Act4Advisors

Act4Advisors consulting is CRM software consultant for financial planners and investment advisors. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.

It makes the most sense for sales teams and founders who are tired of spreadsheets. They also list Consulting, CRM and Financial Services, so expect those to show up in the feature set. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Act4Advisors is based in Alpharetta, Georgia. More on act4advisors.com.

Before you commit, look at pipeline stages, email sync, mobile app, and what reporting costs extra. A short pilot with your real data tells you more than any demo.

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