Vertical CRM | Industry Specific CRM | Act! CRM Authorized Partner
Vertical CRM Industry Solutions for Commercial Real Estate, Residential Real Estate, Mortgage, Insurance, Financial, Home Builder and more.
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Vertical CRM Solutions for Act! Software

VERTICAL CRM  – INDUSTRY SPECIFIC ACT! DATABASE FOR YOUR BUSINESS

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 and Act! CRM Classic 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. In fact keep contact details at your fingertips.  By using a database and layouts designed specifically for commercial real estate companies.

Vertical CRM for Commercial Real Estate Brokers

Financial Advisor CRM

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 and Act! CRM Classic products.  Specifically this is a custom Act! database for the financial industry.  Above all it centralizes Contacts, Financial Details and Accounts Under Management for easy organization. In fact keep contact details at your fingertips.  By using a database and layouts designed specifically for financial advisory practices.

Act! For Home Builders

Designed for Home Builders and Sales Teams

 

Features: Home Buyers, Builds, Subcontractors and Suppliers

Home Builder vertical CRM for Act! Premium and Act! CRM Classic products.  Specifically this is a custom Act! database for the home building industry. Above all it centralizes Home Buyer, Home Build and Real Estate Transaction Information for easy organization. In fact keep contact details at your fingertips.  By using a database and layouts designed specifically for home building companies.

Home Builder CRM

CRM for Insurance Agents

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 and Act! CRM Classic 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. In fact 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 and Act! CRM Classic products.  Specifically this is a custom Act! database for the mortgage industry. Above all it centralizes Borrower, Co-Borrower and Loan Information for easy organization. In fact keep contact details at your fingertips.  By using a database and layouts designed specifically for mortgage companies.

CRM for Mortgage Brokers

Real Estate CRM

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 and Act! CRM Classic products.  Specifically this is a custom Act! database for the real estate industry. Above all it centralizes Buyer, Seller and Real Estate Transactions for easy organization. In fact 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 and Act! CRM Classic products.  Specifically this is a custom Act! combo database for both the real estate and mortgage industries. Above all it centralizes Buyer, Seller, Borrower, Real Estate Transactions and Loans in Process for easy organization.  In fact keep contact details at your fingertips.  By using a database and layouts designed specifically for real estate and mortgage companies.

Real Estate and Mortgage CRM

Our Vertical CRM Industry Specific Solutions Work With Act! CRM Classic and Act! Premium Products