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The Easiest File and Document Management System Made for Act!
Select the Version and Quantity of FileManager here...
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Act! View+ it’s like a Swiss Army knife, giving you access to multiple different ways to view your Act! database information!
- A Fresh, Modern Makeover with Act! View+
- Vibrant colors, sleek fonts, and stylish icons
- Improved list views
- Playful custom color themes
- Revamped calendar
- Pop-Out windows for added convenience
- Say hello to AMA Pop-Out with shareablelLink
- Welcoming the new Sidebar Experience
- Introducing SyncManager for Streamlined synchronization
- Dive into Campaign Results to get all the stats on your email campaigns
- A Fresh, Modern Makeover with Act! View+
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Take your Act! calendar to the next level!
Select the Version and Quantity of DayManager here...
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Sale!
Designed specifically for Financial Professionals.
Select the Version and Quantity of The Advisor here.
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Dial directly from your act database through RingCentral to connect your contacts.
You can dial out to these phones- Softphone: MS Teams, Bria, RingCentral,
- VoIP Desk Phones
- Cell Phone (with app)
- Received calls automatically brings up the contacts record in Act!, if the phone number matches any number for that contact.
- Outbound calls can do the following
- Place a call
- Put call on hold
- Record a call
- Send a text message from the contact record and have it record in the contacts history in Act!
Select the Version and Quantity here...
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Add the power of custom tables to your Act! database
Select the Version and Quantity of TableManager here...
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Archive contacts with the click of a button and they will no longer appear in searchers or your contact list. Contacts remain in the database so they can be restored easily should the need arise.
- Archive single contacts or a contact lookup with a easily accessible toolbar button
- Switch to Archive view to view your archived contacts
- Restore contacts back to an active status with a simple click
- Contacts that are archived retain all there data but are hidden from view
Select the Version and Quantity here...
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Campaign Manager gives you easy access to your campaign results in a simple to use table where you can filter by campaign name, send date, or any other field you may find useful. Campaign Manager also integrates easily with BriteVerify.com so you can verify your email address before sending out a campaign (BriteVerify fees extra). Validate your contacts addresses to protect your email reputation and maximize your ROI.
- See and understand your campaign results with quick stats on opens, bounces, clicks and unsubscribes
- Use BriteVerify to see a detailed status message for each email address it verifies
- Validate email address for the current contact, lookup, or all contacts
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Annual Subscription in USDWith Link2calendar, you can:
- Share your calendar with an online link for simplified scheduling.
- Send and receive meeting reminders, notifications, and invites.
- Multiple meeting types for enhanced organization.
- Seamless syncing with the Act! Calendar to avoid conflicts.
- Optimize your time by monetizing valuable meetings with billing options.
- Responsively designed for the best customer experience across all devices.
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Automatically convert your notes into histories. Select the history type you would like to use and our addon takes care of the rest. It will even migrate over the attachments to the new histories.
Select the Version and Quantity here...
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This addon allows you run Crystal Reports directly from Act!, taking advantage of the powerful features that this reporting tool has to offer. Buttons can be added to the Reports menu in Act! to quickly run your reports. The current contact, lookup or all contacts can be passed as parameters to the reports to help you get the data you are looking for. Local installation of Crystal Reports is not required.
Select the Version and Quantity here...
