Advanced Tools

Advanced Application and Add-On Integration: Many ready-made, advanced tools are available to solve your business requirements. We will recommend them, seamlessly integrate them, and customize them as necessary.

• Accounting integration
• Quoting using QuoteWerks ... one of the world's most powerful quoting tools
• Marketing campaign tools
• Advanced report writing tools, e.g. Stonefield Query, Crystal Reports, Access
• Additional tables for extended functionality and relations
• Website integration, so data flows seamlessly between ACT! and your Website, updating both.

Reporting and Templates: Give you the decision-making information you need, when you need it.

• Advanced reporting planning, design and programming
• Custom reports, dashboards and management analysis tools
• Customized templates

Installation and Data Conversion:  Consolidate all your data in one place, easily accessible to employees on a need-to-know basis

• ACT! and Add-On software installation (Logo link for ACT + tab)
• Data cleanup and configuration

Troubleshooting and Support:  No, we don’t leave you hanging after your system is installed! We know your ACT! CRM system is mission-critical to your business.  Vital Assets’ expert technical support team is always available to help or answer questions.