher - Easily export data into *.csv with Unique IDs - and allow subsequent linkage of individual records that belong together: Export IT for Act! is an efficient time saver that significantly improves upon Act!'s built-in exporting utility. It is a hassle-free tool that allows you to export all data out of your current Act! Database into *.csv. EXPORT|IT is a module of the DATA|SUITE. There are many selection criterias available to export exactly the records you need. Therefore you simply define the data you want to export and name a folder in which you want to save it. Select your export options, and if you like to import these into a newer Act! version you can use IMPORT|IT. If you need to export these files on a regulary basis you can save this schema - and in combination with SERVICE|IT the export can be run automatically.

SCAN|IT for Act! - From Businesscard to CRM

CRMADDON Factory - SCAN|IT for Act! - From Businesscard to CRM: Effectiveness of a business card with the advantage of integration into your CRM workflow. Automation of contact data acquisition. SCAN|IT generates a new contact based on directly scanned business cards and supports your CRM workflow. The manual transfer of contact information from business cards into your CRM is not only susceptible to errors but is also a very time-consuming process. SCAN|IT does not only gather the data but initiates a CRM workflow from the history and the scheduling process up to the dispatch of information material via e-mail. SCAN|IT requires only a CardScan business card scanning device and the collected contact data is automatically set up as a new contact which can be edited or supplemented any time. The lead management therefore vastly improves and the implementation of directly initiated work flows regarding further customer-related actions is simplified. Intelligent Data Supplementation. Email- or domain record - if only a domain but no e-mail address exists, an info domain will be created. In case there is only the e-mail address, SCAN|IT will create a corresponding domain entry.

SCAN|IT for Sage CRM - From Businesscard to CRM

CRMADDON Factory - SCAN|IT for Sage CRM - From Businesscard to CRM: Effectiveness of a business card with the advantage of integration into your CRM workflow. Automation of contact data acquisition. SCAN|IT generates a new contact based on directly scanned business cards and supports your CRM workflow. The manual transfer of contact information from business cards into your CRM is not only susceptible to errors but is also a very time-consuming process. SCAN|IT does not only gather the data but initiates a CRM workflow from the history and the scheduling process up to the dispatch of information material via e-mail. SCAN|IT requires only a CardScan business card scanning device and the collected contact data is automatically set up as a new contact which can be edited or supplemented any time. The lead management therefore vastly improves and the implementation of directly initiated work flows regarding further customer-related actions is simplified. Intelligent Data Supplementation. Email- or domain record - if only a domain but no e-mail address exists, an info domain will be created. In case there is only the e-mail address, SCAN|IT will create a corresponding domain entry.

DIAL|IT Advanced (TAPI & Skype) - Efficient call workflow for incoming and outgoing calls with ACT!

CRMADDON Factory - DIAL|IT Advanced (TAPI & Skype) - Efficient call workflow for incoming and outgoing calls with ACT! Join landline or Skype to ACT! Choose the best and cheapest way to communication with you business partner!: Dial IT for ACT! makes keeping track of telephone calls easier than ever. Using Dial IT, ACT! users can dial and answer calls, update contact information, add new contacts, create history, and schedule activities for incoming and outgoing calls with just the click of a mouse.

SCAN|IT for SalesLogix - From Businesscard to CRM

CRMADDON Factory - SCAN|IT for SalesLogix - From Businesscard to CRM: Effectiveness of a business card with the advantage of integration into your CRM workflow. Automation of contact data acquisition. SCAN|IT generates a new contact based on directly scanned business cards and supports your CRM workflow. The manual transfer of contact information from business cards into your CRM is not only susceptible to errors but is also a very time-consuming process. SCAN|IT does not only gather the data but initiates a CRM workflow from the history and the scheduling process up to the dispatch of information material via e-mail. SCAN|IT requires only a CardScan business card scanning device and the collected contact data is automatically set up as a new contact which can be edited or supplemented any time. The lead management therefore vastly improves and the implementation of directly initiated work flows regarding further customer-related actions is simplified. Intelligent Data Supplementation. Email- or domain record - if only a domain but no e-mail address exists, an info domain will be created. In case there is only the e-mail address, SCAN|IT will create a corresponding domain entry.

TABLE|IT - Create custom tables and define relationships in ACT!

CRMADDON Factory - TABLE|IT - Create custom tables and define relationships in ACT!: Table IT is a robust, multidimensional software AddOn that lets you build custom tables and define relationships between Contacts, Companies, and Groups in ACT! 2008 v10.0.02. With custom tables, you can tailor your ACT! database to meet your business needs with greater ease and efficiency than ever before possible. Table IT is divided into two areas: 1.Administration of the tables: Creating and Editing Tables 2.user functionality: Display and edit data ACT! provides no access for the end user to the additional tables. Therefore, an installation and a license of Table IT is necessary at each workplace if the data in the additional tables must be accessed from there.

FETCH|IT Standard - Lead Generation - from online web forms to leads in your CRM system

CRMADDON Factory - FETCH|IT Standard - Lead Generation - from online web forms to leads in your CRM system: - Automates lead processing by importing information from website e-mail forms - creating new or updating existing contacts with these infos. FetchURMail Standard In addition to the starter functions: Auto-Reply-Function - automatic sending of an auto-reply email to the sender of the form Number of emails – Unlimited number of emails Number of email accounts – 2 Accounts.

DIAL|IT Professional (Call Center) - Efficient call workflow for incoming and outgoing calls with ACT!

CRMADDON Factory - DIAL|IT Professional (Call Center) - Efficient call workflow for incoming and outgoing calls with ACT! Join landline and Skype to ACT! Choose the best and cheapest way of communicating with your business partners. Enjoy privileges with additional functions of Call Center! Highlights: Control - Executes all calls that were scheduled by you or your colleagues directly from a to-do list. Simplified Calling - Selects a particular phone number with a click or calls directly from the clipboard. Speed- or direct dialing is also available. Quick Information - Shows all relevant information related to an incoming call immediately. Multi Tasking - Creates a new contact for an unknown incoming number or adds it to an existing contact. Takes notes and outlines new activities during the call. Reporting - Writes detailed reports from your history. Organization - Adjusts group affiliations during the phone conversation (only possible with the Professional/Callcenter version). Workflow - Creates and sends emails automatically generated by user defined report templates for the direct initiation of further steps during the conversation (only possible with the Professional/Callcenter version). Multi Client Capability - In case you are working for several companies, the DIAL|IT Callcenter version enables you to identify which company the incoming call is related to.

IMPORT|IT Professional - Import external data into Act!

CRMADDON Factory - IMPORT|IT Professional - Import external data into Act!: Make a field-to field merge and import ALL your data - as new record or update of existing. With today's rapid change of time you are always confronted with all kinds of data formats. If you want to transfer this data into your ACT! database you may not wonder at least how you should cope with this task. So you do not have to enter your data manually into your database, we have developed an addon which allows you to easily import this data. After the installation of Import IT it becomes a fully integrated application of ACT!. Groups, contacts, companies, opportunities and all other data can now be imported by any ACT! user. With Import IT you have the chance to create new records or update existing ones with any information you got.