ACT! 2012 & MaxAct Custom Database

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ACT! 2012 & MaxAct Features:

MaxAct Database - Accessible by Internet (cloud computing), or by Personal Computer

• Our MaxAct Custom Database has been designed specifically for Financial Advisors & Insurance Specialists.

• Over one thousand firms throughout the United States use MaxAct, some of them for over 18 years.

Database Fields Section - Includes over 800 Custom Fields

• MaxAct Databases are divided into Tab Sections with fields of the same type, such as Personal Data, Profile info, etc.
• Additional tabs or fields can be added or deleted in the database. Live demonstrations are available for prospective clients.

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Groups Section – Create Groups Automatically and Select Groups Instantly

• Types of groups that can be created could be " clients not contacted", " birthdays", "newsletters", "family", "friends", etc.
• Contacts can be added or removed from a group automatically based on field data, selected individually or en-masse.

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Email Interface with Outlook – Automatically Posts into History Section

• When emails are sent to a contact, with subject, text and attachments plus the date, time, and person who sent them.
• When emails are received from a contact whether or not a reply was sent back to the contact.

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Letter Interface with Word - Also Automatically Posts into History Section

• When letters are sent to a contact, with subject, text and attachments.
• If envelopes or labels are needed, they can be produced along with letters or printed separately.

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Documents Section – Attaches Documents to a Selected Contact Record

• Any document saved on a local hard drive or server can be attached to a contact record and opened simply by clicking it.
• Documents not already saved can be scanned and then attached to a contact record.

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Notes Section – For sales or Compliance. Notes Post with Date, Time, and User Name

• For outgoing or incoming phone calls.  Virtually unlimited space allows for complete details of a conversation.
• For Meetings.  Ideal for planning points of an upcoming meeting & notes or results of what was covered.

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Activities Section – Provides an Elaborate Time Management System for Entire User Team

• Schedule calls, meetings or to-do items for yourself or delegate activities to team members.
• View daily, weekly, and monthly calendars or activities that have been completed or are still pending.

To Order Call 877 -359-5322