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Custom Tables

Unlock the full potential of Act! with Custom Tables, providing maximum adaptability so you can bring complex data sets, unique business processes, and specialised industry practices together in Act!.

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Feature highlights

 
  • Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with spreadsheet-like functionality, embedded within Act!.

  • Associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.

  • Benefit from the power of CRM to action on the data you keep in Custom Tables—schedule activities, send follow-up emails, and more.

  • Search and view roll-up data in filterable, aggregate list views for things like all projects or all service contracts or view highly-specialised information like the details of an individual project or service contract for a particular contact.

  • Get started with numerous out-of-the-box templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Projects, Realty, Service, Software, and Support—all included in the Industry Template Library.

Need more information?

Watch informative videos to learn more about Custom Tables or read the FAQs here.

Ready to get started?

Custom Tables Manager is available to active Act! Premium Plus subscribers.