Stay Connected With Mobile Solutions

Mobile Solutions

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DataPlus Social Haven

Manage Events and Occasions

Send Bulletins instead of E-mails

Access your Act information.

Access your Act integrated solution

Occasions

Social Haven has complete support for Calendars, Events and RSVPs.

Act

This feature allows you to view & edit Act contacts and contact fields.

DataPlus

This feature allows you to drill down to your customers accounting information . e.g. Sales Orders to Sales Order details.

Bulletins

Bulletins are the primary method for "us to them" communication. It allows you to send a consumable piece of information to everyone, a particular class, a certain group, or even a unique person.

Social

The social features are designed to be the place that your users return to every day. They expect new information to appear as often as they see it happen on Facebook or LinkedIn. It is up to you to train your staff to submit appropriate amounts of content to satisfy the hunger.

  • iPhone iOS 8.0 or higher
  • Android Phone OS 2.2 or higher
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Act Premium Mobile

Access Contact, Opportunity, and Calendar details so you're informed and prepared while on-the-go with Act! Premium Mobile — included at no extra charge.

Mobile Access

Stay connected to your business by accessing key Contact, Opportunity, and Calendar details from your iPhone®, iPad® or Android™ device.

Mobile Productivity

Easily view, add, and edit Act! contact details, notes, history, activities, as well as groups and companies for a powerful? advantage in the field. Keep your team on the same page since workgroups have secured, shared access to the most recent Act! details.

Offline Access

Work online to access and update data real-time, or work offline and sync changes when you connect next. The Act! offline client has full functionality so you don't lose productivity when you're disconnected.

Manage Act!

  • Create, update, and delete contacts on-the-fly.
  • Schedule and update activities and to-dos.
  • Capture important history items and associate history to contacts or users.

Mobile Devices

  • iPhone and iPad iOS 8.0 or higher
  • Android OS 2.2 or higher
  • BlackBerry 10 (BB10) smartphones
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Act Companion

Stay connected to key Act! Premium details from wherever you are with Act! Companion, a native mobile app designed for iPhone®, iPad®, and Android™ — a valuable active subscriber benefit!

Stay Connected

Create and update contacts, receive alerts for upcoming activities, capture important history items, and get driving directions with maps. Best part, Act! Companion is included in your active Act! Premium 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!

Manage Act!

  • 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 to contacts or users with @mentions.
  • Get driving directions, find nearby places of interest, and navigate to meetings with maps.
  • Gain insight into business and team performance with interactive, graphical Act! Insight dashboards

System Requirements / Compatibility

  • Works with iOS versions 9.x and up
  • Works with Android Lollipop and Marshmallow

Setup and Configuration Notes

  • Requires an active Act! Premium 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! Premium Cloud.
  • Users will be required to provide a URL to establish a connection to Act! Premium Contact Link. See details.
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HandHeld Contact

Quick Access to Act! Details

Enjoy quick access to your Act! contacts, activities, notes, and history from your mobile device2. Clear activities, schedule follow-ups—all the key tasks you perform in Act! are just as obvious in Handheld Contact.

Powerful Mobility Features

Benefit from powerful mobility features, including alarms on your device for Act! activities, caller ID for your Act! contacts, history creation based on texts or emails from your device, voice-to-text, and more.

Easy to Setup, Easy to Use

Anyone can setup Handheld Contact—it's easy to install. It's simple to use as well, because Handheld Contact is a native mobile app that's easy to navigate and doesn't rely on the internet.

Customizable

Act! can be tailored to meet your unique business needs, so your mobile app should be too. That's why Handheld Contact has a variety of customization features you control, giving you access to meaningful Act! data.

Secure with No Dependencies

Handheld Contact doesn't require you to setup and configure servers or use other third-party apps or services. Your data is encrypted during syncing and not permanently stored.

HIPPAA Compliant Security with Handheld Contact Secure +

Choose Handheld Contact Secure + for HIPPAA compliant features that add another layer of security, give admins greater control, and ensure local Handheld Contact data on the device is encrypted

The most popular, useful features of Act! are built into Handheld Contact so you can get more done while on the go:

  • Manage Act! data from Handheld Contact on your mobile device without WiFi or network internet access.
  • Sync up to 15,000 Act! contacts
  • Increase contact sync limits to 30,000 or 45,000 Act! contacts for an additional fee
  • Sync securely using 128-bit encryption
  • Automatic and wireless sync
  • Record history, activities, calls, emails, and SMS
  • Sync contacts, custom activities, tasks, notes, history, other users' activities, additional customer fields, pre-defined activities, and phone contact list
  • Enter new contacts, calendar items, and activities
  • Edit contacts, calendar items, and activities
  • Clear activities
  • View and edit other Act! users' activities
  • Custom field mapping
  • Profiles for syncing multiple users
  • Exclude categories from sync
  • Sync to 3rd party applications
  • Central admin console for all users
  • Web administration for accounts

Mobile Devices

  • iPhone and iPad iOS 8.0 or higher
  • Android OS 2.2 or higher
  • BlackBerry 10 (BB10) smartphones
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