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Act! Companion

CRM solutions for complete customer insight

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Contact & company details

Enjoy everywhere access to Act! contact, group, and company details from the app. Gain the ability to easily create, update, and delete contacts and companies whenever, wherever. With powerful search capabilities and filters you can find what you need in an instant.

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Interactive maps

Know more about where you're going and what is nearby with interactive maps in contact and company views. Get driving instructions, find places of interest such as restaurants and transportation, and locate Act! customers in your area. With heat maps, you can even view customers near you.

Calendar, activities, & history

Stay ahead of your day with an organised view of your Act! calls, meetings, and do-to lists in calendar and list views. Schedule and update activities as your day goes on and capture history and associate your contacts, companies, opportunities, and other Act! users. With alerts, you can stay informed and productive.

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Sales pipeline management

Close deals from any location with your sales pipeline always at your fingertips. Gain a view of Act! opportunities in list, detail and snapshot views. When new opportunities arise or deals progress, you can easily create, update, and close opportunities from the app.

Actionable dashboards

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

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