Act! Companion 3.0.8

Stay connected to important Act! details no matter where you are with Act! Companion, a native mobile app that comes as part of your Act! subscription at no additional cost. This latest version of Act! Companion has been completely redesigned for Act! CRM.

• Contact & company details: Access Act! contact and company details easily from the app. Quickly manage contacts and companies on-the-go by adding, updating, or deleting them. Utilize powerful search features and filters for efficient navigation.
• Interactive maps: Explore your surroundings and route with interactive maps within contact and company views. Obtain driving directions, discover nearby points of interest such as restaurants and transportation, and pinpoint Act! customers in your vicinity.
• Calendar, activities, & history: Keep track of your day through a well-organized display of your Act! calls, meetings, and tasks in calendar and list formats. Plan and modify activities as your day progresses. Record history and link them to your contacts, companies, opportunities, and other Act! users. Receive alerts to stay informed and enhance productivity.
• Sales pipeline management: Manage your sales pipeline from anywhere since it's always within reach. Explore Act! opportunities through list, detailed, and snapshot views. Easily generate, update, and close opportunities as new leads arrive or deals progress through the app.
• Actionable dashboards: Gain valuable insights into business and team performance with actionable Act! Insight dashboards. Visualize real-time metrics on team performance, top-performing products, win/loss analysis, and more for enhanced decision-making.