CommQuest Inc. is an Act! Certified Consultant (ACC) which enables us to assist you with every step of the process, from installation through implementation and training, ensuring you have the knowledge and experience to get the most from your CRM. CommQuest will also help with the inclusion of add-ons for a more industry tailored platform, and can provide technical support for past and current versions of Act! CRM when problems arise, reducing downtime.
Some of the ACT! Consultant Services we provide:
Installation
We work with clients to develop an accurate overview of your business and what you need from your CRM. CommQuest then installs and sets up your Act! CRM software. If you already use an older version of Act! And would like to upgrade to the most current software, we can assist with the upgrade to prevent conflicts and errors.
Implementation
Once your Act! CRM is installed and working, we will work with you to ensure that the platform is customized to best serve you and your business. Whether you are a real estate professional, or work in finance, Act! custom templates can be designed and implemented to accommodate the unique features and challenges of your industry.
Training
Few things are as frustrating as trying to use a new tool without understanding how it works. What good is platform if you spend more time trying to figure it out than using it to manage your operations? CommQuest certified consultants provide in-depth training so users can use the platform efficiently and with confidence.
Add-ons
While there are a broad range of options to choose from when it comes to add-ons for Act! CRM, CommQuest certified consultants will assist you in identifying the ones that will provide the most benefit to your business, ensuring you get the best user experience from your investment.
We do support!
Have a question about the platform or need some technical support? CommQuest certified consultants have you covered. CommQuest provides comprehensive technical support for older versions of the Act! CRM, and Act! assists customers running the most recent version, ensuring that users get the best support regardless of the version that makes the most sense for their business.
Act! CRM is not a one size fits all platform and can be tailored to meet the unique needs of your business and industry including, but not limited to:
Real Estate
Listings
Buyers
Sellers
Contracts
Transactions
Leases
Expenses
Finance
Clients Details and Financial Profile
AUM’s
Client Insurance Policies
Planning and Goals
Opportunities
Mortgages
Borrower Information
Current Loans
Building Contractors
Contracts
Lot and Building Information
Transactions
Subcontractors and Suppliers