ACT! for Financial Professionals: Demo

The #1 Selling Contact and Customer Manager, now customized for financial advisors!

Please complete the form below and an ACT! representative will be in touch soon.

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Important Note for all customers: Compatibility with ACT! Products: ACT! for Financial Professionals 10.0 and ACT! Premium for Financial Professionals 10.0 cannot be used in conjunction with ACT! by Sage Premium 2008 (10.0) (EX or ST Edition), ACT! by Sage Premium for Web 2008 (10.0) (EX or ST Edition), and ACT! by Sage Premium for Real Estate 2008 (10.0). Regarding ACT! Add-on Products: Certain ACT! add-on products may not be compatible with ACT! for Financial Professionals and ACT! Premium for Financial Professionals. Please check with your add-on product provider to determine compatibility.

Important Note for customers upgrading from ACT! 6.0/2004 and FAct 4 or prior versions to ACT! for Financial Professionals and ACT! Premium for Financial Professionals: Customer activation and registration are required to use ACT!. Certain features in ACT! + FAct for Financial Professionals have changed or are no longer available. ACT! features include inbound caller ID functionality, WinFax integration, recording and playback of macros, e-mail/modem–based database synchronization, and SideACT!. FAct features include Contact Preferences, and Real Property tabs, No Call List, data encryption, and customized navigation system. Several aspects of the system requirements have been updated. It is recommended that you carefully review the system requirements for compatibility and acceptance prior to upgrading. We recommend you consult with Sage Software or an ACT! Certified Consultant for migration services.

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