$15.00
per user/month
*billed annually
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Make your plans Actionable with
Link2projects
Seamless Project Management Integration for Act! users
CRM Powered Project Management takes the Labor out of Collaboration
Act! users excel in organization and task-oriented planning, but they don’t typically identify as “project managers.” This term often implies advanced training, certifications, and complex concepts like Gantt charts and critical paths. However, most projects are straightforward, involving goals, tasks, and people. Plans are created with clients, tasks are assigned, and collaboration ensures completion. Act! users approach projects by starting with the contact, then planning, and breaking it down into delegated tasks. This is precisely how Link2projects is designed. See the workflow below.
Link2projects features a user-friendly interface that guides you through a simple wizard to create your project:
- Select the contact(s): Use the search tool to find contacts from your database by contact, company, or email domain.
- Select users: Choose the Act! users from your team for task assignments, and delegate accordingly. Standard edition allows delegation of Contacts, and Team Edition allows users, as well.
- Organize the project in Act!: Link2projects creates an Opportunity in Act! where all tasks, participants, and contacts are organized. Progress is tracked under the Opportunity, with comments and task updates recorded as notes and histories in Act!.
- Task updates: Contacts get assigned a personalized link where they can post comments and clear tasks. Act! users in Team edition are assigned a personalized project session allowing them to comment, update, clear, and reschedule tasks. Act! user updates are written to the project and Act!, while Contact changes are written to the project, and queued for the Planner to commit to Act!.
- Project tracking: Project organizers can monitor team progress, add phases and tasks as needed, and use various project themes for better organization. They can also import from past projects or templates.
- Accountability: Share the project with Contacts through an online link for progress reviews. Act! users that are participants will see project updates through their shared session, and the Act! users who are not participants can check the linked Opportunity for progress reports and see the project activity history and completion percentage.
- Project management tools: Link2projects offers PM tools such as Gantt charts, goals, obstacles, reporting, and dashboards for Agile & Waterfall, all tailored for Act! users.
Link2projects simplifies project management for Act! users while providing essential project management tools.
System Requirements & Subscription Terms
- A current Act! subscription (Act! v18 or higher)
- Act! security role of "Standard" or higher, with WebAPI permissions assigned
- Act! Premium Cloud or Act! Premium with a WebAPI URL, or locally install Act! Connect Link
- Act! WebAPI v1.0.409.0 or K-API
- All prices listed are in USD, and billed per user/per database
Link2projects Comparison Chart
Features | Standard | Team | ||
|---|---|---|---|---|
Create Projects and invite Team members as Assignees | ||||
Create projects and share them with your team members easily, delegating responsibilities for tasks | ||||
Choose customizable project themes & styles | ||||
Choose from a range of 17 customizable and adjustable dashboards according to the KPIs you want to track to get the best results | ||||
Integrates with Act! seamlessly, with changes written to and from Act! | ||||
All task and activity history is automatically recorded in your Act! database. | ||||
Easily create phases & tasks, and reorder them as needed | ||||
Create tasks easily by automatically modifying the duration of each phase of the project and rearrange them by dragging and dropping them in both the tasklist and the gantt as you wish. | ||||
Share projects with your linked contacts, and allow them to post comments & clear tasks | ||||
Share tasks and phases with your contacts to allow them to track completion status and progress | ||||
Works with local and hosted databases | ||||
Link2projects is a versatile online solution that seamlessly integrates with both cloud and local databases through WebAPI. | ||||
Creating projects from templates, and import phases from other projects | ||||
Save time creating your project using templates that contain phases and tasks or create your own project templates to be imported at any time. | ||||
Project features like Gantt charts, milestones and dependent tasks | ||||
Link2projects Team edition streamlines payment processing during event registration by seamlessly integrating PayPal payments into the process. | ||||
Create numerous project reports | ||||
Automatically prepare and manage multiple reports by customizing your KPI management experience | ||||
Export projects to PKS, Excel, Pdf... | ||||
Effortlessly assign an owner other than the record manager directly from the Link2projects Team dashboard. This person will receive all event notifications, and scheduled follow-ups. | ||||
Integration with Link2shrink | ||||
Unleash the power of Link2Shrink, available exclusively with Link2projects Team Edition, to customize and shorten your URL for a memorable online presence. Short URLs are also compatible with many social media sites. | ||||
Add Act! users to project, with their updates writing to the Notes & History of Act! | ||||
Link2projects Team Edition enables you to assign tasks directly to contacts, giving them the authority to mark tasks as complete, streamlining project management. | ||||
Share Link2project sessions with Act! users | ||||
Link2projects Team Edition enables you to assign tasks directly to contacts, giving them the authority to mark tasks as complete, streamlining project management. | ||||
Allow Act! users to comment, update, clear, and reschedule tasks in project session | ||||
Link2projects Team Edition enables you to assign tasks directly to contacts, giving them the authority to mark tasks as complete, streamlining project management. | ||||
Instant emailed notification of cleared tasks or posted comments | ||||
Stay in the loop with instant email notifications every time a task is completed. You'll receive timely updates, ensuring you're always in the know. | ||||
PRICE | $180/yr | $240/yr | ||
Link2projects Videos
Link2projects is easy-to-use project management tool that is fully integrated with Act! CRM.
The following is a list of the portal features included:
Easy Act! Integration
From adding users to linking contacts, and tracking projects through Opportunities, Link2projects is seamlessly integrated with Act! CRM
Project overview Themes
Choose your preferred project style, whether it be waterfall, agile, basic, advanced, Jira, or other styles, and customize the look to suit your needs. Items can be moved around the screen based on priority or preference.
Creating projects from templates
Save time and effort by using ready-made templates to create new projects. Create templates from past projects to use again for similar future projects.
Flexible tasks schedule with ability to reorder items
Integrate your project tasks with your tasks under the linked Opportunity to provide complete project visibility to the other Act! users.
Milestones and dependent tasks
Define your critical path with key project management tools like dependent tasks and project milestones.
Emailed project alerts
Team planners can stay on top of project developments with emailed alerts whenever assignees clear a task or post a comment
Gantt chart for better project visualization
Visualize your project with Gantt charts that allow you to drag and drop scheduled sprints, while moving dependent tasks in lockstep for more efficient project management
Sharing projects with your contacts
Provide better team accountability with your clients by sharing the project's progress with them. These contacts can view what has been completed & what remains to be done, clear tasks that assigned to them, and read or write project comments.
Export projects to PKS, Excel, Pdf...
Share project details with other team members by exporting to Excel or PDF, and then export Link2projects file to PKS file format to be used with Project KickStart (sold separately)
Numerous reports
Link2projects offers a wide selection of reports to choose from, including reports on comments, assignments, phases, goals, teams, obstacles, and costs, just to name a few.
Screen Shots of Link2projects
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Glossary
Tasks involve specific actions or steps that need to be taken.
