Vertical CRM Solutions for Act! Software
Our vertical CRM solutions are industry specific designed for the latest version of Act! Premium Hosted and Self-Hosted products. These vertical solutions are a great start and a right fit for industry details and processes tailored for your needs. In addition more customizations can be made using Act! and without the need or expense of a programmer.
Act! For Commercial Real Estate Vertical CRM
Designed for Commercial Real Estate brokers and Teams
Features: Commercial Properties, Owners, Buyers, Sellers, Tenants, Deals and Leases
Commercial Real Estate vertical CRM for Act! Premium Cloud and Windows products. Specifically this is a custom Act! database for the commercial real estate industry. Above all it centralizes Property Owners, Buyers, Sellers, Tenants and Property Transaction Information for easy organization. Keep contact details at your fingertips by using a database and layouts designed specifically for commercial real estate companies.
Act! for Financial Advisors
Designed for Financial Advisors and Financial Professionals
Features: AUM Accounts Under Management and Other Assets, Policies, Seminar Participation
Financial Advisor vertical CRM for Act! Premium Cloud and Windows products. This is exclusively a custom Act! database for the financial industry. The database centralizes Contacts, Financial Details and Accounts Under Management for easy organization. Keep contact details at your fingertips by using a database and layouts designed specifically for financial advisory practices.
Act! for Insurance Agents
Designed for Insurance Agents and Benefits Professionals
Features: Commercial Policies, P&C Policies, Health Policies, Other Policies, Renewal Dates and Expirations, Employer Participation
Insurance Agent vertical CRM for Act! Premium Cloud and Windows products. Specifically this is a customized Act! database for the insurance and benefits industry. Above all it centralizes Agency Contacts, Policy Information and Employer Participation for Easy Organization. Keep contact details at your fingertips by using a database and layouts designed specifically for insurance and benefits agencies.
Act! for Mortgage Professionals
Designed for Mortgage Brokers and Loan Officers
Features: Borrowers and Co-Borrowers, Loans in Process
Mortgage vertical CRM for Act! Premium Cloud and Windows products. This is a custom Act! database for the mortgage industry. It centralizes Borrower, Co-Borrower and Loan Details for easy organization. Keep contact details at your fingertips by using a database and layouts designed specifically for mortgage companies.
Act! for Real Estate Agents
Designed for Real Estate Agents and Teams
Features: Buyers, Sellers, Real Estate Transactions, Commissions and Expenses
Real Estate Agent vertical CRM for Act! Premium Cloud and Windows products. Specifically this is a custom Act! database for the real estate industry. It centralizes Buyer, Seller and Real Estate Transactions for easy organization. Keep contact details at your fingertips by using a database and layouts designed specifically for real estate agents.
Act! for Real Estate and Mortgage
Designed for Real Estate and Mortgage professionals
Features: Buyers, Sellers, Borrowers, Real Estate Transactions and Loans in Process
Real Estate and Mortgage vertical CRM for Act! Premium Cloud and Windows products. This is uniquely a custom Act! combo database for both the real estate and mortgage industries. It centralizes Buyer, Seller, Borrower, Real Estate Transactions and Loans in Process for easy organization. Keep contact details at your fingertips by using a database and layouts designed specifically for real estate and mortgage companies.