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Act Custom Tables

Manage detailed business data together with Customer data with Act! Custom Tables

Act! Custom Tables unlocks the full potential of Act!, empowering users with comprehensive insights to develop targeted sales & marketing strategies, deliver personalised customer experiences, and take business to the next level.

Unlock the Full Potential of Act!

Most organisations manage their business with a unique mix of data, which is often stored in multiple systems, including spreadsheets.

Act! Custom Tables add spreadsheet-like tables and functionality to help maintain detailed business data with customer data directly in Act!

Key features and benefits

  • Spreadsheet-like tables to maintain detailed data related to mortgages, insurance policies, real estate, and more with customer data in a single system
  • Group, sort, filter, and summarise data with spreadsheet-like functionality
  • View data holistically in filterable, aggregate list views or at the individual contact, company, group, or opportunity level

Unlock the Full Potential of Act!

Most organisations manage their business with a unique mix of data, which is often stored in multiple systems, including spreadsheets.

Act! Custom Tables add spreadsheet-like tables and functionality to help maintain detailed business data with customer data directly in Act!

Key features and benefits

  • Spreadsheet-like tables to maintain detailed data related to mortgages, insurance policies, real estate, and more with customer data in a single system
  • Group, sort, filter, and summarise data with spreadsheet-like functionality
  • View data holistically in filterable, aggregate list views or at the individual contact, company, group, or opportunity level

Act Custom Tables | Take Business to the Next Level

Managing business data in multiple systems impacts your efficiency, the accuracy of your data, and your ability to respond quickly to new opportunities.

With Custom Tables in Act!, data can be analysed holistically to develop targeted sales & marketing strategies, or at the individual customer level to provide personalised experiences.

Key features and benefits

  • View and analyse data such as software licenses, support plans, service contracts, and more in a single system to gain comprehensive insights
  • View and analyse data such as software licenses, support plans, service contracts, and more in a single system to gain comprehensive insights
  • Filter and segment data involving projects, consulting engagements, products, and more in aggregate to drive targeted sales and marketing outreach

Custom Tables help companies:

Track products with beginning and end dates, like contracts, warranties, and service plans
Track customer support, service, and consulting engagements, including billable hours
Track complex products like insurance, mortgages, or financial services
Track serialised products or software keys associated with software licenses

Customise to Unique Business Needs

Customising software to the unique needs of a business can be costly, timely, and labor-intensive.

Act! Custom Tables can be easily created and modified without the need for additional development resources. Custom Tables also include prebuilt industry templates to help you get started immediately.

Key features and benefits

  • Easily create and customise tables without the need for additional development resources
  • Leverage pre-built industry and job-specific templates to get started immediately
  • Includes templates for insurance, loans, mortgages, residential realty, software, consulting, event planning, project management, services, and support

Customise to Unique Business Needs

Customising software to the unique needs of a business can be costly, timely, and labor-intensive.

Act! Custom Tables can be easily created and modified without the need for additional development resources. Custom Tables also include prebuilt industry templates to help you get started immediately.

Key features and benefits

  • Easily create and customise tables without the need for additional development resources
  • Leverage pre-built industry and job-specific templates to get started immediately
  • Includes templates for insurance, loans, mortgages, residential realty, software, consulting, event planning, project management, services, and support

Act! CRM Software

Act! Premium Desktop

Windows desktop based software that has all the Act! features and functionality available. Advanced customisation and a wide range of add-on integration capabilities.

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Act! Premium Cloud

Web based software that is available anytime, anywhere 24/7 from any device. Automatic backups, updates and upgrades giving you peace of mind so can build your business.

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Custom Table FAQs

Custom Tables make it possible to bring complex data sets, unique business processes, and specialized industry practices together in Act! to manage your business. Custom Tables enable you to embed tables with spreadsheet-like functionality into Act!, so you can track rich, specialized data. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.

Do you sell multiple products? Do you offer services or sell service contracts? Have you ever missed a renewal date? If you answered yes to any of these questions, your business will benefit from using Custom Tables.

The possibilities are limitless! For example, you can track insurance policy details, product catalogs, mortgage information, or project management dates. You can even keep photos of inventory within Custom Tables.

In Act! list views, Custom Tables look like a spreadsheet within one tab of your database where you can store an infinite amount of data. This makes it easy for managers to view roll-up metrics for things like all product sales for a particular company. You can also view individual details at the contact level like the details of an individual product sold to a particular contact.

Not only are you able to associate individual table entries to Act! entities, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more. Action on communications tied to policy end dates, contract renewal dates, upcoming warranty expirations, or even birthdays tracked in Custom Tables.

Yes the Industry Template Library includes templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Projects, Real Estate, Service, Software, and Support.

Custom Tables Manager is available at extra cost of £96 + vat per user – annual subscription.