Act! Add Ons

If you have a need of any other functionality that Act! does not appear to support then contact us and we’ll advise you the best way forward, possibly through the use of an add-on available from a number of suppliers or through some bespoke programming from our partner developers.

Add ons will only work with on premise Act! CRM and Act! Pro – add ons DO NOT generally work with web based Act! Premium Cloud

Our most popular Act! add on providers and products are listed below:

Seamless Opportunities 

Produce rich Microsoft Word documents merging data from Company, Contact or Opportunity field. There are three versions – ‘LITE‘, ‘FOUNDATION‘ or ‘ELITE‘ The version you require depends on the level of functionality required, all versions offer:

• Unique Quote Numbering
• Multiple templates
• Automated linking of documents to Opportunity and linked Contacts
• Compatibility with remote / subscriber databases

Exponenciel Add ons

We re experienced in implementing the great range of extremely popular Exponenciel add-ons for Act! the most popular being:

• Automatic Field Calculations offers far superior and flexible calculating functionality than that built-in to Act!
• Excel Quote Invoice Maker allows you to produce complex documents based on a mix of any Contact, Company and Opportunity fields
• Advanced Layout Tools Pack which allows you to create much more efficient on-screen layouts

Simply Postcode

Insert a full address into your Act!  contact record via a Post Code lookup. This addin uses validated Post Office address data and not Google data which is not as accurate.