ACT! Customizations

ACT! is easy to use and understand the first day you install it.
That means your office associates will use it, you will see the information you need quickly and you will get the information about your client base you need to make daily business decisions.

ACT! has been widely popular for so long because it is easy to use right out of the box and it accommodates the basic name, address, phone, email data you need to know about each of your clients on the front interface without any adjustments.

But each person, each company and each industry using ACT! has unique data they also want to track about their clients such as whether a client wants to receive a newsletter from you, a spouse’s email address, all the different policies information for each client, a field that contains the sum of several fields, custom tabs devoted to exactly what you want to track about your clients, more detailed Company information such as the waiting period for new hires, Company retirement plans, all satellite office address, etc.

If you can think of it, we can create it for your ACT! database.

As business consultants we ask the probing questions to gain an understanding of your business. We want to find out your daily goals and your long term goals then customize ACT! to help you meet those goals with less effort and with the ability to report on your successes easily.

An ACT! layout can be customized with your business branding, logo and colors. We can move fields around in a manner you prefer, delete unnecessary fields, and create custom fields with the data values of currency, date, phone, checkmarks, pictures, memos, addresses, emails and annual events.

If ACT! customizations alone still cannot meet all your requirements, we are well versed in the myriad of ACT! Add-Ons that can be integrated with ACT! to enable further functionality within ACT!

Just let us know what you need and we can guide you on all your options.