Act! Companion

Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile CRM app designed for iPhone®, iPad®, and Android™. Best part, Act! Companion is included in your Act! Premium subscription at no extra charge!

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Feature highlights

 
 
 
 
 
 
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  • 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.

  • Interactive maps

    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.

  • Act! Insight

    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.

  • Sales opportunities

    Manage your pipeline from anywhere. View opportunities in list or detail views, and easily create, update, close, or delete opportunities on-the-fly.

System requirements & compatibility

Works with iOS versions 9.x and up, and Android Lollipop version and up.


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 in the Cloud. Users will be required to provide a URL to establish a connection to Act! Connect. See details.