Course Description

Act via the Cloud/Web (aka: Act Premium Cloud, Act Premium for Web, Act Growth Suite, Act CRM Classic and Act CRM) is Act’s web version that you access via your favorite web browser.   Act desktop software that has been around for more than 30 years.  Same horse, different color. For long time Act desktop software users, you will find that about 80% of what you know about Act is exactly the same in the web version of Act.  There are subtle differences which we will discuss in detail. The good news is that you can synchronize your data between your desktop version of Act and the cloud version to give you the benefits of using both at the same time.

My experience has been that there can be a lot of confusion in this area and I recommend reaching out to me by phone (Tony Holowitz: 781-728-9777) to discuss the best approach to this course.

Key concepts covered include:

  • Working with Act in a Web Browser: Chrome, Firefox and Internet Explorer
  • Act Cloud Settings and Preferences
  • Act Cloud and Microsoft Word
  • Act Cloud and Microsoft Outlook
  • Synchronizing Act Cloud and Act Desktop
  • Cloud Tips and Tricks

Our next course will teach you how to work with and implement Act Marketing Automation: Act’s powerful email marketing program.

Please contact us if you have any questions related to this course, or if you would like to suggest a concept or tutorial to enhance this training.  I welcome your feedback.  Thank you.


coming soon

Course Content

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June 2021: Act CRM SaaS: Do-it-yourself Act | Software as a Service
Act Premium Cloud: Using Act in a Web Browser (different from the SaaS Version)
Act via a Web Browser: Internet Explorer, Chrome or Firefox
Connecting Act Cloud to Microsoft Word & Microsoft Outlook