Vertical CRM Solutions for Act! Software
Looking for an industry specific CRM? Designed for popular industries (Real Estate, Mortgage, Home Building, Finance and Insurance) our customized vertical solutions for Act! Growth Suite helps you take control of your business and manage your client relationships.
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Vertical CRM Solutions for Act! Software

VERTICAL CRM SOLUTIONS – CUSTOMIZED ACT! DATABASE FOR YOUR BUSINESS

Our vertical CRM solutions are specifically designed for the latest version of Act! CRM Cloud and Act! Premium products. These vertical solutions are a great start and a right fit for industry information and processes tailored for your needs. Additional customizations can be made using Act! and without the need or expense of a programmer.

Act! For Commercial Real Estate

Specifically designed for commercial real estate professionals.

 

Features: Commercial Properties, Owners, Buyers, Sellers, Tenants, Deals and Leases

Commercial Real Estate vertical CRM solution is a customized Act! database for the latest version of Act! CRM Cloud or Act! Premium CRM products for the commercial real estate industry. Centralize Property Owners, Buyers, Sellers, Tenants and Property Transaction Information for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for commercial real estate companies.

Commercial Real Estate CRM

Financial Advisor CRM

Act! for Financial Professionals

Specifically designed for Financial professionals

 

Features: AUM Accounts Under Management, Other Assets, Policies, Seminar Participation

Financial Database for Act! is a customized Act! CRM Cloud or Act! Premium CRM 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.

Act! For Home Builders

Specifically designed for home building companies

 

Features: Home Buyers, Builds, Subcontractors and Suppliers

Home Builder Database for Act! is a customized Act! CRM Cloud or Act! Premium CRM database for the home building industry. Centralize Home Buyer, Home Build and Real Estate Transaction Information for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for home building companies.

Home Builder CRM

CRM for Insurance Agents

Act! for Insurance Professionals

Specifically designed for Insurance professionals

Features: Commercial Policies, P&C Policies, Health Policies, Other Policies, Renewal Dates, Employer Participation

Insurance Database for Act! is a customized Act! CRM Cloud or Act! Premium CRM database for the Insurance industry. Centralize Agency Contacts, Policy Information and Employer Participation for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for insurance professionals.

Act! for Mortgage Professionals

Specifically designed for mortgage professionals

 

Features: Borrowers, Co-Borrowers, Loans in Process

Mortgage Database for Act! is a customized Act! CRM Cloud or Act! Premium CRM database for the mortgage industry. Centralize Borrower, Co-Borrower and Loan Information for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for mortgage professionals.

CRM for Mortgage Brokers

Real Estate CRM

Act! for Residential Real Estate

Specifically designed for residential real estate professionals

 

Features: Buyers, Sellers, Real Estate Transactions, Commissions, Expenses

Real Estate Database for Act! is a customized Act! CRM Cloud or Act! Premium CRM database for the real estate industry. Centralize Buyer, Seller and Real Estate Transactions for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for residential real estate professionals.

Act! for Real Estate PLUS Mortgage

Specifically designed for residential real estate and lending professionals

 

Features: Buyers, Sellers, Borrowers, Real Estate Transactions, Loans in Process

Real Estate and Mortgage Database for Act! is a customized Act! CRM Cloud or Act! Premium CRM database for the real estate buying, selling and lending industry. Centralize Buyer, Seller, Borrower, Real Estate Transactions and Loans in Process for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for real estate agents and mortgage professionals.

Real Estate and Mortgage CRM

Our Vertical Market Databases Work With Act! Growth Suite – Act! Cloud or Self-Hosted