Custom Tables Feature Highlights
Select the boxes below to see each feature area in action!
Select the boxes below to see each feature area in action!
Manage Detailed Business Data Directly in Act!
Manage detailed business and customer data with spreadsheet-like tables. View data holistically in aggregate list views or zero-in on specific data by filtering, grouping, and sorting your data.
Most organizations 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 & Benefits:
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 analyzed holistically to develop targeted sales & marketing strategies, or at the individual customer level to provide personalized experiences.
Key Features & Benefits:
Customizing 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.</p.
Key Features & Benefits:
Watch this video to learn how Custom Tables can help your business.
Track complex products like insurance, mortgages, or financial services
Track products with beginning and end dates, like contracts, warranties, and service plans
Track serialized products or software keys associated with software licenses
Track customer support, service, and consulting engagements, including billable hours
Act! Custom Tables are available to all Act! Premium active subscribers.
Pricing pro-rates to align with existing Act! Premium subscription term.
Review Custom Tables Frequently Asked Questions, Product Tour Videos, or the Act! Knowledgebase to learn more!
Have questions or want to try Custom Tables for free with a 14-day trial? Call and speak with us today.
“What I love about Custom Tables is that it’s a way of grouping and searching and being able to sort unique data as well as report on it. And, Custom Tables can be extended into Act! Marketing Automation so you can create a group from it and easily send out marketing communications.”
Debora Boyle
Act! Certified Consultant, President, Action Platinum Solutions
“I can build a group or a filter right out of Custom Tables and then develop a marketing piece for a trade-in opportunity, a new product that’s coming out, or notify customers about a service issue and send that to a particular group of customers using Custom Tables. I think it’s huge. And it’s probably one of the best things about Act.”
Greg Sprunk
Superior Cleaning Supplies, Inc.
