BUILD LOCAL ACT! ADD-ONS • NO CUSTOMER RECORDS SENT TO AI

impact Studio

Build your own Act! add-on using the Coach.

Tell the Coach what you want to do in ACT!, and Impact Studio helps create the report, button, form, template, or workflow — while your ACT! customer records stay on your desktop.

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Impact Studio for ACT! CRM add-on Coach demo

Type a rough idea for the Act! Add-on you wish you had or select an example.

Click 'Ask Coach To Create Your Add-on"

The Coach will improve your idea and create a preview button for your new add-on.

In the desktop, drag the generated button onto your Act! layout to run your add-on locally.

What add-on do you want to build?
Enter your rough idea below.

In the desktop drag this button
onto your layout.

What is Impact Studio?

Impact Studio helps desktop ACT! users turn everyday ideas into their own useful ACT! add-ons. Describe the report, form, button, template, or workflow you wish you had. The Coach sharpens the instruction, and Impact Studio helps create the result.

It is designed for practical work: reports, forms, buttons, templates, email actions, follow-ups, and workflows that make ACT! work the way you want.

Don’t push critical customer data to AI. Bring AI logic down to your ACT! desktop workflow and keep your records where they belong.

The Coach helps users design a clearer ACT! add-on before they build or run an ACT! action.

Build your own ACT! add-on without becoming a developer.

Instead of searching for another ACT! add-on every time you need something, describe what you want and let Impact Studio help build it.

“Create a form to add a new contact.”

The Coach can turn a rough add-on idea like this into a clearer instruction that Impact Studio can use.

What your ACT! add-on can include

Impact Studio is focused on practical desktop ACT! work — the kind of forms, buttons,
reports, and workflows users wish they could add themselves.

Forms

Design ACT! data-entry screens for contacts, activities, follow-ups, and custom workflows.

Buttons

Add buttons that launch actions, scripts, templates, web pages, maps, emails, or other ACT! tasks.

Reports

Ask for ACT! reports in plain English and let the Coach help shape the report request.

Email actions

Build email drafts, reminders, templates, and follow-up actions around your ACT! workflow.

Templates

Use ACT! fields and templates to build repeatable letters, emails, and workflow content.

Workflows

Automate repeated ACT! steps that slow users down inside the desktop CRM.

How the Coach helps you design it

Most users know the result they want, but not exactly how to describe the add-on.
The Coach turns rough ideas into clearer ACT! instructions.

Design Mode

Describe the form, button, template, or action you want to add to ACT!.

Report Mode

Ask for lists, filters, groups, totals, and other ACT! reports in normal business language.

Action Ideas

Explain a task like creating emails, scheduling follow-ups, or working with current ACT! records.

Example add-on ideas

These are the kinds of add-on ideas a user can start with.
The Coach helps enhance your ideas before they are used.

Create a form to add a new contact and schedule a follow-up activity.

Build an ACT! button that opens MapQuest directions for the current contact.

Create an email reminder for tomorrow’s appointments using my template.

Create a report showing open opportunities grouped by record manager.

Create a button that adds a phone call history for the current contact.

Design a screen for entering service request details in ACT!.

Turn a rough idea into a plugin