Act! Mobile

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

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! 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 & 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

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Video Training Library

Access Act! Cloud videos and resources.

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Knowledgebase

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Customers love our award winning software!

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!

by JaredRobo