CRM Software, Consulting and Add-ons
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Extremely important paperwork isn’t as useful when your out in the field or if you need to collaborate with a remote team. We’ve got the answers to your file accessibility issues and they are all green.

AutomatoR1 is designed
to make repetitive tasks simple, quick, and error-free.
For example, AutomatoR1 can make calculating interest on a loan
easy instead of slow and tedious. Just input the data:

Then click the button to get the result:

*** NOTE: The Designer Edition is only necessary to create buttons on the layout. Purchase the Workstation Edition for any additional users who will need access to the functions AutomatoR1 provides, but not the ability to change the configuration of the button(s). ***

The Office 2010 Pack is a
simple plugin which will allow you to use Microsoft Word
2010, Excel 2010, and Outlook 2010 with any version of ACT!
which supports Office 2007. Simply install the plugin, and
go to your preferences to select Microsoft Word as your word
processor and Outlook as your email client, and you’re set!
Please note you must have Microsoft Office 2010 32bit
installed for our plug-in to work.
Warning: This does not fix Sage’s ACT! Outlook Plug-in that allows you to file e-mails and synchronize your outlook calendar with your ACT! calendar. We are not responsible for any damage done to your database when using Sage’s plug-in. If you’re interested in an alternative plug-in to allow email filing please look at Outlook IntegratoR1.

Outlook IntegrateR1 is the Outlook integration with ACT! by Sage that you’ve been looking for! Without relying on the problematic ACT! Address Book, Outlook IntegrateR1 can record histories for messages received and sent, as well as create activities and contacts from messages.
Outlook IntegrateR1 places buttons on your Outlook toolbar and in the Right-click menu.

Sage ACT! 2012 CRM software makes it easy for you to have meaningful conversations with customers by giving you an organized view of the people you do business with.
Like the millions of individuals in small businesses and sales teams who use Sage ACT!, you’ll always be prepared with recent emails, meeting notes, task reminders, and social media profiles, because all of these details live in one place.
You can even use Sage ACT! Software like a sales and marketing assistant to get the right leads, send striking marketing campaigns, and track your overall performance.
The bottom line, Sage ACT! takes care of the administrative stuff so you can focus on building long-lasting, profitable business relationships.
Business Owners and Managers Sales Professionals and Consultants Real Estate Agents Bankers, Financial Planners, and Brokers Public Relations and Advertising Professionals Human Resources Consultants and Recruiters Seminar and Training Professionals Manufacturers’ Representatives. [Read More...]

A lot of companies feel frustrated that they have such capable CRM software but lack the time, knowledge, or staff to put it to better use. DesignR1 offers Act Software Consultant Services to anyone needing a helping hand or a little advice. You can even purchase Act Consulting services on our website by the hour!
Brown & Sharpe worked with DesignR1 to link ACT! with its ERP system and create an automated response process that generates a contact and follow-up activity in ACT! when customers log on to the company’s Web site. This was vital to the success of our project.
Tom DiBiasio – Project Manager