CRM4Advisors is a custom database designed for Financial Advisors and works with ACT! by Sage! (works with most versions of ACT! including the latest version ACT! 2012). It has been developed over a period of nine years through our experiences in the Financial Services sector. The database works well for individual advisors, advisors with assistants and advisor teams/offices with multiple users.

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.