Act Companion

Act Companion is a mobile companion app for Act! Premium Desktop that brings your CRM to your phone, letting you access contacts, companies, calendar items, opportunities and dashboards wherever you work. Included with qualifying Act! subscriptions, Act Companion helps sales and service professionals add or update records on the fly, view activities and history, manage deals, and consult visual performance metrics without needing a laptop.

Key Features

Act Companion provides instant access to contact and company details with on-the-fly creation and updates, plus powerful search and filtering to find records quickly. Interactive maps in contact and company views offer driving directions and customer location discovery. Calendar, activities and history views keep calls, meetings and to-dos organized and let you associate history with contacts, companies and opportunities. Sales pipeline tools let you view opportunities, create or update deals, and close opportunities from the app. Actionable dashboards present visual, near real-time metrics for team performance, product trends and win/loss analysis.

Advantages

Act Companion lets teams update and manage CRM records from anywhere, reducing data lag and improving responsiveness in the field. Built-in maps and directions simplify visit planning and help locate nearby resources. Powerful search and filters make it easier to find contacts, companies and opportunities on a small screen. The mobile apps are included with qualifying Act! subscriptions, extending desktop capabilities to smartphones so users can monitor performance without returning to a desktop.

Disadvantages

This mobile release is designed specifically for Act! Premium Desktop customers; users of Act! Premium Cloud must use the separate cloud mobile app. The app requires an active Act! subscription and access to the corresponding Act! database, so it is not a standalone CRM solution.

Development Team

Act! publishes and maintains native mobile companion apps for its CRM platforms; this version targets the Premium Desktop environment and complements the desktop application to support field-based sales and support teams.