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By: Jeff Hanrahan
Version 2.0 provides an all-new user experience, built with users in mind. Perfect for the Act! user who is always on the go – Act! Companion allows you to stay connected to key customer details wherever you are! New to Act! Companion? It is a native mobile app designed for iPhone, iPad, and Android, available for download for free with an active Act! Premium subscription.
You can count on the same great functionality from the previous versions, including access to contacts, activities, history, and Act! Insight. But now, Act! Companion has been optimized to help users work quickly with easily discoverable actions, a simplified login experience, and access to all available dashboards in the Act! Insight view.
Rich 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.
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.
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.
Keep on task and on time with intelligent notifications sent to the home screen of your mobile device. A push notification system informs you when new contacts, activities, and history are created.
If you don’t have the app already, download it now:
Download on the App Store
Get it on Google Play