Products by Act4Advisors

Act4Advisors is a customized Sage ACT! database designed specifically for investment advisors and financial planners who use the Sage ACT! CRM software. All of ACT!'s client management features are retained including notes, histories, calendar and task list, groups, mail merging, Outlook... Read more »

The Scan&Organize Addon for Sage ACT! allows document management INSIDE of the ACT! interface. Scan and Org creates a tab in your ACT! layouts called 'Organizer'. The Organizer tab allows you to link to the desired Windows folder for each contact, company, opportunity and/or group and manage... Read more »