Act Software for Financial Advisors
MaxPro Systems
Productivity Tools & Training

 ACT! 2010 (ACT! 12) - Top 10 Features Not in ACT! 2004 (ACT! 6)

  • Outlook Interface Greatly Enhanced – Send & receive emails from Outlook, record history automatically in ACT!
  • Wireless Interface with BlackBerry, Pocket PC, Treo Smartphone or iPhone
  • Excel Interface–Instantly Export Lists of Contacts, Opportunities, & Groups to Excel
  • Secondary Contacts Section for Phones & EMails of people who are affiliated with the primary contact
  • Document Section for Attaching Spreadsheets, Proposals, Scanned Docs, etc.
  • Relationships Section for Linking a Contact with another Contact such as a family member or partner
  • Dynamic Group Membership - Contacts Added or Removed Based on Field Data
  • Works with Windows XP or Vista-32bit / 64-bit, and Microsoft Office 2007
  • Swiftpage Interface for Sending Group Emails with Attachments & Posting History in ACT!
  • Topline Dashboard Interface Provides Marketing Graphs & Data Instantly

Click to go to ACT! Web Site

Click for ACT! Version Comparison Chart

ACT! 2010 Standard & ACT! Video Training

Retail

MaxPro

ACT! 2010 & ACT! 2011 with Platinum Care by Sage
$229 $199
ACT! 2010 & ACT! 2011 Video Classes by MaxPro
$140 Included

ACT! 2010 Premium & ACT! Video Training

Retail

MaxPro

ACT! 2010 & ACT! 2011 Premium with Platinum Care by Sage
$399 $349
ACT! 2010 & ACT! 2011 Video Classes by MaxPro
$140 Included