CRM app feature highlights
Select the boxes below to see each feature area in action!
Contact & company details Enjoy everywhere access to Act! contact, group, and company details. Add a prospect or update a customer’s info easily on the fly. Scan business cards and use powerful search capabilities to help you find the info you need in an instant.
Interactive maps Know more about where you’re going and what’s around with interactive maps in contact and company views. Get driving directions, find nearby restaurants and transportation, or locate Act! customers in the area with heat maps.
Calendar, activities, & history Stay in control of your day with an organised view of your calls, meetings, and to-dos. Schedule or update activities in Act! and/or your native device calendar. Capture history and use configurable notifications to ensure you stay productive.
Sales pipeline management Progress deals from anywhere, with your pipeline always at your fingertips. View Hot Leads or see your opportunities in list, detail, and snapshot views. As deals progress, easily update or close opportunities right from the app.
Gain insight into business and team performance with actionable Act! Insight dashboards. See dynamic, visual snapshots of real-time metrics for team performance, top selling products, win/loss analysis, campaigns, and more.
System requirements & compatibility
Works with iOS versions 11.0 and up, and Android Lollipop version and up.
Setup & configuration notes
Requires an active Act! subscription and use of either Act! API or Act! Connect Link depending on deployment method. The Act! API is pre-enabled for Act! in the Cloud. Users will be required to provide a URL to establish a connection to Act! Connect. See details.