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

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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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!

Act! helps finance professionals

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

¹ Additional fee required.

Important Note: Review Act! system and browser requirements at Act! product capabilities and pricing vary based on edition and services chosen. One license is required for each Act! user. Act! Connect services require an active subscription, and use of either the Act! Web API or Act! Connect Link depending on deployment and access method. See supported Act! Companion devices at Services purchased through third parties are subject to the respective third party’s billing policies and usage terms. View membership details at