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ACT!    
       

CRM now becomes complete with the addition of INVU's full industry strength document management software. The integration allows you to scan, file and retrieve documents, straight from the ACT! screen, using existing ACT! references.

Now you can rest assured that all your documentation is held under the full scrutiny of INVU with version control and audit facilities whilst being accessible to everyone via the much loved ACT! interface.

LATEST NEWS

New! - Now works with ACT! 2008 (aka Version 10)

 
Integrations
CCD - Quay Software
Open G I
1st - Adviser Office
Dashboard
ACT!
Goldmine
Prestwood
Sage
MortgageStream
JCS
CCL

Documents
InvuACT.pdf

 
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