Act CRM Mobile App Options
Free Act Companion: Swiftpage Act Mobile App for Subscribers
Act Subscribers, those that pay a yearly subscription for Act desktop software or cloud options have an app they can use called Act Companion. The way you login to the app can vary slightly based on your setup. Act Premium and Act CRM Classic users should consult with me directly so I can help you determine how to login to Act Companion. I use Act CRM Classic and I’m able to login using my username and password.
Handheld Contact API (Green)
www.HandheldContact.com | $48 to $84 per year | Free Trial
The most popular mobile client for Act! now syncs directly with your Act! database for faster, more frequent updates of unlimited contacts, opportunities, and activities, with support for more notes & histories than ever before.
- Manage your Act! data from Handheld Contact without the need for an Internet connection.
- Syncs securely with 128 bit encryption
- All data available offline on your device for faster more reliable access from anywhere
- Syncs all your activity types, and supports each of their custom outcomes, as well
- Automatic syncing
- Easy field mapping from your device
- Easy setup with no Windows software to install or configure
Act Pro: Handheld Contact Classic (Orange): What is Handheld Contact Classic?
Handheld Contact is simply the best service enabling two-way, wireless synchronization between your PDA and your Act! CRM software. Track and manage complete prospect and customer information and more. Improve your productivity and mobilize your customer management with Handheld Contact. Whether you use a Blackberry, iPhone, Android Phone, or even an iPad or Android Tablet, Handheld Contact puts all your vital contact, calendar, notes, and history at your fingertips — it’s like taking your office with you.
The magic behind the Handheld Contact syncing is that all communication between your computer and your devices flows through our secure server (mware) which ensures the highest level of accuracy, reliability, and security. Both sides communicate with the same server, and the changes are always reconciled properly to update your CRM data in the appropriate direction. With each update, that information is then removed from our server until the next sync.
They also offer a Mac version of Handheld Contact that I have not personally used.
Act CRM Mobile Options
If you use Act Premium Cloud, which is the web-based version of Act CRM software, you can navigate to Act on any mobile device. For example, a smart phone or tablet such as an iPad. Having stated that, it might not be your best option because you are viewing a webpage on a device smaller in size than what Act was designed for by today’s standards.
So how do you remedy that?
Act Companion: included with your subscription to Act
Act Companion is the mobile app that comes with your Act software subscription and you can download it and install it on many mobile devices. It is free. It is included with your subscription. I urge you to try it but I ask you to keep the following in mind:
Act has been around for more than 30 years and was designed for desktop computers and laptops. Act holds a lot of information in the challenge is to take all that information shrink it down to a small device like an iPhone. How do you do that? If you expect Act to look exactly the same on a smart phone is on your desktop computer you will be disappointed.
My advice is that you look at Act Companion and any mobile software I recommend as a completely unique and different piece of software from Act itself. Because it is new, and different, you will have a better experience if you understand that it will take a little time and patience to get used to using. Play with it. Mess around and get a little bit lost in the software. The dilemma for the designers of Act companion is that they had to shrink a lot of information down to a very small size. That is not easy.
What are my other options for Act on a mobile device?
Handheld Contact Classic and Handheld Contact API.
Just a note, the packaging and branding of Handheld Contact Classic is orange and Handheld Contact API is green. This is an easy way to identify the difference between the two versions when you visit the Handheld Contact website:
Handheld Contact Classic is designed for users of Act Pro and Act desktop software. Handheld Contact API is designed for Act subscribers. Those subscribers might use Act Desktop Premium software or Act Premium Cloud. The key factor here is whether or not you have access to an API connection.
What is Act API?
Act uses API technology to connect to Handheld Contact API and other software.
Handheld Contact offers a 14 day free trial of its software and I also recommend you pay for setup support if needed.
Step 1: is to setup a Handheld Contact Account for Free. No Credit Card required. Please make note of the email address you used because it will act as your username when you setup HHC, as well as the password you created when you setup the account.
Step 2: is to download, install and configure Handheld Contact on your mobile device
Handheld Contact Classic & Handheld Contact API www.HandheldContact.com
Video: Act Companion Setup & Configuration Settings
