The Advisor™ integrates with Act! and is designed for financial service professionals. The Advisor™ has been developed over 15 years and is the most sophisticated and powerful offering connected to the Act! CRM system.
Reg. Price: $399/user Now $339/user
Track living benefits, life insurance, and investments. Capture multiple policies per client.
TopLine Dash is the easy-to-use real-time dashboard based reporting tool for Act! that is powerful and highly flexible. Choose from Personal or Manager editions to view data for yourself or for all of your Act! users on one screen within the Act! application.
QuoteWerks is specialized software used in every industry for creating sales quotes and proposals. QuoteWerks fits into your existing environment of software. It works with Act! eliminating the need to re-type customer information.
Handheld Contact for Act! makes it simple to go mobile with the power to wirelessly access and manage your Act!™ Contacts, Calendar, Activities, and more right on your mobile device – even if you have no Internet connection.
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Welcome to our Remote Support Service.
Prior to starting your remote support session, you will need to speak with an Act! Technician. Please call 403-692-8805 if you would like to organize a remote session.
To start your Remote Support Session, you will receive a code from one of our technicians, enter the code below and click “Connect Now”. Please respond affirmatively to any security warnings you may receive from your computer.