Be productive from anywhere with the
Act! Companion mobile app.

Stay connected to key Act! details from your iPhone®, iPad®, and Android™. The Act! Companion mobile app is free to active Act! Subscribers!

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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 organized and in the know
Stay in control of your day with an organized 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.

Explore Act! Companion Resources

Video Training Library

Act! Premium Cloud
Knowledgebase

Act! Premium Desktop
Knowledgebase

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