Act4Advisors CRM software for Financial
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Sync your Blackberry with ACT!

Act4Advisors Basic Bundle

Includes Sage ACT! Pro, Act4Advisors, and Scan&Organize

Note: ACT! sold in US & Canada only. Online orders are available for US residents only. Canada sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday - Friday 9AM - 6PM EDT.

Act4Advisors Basic Bundle Single User License
$469
ACT! Addon
Act4Advisors Basic Bundle 2 User Network License
$839
ACT! Addon
Act4Advisors Basic Bundle 3 User Network License
$1299
ACT! Addon
Act4Advisors Basic Bundle 4 User Network License
$1579
ACT! Addon
Act4Advisors Basic Bundle 5 User Network License
$1749
ACT! Addon
Act4Advisors Basic Bundle 6 User Network License
$2319
ACT! Addon
Act4Advisors Basic Bundle 7 User Network License
$2589
ACT! Addon
Act4Advisors Basic Bundle 8 User Network License **SEE NOTE HERE
$2829
ACT! Addon
Act4Advisors Basic Bundle 9 User Network License **SEE NOTE HERE
$3059
ACT! Addon
Act4Advisors Basic Bundle 9 User Network License **SEE NOTE HERE
$3059
ACT! Addon
Act4Advisors Basic Bundle 10 User Network License **SEE NOTE HERE
$3279
ACT! Addon
Support (30 days after purchasing Act4Advisors or Support Contract Expiration)
$399
ACT! Addon
Support (Purchase Today! with Act4Advisors/Bundles and get a $100 discount)
$299
ACT! Addon
Support Contract Renewal
$299
ACT! Addon

 

Sync your Blackberry with ACT!

Act4Advisors Basic Bundle Premium

Sage ACT! Premium, Act4Advisors, and Scan&Organize

Note: ACT! sold in US & Canada only. Online orders are available for US residents only. Canada sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday - Friday 9AM - 6PM EDT

Basic Bundle Single User with Sage ACT! Premium
Call 800-831-7636
Basic Bundle Multi-User User with Sage ACT! Premium
Call 800-831-7636

*Act4Advisors License Note: Each Act4Advisors license includes one Act4Advisors database that can be installed on one computer. The license level is based on the number of active users who have login rights to the database. License level’s include Single User, 2 User, 3-5 User, 6-10 User, etc.

* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Click here to read disclaimer>

*ACT! by Sage Standard and Premium comparision chart >
Note: Sage ACT! Pro (Standard version) can only be used with up to 10 users sharing one database. If customer adds an 11th user or greater, ALL users must upgrade to the Sage ACT! Premium.


 

 

Sync your Blackberry with ACT!

Act4Advisors Basic Bundle Upgrade

Includes Sage ACT! Pro, Act4Advisors, and Scan&Organize

Note: ACT! sold in US & Canada only. Online orders are available for US residents only. Canada sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday - Friday 9AM - 6PM EDT

**Requires previous version of ACT! and Act4Advisors.

Act4Advisors Basic Bundle Single User License Upgrade
$399
ACT! Addon
Act4Advisors Basic Bundle 2 User Network License Upgrade
$719
ACT! Addon
Act4Advisors Basic Bundle 3 User Network License Upgrade
$1099
ACT! Addon
Act4Advisors Basic Bundle 4 User Network License Upgrade
$1249
ACT! Addon
Act4Advisors Basic Bundle 5 User Network License Upgrade
$1399
ACT! Addon
Act4Advisors Basic Bundle 6 User Network License Upgrade
$1799
ACT! Addon
Act4Advisors Basic Bundle 7 User Network License Upgrade
$1989
ACT! Addon
Act4Advisors Basic Bundle 8 User Network License Upgrade **SEE NOTE HERE
$2159
ACT! Addon
Act4Advisors Basic Bundle 9 User Network License Upgrade **SEE NOTE HERE
$2329
ACT! Addon
Act4Advisors Basic Bundle 10 User Network License Upgrade **SEE NOTE HERE
$2499
ACT! Addon

 

 

Sync your Blackberry with ACT!

Act4Advisors Basic Bundle Premium Upgrade

Sage ACT! Premium, Act4Advisors, and Scan&Organize

Note: ACT! sold in US & Canada only. Online orders are available for US residents only. Canada sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday - Friday 9AM - 6PM EDT

Basic Bundle Single User with Sage ACT! Premium Upgrade
Call 800-831-7636
Basic Bundle Multi-User User with Sage ACT! Premium Upgrade
Call 800-831-7636

*Act4Advisors License Note: Each Act4Advisors license includes one Act4Advisors database that can be installed on one computer. The license level is based on the number of active users who have login rights to the database. License level’s include Single User, 2 User, 3-5 User, 6-10 User, etc.

* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Click here to read disclaimer>

*ACT! by Sage Standard and Premium comparision chart >
Note: Sage ACT! Pro (Standard version) can only be used with up to 10 users sharing one database. If customer adds an 11th user or greater, ALL users must upgrade to the Sage ACT! Premium.

Sync your Blackberry with ACT!

