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

DIAL | IT

The Dial|It addon allows integration between Act! Premium Desktop and VOIP based telephony systems.

• Make calls with one click from Act! CRM without dialing manually
• Automatic contact detection and display for incoming calls
• Record a history entry during the call and much more.

Your phone system will need to be tested for TAPI integration which we can assist with. We can provide the setup, installation, configuration and support for this valuable Act! addon.

Act! Mobile Messenger 

Send SMS messages to contacts for appointment reminders and receive replies into Act! 

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

MyDocSafe

Send documents securely for e-signing directly from Act! 

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.