Custom Tables

Flexible one-to-many data relationships for your contacts that creates a spreadsheet type functionality.

An essential AddOn to unleash the full power of Act!

A custom table solution that seamlessly integrates with Act!, Custom Tables increases your data management capability by creating a flexible one-to-many data relationship with your contacts. It’s quite simply the easiest way to get the most out of your Act! CRM. 

A customised table nests under your Contacts, Companies, Groups, and/or Opportunites creating a spreadsheet type functionality. Unlike spreadsheets though, each row represents a self-contained collection of data that can be linked to one or more contacts, companies, groups, or opportunities and can also be reassigned to others as needed.
 
View information at the contact level, or roll up to see aggregate totals at a company level. For example, you could be tracking machines that you sold to different contacts within a company, but then pivot to the company level to see all the machines owned by the company as a whole. 

Custom Tables features include:
  • Create an unlimited number of functional, manageable “one-to-many” table-format tabs for Contacts, Companies, Groups, and Opportunities in Act!.
  • View all your custom records under a specific contact, Company, Group, or Opportunity, or view all related custom records globally as a list.
  • The custom tables are part of your database and therefore fully synchronise with your database.
  • Convert a custom table look up to a Contact, Company, Group or Opportunity lookup.
  • Drill down on data in a custom table list to access, sort or filter information.
  • Quickly and easily merge to Word or Email
  • Export list views to MS Excel.
  • Search within custom tables and filter results for superior lookups.
  • View related custom table fields side-by-side
  • Perform advanced calculations from field data to automate data entry and reduce missing/inaccurate data.
  • Create activities or histories based on custom table fields.
  • Nest Tables within tables to further enhance & extend the capabilities of Act!.
  • Compatible with all versions of Act! – Pro, Premium, and Web back to v18

See the Product Gallery below to view samples of custom tables for different industries.

$144AUD
BUY AUD
$156NZD
BUY NZD

per user per database per year (GST added at checkout for AU/NZ customers). Only available if purchased for all users of your database.

28-Day Guided Trial

Set Up Properly, Decide with Confidence

The 28-day extended trial is designed for businesses that want to experience Act! Advantage working inside their business, not just explore features.

To access the extended trial, you’ll book an initial session with an Act Today consultant based in Australia or New Zealand. During this session, we’ll help you set up three key CRM functions that matter most to your business, such as client follow-ups, communication workflows, retention tracking, or referral visibility.

At the 14-day mark, you’ll have a second check-in with your consultant to answer questions, refine your setup, and remove any roadblocks. This ensures you’re not left guessing and that the system is actually supporting your work.

By the end of the 28 days, you’ll know exactly how Act! Advantage fits your business and whether it delivers real value.

What you’ll get from the 28-day extended trial:

  • Guided setup by a local Act Today CRM consultant
  • Three high-impact CRM functions configured for your business
  • A mid-trial review to answer questions and fine-tune usage
  • A realistic view of outcomes, not just features
  • Confidence to decide based on real experience
START YOUR EXTENDED TRIAL

14-Day Free Trial

Get Hands-On with Act! Advantage CRM

The 14-day free trial gives you full access to Act! Advantage CRM so you can explore how it works in your own time. This is the standard Act! trial used by businesses across Australia and New Zealand who want to see the platform before making a decision.

During the trial, you can add contacts, explore client records, test communication tools, and see how Act! Advantage handles day-to-day client management. It’s a straightforward way to understand how the system is structured and whether it feels right for how you run your business.

This option suits businesses that are comfortable exploring software independently and already have a clear idea of what they want from a CRM. There’s no obligation, no setup required, and no pressure,  just time to assess fit.

What you’ll get from the 14-day free trial:

  • Full access to Act! Advantage CRM features
  • A clear look at how contacts, activities, and communication are managed
  • The ability to test the system across desktop and mobile
  • A simple, no-commitment way to assess fit
  • Confidence before taking the next step
START YOUR TRIAL

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