Act! Certified Consultants - Act! Software Authorized Reseller - Act! Software Services and Training    Act! Software Authorized Reseller - Act! Software Diamond Partner - www.actplatinum.com  Act! Software Authorized Reseller - Sage Software Presidents Circle Award Winner - www.actplatinum.com

ACT! SOFTWARE ONLINE STORE

  Today is

Act! Software Sales | Act! Growth Suite,
Act! CRM Cloud, Act! CRM, Act! Pro,
Act! Vertical Solutions


Signup for Act! Software News and Updates Delivered to Your InboxGet Updates
 
Act! Software Online Store Basket Contents and CheckoutView Cart Act! Software Online Store | Visa, Master Card, American Express, Discover Payments Accepted
Click to verify BBB accreditation with an A+ Rating Since 2007 and to see a BBB report for www.actplatinum.com Platinum CRM Consulting.
877-ACT-PLATINUM
877-228-7528

 Store FrontProduct ListSearchAccountBasket ContentsCheckout  
ACT! CURRENT VERSION
ACT! GROWTH SUITE CLOUD
ACT! GROWTH SUITE SELF-HOST
ACT! CRM CLOUD
ACT! CRM SELF-HOST
ACT! v21 PRO (2019)
CRM VERTICAL SOLUTIONS
COMMERCIAL RE CRM
FINANCIAL ADVISOR CRM
HOME BUILDER CRM
INSURANCE CRM
MORTGAGE CRM
REAL ESTATE CRM
RE PLUS MORTGAGE CRM
ACT! ADDITIONAL PRODUCTS
ACT! CUSTOM TABLES
ACT! ULTIMATE TECH SUPPORT
ACT! PREMIER TECH SUPPORT
ACT! PRO TECH SUPPORT
ACT! EMARKETING
ACT! QUICKBOOKS LINK
ACT! SAGE 50 LINK
ACT! CRM TRAINING
ACT PREVIOUS VERSIONS
ACT! v21 PREMIUM (2019)
ACT! v21 PREMIUM PLUS (2019)
ACT! v20 PREMIUM (2018)
ACT! v20 PRO (2018)
ACT v19 PREMIUM (2017)
ACT! v19 PRO (2017)
ACT v18 PREMIUM (2016)
ACT! v18 PRO (2016)
ACT! SUBSCRIPTION RENEWALS










SHIPPING & SALES TAX
RETURN POLICY
TERMS OF USE
PRIVACY POLICY


 
  • PLUS COUPON: CLICK THE BASKET CONTENTS FOR THIS MONTH'S COUPON CODE FOR SAVINGS ON YOUR ENTIRE ORDER


  • This product bundle includes an Act! CRM Self-Hosted Annual Subscription for 1 User. For more than 1 User - you will need to purchase 1 annual CRM subscription per additional user (see the Related Item at the bottom of this page).

    Verify Act! v21 (2019) System Requirements prior to purchasing: (link)

    Act! CRM Self-Hosted & Financial Advisor Bundle 1 Year (MSRP $720)

     
    Act! CRM Self-Hosted & Financial Advisor Bundle 1 Year (MSRP $720)Quantity in Basket:none
    Code: FINANCIAL-ADVISOR-CRM
    Price:$525.00

     
     
     
    Quantity:
     
    Financial Advisor CRM Bundle contains 1 Act! CRM Self-Hosted Annual Subscription with the customized Financial Advisor Database for Act! CRM

    Act! CRM (Self-Hosted) Annual Subscription with Financial Advisor Database Includes:
  • 1 Year ACT! CRM SOFTWARE for Windows®, Web & Mobile (Self-Hosted)
  • Financial Advisor for Act! Database
  • Act! Standard Technical Support for 1 Year
  • Access to Act! CRM Windows and Web Video Training Libraries
  • New features and compatibility updates for 1 Year
  • CRM for Financial Advisors enables practice growth through tracking clients and their financial health by capturing AUMs, other investments, policies, planning goals and more.

    This Financial Advisor CRM software bundle contains one Act! CRM Annual Subscription plus one Financial Advisor Database for Act! CRM - Designed for Financial Advisors, Financial Planners and Financial Professionals, Financial for Act! is a customized Act! database for the Financial industry.

