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Client Contact Management Software
Contact Management Software in its most basic form is a software program designed to collect and record the personal information for the people you associate with. This typically includes name, phone number, address, and email address. This is the information that is most useful for keeping in touch with close associates. In a business environment, Contact Management Software takes on a much more complex role. The information needed in this environment is often much broader and more elaborate, and is related not just to the people you work with but the companies as well. It often includes names, phone numbers, addresses, and email addresses for people and companies as well as a history of the related communication and events.

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http://software4advisors.com/

With over 20 years of experience in the financial services industry combined with ACT’s contact management expertise, we have created a system that meets the client management needs of most financial professionals.
Contact Sage Pro™
is the functions and cost leader in mid-level contact relationship management (CRM) software designed specifically for the Financial Advisor and Insurance Agent. Our software was designed with your needs as a financial product sales professional in mind. Contact Sage Pro™ is simple, affordable, powerful and flexible.
 		   Torrid Technologies Inc. 
From Retirement Software and Financial Planning Software, to Web site Design and Hosting, Torrid Technologies does it all for Financial Institutions, Financial Advisors, Insurance Companies, and Insurance Agents.


Take your business to the next level
Only $19.95 a month, 30 Day Free Trial

 Practice Builder...
 is a mature, fully featured Client Relationship Management (CRM) system.  Built around “Best Practices” of financial planners the system is designed to help you every step of the way - from prospecting for new clients to generating and harvesting referrals from your most satisfied “A” clients.  As competition increases, as market conditions drive you to make changes for more productivity and as your desire to work less for more reward, CRM stands alone as the tool that can help you easily and economically..
 		  
     


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