The brief: Financial Planning Direct are Independent Financial Advisers with a mixed client base of individuals, small businesses and charitable organisations. As an expanding business, they needed a back-office system that would manage current day-to-day tasks and information and also support further expansion. return to main testimonial page		The solution: To implement ACT! the number one best selling contact manager, part of the SAGE CRM range. ACT! allows the Financial Planning Direct team to network and coordinate activities efficiently, and to handle complex and detailed client information effectively. Most importantly, it’s extremely secure, with multi-level security protecting from unauthorised access. ‘We used to use Outlook for client details, but there were limitations to the information it could handle. ACT! has made such a difference because it’s so incredibly flexible. We can customise it to match the way we work, and to hold exactly what we need. And that can mean large volumes of very detailed information. Pro-Action took the time to discuss our requirements, assess our needs and get us up and running. His training was clear and concise, especially in highlighting possibilities for how we can use the system. Pro-Action provide excellent backup; a simple phone call will result in almost immediate, efficient feedback.’ Kerry Blake, Principal, Financial Planning Direct