TopLine Add-ons

Experience your current CRM like never before. Our add-on solutions can help you customize your CRM for more functionality, enhanced reporting, and more.

TopLine Dash

Powerful and highly flexible, TopLine Dash is the easy-to-use real-time reporting tool for Act!. Choose from Personal or Manager editions to view data for yourself or for all of your Act! users on one screen within the Act! application. Monitor sales performance, build exception reports and uncover opportunities.

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TopLine Designer

Expand the functionality of Act! with custom tables for tracking customer service, support, projects, manufacturing and more. TopLine Designer allows you to add custom tabs at the contact, company, group or opportunity level - quickly customizing Act! with specific industry and management solutions. TopLine Designer includes templates for industries such as real estate, healthcare and financial management along with general management solutions such as contracts, equipment and event planning.

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TopLine Alerts

TopLine Alerts is a notification program for ACT! Win/Web. Alerts monitors activities and opportunities in your ACT! database and sends customized email notifications. TopLine Alerts is designed to be installed on the server where ACT! resides, but will also work on an individual workstation. Only one license of TopLine Alerts is needed to alert every user in the master database. TopLine Alerts automates the report process, saving you time and administrative resources.

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TopLine Connector

TopLine CRM Connector for BizActions seamlessly integrates your Microsoft Dynamics 365 database with your BizActions email newsletter service. BizActions is an email newsletter service providing expert, industry-specific content for markets such as financial professionals, attorneys and human resources. TopLine CRM Connector leverages the power of BizActions and Microsoft Dynamics 365 to help you close more business!

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