Custom Tables

Unlock the full potential of Act! with Custom Tables, providing maximum adaptability so you can bring complex data sets, unique business processes, and specialized industry practices together in Act! — available exclusively with Act! Premium Plus!

Act! Premium Plus includes one year of Ultimate Support for a limited time - a $120/user value!*

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Custom Tables

 

Do you struggle to find the right place for data like insurance policy details, product catalogs, mortgage information, or project management dates?

Unlock the full potential of Act! using Custom Tables and Industry Templates in Act! Premium Plus. Custom Tables provides maximum adaptability so you can bring complex data sets, unique business processes, and specialized industry practices together in Act! to manage your business. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.

Management & user views

 

Managers can search and filter Custom Tables to view roll-up metrics for things like insurance policies, product sales, mortgage totals, or project deadlines, while users can view highly-specialized information like the details of an individual insurance policy, product sale, mortgage, or project for a particular contact. Instead of digging through disparate spreadsheets or other systems for answers, all the customer details are at your fingertips—right where you need them in Act!.

Take it a step further and action on communications tied to policy end dates, contract renewal dates, upcoming warranty expirations, or even birthdays tracked in Custom Tables. 

Industry templates

 

Leverage industry-specific templates, fully optimized to capture and manage data relevant to your unique business or industry. Get started with templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Projects, Realty, Service, Software, and Support. 

Need more information?

Watch informative videos to learn more about Custom Tables
or read the FAQs here.

Ready to get started?

Custom Tables Manager is available to active Act! Premium
Plus subscribers.