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Contact Sage Pro™ versus the Competition

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A contact management system is vital to your business. The most important characteristics of a good system are simplicity and functionality, in that order. A powerful system is useless if it is hard to learn and/or use. Selecting a system is a very important step that should not be overlooked.

The only way to properly evaluate a system is to try the system yourself, at your own pace. For this to be effective, the trial system must be prefilled with sample data. Otherwise, you would have to spend valuable time entering your own data just to try the system.

We believe our systems are the best on the market. This is why we are confident in letting you try our system, complete with sample data, with no strings attached.

To download this chart in PDF format, click FinancialCRMComparison

To view screenshots of the different competitors, click here.

Feature                                                           

Contact Sage Pro 2.2™

ACT4 Advisors 2.0™

Agency Expert 6.4™

Advisor’s Assistant 2.7™

EZ-Data™

Wealth- spring™

Junxure-i™

ACT!< 6.0™

Goldmine 6.0™

Outlook/ Express™

Database Platform

MS Access

Proprietary

MS Access

Foxpro18
Sybase

MS Access

MS Access

Proprietary

Proprietary

Proprietary

 

 

 

 

 
 

 

 

 

 

 

Store complete contact demographic and biographical information, and contact activity information

X

X

 

X

X

X

X

X

 

X

 

X

X

Create user defined contact fields (number of fields is in ( ) )

X (80)17

X (50+)

X (30)

X (24)

X (20)

X (30)

X (50)

X (50+)

X (50+)

 

Store Contact Balance Sheet

X

 

 

 

X

 

X

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Store and retrieve insurance policy information

X

X

X

X

X

X

X

 

 

 

Store Detailed policy information

X

 

X

X

X

X

X

 

 

 

Store and retrieve investment information

X

X

X

(+$299)3

X

X

X

 

 

 

Store Detailed Investment Information

X

 

X

X

X

X

X

 

 

 

Create user defined policy and investment fields (number of fields is in ( ) )

X (24)14

 

 

X (24)15

 
 

 

 

 

 

Calculate commissions for insurance

X

 

($695)

(+$299) 3

(+$399)

X

 

 

 

 

Calculate commissions for investments

X

 

w/above

w/above

w/above

X

 

 

 

 

Easily update investment values without subscribing to download service

X

X

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Central Version to Import Data from Separate Producer Databases and Transfer Contacts Between Databases

X

 

 

 

 

 

 

 

 

 

Automatically networkable out of the box

X

X

X

($899) 4

($1398)

X

X

X

X

 

Multiproducer Capable

X

X

X

($1599) 5

X

X

X

X

X

 

Divide system by producer to only show contacts, appointments, and to do’s for that producer

X

X

X

w/above

X

X

X

X

X

 

Synchronize between Desktop/Laptop or Remote Offices

X

X

(+$199)

(+$299) 3

(+$299)7

X

 

X

X

 

Synchronize with Palm PDA

X6

X6

(+$95)

X6

(+$299)

X8

X6

X

X

X

Synchronize with PocketPC PDA

X

X6

 

X6

 

X8

X6

X

X

X

 

 

 

 

 

 

 

 

 

 

 

Marketing Tracks/Process Tracking

X

 

 

 

X

 

X

 

 

 

Session Timers (fee based planners)

X

 

 

 

X

 

 

 

 

 

Daily Activities Page

X

X

X

X

X

X

X

X

X

X

Built in Appointment Datebook to Setup and recall appointments

X

X

X

X

X

X

X

X

X

X

View appointments graphically on calendar

X

X

X

X

X

X

X

X

X

X

Pop-up up appointment reminders (alarms)

X

X

X

X

X

X

X

X

X

X

Built in To Do Datebook to Setup and recall to do lists

X

X

X

X

X

X

X

X

X

X

View to do list graphically on calendar

X

X

X

X

X

X

X

X

X

X

Pop-up up to do list reminders (alarms)

X

X

X

X

X

X

X

X

X

X

Use next contact date field instead of appointments (save time while creating simple call lists)

X

 

 

 

 

 

 

 

 

 

Store unlimited remarks for each contact