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products compatible with
ACT! version 7.x /2005
and newer

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with ACT! version 6.x
and older, click here

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Financial Services

4Advisors

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.

Brokers*ACT! 7.01

Brokers*ACT! 7.01 is here and ready for you to employ. Expand the basic ACT! database to the highly regarded Brokers*ACT! standards. Specifically designed to help stock brokers and other investment professionals, Brokers*ACT! is one of the best customized database and layout templates offered today. Created by Financial Advisors for Financial Advisors. FREE VIRTUAL TOUR

Mortgage Banking

B.E.A.T

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.

Real Estate

ACTive Agent

A Customized real estate database with real estate specific data entry screens to track your "Location Info", "Property Info", "Sales Info", "Listing Features", and "Closings". As well as a customizable "Letter Manager", "Expense Manager" and "Campaign Manager".

ACTive Agent MT

Track multiple real estate transactions and associate them to one or more ACT! contacts, as well as associate multiple properties to one ACT! contact.

Recruiters

ResumeGrabber Pro 2008

Capture and enter multiple resumes into ACT! from all web-based Job-Portals, MS Outlook and other email applications, email attachments, MS Word documents, resumes posted on web sites, resumes stored on a PC hard disk, and any text file. ResumeGrabber also provides customized drivers to process resumes from all popular job boards and transfers them into ACT!. FREE TRIAL

ResumeGrabber Standard 2008

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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