Sync Windows Mobile with ACT!

Sync ACT! contacts, calendar activities, contact notes and histories, to-dos and opportunities with Windows Mobile

90-day money-back guarantee Free email & phone support Free updates Install on up to 3 PCs

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

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

What's unique about our sync solution?

  • Syncs an unlimited number of records
  • One-time license option (no annual fees)
  • Works with your phone's Caller ID
  • Works with all versions of ACT! (ACT! 3.0 and later) and Windows (XP and later)
  • Includes free US-based phone support
  • Full 90-day money-back guarantee
Sync with Sage ACT!Sync Windows Mobile with your PC
Product Features Express Pro
Device Profiles 2 5
Realtime sync between ACT!, Outlook, and Lotus Notes (DoubleLook/DoubleNotes mode) -
Sync multiple folders/databases to the same device -
Sync ACT! Opportunities -
Sync ACT! Secondary Contacts -
Advanced activity mapping for ACT! - sync activities by type to the calendar or task list -

Learn more about CompanionLink Pro

"After 15 days of fussing around with other inferior products, I’ve come home to CompanionLink."

Herb D
Customer

Note: This page contains information for Windows Mobile 6.5 devices and below. If you're looking for information regarding newer Windows Phone 7 devices, please visit: Sync ACT! with Windows Phone 7

Choose your sync method:

Sync via USB

Windows Mobile USB Sync Windows Mobile Sync via Google Secure Wireless Sync for Windows Mobile

How It Works - USB Sync

CompanionLink will sync ACT! with your Windows Mobile device. And we'll do it securely and direct using the USB cable that came with your device. No cloud servers hosting your data. No over-the-air data transmission involved. Your data - direct to your device.

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
    • 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.

What You Need

  • CompanionLink Express or CompanionLink Pro on your PC.
  • Sage ACT!.
  • ActiveSync (Windows XP) or Windows Mobile Device Center (Windows 7/Vista) installed on your PC.
  • A Windows Mobile* device.

    • *Windows Mobile 6.5 and below. For Windows Phone 7 devices, click here.

Supported versions of ACT!

  • ACT! versions 3.0 - 6.0
  • ACT! by Sage versions 2005 and higher (including the new ACT! 2013):
    • Sage ACT! Premium
    • Sage ACT! Pro
    • ACT! by Sage Standard
    • ACT! by Sage Premium
    • ACT! by Sage Real Estate
    • ACT! by Sage Financial

Getting Started

  1. Install CompanionLink on your PC and configure it to sync Windows Mobile direct via USB.
  2. Configure ActiveSync / Windows Mobile Device Center to use the CompanionLink connector.
  3. Begin synchronization within ActiveSync / Windows Mobile Device Center.

How It Works - Sync via Google

CompanionLink will sync ACT! contacts, calendar, and tasks* with your Google, Gmail, or Google Apps account. This data will then sync automatically and over-the-air with your Windows Mobile device courtesy of Google's free sync service. With our two-way sync, you have the freedom to edit information on your device, in your Google account, or in ACT!.

*Google currently does not sync Google Tasks to Windows Mobile devices. More info .

Data We Sync

  • Contacts
    • Syncs all common contact fields, including (but not limited to):
      • Name
      • Addresses
      • Phone numbers
      • Email addresses
      • Birthdays
      • Contact photos
    • Contact notes and histories sync to the contact notes field in Google
    • Categories via ID/Status
    • 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 or Google account
  • To-dos (sync to Google Calendar as untimed events)
    • NOTE: CompanionLink provides the option to sync ACT! to-dos with Google Tasks or Google Calendar. More info
    • Priorities
    • Due dates

What You Need

  • CompanionLink Express or CompanionLink Pro on your PC.
  • Sage ACT!.
  • A Google, Gmail, or Google Apps account.
  • A Windows Mobile* device with a wireless data connection (2G/3G/4G or Wi-Fi)

    • *Windows Mobile 6.5 and below. For Windows Phone 7 devices, click here.

Supported versions of ACT!

  • ACT! versions 3.0 - 6.0
  • ACT! by Sage versions 2005 and higher (including the new ACT! 2013):
    • Sage ACT! Premium
    • Sage ACT! Pro
    • ACT! by Sage Standard
    • ACT! by Sage Premium
    • ACT! by Sage Real Estate
    • ACT! by Sage Financial

Getting Started

  1. Install CompanionLink on your PC and configure it with your Google username and password.
  2. Once configured, hit "Synchronize" and your data will sync between Google and your PC.
  3. Configure your Windows Mobile device to sync with your Google account (full instructions). Once configured, your device will continuously stay in sync with your Google account.

How It Works - Secure Hosted Sync

Our most robust sync solution, period. CompanionLink will sync ACT! with your Windows Mobile device over-the-air for just $9.95/month (More info ). It works anywhere you have an internet connection on your device.

We use AES-256 bit encryption. CompanionLink does not host your data online; we simply sync information between ACT! and your device.

CompanionLink installs on your PC and works together with a free app for your Windows Mobile device called DejaLink to complete the sync process.

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
    • 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.

What You Need

  • CompanionLink Express or CompanionLink Pro on your PC.
  • Sage ACT! on your PC.
  • DejaLink app on your Windows Mobile device. Download DejaLink by visiting www.companionlink.com/mobile/ on your Windows Mobile device.
  • CL Secure Hosted Wireless service - $9.95/month More info . Activate service during initial CompanionLink Setup

Supported versions of ACT!

  • ACT! versions 3.0 - 6.0
  • ACT! by Sage versions 2005 and higher (including the new ACT! 2013):
    • Sage ACT! Premium
    • Sage ACT! Pro
    • ACT! by Sage Standard
    • ACT! by Sage Premium
    • ACT! by Sage Real Estate
    • ACT! by Sage Financial

Getting Started

  1. In the CompanionLink setup, create a new wireless account.
  2. Open DejaLink on the Windows Mobile device and enter your username and password here.
  3. On the PC, hit Synchronize. Once the PC has finished synchronizing, data will sync wirelessly to your device through DejaLink.

Screenshots

The CompanionLink home screen makes it easy to see an overview of your sync configuration.

Select the applications you wish to sync - CompanionLink gives you full control over your data.

Select different folders to sync with for each data type - CompanionLink works with your data structure.

"I found the CompanionLink product to be a life-saver, which enabled me to continue with the life style I got used to and relied upon. I recommend it."

Yair B
Customer

"CompanionLink does exactly what I need."

Neil S
Customer

"It's been just a little over a year since I purchased CompanionLink and I'm still completely impressed."

Brian W
Customer

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

Buy now | More info

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.

Secure Hosted Wireless Sync

Sync your database directly to your mobile device - without hosting your data in the cloud.

CompanionLink offers secure and automatic wireless sync of contacts, calendar, tasks and memos for $9.95 per month. We use government-standard 256-bit AES encryption so your data is completely secure. Plus, your data is never hosted in the cloud.

More info on CompanionLink Hosted Wireless Sync

Sync your PC tasks with Google Tasks

CompanionLink offers two options to sync tasks with Google:

  1. Tasks sync to Google Tasks. Your PC tasks sync to Google's native task list, however, Google currently does not sync tasks with any device.
  2. Tasks sync to Google Calendar. Your PC tasks sync to Google Calendar as untimed events. This allows your tasks to sync with your device via the calendar.

Both options are available in CompanionLink 5. If you rely heavily on tasks, we recommend using one of our other sync methods that syncs tasks directly with your device.