TableManager for Act! CRM:
Bring Your Data Into Act! and Say Goodbye to Spreadsheets

TableManager is the powerful add-on for Act! CRM that lets you create and manage custom tables directly within your CRM environment. No more juggling separate Excel files or external databases—just seamless data management right inside Act!

Key Features

  • Custom Tables for Unique Needs: Easily set up tables tailored to your business processes, whether you’re tracking client equipment, client products/support, or any specialized data.

  • Integrated Reporting: Generate reports directly from your custom tables without exporting to external tools. Keep all your insights in one place.

  • Simplified Data Management: Streamline your workflow by eliminating the need for multiple spreadsheets. Your team can access and update information without ever leaving Act! CRM.

Why Choose TableManager?

With TableManager, you’re not just adding a feature; you’re enhancing the entire way you handle data within Act! CRM. It’s the perfect solution for businesses that need more than just standard fields and want a more customized, in-house approach to data management.

Quick Access to Sub Tables

Have Sub Tables linked to Contacts, Companies, Opportunities & Groups

  • Fully adjustable columns
  • Each column can be sorted & filters to get desired results
  • Merge to Word and Excel
  • Search and edit functions

Table Content Lists

Table content can be accessed from the navigation bar and viewed in a list format, all columns are adjustable and filterable. With hyperlinks to the company and contact records or if you wish, linked to a group or an opportunity.

All the listed information can be used as a reporting mechanism on whatever criteria you want to filter and sort by, giving you a powerful way to view your data and make those crucial decisions on the fly.

Design Fields

Just like the Main Act database tables, you can add fields to the sub table database structure. You can create new tables, create new fields with all the field types that you would normally have when adding fields to the main act database tables. This gives you tons of flexibility to create anything you wish to capture more data specific to the contacts you are managing.

Layout Design

Whatever database table you’re creating, you can have a custom layout that suits your specific needs and flows economically the way you want it. The layout design tool is very similar to the default one used to create the layouts for, contacts, companies, opportunities and groups for the main Act database tables.

This layout design tool has mixture features that we think you’ll love.