Act! Companion for PC

Act! Companion serves professionals who need mobile access to their customer database but spend most of their workday at a desk. Running Act! Companion on PC bridges the gap between your primary Act! environment and quick reference tasks, letting you pull contact details, check calendars, and manage opportunities without switching devices or applications. As a included feature of your Act! subscription, the app extends your CRM workflow to any screen size when desktop multitasking makes sense.

Act! Companion for Windows PC integrates contact management, calendar coordination, and sales pipeline oversight into a dedicated window on your computer. This approach differs from mobile-only tools: you get real keyboard input, persistent login sessions, and support for reference Act! data alongside spreadsheets, email, and other business software: all without reaching for your phone. Below is how Act! Companion structures your CRM tasks on a full screen.

Contact and Company Access at Any Time

The core strength of Act! Companion lies in instant lookups. You can search contacts, pull company details, and update phone numbers or addresses directly from the app: no need to launch the full Act! desktop client. Filters narrow results by region or other criteria, and the interface handles creation and deletion of records on the fly. For teams managing large contact lists, this reduces friction during calls or client meetings, keeping your reference data in a separate, dedicated window alongside your main work.

Calendar, Activities, and Task Coordination

Act! Companion consolidates your calls, meetings, and to-dos in both calendar and list views. You can schedule activities, update their status as your day progresses, and associate history notes to contacts, companies, and opportunities. This layer of coordination works best when the app stays open on a secondary monitor or window, letting you glance at what's due without minimizing other work. The app captures your activity history in one place, which can streamline how you log customer interactions across your Act! database.

Sales Pipeline and Opportunity Tracking

Closing deals from Act! Companion requires you to view opportunities in list, detail, and snapshot formats. You can create, update, and close opportunities as deals progress through your pipeline. On a desktop environment, this letting you keep a running tally of your sales stage visually while you handle email, documents, or calls. The app surfaces your active pipeline without forcing you to launch the full Act! software or switch contexts.

Real-Time Dashboards and Performance Insights

Act! Companion includes actionable dashboards that display team performance, top products, and win-loss analysis through dynamic visual snapshots. Monitoring these metrics at a glance on your computer helps you track real-time progress without interrupting your workflow. Dashboard updates reflect changes in your Act! database, offering a lightweight alternative to opening detailed reporting inside the desktop application.

Synchronization and Connectivity Requirements

Act! Companion performance depends on your Act! setup. If you use the cloud-based version of Act!, the app syncs smoothly on PC. However, if your Act! data lives on a local desktop machine, the app requires that machine to remain powered on to retrieve updates. This distinction affects whether Act! Companion becomes a reliable daily tool or an occasional supplement to your main Act! installation.