Mobile CRM Companion3.0.10 - App Store

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:

Contact & company details
Enjoy everywhere access to Act! contact and company details from the app. Need to add a prospect or update a customer's phone number? It's easy to create, update, and delete contacts and companies on-the-fly. Powerful search capabilities and filters help you find what you need in an instant.

Interactive maps
Know more about where you're going and what's around you with interactive maps in contact and company views. Get driving directions, find nearby places of interest like restaurants and transportation, and locate Act! customers in your area.

Calendar, activities, & history
Stay on top of your day with an organized view of your Act! calls, meetings, and to-dos in calendar and list views. Schedule and update activities as your day progresses. Capture history and associate to your contacts, companies, opportunities, and other Act! users. Alerts keep you informed and productive.

Sales pipeline management
Close deals from anywhere, because your sales pipeline is always at your fingertips. View Act! opportunities in list, detail, and snapshot views. As new opportunities come in or deals progress, easily create, update, and close opportunities from the app.

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

Version History Product renaming and small branding icon changes 3.0.10 May 8 Added a new pop-up to allow Act! to communicate updates with Companion Users 3.0.9 12/03/2024 Added a new pop-up to allow Act! to communicate updates with Companion Users 3.0.8 11/13/2024 Numerous Bug fixes, UX Enhancements and feature support including but not limited to:

Support for viewing Advanced Charts
Improved responsiveness on list views and other areas
Replaced date pickers with standardized solution
Update currency component
Increase clickable areas throughout the app
Migrated core engine from legacy to current to support future app updates 3.0.7 09/23/2023 Can now create + edit products inside app.
Push notifications bug fixes.
SMS bug fixes.
Fix select menu issues with values with leading zeros.
Contact search triggers again when changing filters.
Localization updates. 3.0.6 04/14/2023 - Improved Record Manager filter on Opportunities screen
- Improved handling of auto-dialing domestic and international numbers
- Fixed issue with checkbox handling on main form pages
- App refreshes metadata properly when switching accounts/instances
- Added “Search this Location” button to proximity search
- Pressing “Enter” on login screen acts like “Tab” key if form isn’t valid, otherwise will attempt to log user in. 3.0.5 02/17/2023 Many bug fixes and improvements! 3.0.4 11/08/2022 New functionality includes the ability to automatically dial extensions and configure dialing behavior.

Also includes a number of high priority bug fixes around Opportunity screens. 3.0.3 08/18/2022 Major new functionality added includes the ability to autocomplete Address fields using google maps data.  

This release also includes a significant number of high priority bugs fixed, defects resolved and minor improvements across a wide range of features, adding quality throughout the application. 3.0.2 07/16/2022 Bug fixes 3.0.1 06/15/2022 Adds support for the next generation of CRM, marketing automation, and sales management with Act! CRM. 3.0.0 09/22/2021 Remove "Remember Server and Database" checkbox from login screen 2.9.4 06/19/2020 v2.9.3 includes numerous fixes for features within the application, including:
List Cache Persists through Logout
Create Activity - Start Time displays as 12:00 AM
Cannot Scan Business Cards on iOS
Phone Number Dropdown is not working on the company detail view
SSO - Login - Username is blank error
SSO - Login - Invalid username
SSO - Global Search - Not working
Calendar - FR/DE - dates are misaligned
SSO Login - Remember DB checkbox not clickable
FR Activities/Histories have no dropdown for Hours when setting time & date 2.9.3 06/13/2020 2.9 : Newly enabled single sign-on feature for Act!
2.9.2 (Patch) : Fixes issue some users were reporting loading the app when upgrading from 2.8.x -> 2.9.x 2.9.2 06/04/2020 Newly enabled single sign-on feature for Act! 2.9.1 06/03/2020 Newly enabled single sign-on feature for Act! 2.9 06/02/2020 Fix Interface bug on Notification Settings Screen 2.8.2 03/28/2020 Align Fonts & Colors from Growth Suite.
Bug fixes. 2.8.1 03/26/2020 Integration with Native Calendar. Hot Leads. Select which types of Activities you wish to receive notifications for. Bug fixes and improvements. 2.8.0 02/02/2020 Fixes Swiping and Scrolling bugs introduced in iOS 13. 2.7.4 12/17/2019 Support API 1.1.25.0
Minor Bugfixes 2.7.3 12/07/2019 Support for new Act! SDK's and API versions.
Improved translations for French and German.
Various bugfixes. 2.7.2 11/14/2019 • New Favorites view to create bookmarks for quick access to Items you use frequently.
• Outbound Device Interactions (Calls, Emails, SMS) can automatically record histories, so you can track interactions with your contacts without having to create a record manually.
• All History and Activity Types are available to empower you to track events with a greater degree of accuracy.
• Various bug-fixes and improvements. 2.7.1 10/10/2019 • New Favorites view to create bookmarks for quick access to Items you use frequently.
• Outbound Device Interactions (Calls, Emails, SMS) can automatically record histories, so you can track interactions with your contacts without having to create a record manually.
• All History and Activity Types are available to empower you to track events with a greater degree of accuracy.
• Various bug-fixes and improvements. 2.7 10/05/2019 - Create, Edit and View Notes across Contacts, Companies, Opportunities, Groups
- History Edit and Create have been revamped with functionality on par with the core product
- Rich text formatting/editing is supported inside the App for Notes and History
- Choose the history type when clearing an activity
- Miscellaneous bugfixes and minor improvements 2.6.1 08/09/2019