Act! Companion
Manage contacts and customer data on the go with the fully integrated mobile app for Act! CRM.
Executive Summary
Act! Companion is a native mobile application designed for iPhone and Android devices, providing active Act! Premium subscribers with seamless access to their CRM data while on the move. It serves as a fully integrated extension of the core Act! CRM, enabling users to stay connected to critical customer information and manage their relationships from anywhere. The app allows users to view, add, and edit contacts, track activities, and review customer history directly from their mobile device. It ensures that all updates made within the companion app are synchronized with the main Act! Premium database, maintaining a consistent and up-to-date record of all customer interactions. This mobile capability enhances productivity for sales professionals and business owners who need to manage their customer data outside the office.
Use Cases
- Managing contacts and customer data remotely while traveling or in the field.
- Accessing critical customer information and interaction history outside the office.
- Tracking and updating sales activities, meetings, and tasks on the go.
- Ensuring CRM data is always current by synchronizing mobile updates with the main Act! Premium database.
Features
Visibility
- Contact Management: View, add, and edit contact information, including notes and details, directly from your mobile device.
- Activity Tracking: Manage and view scheduled activities, meetings, and tasks, and mark them complete on the go.
- History Access: Review comprehensive customer interaction history and past communications from your mobile device.
Intelligence
- Expanded Customer Views: Gain deeper insights into customer relationships with expanded history, activity, and contact details directly from the mobile app.
- Advanced Mobile Dashboards: Access and view advanced dashboards for comprehensive data analysis and performance monitoring on the go.
Technical Specifications
- Architecture
- Native mobile application for iOS and Android, integrating with Act! Premium CRM via RESTful JSON APIs.
- Deployment
- SaaS
- API Available
- Yes
Integrations
- Microsoft Outlook
- Slack
- QuickBooks Online
Security & Compliance
Certifications: SOC 2
Pricing
- Model
- Subscription-based (included with Act! Premium)
- Starting Price
- Included with Act! Premium subscription
- Target Customer
- SMB,Mid-Market
- Contract Type
- Annual
- Free Trial
- Yes
About Act!
Act! is a customer relationship management (CRM) product focused on small and mid-sized businesses, providing contact management, sales automation, and marketing tools. It offers cloud and on-premises deployment options to help teams manage leads, track customer interactions, and automate marketing campaigns.