Act4Advisors Addon for ACT! v3

Customized ACT! for Financial Services Professionals.

Note: Online orders are available for US residents only. Canada and International sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday - Friday 9AM - 6PM EDT.

**Requires Sage ACT! version 2009 or newer

Act4Advisors v3.5 Single User License
$249
ACT! Addon
Act4Advisors v3.5 2 User Network License
$399
ACT! Addon
Act4Advisors v3.5 3-5 User Network License
$649
ACT! Addon
Act4Advisors v3.5 6-10 User Network License
$999
ACT! Addon
Act4Advisors v3.5 11-15 User Network License
CALL
Support (30 days after purchasing Act4Advisors or Support Contract Expiration)
$399
ACT! Addon
Support (Purchase Today! with Act4Advisors/Bundles and get a $100 discount)
$299
ACT! Addon
Support Contract Renewal
$299
ACT! Addon

 

Sync your Blackberry with ACT!

Act4Advisors Upgrade Pricing

Note: To purchase this, you must have purchased a previous version of Act4Advisors (Act4Advisors version 1 or 2).

**Requires Sage ACT! version 2009 or newer

 

Act4Advisors v3.5 Single User License Upgrade
$199
ACT! Addon
Act4Advisors v3.5 2 User Network License Upgrade
$319
ACT! Addon
Act4Advisors v3.5 3-5 User Network License Upgrade
$519
ACT! Addon
Act4Advisors v3.5 6-10 User Network License Upgrade
$799
ACT! Addon
Act4Advisors v3.5 11-15 User Network License Upgrade
CALL
Act4Advisors Support
$399
ACT! Addon

*Act4Advisors License Note: Each Act4Advisors license includes one Act4Advisors database that can be installed on one computer. The license level is based on the number of active users who have login rights to the database. License level’s include Single User, 2 User, 3-5 User, 6-10 User, etc.

* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Click here to read disclaimer >

Sync your Blackberry with ACT!

Sage ACT!

Sage ACT! is the #1 selling contact and customer manager that helps you organize contact information, manage daily responsibilities, and communicate more effectively to improve your productivity.

Note: Online orders are available for US residents only. Canada and International sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday - Friday 9AM - 6PM EDT.

Sage ACT! Pro
$269
Sage ACT Pro
Sage ACT! Pro Upgrade**
$199
Sage ACT! Pro Upgrade
Sage ACT! Premium for 1-4 Users
$549
ACT! Addon
Sage ACT! Premium Upgrade** for 1-4 Users
$359
ACT! Addon
** Upgrades require previous ACT! license. Call us for pricing on more users. 800-831-7636

*ACT! by Sage Standard and Premium comparision chart >

Note: ACT! by Sage (Standard version) can only be used with up to 10 users sharing one database. If customer adds an 11th user or greater, ALL users must upgrade to the ACT! Premium EX or ST.

* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Click here to read disclaimer >

Professional solutions that will help you get the most out of your ACT! software
Addons for ACT! blend seamlessly with Sage ACT! letting you customize ACT! to the way you do business. Click here for a complete list of Addons for ACT!

ACT Email Connect

ACT! Email Connect

With ACT! Email Connect for MS Outlook, you can start your Outlook email directly in Sage ACT! and send email from Outlook or send and attach to ACT!. No ACT! email client or ACT! addressbook is needed.
More Details | Order Here!

 

ACT! E-Marketing

ACT! E-Marketing

Swiftpage gives you the tools to create beautiful email templates, send directly from your database and track your messages. You can also schedule to send, or choose to send as a different user or the record manager of each contact.
More Details

 

Mondo ACT! Training Videos

ACT! Training Videos

Mondo Media provides ACT! training videos that help sales professionals, information technology professionals and customer service staff get the most out of ACT! software.
More Details | Order Here!

 

Sync Your iPhone with ACT!

CompanionLink

Sync your Sage ACT! CRM data with all the latest Blackberry, Windows Mobile, iPhone and Palm OS devices, or with Microsoft Outlook.
More Details | Order Here!

 

Sync your Blackberry with ACT!

Handheld Contacts

ACT! for Blackberry, Pocket PC, and Treo Smartphones! Simple, reliable and secure. Handheld Contact is the best solution for getting ACT! on your phone.
More Details | Order Here!

 

Laser App Software

Laser App Software

Easy to use, interactive form system for the independent financial advisor. Laser App uses your broker, rep, and client data to assist you in filling out the tedious and redundant fields in securities and annuity forms.
More Details | Order Here!

 

Sync your Blackberry with ACT!

Scan&Organize Addon for ACT!

Scan, attach, and manage documents within ACT! and become paperless.
More Details | Order Here!

 

CRM for Financial, ACT! CRM Software, Practice Management Solution, FSC Practice Management Solutions, Practice Management Software, CRM for Financial, ACT! for Financial Advisors, client and contact management software, crm software, asset allocation software, portfolio management software, financial planning software, registered reps...

ACT! is a registered trademark of Sage Software, Inc. Act4Advisors Addon for ACT! is a trademark of Allied Financial Software, Inc. Copyright 1999-2012 AFS