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Kevin CaldwellFlag for United States of America

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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?

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Scott Fell
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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. 

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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.

https://www.salesforce.com/crm/

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Kevin Caldwell
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