Be productive from your phone or tablet.

Stay connected to key Act! details from your iPhone®, iPad®, and Android™. This Act! Companion mobile CRM app is free to active Act! subscribers!

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CRM app feature highlights

Select the boxes below to see each feature area in action!

 
 
 
 
 
 
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  • 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.

  • Actionable dashboards

    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.

What new in Act!
Companion 2.8 (v2.8.2)

Experience maximum productivity on the go with access to Hot Leads from Marketing Automation, configurable Activity notifications by type, native calendar integration, and a refreshed user interface in the Act! Companion mobile app.


System requirements & compatibility

Works with iOS versions 10.x and up, and Android Lollipop version and up. Available with Act! Growth Suite Professional, Premier, and Ultimate.


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.

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