Description: Act4Advisors Financial ACT! CRM for Financial Planners, Investment Advisors, and Insurance Professionals.
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The Scan&Organize Addon for ACT! allows superior document management INSIDE of ACT! by creating a tab in your ACT! layouts called 'Organizer'. The Organizer tab allows you to link to the desired Windows folder for each contact, company and/or group and manage the files within the ACT! Interface.
Simply lookup the contact, company or group and click on the Organizer tab. The contents of the linked folder are automatically displayed.
From within the Organizer tab you can utilize the most common file management features available in Windows Explorer. We have also included a feature allowing you to scan documents directly into the linked folder. The scanned document can be saved as either a PDF, TIF. BMP, JPG or PNG file and can be easily shared with clients, associates or others. Networked ACT! users can also benefit by maintaining full access to the same shared folders.
CRM for Advisors and Financial Services Professionals
Software4Advisors - ACT! for Financial Advisors, asset allocation, portfolio management and financial planning
ACT! CRM for Financial Planners, Investment Advisors, and Insurance Professionals
Software4Advisors - ACT! for Financial Advisors, asset allocation, portfolio management and financial planning