Contact Details

Always have complete contact information at your fingertips, including up to fifty custom fields to provide you Act! like details away from the office. What's more, all data is actionionable, as clicking phone, email, and address fields will launch your device's corresponding functions.

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Robust Calendar

Read and record all calendar activities in Handheld Contact like you would within Act!. Clear activities, schedule follow-ups, use matching custom activites, and record activity outcomes, and have all this information sync back to Act! for ultimate data integrity and accountability.
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Task List

View and clear all your activities in a familiar Task List mode, just like in Act!, which provides users a simple list of all their activities in one visually intuitive view. 
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Home Screen

One convenient mobile landing page that provides easy access to all Handheld Contact core functions. If you'd prefer another landing page, HHC allows you to configure alternative starting screens.

Opportunity Details

Pipeline Management is useful, but to really be effective on the road you need access to the nitty-gritty details of your Sales Opportunities, and the detail view provides all that. View & Update all aspects of the Opportunity, including status, probability, estimated closing date, products, and linked Contacts & Companies.

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Sales Opportunities

Manage your pipeline from anywhere with full access to your sales data. Read, edit, and create opportunities in the field, and sync these changes back to Act! from anywhere.

Tag and Go!

Our exclusive "Tagging" tool allows you to cherry pick contacts and then launch action functions like group emails, group SMS, and group plotting of contacts on a map from the convenience of your mobile device.

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Never miss another Birthday!

The "Alerts" feature ensures you never miss an important date or activity. More than simple alarms, Alerts notifies you of upcoming annual events like birthdays and anniversaries, as well as pending scheduled activites in your calendars. Alert's also appear on your calendar.

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Emails that make History

Accountability demands that all your client communication gets track back to History in Act!, and Handheld Contact has got you covered. All emails launched from HHC get synced back to Act!.
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Keyword Search

Handheld Contact makes it easy to find anything in your database, as now you can search all fields, Histories, Notes, Activities, and Opportunities in one step, and deliver the search results in an easy-to-manage filtered list view.

Map on the Go!

Handhed Contact allows you to plot the contacts in a search or "tagged" lookup onto a map for easy navigation on the road. What's more, we're enhancing this functionality with the soon-to-be-released "Act! Sonar", that will enable you to plot all your daily appointments on a map, and then see recommended routes for greater efficiency.
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Text Messages that make History

Like with emails, you need all your client communication to be tracked back to History in Act!, and again, Handheld Contact has got you covered. All SMS's launched from HHC get synced back to Act!, and this includes group text messages, as well. This feature can also be enabled or disabled based on user preference.
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Searches

Handheld Contact makes it easy to create dynamic groups with saved searches. Want to create a query, and save it for future use, "Searches is the answer. What's more, you can use the results to send group emails and text messages from your phone, as well as plot them on a map.

Favorites

Do you freuqntly contact the same people over and over again, but often at different numbers? Your phone only allows you to save one contact number per Favorite, whereas the HHC Favorites feature gives you access to all their contact information in one easy list on your home screen.
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Security your business demands

Is your industry governed by HIPAA compliance, or have heightened security needs for the customer data? If so, HHC Secure+ could be the answer. This solution employs an additional layer of security to safeguard your data from unauthorized mobile access. 

Other Handheld Contact productivity features

Features designed to put the power of Act! in your hands - anywhere!

Manage Multiple Users

Manage one or more users and customize each of their individual settings from our powerful Windows Console.

Business Card Scanner

Turn your mobile device into a business card scanner for faster more efficient contact
management on the road.

Phone features that just work - internationally

Recognize different phone number and date formats to easily manage your calls - works with different international phone formats

Import & Export Contacts & Calendars

If you want to share cotact & calendar information between your device and HHC, use our Imort/Export features. HHC supports the importing of Contacts from your device into HHC, and exporting from HHC to your device's address book.

Similarily, HHC now can export calendar details to your devices native calendar.

Easily refer a contact

Easily refer contacts in your database to others with our unique "Share" feature. A single click prepares an email with a vcard of that contact, which can be sent to anyone, instantly. Learn more.

Data Integrity

Handheld Contact properly integrates with Act! enabling it to protect from duplicates, respect data types and validate your info

Caller ID

Callers are associated with your Act! contacts so you know who's calling and can
handle it exactly how you like.

Create new contacts from existing contacts

Need to create a new contact from another contact in the same company, but don't want to type all the common fields into your phone again? Use our handy "Duplicate" feature to save time on the road, so you only have to add the unique data for your new contact.

How does Handheld Contact syncing work?

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.
This method ensures that none of your sensitive information is left on our servers for longer than it takes it takes to update your computer or device, and all data resides where you need it - either in Act! or your mobile device (see illustration below).