Manage detailed business data together with Customer data with Act! Custom Tables
Act! Custom Tables unlocks the full potential of Act!, empowering users with comprehensive insights to develop targeted sales & marketing strategies, deliver personalised customer experiences, and take business to the next level.
Unlock the Full Potential of Act!
Most organisations manage their business with a unique mix of data, which is often stored in multiple systems, including spreadsheets.
Act! Custom Tables add spreadsheet-like tables and functionality to help maintain detailed business data with customer data directly in Act!.
Key features & benefits:
- Spreadsheet-like tables to maintain detailed data related to mortgages, insurance policies, real estate, and more with customer data in a single system
- Group, sort, filter, and summarise data with spreadsheet-like functionality
- View data holistically in filterable, aggregate list views or at the individual contact, company, group, or opportunity level
Take Business to the Next Level
Managing business data in multiple systems impacts your efficiency, the accuracy of your data, and your ability to respond quickly to new opportunities.
With Custom Tables in Act!, data can be analysed holistically to develop targeted sales & marketing strategies, or at the individual customer level to provide personalised experiences.
Key features & benefits:
- View and analyse data such as software licenses, support plans, service contracts, and more in a single system to gain comprehensive insights
- Filter and segment data involving projects, consulting engagements, products, and more in aggregate to drive targeted sales and marketing outreach
- Reference detailed business data for individual contacts to deliver personalised customer experiences
Customise to Unique Business Needs
Customising software to the unique needs of a business can be costly, timely, and labor-intensive.
Act! Custom Tables can be easily created and modified without the need for additional development resources. Custom Tables also include prebuilt industry templates to help you get started immediately.
Key features & benefits:
- Easily create and customise tables without the need for additional development resources
- Leverage pre-built industry and job-specific templates to get started immediately
- Includes templates for insurance, loans, mortgages, residential realty, software, consulting, event planning, project management, services, and support
Who is Act! Custom Tables for?
Custom Tables help companies:
- Track complex products like insurance, mortgages, or financial services
- Track serialised products or software keys associated with software licenses
- Track products with beginning and end dates, like contracts, warranties, and service plans
- Track customer support, service, and consulting engagements, including billable hours
Act! Custom Tables Pricing
Act! Custom Tables are available to all Act! Premium active subscribers.
£8
user/Month
(billed annually)
Pricing pro-rates to align with existing Act! Premium subscription term.
Learn More about Act! Custom Tables
Review Custom Tables Frequently Asked Questions,
Product Tour Videos, or the Act! Knowledgebase to learn more!
Have questions or want to try Custom Tables for free with a 14-day trial? Call and speak with us today.
Customers love our award winning software!
Jeffrey Gazlay
Broker Associate
Read customer success story
Ready to experience the power of an all-in-one marketing automation and CRM solution?
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