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CompanionLink

How it works

CompanionLink will synchronize your PIM/CRM data with your phone or other supported desktop applications and web-based services (like Google).

CompanionLink Express has all the basic features you need for two-way sync. CompanionLink Pro includes additional options such as an auto-sync timer, CompanionLink's wireless sync service, and other advanced settings.

Supported PIM and CRM software

  • ACT! (more...)
  • GoldMine (more...)
  • Google (more...)
  • Lotus Notes (more...)
    • versions 4.6.7 and higher
  • Microsoft Outlook
    • versions 97 and higher
  • Microsoft Outlook 2007 with Business Contact Manager (more...)
  • Novell GroupWise (more...)
    • versions 6.5.3 and higher
  • Palm Desktop
    • versions 2 and higher
  • Infusionsoft (more...)
  • Respond (more...)
  • Salesjunction.com (more...)
  • Time & Chaos / !ntellect (more...)
  • Wise Agent (more...)

Wired (USB) sync

If you choose to sync using the wired (USB) method, simply configure CompanionLink and attach your phone to your PC using the USB cable that came with your phone. When you synchronize using CompanionLink, your PIM/CRM data will sync with your phone.

Wireless sync

You have two options for wireless sync:

1. CompanionLink's wireless sync service ($9.95/month)

CompanionLink provides a wireless sync service between your PIM/CRM and your phone. You can activate the service directly in the CompanionLink Pro configuration settings.



2. Wireless sync service via Google

Google has released a free over-the-air sync solution for phones called Google Sync. This service syncs contacts and calendar in your Google or Gmail account with iPhone, BlackBerry, Windows Mobile and Symbian devices.

Data we sync

  • Contacts
  • Calendar
  • Recurring calendar events
  • Tasks/to-dos
  • Notes and histories
    • syncs to Notes field of each contact record on the phone
  • User-defined fields
  • Alarms and reminders
  • Secondary contacts (Pro only)
  • Opportunities (Pro only)
    • syncs to Tasks field on the phone

Other benefits

  • Sync to the native fields on the phone
  • Select specific groups/categories to sync
  • Custom field mapping
  • 1-way or 2-way sync
  • Category manager for syncing from multiple data sources (Pro only)
  • Advanced activity mapping (Pro only)
    • map as calendar events or as tasks
  • Complete activities on the phone
  • Option to exclude personal data from sync

Express vs. Professional (see full list)

  • Wireless sync service (Pro only)
  • Auto sync timer (Pro only)
  • Sync opportunities (Pro only)
  • Advanced activity mapping (Pro only)
    • map activities to calendar or tasks on the phone
  • Sync multiple data sources using category manager (Pro only)

Supported phones

  • BlackBerry
  • Apple iPhone
  • Google Android
  • Palm webOS
  • Windows Mobile
  • Palm OS
  • Symbian (via Google)

Screenshots

Testimonials

"Just wanted to let you know how nice it is to have a product work better than expected."
-John Oram

"I don't understand how I survived without CompanionLink."
-Christopher Selwa

"...all of my data has remained intact. Great product and great company!"
-Brian Bayley