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Grow your business with Act! CRM. Or take it to the next level with one of our custom add-ons.

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The Advisor




Corelogix has been providing strategic Customer Relationship Management (CRM) solutions for over two decades now and our combined experience in this area is well over 35 years. Our goal is to assist companies to grow their businesses, with a focus on solid CRM strategies that result in successful CRM deployments. We are staffed by Act! Certified Consultants (ACC) who are an exclusive group of independent, trained, and authorized professionals who specialize in helping you implement Act! CRM solutions to run your business better.

Tips & Tricks

Increase Productivity with Smart Tasks

Albert Einstein famously said, “The definition of insanity is doing the same thing over and over again and expecting different results.” But what if you do the same thing over and over again and want the same results? I’d call that a solid process. How about automating it? I’d call that smart. A Smart Task, to be exact. Act! Smart Tasks allow you to create a series of common and connected automated steps, such as scheduling an activity, sending an email, or sending an Act! emarketing campaign. Each Smart Task also defines when a step should be performed and who [...]

April 8th, 2015|0 Comments



Taking Electronic Filing to the Next Level

Research shows that many companies have implemented an electronic filing system. The results however, are that very few have successfully maintained or used it affectively. The reasons for failure are vast.

This Webinar is designed to review how to:
– Setup or update your electronic filing system
– Manage documents with a logical flow
– Take your office paperless
– Standard Operating Procedure (Rules to follow)
– Employee Buy-in

New Sessions Coming Soon!

calendarThe Advisor™ – CRM System (Live Demo)

The Advisor™ is the Next generation of relationship management software designed specifically for Financial Advisors. The Advisor™ utilizes the most popular contact management system in the world, ACT!. The Advisor™ is an add-on to the ACT! software that customizes ACT! for the financial services practice and is designed specifically for financial service professionals.

New Sessions Coming Soon!

Latest Posts

18Jan, 2018

The worst advice you’ll hear about CRM


Harnessing the maximum potential of a customer relationship management (CRM) system is contingent on its accurate understanding and implementation. Even though most people have accepted the need for CRM to be a rudimentary one, there are […]

5Jan, 2018

4 Signs Your Small Business Needs CRM

Maybe your business hasn’t grown for several years; or perhaps it has grown, but at a snail’s pace. It could be that your salespeople aren’t able to effectively follow up on […]

10Nov, 2017

Act! v20 is Here: Top 10 Reasons to Subscribe

v20 launch image
The highly anticipated Act! v20 is here! Branded the most innovative Act! ever, v20 is full of amazing features that aim to save users time and streamline processes that support growth. […]

Learn More!

Featured Product


It’s time to go paperless! FileManager for Act! delivers powerful features in a simple, affordable package that makes file management and organization a breeze. Whether you’re attaching Scans, Incoming Files, Quotes, Letters…any type of file you want associated with a Contact or Company, The FileManger gives you organized, easy access.

Learn More!


“As an Advisor working in an ever-changing, highly regulated financial services industry, I can honestly say that the single most valuable tool we now have is our Sage ACT CRM solution with The Advisor add-on by Corelogix. We have used many different CRM solutions over the years, but the seamless integration of ACT! and intuitive and easy to use ADVISOR add-on, makes us more productive and compliant each and every day. In addition, our smartphones running Handheld Contact have allowed us to be as productive when we are outside the office, as we were sitting in front of our desktops.”
Marc S., Financial Advisor - Canada
“Since we implemented The FileManager™, I’ve been simply amazed at what a difference it has made. Our productivity has gone through the roof and stress levels have dropped. We just had no idea how much time was wasted scanning, saving and retrieving documents until we implemented FileManager, all we do now is go to the contact or company in ACT and click on The FileManager™ tab. Within seconds we can scan a document or retrieve a document and can get to work.
As a partner in our firm, I always look back to see what business decisions we have made that I would classify as “THE BEST”. FileManager™ has been one of “THE BEST” decisions we have made, it’s a game changer for us. We can’t imagine working without it!!”
Brenda S., Accountant - Canada
“I have been using ACT since 1989 and have seen many improvements in its evolution. I downloaded the free evaluation of Corelogix’s FileManager and was immediately impressed with its ease-of-use and its capabilities. It totally transforms the native document management system within ACT giving it superior functionality. Not only was the product fantastic but whenever I had any need to contact the company, they dealt with my questions promptly and always resolved the issue efficiently. I would highly recommend this product and I’m confident you will benefit as I certainly have.”
Mark C., Legal Services - United Kingdom

SPEAK TO SOMEONE TODAY Call 403-692-8805 to speak to an Act! Specialist right away!

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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.
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