“The most valuable tool we have!”

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 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.

“Our productivity has gone through the roof”

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. 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!!

“I would highly recommend this product”

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.