Kevin Caldwell
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Looking for CRM web based software that pull in ACT and QB data.
I have a customer wanting to do an overhaul of their website. It is a law firm. Currently they are using ACT database and Quickbooks. I'm looking for a CRM law software web based, that can suck in the ACT data to it and QB data also, so they can be more streamlined, etc. Ideas?
ASKER
Thank you. I will check it out!
Hi,
You need to check all requirements like features, security & if it need to meet regulations.
You can Saleforces they have insurances and this is very complete.
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It's be a very long time since I used Act! But you can just export the data to CSV or Excel
https://help.salesforce.com/s/articleView?id=sf.exporting_from_act.htm&type=5
https://help.act.com/s/article/How-to-export-data-from-Act-to-Microsoft-Excel-prem?language=en_US
For the CRM, I have looked at a good handful of law based systems. Check out https://www.filevine.com/. It is a lot more than a CRM. Case management, very good document management, auto texts with clients for updates, e-signatures. Worth a look.