TopLine Results Corporation - Sage and ACT! Certified Consultants
Fast. Reliable. Affordable CRM. 		Fast. Reliable. Affordable CRM. Customized Customer Relationship Managment (CRM) Solutions with ACT! by Sage, SageCRM SalesLogix, SageCRM and TopLine Dash from Milwaukee, Chicago, Indianapolis, St. Louis, Los Angeles and Orange County.
info@toplineresults.com (800) 880-1960

TopLine Designer

Imagine. Create. Discover.

TopLine Designer is a navigation and design tool which provides flexible, robust database solutions for ACT! and ACT! for Web custom tables.

Ready, set, design!

TopLine Designer leverages the capabilities of custom tables in ACT! by creating new subentities for contacts, companies or groups. TopLine Designer allows you to use the tables, organize your views, or search and report on any custom table available in your database.
Customer Service Screen

Easy to navigate. Easy to use.

Feel right-at-home in this simple interface which reinforces common navigational features among screen layouts, tabs and lists and create on-the-fly queries and advanced look-ups.

Create quick reports and documents with robust MS Office integration:

  • Export to Excel
  • Mail merge to Word for multiple contacts
  • Email multiple contacts via Outlook

Wizard driven. Fast to build. Flexible to import.

Get started with your data using the advanced data import and data update wizard. Build custom features with TopLine Designer snippets and scripting editor. Create parent-child relationships among custom tables. Schedule and link ACT! activities and opportunities from the custom tables.

Business-friendly solutions.

TopLine Designer includes modules to address general business needs as well as database templates for specific industries.

Management solutions

Support
Customer service
Projects
Expenses
Documents
Orders
Warranties
Maintenance
Quotes

Industry solutions

Finance
Manufacturing
Construction
Property management
Healthcare
Insurance
Investments
Non-profit
Enrollment

What makes TopLine Designer unique?

  • ACT! for Web functionality
  • Advanced data import module
  • TopLine snippets for workflow automation
  • Advanced customer service and project management modules
  • Integration with TopLine Dash for advanced reporting
  • Advanced MS Word integration to view tables in Word
  • Integrated with TopLine Alerts for automated custom-table imports

Simple. Fast. Flexible.

 
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