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MaxAct Databases
Featuring ACT! 2010
MaxAct Databases - Accessible by Internet (cloud computing), or locally
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The MaxAct Client Database is used by thousands of Financial Advisors, and has been for over 15 years.
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The Custom Databases are designed for practically any business, occupation, or profession.
Database Fields Section - Easily accommodates 800 or more custom fields
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MaxAct Databases are divided into Tab Sections with fields that logically are of the same type, such as Personal Data, Profile info, etc.
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Additional tabs or fields can be added or deleted in the database. Live demonstrations & free trials are available for prospective clients.
Groups Section – Provides the ability to create groups for any purpose and select a group instantly.
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Types of groups that can be created could be " clients not contacted", " birthdays", "newsletters", "family", "friends", etc.
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Contacts can be added or removed from a group automatically based on field data, selected individually or en-masse.
Email Interface with Outlook – Automatically posts into History Section
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When emails are sent to a contact, with subject, text and attachments plus the date, time, and person who sent them.
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When emails are received from a contact whether or not a reply was sent back to the contact.
Letter Interface with Word - Automatically posts into History Section
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When letters are sent to a contact, with subject, text and attachments.
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If envelopes or labels are needed, they can be produced along with letters or printed separately.
Documents Section – Attaches documents to a contact record.
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Any document saved on a local hard drive or server can be attached to a contact record and opened simply by clicking it.
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Documents not already saved can be scanned and then attached to a contact record.
Notes Section – Excellent for sales or compliance. When notes are added, they post with date, time, and user who entered them
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For outgoing or incoming phone calls. Virtually unlimited space allows for complete details of a conversation.
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For Meetings. Ideal for planning points of an upcoming meeting & notes or results of what was covered.
Activities Section – Provides an elaborate time management systems for 1 user or a team.
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Schedule calls, meetings or to-do items for yourself or delegate activities to team members.
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View daily, weekly, and monthly calendars or activities that have been completed or are still pending.
For a Live Demo or 30-day Free Trial click here.
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