Act! Mobile
Act! Mobile is the newest and most intuitive Act! mobile app exclusively for Act! Cloud users. Built to the latest accessibility and usability standards, Act! Mobile allows you to manage contacts, activities, and opportunities on-the-go from any Apple iOS or Android device.
Act! Mobile Feature Highlights
Comprehensive contact management at your fingertips
Calendar and task management on-the-go
Stay on top of the day’s tasks with integrated activity lists and access to the Act! calendar. Easily schedule calls, meetings, and tasks, record meeting notes, and utilise notifications to stay organised and on time.
Opportunity metrics at a glance
Keep sales opportunities advancing with robust opportunity management functionality and dashboards. Add, edit, and manage opportunities through each stage of your sales cycle, including filterable opportunity dashboards to summarise open deals by count, value, age, and more.
Target specific audiences with proximity search
Optimise territory management with proximity search capabilities to improve sales planning, enhance customer engagement, and provide targeted lead generation. Search radius filters and quick links to contact records allow you to zero in on specific geographic locations and keep in touch with prospects and customers.
Instant contact creation with Business Card Scanner
Forget manual entry—just scan a business card and instantly convert it into a new contact. With the built-in Business Card Scanner, you can easily map text fields (like name, phone, and email) to the right contact fields in Act! Mobile and save them with just a few taps. It’s a fast, hassle-free way to grow your contact list on the go.
System requirements & compatibilty – Works with iOS versions 11.0 and up, and Android Lollipop version and up.
Setup & configuration notes – Act! Mobile is included free for all active Act! Cloud subscribers.
Additional Resources
Mobile Training Library
Mobile Knowledgebase
See Act! Mobile in Action
Learn More
Read our blog post about Act! Mobile
Learn What's New in Act! features and improvements
Why Mobile CRM? Infographic
Run your business from anywhere with Act! Mobile
Download from any Apple iOS or Android Device.
Absolutely Essential for Any Act! User on the Go
This app is a fantastic!! I can quickly pull up contacts, check notes, update opportunities, and stay on top of tasks - all from my phone. It's clean, intuitive, and lightning fast. Whether I'm at a client meeting or traveling. I've got my CRM in my pocket. Syncing is seamless, and the ability to manage my day without being tied to my desk is priceless. If you use Act!, the mobile app is a must-have. I highly recommend it. They continue to update it and have made many improvements this last year. It's great!
