Contact Management Software

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Nov 18, 2006 11:07 pm

I work for a regional brokerage firm and many of our brokers are looking for a contact management program to streamline their business. I have had experience with both ACT! 4 Advisors and Breaking Away. Has anyone had any experience with programs that they would recommend? Details on what you liked/didn't like would be appreciated. 

Nov 20, 2006 7:48 am

Use Act 6.0 and BE SURE to purchase the PSB Training "Smart Business builder overlay.  www.psbtraining.com It is a database made by advisors for advisors. 

Nov 21, 2006 9:19 am

I find Salesforce.com to be a decent CRM app.  They even have a personal edition that is free.

Nov 21, 2006 10:24 am

Take a look at Investigo.net, offers much more than just a client management tool.

Nov 21, 2006 1:18 pm

I wasn't aware that salesforce.com has a personal addition that is free, but I will look into that because I used it in a prior industry and depended on it as a great tool.  It is head and shoulders above the generic web based version of ACT that I used prior to Salesforce and I plan to see how it will marry up with our account management software.


On a side note, does anyone use an address grabber that is user friendly for list generation? 

Nov 26, 2006 11:28 pm

It appears that ACT 6.0 is no longer available. ACT by Sage 2007 9.0 is the new software. Ideally we want software for advisors.