Act! Development & Usage Maintenance & On-Site Service
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Rules of Engagement


ACT! Development & Usage

  • We are ACT! Certified and specialize in ACT!® for your contact information management data.

  • We assess and adjust your ACT!® database so it works for you

  • Our goal is to provide an efficient system to help to you to achieve your company’s goals

  • Review Data and Confirm data reliability, and remove redundant records

  • Develop new field classifications for more efficient data usage

  • Centralize and Standardize information using synchronization between disconnected databases

  • History of Document production and Client contact information development

  • Develop Macros to automate many of the redundant chores

  • Develop templates for Letters, Reminders, Faxes, and email for efficiency

  • WinFax: Integrate with ACT!® for efficient sending and tracking of information

  • Re-engineer layouts to help each individual work more efficiently

  • Develop Reports for greater information usage

Click here for more information on ACT! and Carlstone's accreditation.