Products

TopLine Dash Manager Edition

License of TopLine Dash Manager for Act!. Extends Act! reporting capabilities

Work effectively 

  • Centralize and organize all key activities, opportunities, histories,
    notes, custom tables, companies and contacts in one view.
  • Manage your database – Realign territories.  Reschedule multiple activities or opportunities at once.
  • Communicate faster by emailing one or more histories directly
    from the dashboard.
  • Create follow-up activities from your pipeline list.

Analyze insightfully

  • Compare, analyze and drill down on activities, histories, opportunities, custom tables, products and queries or graphs.
  • Monitor and quantify sales performance with key performance indicator (KPI) statistics. Calculate sum and average.
  • Easily create multiple-table queries with SQL statement auto-generation.
  • Build exception reports and identify neglected accounts.
  • Set targets for activity and opportunity levels to identify gaps and adjust sales plans.
  • Choose from many templates and easily customize your own dashboards using our Dashboard Wizard.  Drag and drop panels and fields.

Report instantly

  • Share your dashboard as a report in PDF format.
  • Export any list to MS Excel.
  • Use TopLine Dash Alerts bundle to automate your dashboard reporting.

Additional DescriptionMore Details

Quantity Discount Pricing
1-4 Units: $149/each
5-19 Units: $129/each
20+ Units: $109/each

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Price: $149.00

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Outlook IntegrateR1

Outlook IntegrateR1 is the Outlook integration with Act! 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.

ACT! and Office 2013 - Integrated

Outlook IntegrateR1

Outlook IntegrateR1 offers these additional features that do not come standard with Act!

  • Select More than One Act! Database to Attach E-mails
  • Select Additional Fields such as ID/Status, Which Can Be Mapped to Act! from an Outlook Message When Creating a New Contact
  • Integrates ACT! 2010, ACT! 2011, ACT! 2012 or ACT! 2013 and Office 2013 without Upgrading Every PC to Act! v17 in the Office

Additional Attachment Options

  • -“Exclude Certain Domains from Recorded Histories”– This allows you to avoid attaching emails to certain do mains. For example, if you do not want any emails attached to your co workers, you would check the box, and enter myworkdomain.com in the field.
  • Add additional header details
  • Flexible attachment options
Additional DescriptionMore Details

Please note you must have Microsoft Office 2003/2007/2010/2013 32 bit installed for the plug-in to work. This program does not work with Outlook Starter Edition, Outlook Web Access or Outlook “Start to Run” editions.

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Price: $49.95

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Office 2013 Fix for Act!

The Office 2013 Fix for Act! are two plugins which will allow you to use Microsoft Word 2013, Excel 2013, and Outlook 2013 with any version of Act! which supports Office 2010, which includes ACT! 2011, ACT! 2012 or ACT! 2013. Install the plugins, and go to your preferences to select Microsoft Word as your word processor and Outlook as your email client.

This bundle saves you over $200+ PC in upgrades.  Upgrade Act! for a different reason instead of Office compatibility.

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Price: $74.95

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Mailchimp Plugin for Act!

Importing MailChimp Data and exporting Act! data

MailChimp Plug-in for Act! allows you to import contacts and campaign results from the MailChimp server, export contacts from Act! to MailChimp.
Campaign results are neatly organized under a MailChimp tab, automatically added to your Contact Detail view.

Don’t want history records created? No problem!

Tired of these programs that create history records every time you do something in Act!? With MailChimp plug-in for Act!, You control whether you want MailChimp imports to create history records. You can create history records to show that the e-mail was sent, opened, bounced, but you don’t have to. You have other ways of visualizing the same information, in a neater way.

A Wide Range of Lookup Options

The whole idea of importing campaign results is to offer you the ability to lookup those results. Who actually opened that campaign you run a couple of days ago? Whose e-mail bounces repeatedly? Who’s not been contacted yet? You can find out in a couple of clicks.

MailChimp for Act! works with version Act! 2011+

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Price: $99.00

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Top Line Alerts

TopLine Alerts is a notification program for Act! Windows or web. Alerts monitors activities and opportunities in your Act! database and sends customized email notifications. TopLine Alerts is designed to be installed on the server where Act! resides, but will also work on an individual workstation. Only one license of TopLine Alerts is needed to alert every user in the master database. TopLine Alerts automates the report process, saving you time and administrative resources.

Download a 30 Day Trial for Act! 2008-2013 or v16/v17Download a brochure

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Price: $149.00

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Copy Act to Outlook Wizard

Recent versions of Act! have a two way sync between Outlook and Act!. There is no mechanism for doing a one way copy until v17. Occasionally, people only want to push contacts and calendars to Outlook and not have the Outlook data pushed back into Act!.

This little tool is a simple one way push/copy of Act! contacts and calendar data into Outlook. You have the option of sending all contacts or only those in a group. You can choose a broad date range for copying calendar data into Outlook. When copying data, you have two choices: Refresh/Copy and Delete.

The Refresh/Copy will copy over data. If the data already exists, it will delete what is in Outlook and REFRESH the information.  Since this copy is destructive, Act! contacts and calendar data in Outlook should not be updated. If it is updated, it will be replaced when the next copy occurs. Contact fields that are copied into Outlook include the following: Contact name, address, city, state, zip, phones, email address.

Notes and histories are not copied. Calendar data includes meeting times and days. The meeting subject includes the name of the user. The details section includes any detail information plus the address, phone number and email of the contact associated with the activity. This enable smart dialing when using mobile phones.

Contacts created in Outlook are not touched. If the name exists in Act! and also in Outlook, a duplicate contact will be created. Calendar entries in Outlook are not touched. This tool is not meant to be a sync of data – meaning data refreshes to and from Act! and Outlook.

This is meant to be a simple push of data into Outlook so calendar entries can be viewed by other departments and contacts and calendar information can be pushed to mobile devices such as cell or smart phones.

System Requirements: Act! 2009 and higher

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Price: $29.99

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Word and Excel Fix for Office 2013

The Word and Excel Fix for Office 2013 and Act! allows Act! 2011, Act! 2012 and Act! 2013 to mail-merge documents to word and use the Export to Excel functions. Install the plugin, and go to your preferences to select Microsoft Word as your word processor.  If you need Word, Excel and Outlook, use this product instead.

This bundle saves you over $200+ PC in upgrades.  Upgrade Act! for a different reason instead of Office compatibility.

A serial number will be issued within 4 hours, and it will work in trial mode for 30 days after download.

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Price: $24.95

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Mondo Commands for Act!

Simplify Act! data entry with MondoCommands. MondoCommands places frequently used commands for Act! right on the toolbar so you no longer have to dig through pull down menus, recall keyboard commands or memorize where or when to find the right icon or menu choice. Download 14 Day Trial. Buy for $79.95/user

Benefits of MondoCommands include:

  • Automate Follow Up with One Button
  • Streamline Data Entry
  • Simplify Lookups
  • Learn Act! without looking through pull-down menus
  • Option: Dictate Your Notes Directly into Act! with Windows Speech Recognition or Dragon NaturallySpeaking and MondoCommands
  • Current Button List

Software Requirements

Demonstration – MondoCommands without Dragon NaturallySpeaking

Sample 2 – MondoCommands with Dragon Naturally Speaking

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Price: $79.95

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