Act Integration
Integrate Act with Halo software to synchronise CRM and customer information.

Overview

For our customers who have been using Act! over the years, will more than likely have lots of data in tabs, store in the Act! database.

If you would rather continue using Act! as a master database for this information, but need integration in your PSA software, we have the answer all ready for you to use. Based on customer feedback, we’ve integrated Act! to assist in smoothing the transition to Halo long term.

Display tabs from Act! as tabs in our Halo program, and it comes equipped with an auto data synchronisation. Whilst Halo has a great CRM database, stay with Act! whilst you migrate.

Website

Integration Type

Linked Guides / Articles

Integration Features

  • Migrate to Halo knowing that you can integrate with act!
  • Display all of the tabs from act! in Halo to refer to, as necessary.
  • Once integrated, use auto data sync to keep Halo updated with the latest info.