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Act! CRM Custom Table Addon

Leverage the power of Custom Tables to bring complex data sets, unique business processes, and specialized industry practices together in Act!

Price: $10.00/per user/yr (Billed Annually)

Feature highlights

  • Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with spreadsheet-like functionality, embedded within Act!.
  • Associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.
  • Benefit from the power of CRM to action on the data you keep in Custom Tables—schedule activities, send follow-up emails, and more.
  • Search and view roll-up data in filterable, aggregate list views for things like all projects or all service contracts or view highly-specialized information like the details of an individual project or service contract for a particular contact.
  • Get started with numerous out-of-the-box templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Projects, Realty, Service, Software, and Support—all included in the Industry Template Library.
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