Custom Industry Tables Feature Highlights
Select the boxes below to see each feature area in action!
Manage Detailed Business Data Directly in Act!
Manage detailed business and customer data with spreadsheet-like tables. View data holistically in aggregate list views or zero-in on specific data by filtering, grouping, and sorting your data.
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 Industry 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 Industry 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 licences, 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 labour-intensive.
Act! Custom Industry Tables can be easily created and modified without the need for additional development resources. Custom Industry 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 Industry Tables for?
Watch this video to learn how Custom Industry Tables can help your business.
Custom Industry Tables help companies:
Track complex products like insurance, mortgages, or financial services
Track products with beginning and end dates, like contracts, warranties, and service plans
Track serialised products or software keys associated with software licences
Track customer support, service, and consulting engagements, including billable hours
Act! Custom Industry Tables Pricing
Act! Custom Industry Tables are available to all Act! active subscribers.
User/Month
(billed annually)
Pricing pro-rates to align with existing Act! subscription term.
Learn More about Act! Custom Industry Tables
Review Custom Industry Tables Frequently Asked Questions, Product Tour Videos, or the Act! Knowledgebase to learn more!
Have questions or want to try Custom Industry Tables? Call and speak with us today.
Customers love our award-winning software!
“What I love about Custom Industry Tables is that it’s a way of grouping and searching and being able to sort unique data as well as report on it. And, Custom Industry Tables can be extended into Act! Marketing Automation so you can create a group from it and easily send out marketing communications.”
Debora Boyle
Act! Certified Consultant, President, Action Platinum Solutions
“I can build a group or a filter right out of Custom Industry Tables and then develop a marketing piece for a trade-in opportunity, a new product that’s coming out, or notify customers about a service issue and send that to a particular group of customers using Custom Industry Tables. I think it’s huge. And it’s probably one of the best things about Act!.”
Greg Sprunk
Superior Cleaning Supplies, Inc.
Ready to win customers for life?
