09 October 2025

If you’ve ever spent a day driving from one client to another, you know the pain. You visit someone, then realize another client was just five minutes away. It’s the kind of mistake that makes you want to fold your GPS in half. But with Handheld Contact, that never happens again — because your contacts aren’t just names in a list. They’re pins on a map. See Who’s Nearby, Before You Hit the Road Whether you’re using Handheld Contact Classic or API, you can view all your

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09 October 2025

Let’s be honest. Nobody has ever said, “Hold on, I’ll write a detailed note about this later,” and actually done it. That’s why Handheld Contact API gives you something that most CRM apps — including Act! Mobile — simply can’t: the ability to take a photo and attach it directly to your contact’s History in Act! Because context isn’t optional in business. It’s evidence, it’s memory, it’s accountability. Capture What Really Happened Instantly When you’re in

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09 October 2025

Remember Where’s Waldo? You’d stare at a page full of chaos — hundreds of people, signs, and distractions — knowing Waldo was in there somewhere, hiding in plain sight. That’s what searching your CRM can feel like sometimes. You know you saved that note. You remember that client. You just can’t remember where. That’s when Handheld Contact’s Universal Search steps in. No Guessing Games, Just Results Most CRM mobile apps only let you search by name, company, or

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16 July 2025

Mobility has transformed how teams manage customer relationships. Salespeople update notes between meetings, managers check pipelines from airports, and support staff respond to inquiries from home. Accessing your CRM on the go isn’t a luxury anymore—it’s a necessity. But there’s one thing that can’t be left behind in the name of convenience: security. The moment your CRM data lives on a mobile device—outside your controlled network—it becomes more vulnerable. Public Wi-Fi, lost

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16 July 2025

In today’s sales landscape, speed isn’t just nice to have, it’s a competitive edge. Research shows that the first company to follow up with a lead has a dramatically higher chance of closing the sale. In fact, waiting even an hour can cut your chances in half. So why are so many businesses still relying on CRM workflows that tie them to their desks? Modern sales happen everywhere—on the road, between meetings, or even in line at the airport. When a client emails you a question or a hot

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