Manage detailed business data together with Customer data with Act! Custom Tables
Act! Custom Tables unlock the full potential of Act!, empowering users with comprehensive insights to develop targeted sales & marketing strategies, deliver personalized customer experiences, and take business to the next level.
Custom 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.
Drive Targeted Sales Campaigns
Create targeted sales campaigns that leverage comprehensive insights gathered from Act! Custom Tables—create custom groups, assign sales activities, and report on sales outreach.
Provide a Better Customer Experience
Gain additional insights into your customers and deliver exceptional customer experiences by associating support contracts, service engagements, and more with individual contacts.
Get Started Immediately with Pre-Built Industry Templates
Tailor Act! Custom Tables to meet the unique needs of your business. Get started with 11 pre-built easy-to-use industry templates.
Support Sales with Tailored Marketing Campaigns
Run targeted automated marketing campaigns to Groups with Act! Marketing Automation—included with your Act! Premium subscription.
Custom Tables Benefits
Unlock the Full Potential of Act!
Most organizations manage their business with a unique mix of data, which is often stored in multiple systems, including spreadsheets.
Act! Custom 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 summarize 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 Tables in Act!, data can be analyzed holistically to develop targeted sales & marketing strategies, or at the individual customer level to provide personalized experiences.
Key features & benefits:
- View and analyze data such as software licenses, 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 personalized customer experiences
Customize to Unique Business Needs
Customizing software to the unique needs of a business can be costly, timely, and labor-intensive.
Act! Custom Tables can be easily created and modified without the need for additional development resources. Custom Tables also include prebuilt industry templates to help you get started immediately.
Key features & benefits:
- Easily create and customize 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 Tables for?
Custom Tables help companies:
- Track complex products like insurance, mortgages, or financial services
- Track serialized products or software keys associated with software licenses
- Track products with beginning and end dates, like contracts, warranties, and service plans
- Track customer support, service, and consulting engagements, including billable hours
Act! Custom Tables Pricing
Act! Custom Tables are available to all Act! Premium active subscribers.
$10
USD/User/Month
(billed annually)
Pricing pro-rates to align with existing Act! Premium subscription term.
Learn More about Act! Custom Tables
Review Custom Tables Frequently Asked Questions,
Product Tour Videos, or the Act! Knowledgebase to learn more!
Have questions or want to try Custom Tables for free with a 14-day trial? Call and speak with us today.
Customers love our award winning software!
Jeffrey Gazlay
Broker Associate
Read customer success story
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