ACT!

Company Info

Company Name:
Data Last Updated:
  • November 20, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (866) 873-2006
Year Founded
  • 1981
Number of Employees:
  • 13,400

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 2,000

CRM Features

Built Specifically for Advisors:
Client Financial Data Tracked:
Workflows and Tasks:
Types of Reports:
Document Management Functionality:
User Custom Fields:
Email Synchronization:
Attach Emails to Client Records:
Calendar:
Phone Compatibility:
RMD's:
Sales and Marketing Functionality:
Includes Client Portals:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

Sage ACT! 2011 makes it easy for you to have meaningful conversations with customers by giving you an organized view of the people you do business with.

Sage ACT! 2011 makes it easy for you to have meaningful conversations with customers by giving you an organized view of the people you do business with. Like the millions of small businesses and sales teams who use Sage ACT!, you'll always be prepared with recent emails, meeting notes, task reminders, and social media profiles, because all of these details live in one place.

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