CRM Software, Consulting and Add-ons
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You have a lot of choices when it comes to CRM products. We spend all day everyday working with and evaluating the industries best CRM software. If you would like to see how green the grass can be – just take a peak over the fence.

AutomatoR1 is designed to make repetitive tasks simple, quick, and error-free.
For example, AutomatoR1 can make calculating interest on a loan easy instead of slow and tedious. Just input the data:

Then click the button to get the result:

*** NOTE: The Designer Edition is only necessary to create buttons on the layout. Purchase the Workstation Edition for any additional users who will need access to the functions AutomatoR1 provides, but not the ability to change the configuration of the button(s). ***

The Office 2010 Pack is a simple plugin which will allow you to use Microsoft Word 2010, Excel 2010, and Outlook 2010 with any version of ACT! which supports Office 2007. Simply install the plugin, and go to your preferences to select Microsoft Word as your word processor and Outlook as your email client, and you’re set!
Please note you must have Microsoft Office 2010 32bit installed for our plug-in to work.

Outlook IntegrateR1 is the Outlook integration with ACT! by Sage that you’ve been looking for! Without relying on the problematic ACT! Address Book, Outlook IntegrateR1 can record histories for messages received and sent, as well as create activities and contacts from messages.
Outlook IntegrateR1 places buttons on your Outlook toolbar and in the Right-click menu.
Business Owners and Managers Sales Professionals and Consultants Real Estate Agents Bankers, Financial Planners, and Brokers Public Relations and Advertising Professionals Human Resources Consultants and Recruiters Seminar and Training Professionals Manufacturers’ Representatives. [Read More...]
Brown & Sharpe worked with DesignR1 to link ACT! with its ERP system and create an automated response process that generates a contact and follow-up activity in ACT! when customers log on to the company’s Web site. This was vital to the success of our project.
Tom DiBiasio – Project Manager