Act! Companion 4+

Act! LLC

Designed for iPad

    • 2.6 • 5 Ratings
    • Free

Screenshots

Description

Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile app included in your Act! subscription at no extra charge. This version of Act! Companion is new and completely redesigned for Act! CRM.

Feature highlights:

Rich contact details
Enjoy everywhere access to key contact and customer details from your mobile device. Need to add a new prospect or update a customer's phone number? It's easy to create, update, and delete contacts on-the-fly.

Activities, alerts, & history
Be productive with quick access to activity details and alerts that inform you of what's next. Schedule and update activities as your day progresses. Capture history and associate to your contacts or other Act! users.

Interactive maps
Know more about where you're going and what's around you with interactive maps. Get driving directions, find nearby places of interest, and locate customers in your area.

Act! Insight
Gain insight into business and team performance with Act! Insight dashboards. See dynamic, visual snapshots of real-time metrics for team performance, top performing products, and win/loss analysis.

Sales opportunities
Manage your pipeline from anywhere. View opportunities in list or detail views, and easily create, update, close, or delete opportunities on-the-fly.

What’s New

Version 3.0.7

Numerous Bug fixes, UX Enhancements and feature support including but not limited to:

Support for viewing Advanced Charts
Improved responsiveness on list views and other areas
Replaced date pickers with standardized solution
Update currency component
Increase clickable areas throughout the app
Migrated core engine from legacy to current to support future app updates

Ratings and Reviews

2.6 out of 5
5 Ratings

5 Ratings

Dhones ,

Progressing

We upgraded to Act! v19 to access this app for our sales teams. Though it does solve some of the concerns we have with using act Web through the iPhone browser the app is currently very basic. Because of this we currently haven't rolled it out to our teams. We will be keeping a close eye on the next few updates as the app has a lot of potential and is making good progress. Is there a blog or twitter feed where we can track progress and keep up to date on new versions releases?

isjfh ,

Poor Functionality

We have been using Act for over 15 years, most recently enduring the appalling upgrade to v22 and numerous updates to fix multiple issues. Act companion is poorly executed and lacks functionality. At best a list of contacts, would be better if they developed an integration tool that worked better with existing software such as Outlook or Apple rather than trying to deliver a stand alone product that fails. With draw it or develop it please.

Davebell123 ,

Insufficient

I was expecting an app that would complement the platform. Big mistake! Crashed several times and had to delete and restore the app also. Once active the data is a minimal level just like a large phone book..Nothing fancy and basic with issues.

App Privacy

The developer, Act! LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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