Act! Services

Act! Services

Help and support from Certified Act! Consultants to keep your Act! CRM Software Running Smoothly

As Certified Act! Consultants, Softext can help you with all aspects of Act! software including getting started and general maintenance.

Some of our services are listed below, but we will help with any issues or questions you have about using Act! CRM software.

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Consultation

Whether you’re new to CRM systems or migrating to Act! we can help you from start to finish. Our experienced consultants will discuss your requirements and tailor a package to suit your business.

We have many years’ experience in both installing and training users on the Act! CRM platform, as well as using it ourselves in house.

Act! Training

Our Act! onsite and remote training sessions provide everything you need to get started on Act! CRM and the new Act! Growth Suite with Automated Marketing.

All of our training sessions are delivered by an Accredited Act! expert with the choice of dedicated 1-1 training or training for a small team.

Network Set-Up

Our technical team will help you get your Act! database set-up in the right way for your business. We’ll look at all options to suit the way you work including; cloud set-up, server machine or remote set-up, and local network settings.

Data Conversion

If you’re exporting your data from another CRM system or an excel spreadsheet, we’ll help you to convert it into a format that is compatible with your Act! database,

Importing

If you have large amounts of customer data to add to your CRM system we can help you import it.

Data Repair

Should you encounter any problems with your Act! data, our fully-trained team will help to recover and repair it. We can also help you to implement best practice procedures such as automated back-ups to give you peace of mind.

Looking for help with Act! software?

For more information about any of the services for Act! listed above please contact us.