Act! Premium Cloud Mobile
Manage contacts, tasks, and opportunities on the go for Act! Premium Cloud users.
Executive Summary
Act! Premium Cloud Mobile is a dedicated mobile application designed for users of Act! Premium Cloud, extending the core CRM functionalities to smartphones and tablets. It empowers sales professionals and business users to maintain productivity and manage their customer relationships effectively while away from their desks. The app provides comprehensive tools for contact management, allowing users to access, update, and add new contact information instantly. Beyond contact management, the solution includes robust calendar and activity management features, enabling users to schedule meetings, set reminders, and log interactions directly from their mobile devices. It also facilitates opportunity management, giving users the ability to track sales progress, update deal stages, and manage pipelines on the go. Recent updates have introduced a Layout Designer, offering administrators greater control over field visibility and customization within the mobile interface, ensuring the app aligns with specific business needs.
Use Cases
- Manage contacts on the go, including adding new contacts and updating existing details.
- Schedule and manage activities and appointments directly from a mobile device.
- Track and update sales opportunities and pipeline stages from any location.
- Customize mobile layouts for specific business needs and user roles.
- Log customer interactions and follow-ups instantly after meetings or calls.
Features
Visibility
- Customizable Mobile Layouts: Administrators can control field visibility and customize the layout of the mobile app to suit specific user roles or business requirements.
- Comprehensive Contact Management: Access, add, and update contact information, including details, history, and related activities, directly from the mobile device.
- Calendar & Activity Management: View, schedule, and manage appointments, tasks, and calls, ensuring timely follow-ups and organized daily schedules.
- Opportunity Tracking: Monitor and update sales opportunities, track progress through stages, and manage pipeline details on the go.
Technical Specifications
- Architecture
- Mobile application connecting to Act! Premium Cloud via RESTful JSON APIs.
- Deployment
- SaaS
- API Available
- Yes
Integrations
- Outlook
- Slack
- QuickBooks Online
Security & Compliance
Certifications: SOC 2
Encryption: Data is secured with encryption as part of SOC 2 certified cloud infrastructure.
Pricing
- Model
- Subscription-based
- Starting Price
- $19/month
- Target Customer
- SMB,Mid-Market
- Contract Type
- Monthly
- 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.