35 Years Strong with Act!
How One Financial Advisor Built a Thriving Business with CRM at the Core
"I’ve been using Act! for 35 years… and I wouldn’t leave it!"
John Nabergal
Key Benefits
- Consistency is Key Act! has remained a trusted companion through decades of business evolution—proof that a reliable system pays off long-term.
- Total Visibility Into Relationships From first touch to follow-up, Act! provides a complete picture of every client and prospect, helping John stay proactive and personalized.
- Efficiency Through Customization John tailors Act! to his workflow—setting up shortcuts, creating custom fields, and organizing key dates—all while working solo.
- A Platform That Grows With You Even as the software has moved from physical disks to the cloud, Act! continues to evolve, adding features that keep pace with modern needs.