Have you leveraged the full potential of 
yet?
We’ll show you a new way of using Act!
We use a straightforward consulting approach to help our customers
unleash full potential before, during, and after CRM implementation
Listen to your needs
Listen to your needs
We will listen to you, learn about your business and your business objectives.
Formulate a solid CRM plan
Listen to your needs
Armed with the information you provide, we’ll prepare a concrete plan for your CRM that meets your precise business needs.
Customize Act!
Customize Act!
Our tailor-made Act! solutions deliver impressive results.
Help you set up and implement Act!
Help you set up and implement Act!
We’ll handle all the details of your Act! installation so you can get to work right away.
Provide ongoing support and assistance
Provide ongoing support and assistance
We’ll provide training and ongoing support, so you make the most out of Act!
Act! add-ons crank up the CRM capabilities
- Customized tables
- Advanced data imports and updates
- Specific industries templates
- Real -time reports right to your dashboard
- Multiple activities and opportunities rescheduling
- Snapshots and complete analyses on demand
- Wireless and offline access to Act!
- Automatic interaction tracking
- Effortless user management
- Microsoft Outlook integration
- Contact and calendar syncing
- Historical inbox records
- MailChimp integration
- Countless modern email templates
- Campaign management within Act!
- Link Act! records to QuickBooks customers
- Create QuickBooks customers from records in Act!
- Push Address changes between Act! & QuickBooks
- Integrates with Act!
- Integrates with Act! for Web
- Does not integrate with Act! Premium Hosted
- Integrates with Act!
- Shares your Act! calendar with clients
- Displayed in your email signature
SoCal CRM Advisors
The insightful, experienced, dedicated CRM consultants
SoCal CRM Advisors is a team of CRM experts who have worked with Act! software since 1999. Our expertise in sales, marketing, and customer relationship management enables us to deliver insightful CRM solution advice to small- and medium-sized businesses. Every day we customize, deploy, and train customers like you to extract business intelligence and reach out to potential clients.