FINANCIAL ADVISOR DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS
Select the Act! product that is right for you:
CRM Classic Expert- The Act! CRM Classic Expert is a Cloud-based product and where your database will be hosted by Act!. In addition you will have access via web browser and it includes more marketing automation features.
Premium Hosted – With the Act! Premium Hosted bundle your database will be hosted by Remote Tech Group, in fact Act!’s #1 Hosting Provider. You will have access via web browser and you can also have an offline client (local windows install). This remote syncs with the hosted database for online and offline access.
Premium Self-Hosted – In contrast to the other options, with the Act! Premium Self-Hosted (On-Premise) CRM product you are in control of your system. Namely you host your own data on your network with your server(s) and/or computer(s).