Act! Mobile Solutions

Act! Companion

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

 

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.

 

Intelligent notifications

Keep on task and on time with intelligent notifications sent to the home screen of your mobile device. A push notification system informs you when new contacts, activities, and history are created.

Handheld Contact

Two way wireless syncing between your Smartphone and ACT!

Handheld Contact is simply the best service enabling two-way, wireless synchronization between your Smartphone and your ACT! Contact and Customer Management software. Track and manage complete prospect and customer information and more. Improve your productivity and mobilize your customer management with Handheld Contact. 
Whether you use an iPhone, Android, Blackberry mobile device, or even an iPad or Android Tablet, Handheld Contact puts all your vital contact, calendar, notes and history at your finger tips — it’s like taking your office with you.

 

HHC combined with Act! will help your productivity & accountability in a variety of ways

 

  • Fast offline access to your contacts and calendar
  • Offline meeting reminders so you never miss an appointment or  task
  • Call or email anyone in your database from one central source, and always have a History of your mobile communications
  • Export your HHC contacts to your device’s native address book for better Bluetooth access in the car
  • Configurable sync fields allow you up to fifty additional fields to sync from your Act! to your mobile device for unparalleled offline visibility on your critical customer data.
  • Speech-to-text for notes & Histories will save you time and effort.
  • A new "search" feature that allows mobile users to create look-ups with up to ten fields, and save them for user later
  • Use Handheld Contact to send email blasts to your look-ups (records these emails to contact History, as well)
  • The new Home screen provides on easy access to all HHC functions
  • User Interface (UI) enhancements to further replicate the Act! experience on the mobile
  • A new "Favourites" button that will allow users to quickly access the contacts they call the most, while preserving the Act! History tracking users have come to rely on.

 

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