    Keep important contact details on your clients, including status information and key watch list items. Use the calendaring feature so you can efficiently manage your day and quickly prioritize your activities and keep details of every interaction. Track House Accounts and Assets Under Management, Other Accounts and Assets Not Under Management. Track Life, Disability, Long Term Care, Annuity or other policy information. Track the current employer and income, spouse employer and income, and general assets and liabilities amounts to calculate net worth. Plan the Client's next Investment, Retirement and Estate and stay on top of your Financial Products Pipeline. It helps you take control of your business and effectively manage your client relationships.

    This Act! CRM Bundle comes with the 1st year subscription included so you will be entitled to Act! CRM Software use, Act! Software Updates and Act! Technical Support for the 1st year and can renew in year 2 forward. Having an active subscription with the Act! CRM product line includes the ability to connect with hundreds of popular apps that extend the power and reach your CRM for Financial software.

    Act! is the #1 best selling contact and customer manager and with the Financial Professionals database makes the software a top Financial CRM. Suited for Financial Professionals at one of the top Financial Advisory Companies as UBS Private Wealth Management, Raymond James, Morgan Stanley, Merrill Lynch, Edward Jones, Fidelity Investments, Charles Schwab, Wells Fargo, Ameriprise Financial, LPL Financial, or with a small Wealth Management company, or are an Independent Financial Advisor our Financial database makes your Act! one of the best Financial CRM software tools on the market.

    So whether you need a Financial Advisor CRM, Financial Customer Relationship Manager Software, to build your business, manage your leads, build your Financial referrals, maintain your Financial relationships, Financial wealth management, financial product sales CRM and/or a Financial marketing tool our Financial Professinal CRM software bundle can handle it all – an affordable Financial CRM solution.

    Designed for Financial professionals, Financial Advisors Database for Act! is a customized Act! CRM database for the Financial Advisory, Financial Planning industry.  It helps you take control of your business and effectively manage your client relationships. 


    INCLUDES STANDARD ACT! TECHNICAL SUPPORT

    12x5 phone support - Consult with knowledgeable Act! Technical Support advisors ready to help quickly resolve technical issues related to Act!. Support advisors are available Monday – Friday from 8:30 a.m. – 8:30 p.m. EST.

    Online support tickets - Submit your questions through Act! Support's convenient online support system.

    Web chat - Work with knowledgeable Act! Technical Support advisors via online chat.

    Support mobile app - Start a web-chat, browse thousands of Knowledgebase articles, call Act! Tech Support – or have Act! Tech Support call you – and much more from the technical support mobile app.

    Self-service Getting Started resources - Get answers whenever you need them with access to dozens of helpful Getting Started resources, including step-by-step videos, feature tours, guides, and more.

    Knowledgebase - Browse answers and articles across a variety of topics and categories.

    Act! Community - Query our community of users and highly-trained Act! Certified Consultant.

    Video training - Watch informative training videos to learn more about managing contacts, maximizing sales, integrating with Act!, and more.



    YOU CAN ADD MORE USERS TO YOUR FINANCIAL ADVISOR CRM BY INCLUDING THE RELATED PRODUCT (1 Subscription per User):



    Related Item(s)



    Act! CRM Self-Hosted Subscription 1 Year [Download]Act! CRM Self-Hosted Subscription 1 Year [Download]
    Price: $420.00
    Quantity in Basket: none
     
     


    NOTE: After your order has been processed you will receive e-mails with your Act! serial number with software download and a download of the Financial Advisor database structure and setup instructions - typically within a couple of hours but please allow for 1 business day.

    Act! CRM Self-Hosted for Financial Advisors Act!
    Act! CRM Self-Hosted & Financial Advisor Bundle 1 Year (MSRP $720)
    Act! CRM helps you grow your Financial Advisor business. The Act! CRM Software is bundled with the Financial Professionals database at a great price!
    $525.00 In stock
    Act! CRM G2 Rated 4/5 Stars based on over 300 Reviews

WWW.ACTPLATINUM.COM
Act! is a registered trademark of Swiftpage
Copyright © 2005-2019 Platinum CRM Consulting