How do I MANAGE my Relationship with Contacts and Clients, establish and reach my sales objectives and most importantly stay In Touch ?
A Client Relationship Management system, specifically designed for Financial Advisors in Canada.

CRM4Advisors is a custom data database designed to work with ACT! and was developed over a period of nine years through our experiences in the Financial Services Sector. The database works equally well for individual advisors, advisors with assistants and advisor teams/offices with multiple users who look after common contacts.
(CRM4Advisors will work with ACT! 5, Act! 6, ACT! 2005 to ACT! 2007) Note: ACT! 2010 is the newest release (released September 2009)

ACT! Software is known worldwide as the premium contact management and relationship management for small business. With over 4 million users and 12 thousand corporate accounts it has consistently ranked number one in the World and it’s noted for it’s easy of use and powerful features. But ACT! "out of the box” includes only the basic fields and layouts designed for generic use. ACT! is of course fully customizable but do you as advisors have the time or expertise to customize your ACT! Database for your specific needs?

CRM4Advisors lets you take advantage of the full potential of this program.

     Customer Relationship Management Systems helps you make contact, build relationships, and get results. These systems enable you to instantly access key contact and customer information, manage and prioritize activities, and track all contact-related communications so you can grow productive business relationships.
You can then generate reports for a complete view of customer interactions and improve your bottom line by forecasting and tracking customer opportunities.
CRM Systems can be tailored for each user (or user group) and integrates with the tools you use everyday, such as Microsoft® Office, Lotus Notes®, and handheld devices. Many offer an easy to use solution that offers a low total cost of ownership.

The following images visually explain CRM Client Relationship Management.
Click on the images to enlarge.

• Centralize critical contact and customer information and stay organized.
• Manage and grow business relationships through top-notch communications.
• Prioritize your work to stay on top of appointments and tasks.
• Forecast and track sales opportunities for an improved bottom line.
• Access and report on information quickly for a complete view of customer interactions.
• Stay productive by taking critical information on the go.