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Financial Advisors CRM Cloud and Desktop Sync | Act! CRM
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BUY ACT! CRM SOFTWARE
CLOUD, DESKTOP AND ADD-ONS

Financial Advisor CRM for Act! Premium
Financial Advisor CRM Contact Management ActPlatinum.com
Financial Advisor CRM Client Financial Planning Information ActPlatinum.com
Financial Advisor CRM Activities Calendar Schedule Management ActPlatinum.com
Financial Advisor CRM Financial Products Sales Pipeline ActPlatinum.com
Financial Advisor CRM Email Integration ActPlatinum.com
Financial Advisor CRM Email Marketing Automation
Financial Advisor CRM Mobile App ActPlatinum.com

Financial Advisor CRM Cloud & Desktop Bundle 1 Year

$480.00

 

(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)

 

CLICK HERE to go to the product page and learn more about Financial Advisor for Act! CRM

 

CLICK ON THE DESCRIPTION BOX BELOW TO EXPAND FOR MORE INFORMATION.

 

Financial Advisor Database with Act! Premium Cloud with Desktop Sync 1 Year Subscription Bundle | With the Act! Premium Cloud CRM solution your Financial Advisor Database will be hosted by Act!.  Access via web browser and also have an offline client (local windows install).  This remote syncs with the cloud database for online and offline access.  Includes Automatic Backups, Updates and Upgrades.

 

Price listed includes one Act! Premium user

You will need to purchase subscription 1 per user.  Increase quantity to add more users.

Category:
Description
FINANCIAL ADVISOR CRM AND ACT! PREMIUM CLOUD & DESKTOP SYNC BUNDLE PURCHASE DETAILS

After we receive your order for the Act! Premium Cloud with Desktop Sync subscription with the Financial Advisor Database we will have Act! start your Cloud account.  Then we will upload the Financial Advisor Database to your account.  When the Financial Advisor Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions.  We will also send you the information you need to install your offline client and setup your syncing database. Typically the processing time from purchase to setup is within a few hours but please allow 1 business day.

 

You will need to purchase 1 Act! Premium Cloud w/Sync Subscription per user.  Contact us if you need to add more users once your Act! Cloud account has been setup.

 

Bundle includes an Act! Premium database specifically designed for financial professionals.  Financial Advisor Database for Act! is a customized Act! Premium database for the Financial Professional industry.  Centralize Contacts, Financial Details and Accounts Under Management for Easy Organization.  Keep contact information at your fingertips using a database and corresponding layouts designed specifically for financial professionals.

 

CLICK HERE for full details of the Financial Advisor CRM Cloud with Desktop Sync Bundle

 

Financial CRM - CRM for Financial Advisors

Financial Advisor CRM Cloud with Desktop Sync

 

Financial Advisor with Act! Premium Cloud with Desktop Sync 1 Year Subscription Bundle includes the following:

 

  • Financial Advisor Act! Database
  • Hosting with Act!
  • Cloud with Windows Sync Access
  • Automatic Updates and Backups
  • Full Featured Act! CRM
  • Basic Marketing Automation
  • Act! Mobile App
  • Act! Connect App Integrations
  • Act! Customer Support
 

NOTES:

  

Review System Requirements prior to purchase.

 

$480 Price includes one Act! Premium Cloud with Desktop Sync user

 

Additional users: $480 USD/user/year
(billed annually)

 

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