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 Manager 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.
Plus, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more.