Customer Success

Bert Ritsema

Act! and Bert Ritsema

Act! CRM helps financial firm get personal

This financial services firm may have been providing advice to clients for nearly 30 years, but it has only just started using Act! CRM and is already seeing the benefits as it takes advantage of new opportunities previously missed.

"With Act! CRM, we have insights into a client’s situation that we didn’t have before."

Corné Ritsema



Real Estate



Act! Growth Suite








  • The company saw immediate benefits when it began using Act! CRM because it was able to deliver more efficient client service straightaway.
  • Act! CRM provides a single platform with the flexibility to handle all the needs of the company’s different departments
  • Act! CRM eliminates the need for the separate systems previously used to record client data. 
  • The company is now creating more new sales opportunities thanks to the fresh insights into a client’s situation Act! CRM provides.

Read the full story or request a demo

Download full story Request demo

Big results. Small investment.

Ready to take the first step?

Try it free

* Our 0845 numbers are charged at 5p per minute plus your phone company's access charge. We provide this so all customers can contact us at the approximate local call rate. If you'd prefer to call us on a national number we can be reached on 020 3356 2486. National numbers can be charged up to 13p per minute. See the UK government's information page for more details.

©2020 Act! LLC. All rights reserved. All Act! product and service names mentioned herein are registered trademarks or trademarks of Act! LLC, or its affiliated entities. All other trademarks are property of their respective owners.