Custom ACT! Programming        
               
    ACT! has incredible features out of the box.  But one of our specialties is custom ACT! programming.  We can leverage the program even more for you and increase user adoption by making ACT! a major cornerstone of your organization.  We are one of the very few consulting firms in the country that do programming in house.  This means you can get what you want quicker and often at a lower cost.

We also have completed dozens of integrations with accounting and other industry specific systems.

         
               
    Over the 10 years in business we've produced hundreds of custom solutions for customers.  From convenient utilities to major add-ons.   Here is a snapshot of things we've done.          
               
  A utility for a financial planner to automatically calculate the age based on a contact's birthday.

 

 

 

         
  A utility to generate new account numbers for a manufacturing company.

 

         
  A utility to change UPPER and lower case in existing data, as well as a number of cleanup utilities

 

         
  A sales reporting system to give a Sales Manager a snapshot of all activities from salespeople; calls, number of proposals, etc.

 

         
  A system for a construction company to amortize sold opportunity information over a span of months.

 

         
  A major reporting system for a publishing company to view upcoming opportunities with relation to print sizes over a specified fiscal year.  The end result was an Excel worksheet that they could then manipulate to create "What-If" scenarios
       
  A utility for a financial service company to automatically change client addresses as they move during different times of the year.

 

         
  Sometimes our customized add-ons become publicly available.  Our latest is Advanced Mail Merge.

 

         
  We also have a new free add-on Folder View for ACT!          
               
               
               
               
    Just for fun, we created a tool to import a Major League Baseball schedule for any team into the ACT!  calendar.

(Check back for this next spring!)

 

         
               
               
 
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