CRMADDON Factory | ACT! CRM Contact Management Solution

CRMADDON Factory | ACT! CRM Contact Management Solution

CRM Addons and Software for ACT!, cobra and More: CRM Addon Factory specializes in creating powerful add-on tools for ACT!, cobra and many other CRM Systems. CRMADDON Factory is the industry leader for over 20 years. [CRM Addons for ACT!, cobra Addons, CRM Software, CRM Database Conversions]

BULKCHANGE|IT for Act! – Bulk Changes in Opportunities in Act!

CRMADDON Factory – BULKCHANGE|IT for Act! – Bulk Changes in Opportunities in Act!: Enter Bulk Change IT for ACT!, the software add on that allows you to edit Opportunity fields across multiple entries in one easy process. With Bulk Change IT, you can save time, increase report accuracy, and avoid the hassle of updating Opportunity fields one entry at a time. Function Extension. Performs bulk changes in sales opportunity fields (ACT! permits changes of the contact field only). Simplification. Adjusts data in one step. Time Saving. Updates several data fields in data-sets simultaneously. Targeted Editing. Works with the current sales opportunity, or a selection or all sales opportunities. Transparency. Sets the order of implementation for the selected changes. Diverse Requirements. Modifies and copies sales opportunities by defining a condition, e.g. the „if-then” logic. More complex conditions can be determined as well. Chance Increase. Copies existing sales opportunities easily.

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

CRMADDON Factory – DIAL|IT Advanced (TAPI & Skype) – Effecient 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.

DIAL|IT Basic (Skype) – Seamlessly integrated phone workflow in Act!

CRMADDON Factory – DIAL|IT Basic (Skype) – Seamlessly integrated phone workflow in Act!: 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.

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

CRMADDON Factory – DIAL|IT Professional (Call Center) – Effecient 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.

DIAL|IT Standard (Tapi) – Effecient call workflow for incoming and outgoing calls with ACT!

CRMADDON Factory – DIAL|IT Standard (Tapi) – Effecient call workflow for incoming and outgoing calls with ACT! Join landline to ACT! Call and receive calls to your personal telephone number and enjoy all advantages of Dial IT Standard!: 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.

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

CRMADDON Factory – EXPORT|IT Basic 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.

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.

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

CRMADDON Factory – EXPORT|IT Standard 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.

EXPORT|IT for Act! 5/6 – Export all data from Act!

CRMADDON Factory – EXPORT|IT for Act! 5/6 – Export all data from Act!: 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. 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.

FETCH|IT Advanced – Lead Generation – from online web forms to leads in your CRM system

CRMADDON Factory – FETCH|IT Advanced – Lead Generation – from online web forms to leads in your CRM system: Fetch|IT has a rich set of features: Import web forms requests to your CRM. Activities planning for these contacts. Saving web forms information. Contacts categorization.

FETCH|IT Basic – Lead Generation – from online web forms to leads in your CRM

CRMADDON Factory – FETCH|IT Basic – Lead Generation – from online web forms to leads in your CRM: Fetch|IT has a rich set of features: Import web forms requests to your CRM. Activities planning for these contacts. Saving web forms information. Contacts categorization

FETCH|IT Professional – Lead Generation – from online web forms to leads in your CRM system

CRMADDON Factory – FETCH|IT Professional – Lead Generation – from online web forms to leads in your CRM system: Fetch|IT has a rich set of features: Import web forms requests to your CRM. Activities planning for these contacts. Saving web forms information. Contacts categorization.

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

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.

Handheld Contact Pro (1 User/Gerät/Jahr) – Seamless Synchronization between your Act!-Datenbank and your mobile device

CRMADDON Factory – Handheld Contact Pro (1 User/Gerät/Jahr) – Seamless Synchronization between your Act!-Datenbank and your mobile device: Handheld Contact Professional lets you perform synchronizations between your Act! database and your mobile device and vice versa. The mobile access to emails, activities and contacts has become an integral part of everyday workflow. Increase your productivity by accessing your Act! database information through a mobile device, have an ability to check your company activities no matter whether you are in the office or on the go. With Handheld Contact Professional you will have access to the following Act! information: Contacts. Activities. Histories. Notes.

IMPORT|IT Advanced – Import external data into Act!

