Stay connected to key contact and customer details from wherever you are with Act! Companion, a CRM app designed for iPhone®, iPad®, and Android™. Best part, Act! Companion is included in your Act! Premium subscription at no extra charge!
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.
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.
System requirements & compatibility
CRM app works with iOS versions 9.x and up, and Android Lollipop and Marshmallow.
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. See details.
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