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Financial Services A custom ACT! database and layout template designed specifically for financial services professionals. Customized contact, client and office management for financial advisors. Includes custom database, templates, layouts and reports.
Mortgage Banking The B.E.A.T. software program is a customized mortgage layout that includes hundreds of marketing templates to facilitate high trust, long-term relationships with your customers and strategic partners. Increase productivity and efficiency with the custom reports provided. FREE TRIAL InfoOptics™ Universal Data Translator Creates a one-way or bidirectional synchronization between any two data formats. Integrate your ACT! database with your order entry, e-commerce, loan processing, accounting or any other database system. Improve productivity and increase revenue with InfoOptics.
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Recruiters Now you can manage your Job Orders and Candidates with Placements for ACT!, a very complete solution for Executive Search, Recruitment Professionals. Contains sophisticated resume keyword search; Candidates get associated with jobs by status (Posted, Submitted, Interview, rejected (Why) Custom dashboard shows Jobs that need your attention, candidates who are moving through particular jobs. FREE TRIAL Extracts contact information from resumes, creates a new contact and attaches the resume to the contact record from email, attachments, recruiter sites, Word into ACT!.
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