Stay Connected On-the-Go with the Act! Companion Mobile App
Stay connected to key Act! CRM details from wherever you are with Act! Companion, a native mobile app designed for iPhone®, iPad®, and Android™. Create and update contacts, receive alerts for upcoming activities, capture important history items, and get driving directions with maps. Manage your pipeline from anywhere with complete access to your opportunities. The best part? Act! Companion is included in your active Act! CRM subscription at no extra charge!
Already use Act! Premium Mobile? Act! Companion is designed to work in tandem with Act! Premium Mobile, not in place of. Because it’s a native mobile app, it leverages the features on your phone to communicate key Act! Premium details to you. A push notification system informs you of things like upcoming activities via home screen pop-ups. It also lets you make quick and easy updates, without having to log in to the website—simply tap the app and go!
- Create, update, and delete contacts on-the-fly.
- Schedule and update activities and to-dos.
- Receive alerts for upcoming activities so you can plan for what’s next.
- Capture important history items and associate history with contacts or users with @mentions.
- Get driving directions, find nearby places of interest, and navigate to meetings with maps.
- Companies and Opportunities access to both list and detail views, easily create, update, close or delete from anywhere.
- Send SMS Text Messages
- View documents in your Act! Contacts.
- Upload pictures to your Act! Contacts.
Setup and Configuration Notes
- Requires an active Act! CRM subscription, and use of either Act! Web API or Act! Connect Link depending on deployment method. The Act! Web API is pre-enabled for Act! Cloud.
- Users will be required to provide a URL to establish a connection to Act! Contact Link.
- Make sure that your server has the latest API version installed by clicking here. Note - this step is not required for Cloud Hosted Act! users; API updates will be applied automatically for you.
To learn more about how Act! Companion can help you achieve your goals, contact AspenTech CRM today at (866) 880-4228 to schedule a free consultation with a CRM specialist.