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Home » Act! CRM Software » Act! Mobile

Act! Mobile

Available exclusively to Act! Cloud users. Built to the latest accessibility and usability standards, Act! Mobile allows you to manage contacts, activities, and opportunities on the go from any Apple iOS or Android device.

Act! Mobile

Act! Mobile Feature Highlights

  • Comprehensive Contact Management at Your Fingertips- Experience seamless mobile access and comprehensive contact management with Act! Mobile. Quickly find existing contacts with intuitive search capabilities, add new contacts, review and add notes to contact records, and contact your customers via phone, text, or email.
  • Calendar and Task Management On the Go- Stay on top of the day’s tasks with integrated activity lists and access to the Act! Calendar. Easily schedule calls, meetings, and tasks, record meeting notes, and utilize notifications to stay organized and on time.
  • Opportunity Metrics at a Glance- Keep sales opportunities advancing with robust opportunity management functionality and dashboards. Add, edit, and manage opportunities through each stage of your sales cycle, including filterable opportunity dashboards to summarize open deals by count, value, age, and more.
  • Target Specific Audiences with Proximity Search – Optimize territory management with proximity search capabilities to enhance sales planning, improve customer engagement, and generate targeted leads. Search radius filters and quick links to contact records enable you to pinpoint specific geographic locations and stay in touch with prospects and customers.

Setup & configuration notes – Act! Mobile is included free for all active Act! Cloud subscribers