Act! Companion

Stay connected to key Act! details from wherever you are with Act! Companion, a mobile CRM app designed for iPhone®, iPad®, and Android™.

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Mobile CRM feature highlights

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

 
 
 
 
 
 
mobile crm
  • Contact & company details

    Enjoy everywhere access to Act! contact, group, and company details from the app. Need to add a prospect or update a customer's phone number? It's easy to create, update, and delete contacts and companies on-the-fly. Even scan business cards. Powerful search capabilities and filters help you find what you need in an instant.

  • Interactive maps

    Know more about where you're going and what's around you with interactive maps in contact and company views. Get driving directions, find nearby places of interest like restaurants and transportation, and locate Act! customers in your area. Even see customers near you with heat maps.

  • Calendar, activities, & history

    Stay on top of your day with an organized view of your Act! calls, meetings, and to-dos in calendar and list views. Schedule and update activities as your day progresses. Capture history and associate to your contacts, companies, opportunities, and other Act! users. Alerts keep you informed and productive.

  • Sales pipeline management

    Close deals from anywhere, because your sales pipeline is always at your fingertips. View Act! opportunities in list, detail, and snapshot views. As new opportunities come in or deals progress, easily create, update, and close opportunities 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 performing products, win/loss analysis, campaigns, and so much more.

What's new in Act!
Companion 2.6

Act! Companion now includes a new notes view, allowing you create, edit, and view notes across contacts, companies, groups, and opportunities in the app. Additional improvements include a history view revamp and rich text formatting inside of notes and history.


System requirements & compatibility

Works with iOS versions 10.x and up, and Android Lollipop version and up.


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.