Our
API Visual Tour

Dashboard View

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

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 actionable, as clicking phone, email, and address fields will launch your device's corresponding functions.

Robust Calendar

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

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. Swipe left for quick clearing. 

Opportunity Lists

Being able to create or edit an opportunity on the road is vital, but managing your entire pipeline is just as important. Only Handheld Contact provides you the mobile ability to filter by date range, status, process, stage, total, user, and probability, just like you would in Act!.

Opportunities 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.

Sharing Contacts

Added "Share" button in the Contact Details screen that allows you to share contact's information through a vCard or plain text with available apps on your phone. Imagine the ease with which you'll be able to refer one of your contacts to a colleague. Perfect for networkers!

Text Messages that make History

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

Emails that make History

Accountability demands that all your client communication gets tracked back to History in Act!. All emails launched from Handheld Contact will get synced back to Act! to appear under the Contact History tab.

Other Handheld Contact productivity features

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

Phone features that just work - internationally

Handheld Contact recognizes different phone number and date formats so your records are easy to manage and it's easy to initiate calls. HHC also works with different international phone formats - one of the few mobile solutions that can say that.
 

Import & Export Contacts & Calendars

If you want to exchange contact & calendar information between your device and HHC, use our handy Import/Export features. HHC supports the importing of Calendar items from your device into HHC, and exporting from HHC to your device's address book. Handheld Contact can selectively pull in activities from your native calendar into HHC, where it will then sync with Act!.

Easy to setup and use

Anyone can set up Handheld Contact, thanks to its mobile app that is easy to install. You don’t need to be a technology expert to take your Act! information mobile. And Handheld Contact is easy to use, with an intuitive big button interface that will have you up and running in minutes.

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Automatic mobile History tracking

Whenever you call, e-mail, or text message a contact, Handheld Contact automatically creates an Act! history record for you and asks for details, and then syncs that information back to your database for lights-out accountability.

Enjoy Act! features that matter

Not just about Contacts & Calendars, Handheld Contact features Notes, Histories, and Opportunities for a true mobile Act! experience. Clear activities, schedule follow-ups, and create, and modify them as you would in Act!, but from your mobile device.

The integrity of your Act! data is paramount

Unlike other mobile solutions for Act!, Handheld Contact properly integrates with Act! enabling it to respect data types, validate information you enter, protect your Act! database from duplicates, and make your Act! data more meaningful.

How does Handheld Contact API syncing work?

The way that Handheld Contact API will sync with the hosted Act! the database is using the Act! API software tool. Handheld Contact API on the mobile device will use the internet connection available (Wi-Fi or mobile data) to interact with the Act! API software.

The 'Hosted Act! Service' will be located on the same PC/server where the main Act!  database is found. This can be hosted in many ways; via Act! directly, via 3rd party hosting providers, or self-hosted.

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