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Hi Everyone, I’m Page Swift
Act! CRM Software is #1
Act! is for everyone…
and especially for Financial Services Professionals!
Act! is based on Contacts – the people you do business with.
Leads, Prospects, Members,
Managers, Employers, Partners,
Bankers, Brokers, Traders,
Agents, Investors, Insurers,
Attorneys, Accountants, Associates…
…well you get the idea…
Most importantly Your Clients!
Act! helps you keep track of all that valuable information about your relationships in a single,
organized view.
With the Act! Database customized for Financial Services Professionals,
store basic Contact details
and personal information.
Identify planning options for investment, retirement and their estate.
Keep track of accounts under management,
other assets
and policies.
Store Contact Details and associated Notes
Histories
Emails
Activities
Sales
works with Microsoft Office
Web Applications
Popular Websites
and Social Media
Act! has powerful Search features
to find the information
when you need it!
Act! is your business’s information center!
Use the opportunities area to bring other assets in‐house
or additional investments and manage your pipeline.
All of your Contacts can be organized into Groups and segment your database.
You can also use Groups to keep track of seminars including participation, details and results.
You can also create Companies to bring together the related Contacts into a single view.
Use the Calendars to keep track of your schedule ‐
you’ll have Monthly, Weekly and Daily views so follow‐up is easy!
Check out your results with Act!’sDashboards
and over 50 Reports.
And with any of the Act! list views you’ll have the one click Export to Excel feature for quick and easy
reporting.
Take your Act! on the Go!By synchronizing a laptop
or with the Premium version by using the Web or Web Mobile access.
Don’t worry about growing your TEAM
or your COMPANY,
Act! grows with your business and adding users is easy!
And Act helps you grow your business ‐ it now includes basic Email Marketing.
Market like a pro and send professional looking emails to a targeted segment of your database.
Let people know when you have new plans or programs, seminars, events and newsletters ‐
then watch the results come in!
Now the only place to buy Act! with the customized for Financial Services Professionals
database is at www.actplatinum.com
the number #1 Diamond Select Partner in the United States and where you will find the latest
Sales, Promotions and Coupons!
Get Act! and Get Growing!