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CRM for Financial Services Professionals

Customer Relationship Management or CRM is one of the new buzz words of today's technology world but in today's world, instant access to contact information is critical to a successful investment practice.

In the 1970's and 1980's, relationships were managed by an address book, file cabinet or the old "one card system." The problem was, you couldn't find the information you were looking for in a timely manner and key contacts often fell through the cracks, literally.

CRM software allows the user to:

  • Increase productivity and better utilize your time
  • Utilize a system to keep intouch with clients, prospects and other important contacts
  • Quickly find contact information on clients and prospects
  • Write letters, emails and send faxes easily
  • Stay focused by automating daily to-dos and schedules
  • View others calenders and task lists from your workstation
  • Easily write correspondence such as email, letters and memos
  • Delegate work to administrative personnel
  • Become a "paperless office" with your scanner and scanning software
  • Effective contact management is an absolute necessity for any business in today's highly competitive environment
  • Contact management software gives you a method or "track" which can make the difference in your business

Act4Advisors Addon for ACT!

Act4Advisors utilizes the most popular contact management system, ACT! by Sage. ACT! has excellent features and is one of the easiest to use contact management systems on the market. Act4Advisors simply customizes ACT! for a financial services practice.
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Professional Solutions

Professional solutions that will help you get the most out of your ACT!

Addons for ACT! blend seamlessly with ACT! by Sage letting you customize ACT! to the way you do business.
Click here for a complete list of Addons for ACT!

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CRM for Financial
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Act4Advisors Addon for ACT! and Scan & Organize Addon for ACT! is a trademark of Allied Financial Software, Inc. Copyright 1999-2012
ACT! is a registered trademark of Sage Software, Inc.