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Category: Build your business

5 Tips to get your business on track in the new financial year

After the chaos of EOFY, July is a great time to reassess your business goals and get organised for the new financial year. Just like your personal new years’ resolutions, our first tip is to take some time to reset and start with a clear mind and clear goals. 1. Take some time to review […]

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Kids Charity Takes Off With Act!

When Act! works so effectively in a commercial environment, why not use in the not-for-profit sector? That was Kevin Robinson’s thinking when he set up Wings4Kidz to transport seriously ill children and their families from rural areas to major hospitals. Going for regular life-saving treatment is a gruelling reality for many families with sick children. It […]

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A CRM Specifically Built for Small Business

Act! has been a top selling CRM for small businesses for over 30 years. CO of Swiftpage, Lorcan Malone was recently interviewed at a Small Business Expo talking about the benefits of Act! CRM for small businesss. Act! have been very specific about their target market and ensuring the product continues to serve this target market with […]

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Accounting integration improved processes for Caswell Health Care

Caswell Health Care offer mobile physiotherapy, occupational therapy and speech pathology services to the Sydney Metropolitan area, supporting neurological rehabilitation, paediatric care and rehabilitation. The Challenge Caswell Health Care were looking for a way to improve the handling of their growing number of patient records. Additionally, they needed a better way to manage their billing […]

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Track your unique customer data with Act! Custom Tables

Custom Tables are a new feature of Act! introduced with v20.1 that allow you store complex data sets, unique business information and industry practises all within Act!. With the Custom Tables Manager, you can create custom fields and layouts for tracking one-to-many data records. This data can be linked to the relevant contact, company, group […]

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Integrate Act! with Xero, MYOB or QuickBooks

All businesses – from the smallest, made up of a tight team of multi-taskers, to a large business with specific departments managing accounts, marketing, sales and customer service – have a few things in common. That is: a desire for efficiency, a shortfall of time to get everything done, a vision to be the best […]

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GDPR in Australia: Who, What and When?

Is the GDPR relevant to your business? As Australian businesses try to understand the new European data protection laws, it is important to understand who it is actually relevant to and what you need to do to ensure you are compliant. Australian businesses should consider the following: Do you operate a businesses that is established […]

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Federal Budget 2018 highlights for SMEs

The unveiling of the federal budget can often be a stressful and confusing time for business owners. Not only is there a lot of information to take in, it is often confusing and so detailed that it would take several weeks to wade through all the information to understand what is actually relevant to your […]

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Top 7 tactical tips to get your team using Act! CRM

September 5, 2017

Many small businesses invest their time, money, and resources into adopting a new CRM system only to realise 6 months later that it’s not being used as intended. Even though your employees should be thankful that you have given them a tool to make their life easier, it can appear as more work that takes […]

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