Our vertical CRM solutions are specifically designed for the latest version of Act! Premium Cloud and Act! Premium Self-Hosted products. These vertical solutions are a great start and a right fit for industry information and processes tailored for your needs.
Specifically designed for commercial real estate professionals.
Features: Commercial Properties, Owners, Buyers, Sellers, Tenants, Deals and Leases
Commercial Real Estate vertical CRM solution for Act! is a customized Act! Premium CRM database 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.
Specifically designed for Financial professionals
Features: AUM Accounts Under Management, Other Assets, Policies, Seminar Participation
Financial Advisor vertical CRM solution for Act! is a customized 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.
Specifically designed for home building companies
Features: Home Buyers, Builds, Subcontractors and Suppliers
Home Builder vertical CRM solution for Act! is a customized 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.
Specifically designed for Insurance professionals
Features: Commercial Policies, P&C Policies, Health Policies, Other Policies, Renewal Dates, Employer Participation
Insurance Agent vertical CRM solution for Act! is a customized 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.
Specifically designed for mortgage professionals
Features: Borrowers, Co-Borrowers, Loans in Process
Mortgage Broker/Lender/Loan Officer vertical CRM solution for Act! is a customized 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.
Specifically designed for residential real estate professionals
Features: Buyers, Sellers, Real Estate Transactions, Commissions, Expenses
Real Estate Agent vertical CRM solution for Act! is a customized 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.
Specifically designed for residential real estate and lending professionals
Features: Buyers, Sellers, Borrowers, Real Estate Transactions, Loans in Process
Real Estate PLUS Mortgage vertical CRM solution for Act! is a customized 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.