CRMADDON Factory – IMPORT|IT Advanced – Import external data into Act!: Highlights: Supported formats: txt, csv, xls, mdb, ACT!, ODBC, Paradox, MYSQL und SQL. Optimized import to support synchronization of ACT! User-definable criteria for the data to be imported. Identification of duplicates based on selectable attributes. Rapid import through SQL-cache: only the “difference” between two datasets is imported. Import data like histories, notes and activities related to contacts, groups, companies or sales. opportunities with user-defined criteria in order to find the corresponding master dataset. Import all ACT! file types, even documents or user-defined tables. Integrated address analysis. Creation and linking of companies during import. Categorization of contacts with dynamic or static group assignments. Create activities for imported contacts and companies.

IMPORT|IT Basic – Import external data into Act!

IT CRM Consult Add-ons for ACT – IMPORT|IT Basic – 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.

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.

IMPORT|IT Standard – Import external data into Act!

CRMADDON Factory – IMPORT|IT Standard – 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.

OUTREACH|IT – Keep in touch with your customers and prospects

CRMADDON Factory – OUTREACH|IT – Keep in touch with your customers and prospects – sending them a personalized email right from ACT! in just a few minutes.: Email is one of the most effective tools for keeping in touch with customers and prospects. Not only is email a fast, inexpensive and effective communication tool, but it also boasts a higher ROI than any other form of direct response marketing. Unfortunately, attempting to reach large groups of contacts using ACT!’s sluggish built-in email client can feel like an uphill battle. Outreach IT for ACT! helps you develop and maintain profitable relationships with contacts by sending targeted, regular email messages.

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.

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.

SCAN|IT for SugarCRM – From Businesscard to CRM

CRMADDON Factory – SCAN|IT for SugarCRM – 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…

SEARCH|IT – Create powerful, specific, save-able searches in ACT!

CRMADDON Factory – SEARCH|IT – Create powerful, specific, save-able searches in ACT!: Do you want to search for specific text in multiple fields, but not all fields? Do you want to be able to save and modify the search? Does ACT!’s built-in search function take too long for you? Search IT for ACT! gets the information you want without the wait.

SERVICE|IT – Run the process of data management on automated basis

CRMADDON Factory – SERVICE|IT – Run the process of data management on automated basis: Service IT for ACT! runs in conjunction with Import IT and Export IT. Service IT is an executable module that performs specific functions without requiring a login. This AddOn can be configured to start when ACT! is booted or it can start manually and is built to define how a Map (defined by Import/ Export) will be executed. It defines if a source file should be removed after a successful import – if and when an email will be sent. Furthermore you have the chance to fetch data out of system generated emails and save them to the directory of your choice. In addition with Import IT you can add them directly to your ACT! database – without having to do anything (For further information please click here).

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.

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

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.

SEARCH|IT – Create powerful, specific, save-able searches in ACT!

SEARCH|IT – Create powerful, specific, save-able searches in ACT!

CRMADDON Factory – SEARCH|IT – Create powerful, specific, save-able searches in ACT!: Do you want to search for specific text in multiple fields, but not all fields? Do you want to be able to save and modify the search? Does ACT!’s built-in search function take too long for you? Search IT for ACT! gets the information you want without the wait.

SERVICE|IT – Run the process of data management on automated basis

SERVICE|IT – Run the process of data management on automated basis

CRMADDON Factory – SERVICE|IT – Run the process of data management on automated basis: Service IT for ACT! runs in conjunction with Import IT and Export IT. Service IT is an executable module that performs specific functions without requiring a login. This AddOn can be configured to start when ACT! is booted or it can start manually and is built to define how a Map (defined by Import/ Export) will be executed. It defines if a source file should be removed after a successful import – if and when an email will be sent. Furthermore you have the chance to fetch data out of system generated emails and save them to the directory of your choice. In addition with Import IT you can add them directly to your ACT! database – without having to do anything (For further information please click here).

SCAN|IT for SugarCRM – From Businesscard to CRM

SCAN|IT for SugarCRM – From Businesscard to CRM

CRMADDON Factory – SCAN|IT for SugarCRM – 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 SalesLogix – From Businesscard to CRM

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.

SCAN|IT for Sage CRM – From Businesscard to CRM

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.

SCAN|IT for Act! – From Businesscard to CRM

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.

IMPORT|IT Standard – Import external data into Act!

IMPORT|IT Standard – Import external data into Act!

CRMADDON Factory – IMPORT|IT Standard – 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.

IMPORT|IT Professional – Import external data into Act!

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.