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Act! Companion
A Free Mobile App for Act! Subscribers
Act! Companion
Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile CRM app designed for iPhone®, iPad®, and Android™. Best part, Act! Companion is included in your Act! Premium subscription at no extra charge!
System requirements & compatibility
Works with iOS versions 9.x and up, and Android Lollipop version and up. Available on Apple Store and Google Play. Requires Internet Connection to operate. No offline capability or calendar.
Works with iOS versions 9.x and up, and Android Lollipop version and up. Available on Apple Store and Google Play. Requires Internet Connection to operate. No offline capability or calendar.
Setup & configuration notes
Requires an active Act! Premium subscription and use of either Act! API or Act! Connect Link depending on deployment method. The Act! API is pre-enabled for Act! Premium Cloud. Users will be required to provide a URL to establish a connection to Act! Connect.
Requires an active Act! Premium subscription and use of either Act! API or Act! Connect Link depending on deployment method. The Act! API is pre-enabled for Act! Premium Cloud. Users will be required to provide a URL to establish a connection to Act! Connect.
Act! Companion Key features
Not a subscriber yet? Act! has a product that's right for your business. Click HERE to learn more about Act! Subscription benefits, options, and prices. Membership has it's privileges.
Key Contact Details
Enjoy everywhere access to key contact and customer details from your mobile device. Need to add a new prospect or update a customer's phone number? It's easy to create, update, and delete contacts on-the-fly.Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile CRM app designed for iPhone®, iPad®, and Android™. Best part, Act! Companion is included in your Act! Premium subscription at no extra charge!
Activities, alerts, & history
Be productive with quick access to activity details and alerts that inform you of what's next. Schedule and update activities as your day progresses. Capture history and associate to your contacts or other Act! users.
Interactive Maps
Know more about where you're going and what's around you with interactive maps. Get driving directions, find nearby places of interest, and locate customers in your area.
Act! Insights
Know more about where you're going and what's around you with interactive maps. Get driving directions, find nearby places of interest, and locate customers in your area.Gain insight into business and team performance with Act! Insight dashboards. See dynamic, visual snapshots of real-time metrics for team performance, top performing products, and win/loss analysis.
Sales Opportuities
Manage your pipeline from anywhere. View opportunities in list or detail views, and easily create, update, close, or delete opportunities on-the-fly.
