Whether using Act! Premium Cloud or Act! Premium Desktop, stay connected with Act! Mobile apps

Stay on task and up to date with access to calendars, contacts, activities, opportunities, and more.

Act! Premium Cloud Mobile

Introducing Act! Premium Cloud Mobile, the newest and most intuitive Act! mobile app yet. Available exclusively to Act! Premium Cloud users.

Built to the latest accessibility and usability standards, Act! Premium Cloud Mobile allows you to manage contacts, activities, and opportunities on-the-go from any Apple iOS or Android device.

Act! Premium Cloud Mobile Feature Highlights

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

 
 
 
 
 

Comprehensive contact management at your fingertips
Experience seamless mobile access and comprehensive contact management with Act! Premium Cloud Mobile. Quickly find existing contacts with intuitive search capabilities, add new contacts, review and add notes to contact records, and contact your customers via phone, text, or email.

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 utilize notifications to stay organized 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 summarize open deals by count, value, age, and more.

Target specific audiences with proximity search
Optimize 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.

System requirements & compatibility

Works with iOS versions 11.0 and up, and Android Lollipop version and up.

Setup & configuration notes

Act! Premium Cloud Mobile is included free for all active Act! Premium Cloud subscribers.

Using Act! Premium Desktop? Learn more about Act! Companion.

Additional Resources

Video Training Library

Act! Premium Cloud Mobile Knowledge base

Act! Companion

Access key details of Act! beyond contacts, activities, and opportunities with Act! Companion, available to all Act! Premium subscribers. 

Act! Companion is the most comprehensive Act! Mobile app, providing additional access to Act! Insight dashboards, hot leads, and groups from any Apple iOS or Android device.

Mobile App Feature Highlights

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

 
 
 
 
 

Access customer details from anywhere
Enjoy everywhere mobile 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.

Get driving & destination insightsKnow 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.

Stay organised and in the know
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.

Advance sales opportunities right from the app
Progress deals from anywhere, with your mobile 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.

Leverage actionable insights and real-time metrics
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

Act! Companion 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.

Using Act! Premium Cloud? Learn more about Act! Premium Cloud Mobile, the newest and most intuitive Act! mobile app yet.

Additional Resources

Video Training Library

Act! Premium Cloud
Knowledgebase

Act! Premium Desktop
Knowledgebase

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