CRM for Financial Services

Act! helps you spread the wealth

Customer Relationship Management (CRM) helps you increase customer retention and convert more prospective customers into satisfied clients.

ACT! helps finance professionals and institutions better serve their clients by making customer service simple and automated. Identify your high value clients, improve customer relationships and decrease the time of your sales cycle while increasing conversion.

Manage your most important assets,
your clients

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Track what’s important

Act! Premium Plus includes Custom Tables, which makes it easy to track rich, specialized data that is unique to your business industry.

Use the pre-built Custom Tables templates or create your own to track anything from client contracts, mortgage information, policy details, and even product catalogs.

The Possibilities are endless!

Integrate with your favorite tools

Connect with hundreds of popular apps and programs to extend the power and reach of your financial services CRM.
Act! allows you to take the tools you use everyday and connect them to your customer data so you can sync all
important information in one place.


Always stay connected

Whether you’re helping your client with their retirement plans, meeting a client for lunch or just trying to manage your day, Act! Companion goes with you.

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crm software for financial advisors
Financial Services CRM

Make marketing profitable

Act! includes integrated email marketing with an intuitive drag-and-drop editor that makes creating custom, mobile friendly emails a breeze.

Plus, with detailed reports and Call List¹ features, you can focus your attention on leads who are more likely to convert into paying customers.

Act!, the financial services CRM of choice!


Here’s what your colleagues are saying about Act!

Great business builder!

“A fantastic product for anybody who needs to manage multiple contacts and priorities. Very easy to learn and invaluable in helping anyone manage their sales and customers.”
Bill S. – President, Financial Services

I continue to recommend Act! to others

“I have 4,500 contacts in Act!. I use it to keep track of notes of conversations with clients, track future follow-ups, write letters, send emails and keep my appointment calendar.”
Larry W. – Financial Advisor

Longtime Act! user

“I depend on Act! for scheduling appointments, contacts, email, keeping track of business opportunities, etc. It’s comforting having my important information kept secure and readily available from anywhere, anytime.”
Tom H. – Managing Director/Owner, Financial Services

Act! is the Best!

“I’ve been using Act! for over 17 years, it’s simply the best! I love the automatic upgrades of Act! Premium because you always have the latest and greatest version at your fingertips.”
Lonna E. – Certified Mortgage Advisor


Act! helps finance professionals

Try Act! for FREE. No credit card, no gimmicks. Just the perfect fit for your growing business.

FREE 14 day trial