Linktivity Services for Act! CRM

Linktivity Services for Act! Software

Professional Services from Act! Certified Consultants & Linktivity Experts

Linktivity Products for Act! CRM Software includes Link2Quotes, Link2Portal, Link2Projects, Link2Forms, Link2Events, Link2Calendar and more!

Linktivity Services are provided by our team of Act! Certified Consultants who are trained and authorized by Act!. We offer a range of professional services to assist companies in implementing Linktivity Products for Act! to enhance their business operations. Our services spans from initial setup and customization to training and ongoing assistance whenever you need it.  With our team’s expertise, we can ensure you are up and running quickly with your Linktivity add-ons.

Linktivity provides a variety of tools to enhance your Act! program, including online forms, surveys, calendar links, events, quotes, project management, and customer portal. All these tools are designed to work with Act! on both desktop and cloud platforms, significantly improving efficiency and results for your business.

LINKTIVITY PRODUCT SELECTION

We provide assistance in determining which Linktivity products are a fit for your business.  Once products are purchased we can setup your Workspace Settings, Users and Permissions, and your Profile.

LINK2PORTAL SERVICES

With our Link2Portal Services, we will create a customer portal that enhances the customer experience by providing self-service capabilities, allowing customers to access information at their convenience. The portal can streamline your business by reducing the number of direct inquiries, enabling you and your team to focus other essential activities.

We define the various modules that grant customers access to their Act! Contact Record field details, custom tables data and links to valuable information.  Additionally, we can develop modules that will connect with other Linktivity products, such as Link2Forms, enabling customers to provide feedback, submit service requests, take surveys, and more!

LINK2QUOTES SERVICES

Link2Quotes is the ultimate quoting solution for Act!, and our Link2Quote Services will enable you and your team to send, accept and follow-up on quotes with greater efficiency.

We will prepare your Act! database to ensure that the sales process, products and services, and follow-up activities are tailored to your business. Next, we’ll design the quoting system by customizing the quote number format, layouts (appearance of the quotes), and email templates.  Additionally, build out your product database to allow for quick population of product details when creating quotes.

LINK2FORMS SERVICES

Link2Forms is suitable for any environment due to its high level of customization and seamless integration with any website design. It provides both link and embedded HTML options, allowing for flexible deployment.

With our Link2Forms Services we simplify the collection of customer and lead data by creating custom web forms for signups, service requests, information inquiries, surveys, and more.  We design effective forms that capture the necessary information and feed that data directly into your Act! database to add or update contacts. Additionally, we categorize responses, customize workflows, and facilitate targeted follow-ups.

LINK2EVENTS SERVICES

Link2Events with it’s Act! integration streamlines planning and managing events.  With our services we can prep your database to capture and organize the event sign-ups in the Contact, Group and Activity areas and perform any customizations needed.

Then we can create events including the 5Ws with custom event pages and sign-up forms. Implement Reminder and Follow-up Emails as well as event drip campaign messages. In addition, we can utilize your Act! Marketing Automation and/or Link2Forms features for event promotions and surveys.

LINK2CALENDAR SERVICES

With our Link2Calendar services we can assist in the setup and the sharing of your calendar via an online link.  This link can be used by your customers and prospects to book available times with you or your team.

We can setup multiple calendars, availability, various activity types and implement the Email Reminders.