Mobile CRM Application | Act! Companion

Act! Premium Cloud Mobile Feature Highlights

Select the boxes below to see each feature area in action!

Comprehensive contact management at your fingertips

Experience seamless mobile access and comprehensive contact management with Act! Premium Cloud Mobile. Quickly find existing contacts with intuitive search capabilities, add new contacts, review and add notes to contact records, and contact your customers via phone, text, or email.

Calendar and task management on-the-go

Stay on top of the day’s tasks with integrated activity lists and access to the Act! calendar. Easily schedule calls, meetings, and tasks, record meeting notes, and utilize notifications to stay organized and on time.

Opportunity metrics at a glance

Keep sales opportunities advancing with robust opportunity management functionality and dashboards. Add, edit, and manage opportunities through each stage of your sales cycle, including filterable opportunity dashboards to summarize open deals by count, value, age, and more.

Target specific audiences with proximity search

Optimize territory management with proximity search capabilities to improve sales planning, enhance customer engagement, and provide targeted lead generation. Search radius filters and quick links to contact records allow you to zero in on specific geographic locations and keep in touch with prospects and customers.

System requirements & compatibility – Works with iOS versions 11.0 and up, and Android Lollipop version and up.

Setup & configuration notes – Act! Premium Cloud Mobile is included free for all active Act! Premium Cloud subscribers.

Additional Resources

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