Act Companion App
Act! Companion Mobile App - A FREE CRM App for Act subscribers
Be productive from anywhere with the Act! companion mobile app.
Stay connected to key Act! details from wherever you are. A native mobile CRM app designed for iPhone®, iPad®, and Android™. Best part, Act! Companion is included in your Act! Premium subscription at no extra charge!
Act! Companion Mobile App Feature Highlights
Contact & company details
Enjoy everywhere access to Act! contact, group, and company details from the Act! companion mobile app. Need to add a prospect or update a customer’s phone number? It’s easy to create, update, and delete contacts and companies on-the-fly. Even scan business cards. Powerful search capabilities and filters help you find what you need in an instant.
Interactive maps
Know more about where you’re going and what’s around you with interactive maps in contact and company views. Get driving directions, find nearby places of interest like restaurants and transportation, and locate Act! customers in your area. Even see customers near you with heat maps.
Calendar, activities, & history
Stay on top of your day with an organised view of your Act! calls, meetings, and to-dos in calendar and list views. Schedule and update activities as your day progresses. Capture history and associate to your contacts, companies, opportunities, and other Act! users. Alerts keep you informed and productive.
Sales pipeline management
Close deals from anywhere, because your sales pipeline is always at your fingertips. View Act! opportunities in list, detail, and snapshot views. As new opportunities come in or deals progress, easily create, update, and close opportunities from the app.
Actionable dashboards
Gain insight into business and team performance with actionable Act! Insight dashboards. See dynamic, visual snapshots of real-time metrics for team performance, top performing products, win/loss analysis, campaigns, and so much more.
PLATINUM
Act! Certified Business Partner
Why choose Softext as your Act! CRM Partner?
- As accredited Act consultants we’ve been working with Act CRM software since 2012 so we know our way around it. We also use it on a daily basis to run our own sales and marketing activities
- We have partnered with many of the leading Act! addon suppliers able to provide you with additional functionality
- Our technical support team are trained in all aspects of Act software. From implementation to troubleshooting problems, they’re here to help you as you use the software
- We offer training sessions in Act CRM Desktop, Cloud and Act Marketing Automation, along with on-going support
Act! CRM Software Products
Act! Premium Desktop
Windows desktop based software that has all the Act! features and functionality available. Advanced customisation and a wide range of add-on integration capabilities.
Act! Premium Cloud
Web based software that is available anytime, anywhere 24/7 from any device. Automatic backups, updates and upgrades giving you peace of mind so can build your business.
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