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Act! Companion

Published by: Act!

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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.

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