ACT! Rescue and Revival


Sad to say, not every CRM project is successful.

If you have experienced poor user adoption and results from a previous ACT! (or other CRM)  implementation, let us help you leverage the investment you have already made and revive your CRM system to exceed your original expectations.

  • First Plan can reconfigure your existing ACT! installation to fit your current needs.
  • If your ACT! software is out of date, we can help you upgrade to the newest version.
  • We will help you refresh your user skills to get everyone following best practices and working more effectively as a team.

If your company has outgrown the capabilities of another CRM software, First Plan will help you move up to ACT!  Your people will love it and so will you.  We can assist with all aspects of  data migration from your old system, ACT! setup and customization and user training.

Please Contact Us today to discuss your priorities for more productive CRM.

Phone: 503.221.2020



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