ACT! Templates by CRM4Advisors

CRM4Advisors V2.4 is a custom database designed specifically for financial services professionals. It was developed over a period of nine years through our experiences in the Financial Services Sector. The database works equally well for individual advisors, advisors with assistants and advisor teams/offices with multiple users who look after common contacts. CRM4Advisors will work with ACT! 5, Act! 6, ACT! 2005 to ACT! 2009. 

Note: ACT! 2009 is the newest release.

Features Include:

	Ability to quickly access a group of records that are linked due to Family Members, Employer, Business etc. as Unique Identifier.
	Alternate Layouts highlighting primary contact Info based on if you contact client at home or business.
	Hundreds of customized fields added designed for the unique requirements financial services industry.
	Advisors Tab providing details of Contact other advisors (Lawyers, Accountant and others)
	Insurance Screen and DI/CI screen used to enter and track all types of Insurance Policies Sold to a contact with current status.
	Financial Goals Screen providing clients financial goals, financial Info, Last know your client date etc.
	Marketing Info Screen identifies and profiles clients to help develop different marketing strategies based on client size, profile, type and products sold to date.
	Various custom reports for Insurance, Sales Opportunities, Birthdays etc.
	Special templates for labels and envelops.
	Ability to send e-mails, letters, faxes to one or groups of contacts in Act. Integrates seamlessly with your word processor and e-mail system.
	Detailed Act Manual (PDF) detailing your customized screens and their functionality.
	Integrated Sales Development Process to track your sales opportunities through the sales cycle.