Many small businesses use an ACT! database for their contact management needs. Managing customer contacts and information is vital for all small businesses and this software provides many features to manage appointments, deadlines, etc. This product permits adding another tab to the bottom of the screen to the ACT! information which is updated in real time from the QuickBooks data base. For example, when speaking to a customer, it is possible to see what invoices are outstanding and their age, sales month to date, fiscal year to date, and last fiscal year. The address from the QuickBooks file is also displayed.
The cost of this tool is $99.95 (does not include the purchase of ACT!)
McWilliams & Associates is an Intuit Solutions Provider. Learn more.
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