ACT! sync software

Sync with Sage ACT!

Sync ACT! contacts, calendar activities, contact notes and histories, to-dos and opportunities with your phone or tablet.

You need CompanionLink Express or CompanionLink Pro!

Buy Express
(One-time license)
$79.95 Buy Pro
(One-time license)
$129.95 Subscribe to
Express
(3-mo. subscription)
$24.95 Subscribe to
Pro
(3-mo. subscription)
$34.95 Try it free for 14 days!

With CompanionLink Pro, you can sync more devices, more ACT! fields, and do real-time sync between ACT! and Outlook.
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Choose Your Device

Want to sync ACT! with another CRM database?

Get CompanionLink Professional to sync ACT! with Outlook and other PIM/CRM database software.

How it Works

CompanionLink Express or CompanionLink Pro lets you sync Sage ACT! contacts, calendar activities, contact notes and histories, to-dos and opportunities with Android, BlackBerry, iPhone and iPad, Palm webOS, Windows Phone 7 and Windows Mobile devices or any Google/Gmail/Google Apps account.

You can also use CompanionLink Professional to sync Sage ACT! with Microsoft Outlook and other PC databases.

Data We Sync

  • Contacts
    • Syncs all common contact fields, including (but not limited to):
    • Name
    • Addresses
    • Phone numbers
    • Email addresses
    • Birthdays
    • Contact photos
    • Custom fields (up to 9)
    • 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
    • Ring Alarms
    • Recurring and all-day events
    • Contact links to calendar activities
    • Assign appointment types and complete activities from the phone
  • To-dos
    • To-do items sync to the tasks list on the phone
    • Priorities
    • Due dates
    • Opportunities (Requires CompanionLink Pro )
    • Map calendar activities by type to the onboard calendar or tasks list (Requires CompanionLink Pro )
  • Memos (different than the contact "notes" field)
    • Memos created on the handheld 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.

Supported versions of ACT!

  • ACT! versions 3.0 - 6.0
  • ACT! by Sage versions 2005 and higher, including:
    • ACT! by Sage Standard
    • ACT! by Sage Premium
    • ACT! by Sage Real Estate
    • ACT! by Sage Financial
  • Sage ACT! 2011-2012
    • Sage ACT! Premium
    • Sage ACT! Pro
Try it free for 14 days!

CompanionLink Professional
$129.95

CompanionLink Professional gives you advanced configuration options for working with multiple mobile devices and CRM databases.

We recommend Pro if you want to:

  • Sync multiple PC databases
  • Sync multiple devices
  • Advanced sync options for ACT!
  • Realtime sync between two PC databases

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CompanionLink syncs ACT! contact notes and histories

Contact note items will appear on the handheld device prefaced by the text "(Note)".

Contact histories will appear prefaced by the text "(History)".

To enter a history item on the handheld device, create a contact note prefaced by text in the following format: "m/d/yyyy (History)".

Example:

1/18/2011 (Note) Meeting was held on merger of two...

Any text entered into the contact note that is not formatted as a history item will sync to ACT! as a contact note.

By default, CompanionLink only syncs contact notes from ACT!. You can enable synchronization of ACT! contact histories in CompanionLink, under Advanced Settings -> Note Options.

Why choose CompanionLink for ACT! synchronization?

  • Sync more than 2500 records to mobile devices.
  • Advanced functionality. Sync notes, histories, and opportunities. Link calendar activities to contacts. Option to map activities to your device's calendar or task list. Much more...
  • We don't host your data in the cloud for security reasons. We believe you own your data.
  • Sync with older versions of ACT! (as far back as ACT! 3.0).
  • DejaOffice (for Android and iOS) is a free and robust solution that replicates the ACT! experience on mobile devices.