PRODUCT | CompanionLink -- Express and Professional versions

Sync ACT! with your phone, tablet, or Outlook database

NEW VERSION 5.0 what's new:

• A completely redesigned interface view
• New setup wizards to help you configure a reliable sync process
• Multiple device profiles in CompanionLink Express
• CompanionLink Professional now allows up to 5 profiles
• Support for the latest CRM software and mobile OS’s
• Numerous bug fixes and sync improvements

ACT! contacts, activities, to-dos, notes, histories and opportunities in the palm of your hand

What is CompanionLink?

CompanionLink will sync your ACT! contacts, activities, to-dos, notes, histories and opportunities with any Android, iPhone, iPad, or BlackBerry device.

CompanionLink Professional can also be set up to synchronize ACT! with other PC database software such as Microsoft Outlook or IBM Lotus Notes.

CompanionLink Express gives you basic two-way sync between ACT! and your device.

CompanionLink Professional adds realtime sync with other PC databases and a Profile Manager for syncing to multiple devices. It also includes features like advanced field-mapping, ACT! opportunities sync, and ACT! secondary contacts sync.

CompanionLink can sync ACT! with:

• Android phones and tablets
• iPhone, iPod Touch and iPad
• BlackBerry
• Windows Phone 7
• Windows Mobile 6.5
• HP webOS
• Palm OS (Treo, Centro, etc)
• Microsoft Outlook
• IBM Lotus Notes
• Novell GroupWise
• Palm Desktop

ACT! data you can sync

Contacts

• Syncs all common contact fields, including (but not limited to):
• Name
• Addresses
• Phone numbers
• Email addresses
• Birthdays
• Contact photos
• Contact notes and histories sync to the contact notes field on the device
• Categories via ID/Status (for devices that support the category field)
• Secondary contacts (Requires CompanionLink Pro)

Calendar

• Calendar Activities - meetings, calls, events, personal activities, vacations, and custom activity types
• Alarms
• Recurring events
• Contact links to calendar activities
• Assign appointment types and complete activities from the phone

To-dos

• To-dos sync to the Tasks list on the phone
• Priorities
• Due dates
• Opportunities (Requires CompanionLink Pro)
• Map calendar activites by type to the onboard calendar or tasks list (Requires CompanionLink Pro)

Memos (different than the contact "notes" field)

• Memos created on the device sync to My Record in ACT! as contact notes. These notes will appear in ACT! with an asterisk (*) as the first character of the note text. To create a new memo in ACT!, create a new contact note for My Record with an asterisk as the first character.

 

Sync methods

USB -- Direct and secure sync with your PC via USB. No cloud or hosted servers involved. No monthly fees. Works with:

• Android
• BlackBerry
• webOS v1.x (webOS 2.0 devices are not supported through USB sync)
• Windows Mobile 6.5

Wi-Fi -- Sync via a secure local Wi-Fi connection. The PC and device must be connected to the same local network. Works with:

• Android
• iPhone
• iPad
• iPod Touch

Secure Hosted Sync -- Secure automatic wireless sync anywhere you have a data connection. $9.95/month. Works with:

• Android
• iPhone
• iPad
• BlackBerry
• Windows Mobile 6.5
• Palm OS

Express or Professional Version?

If you need any of the following features, you will need the Professional version:

• Sync to multiple devices -- Sync with up to three of your devices. Want to sync your PC data with your BlackBerry, iPad, and a Google account? Get Pro!
• Sync multiple PC databases -- CompanionLink Professional allows you to sync from multiple data sources. Maybe you want to sync with both ACT! and Outlook, or perhaps you have multiple Outlook folders you wish to sync with? You need Pro.
• Advanced sync options for ACT! -- CompanionLink Professional lets you sync your ACT! opportunities and secondary contacts. You can also map calendar activities by type to either the calendar or tasks list on the phone.
• Real-time sync between two PC databases -- Sync ACT! with Outlook or Lotus Notes in realtime! DoubleLook mode lets you make a change in one database, and the other database is instantly updated. Never miss a beat with Pro.

Support

CompanionLink includes free email and phone support.

Other products by CompanionLink:

CompanionLink

Supports sync with all the latest mobile devices, including Palm, Windows Mobile and BlackBerry handhelds. Two-way sync for contacts, appointments, to-do lists, memos, opportunities, history, and custom fields. Supports linked contacts with appointments. Free unlimited technical support. CompanionLink Professional can synchronize multiple ACT! databases using the powerful Category Manager.

DoubleLook

Two-way sync between ACT! and Outlook. Make changes in either program and DoubleLook will automatically synchronize them in real-time. You don’t even need both programs running!

DoubleNotes

Two-way sync between ACT! and Lotus Notes. Make changes in either program and DoubleNotes will automatically synchronize them in real-time. You don’t even need both programs running!

DOWNLOADS

• Free Trial - Express
• Free Trial - Professional

Express or Pro Version?

If you need any of the following features, you will need the Professional version:

• Sync to multiple devices (ie, phone + tablet)
• Sync multiple ACT! databases More importantly, the Category Manager allows someone to set up multiple categories on their phone to see multiple people's schedules. It also allows you to synchronize multiple Google Calendars into ACT!.
• Advanced sync options for ACT! (ie - ACT! Opportunities, Secondary Contacts, option to map ACT! activities to Tasks list on phone)
• Real-time sync between two PC databases (ie - ACT! to Outlook, but in real-time as a process running in the background)

COMPATIBLE WITH:

All Versions of ACT!

Technical Support

Free, live support provided by CompanionLink.

Want us to handle the configuration for you? We’ll securely log in to your PC and set up everything for you while you watch. With Premium Support, you also get placed in front of the support queue and are assigned a single dedicated specialist.

CONTACT US  1-800-806-5288
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