For Act!, we support Handheld Contact (HHC) for the iPhone, and here is why:
- Product stability. It simply doesn’t crash, and I have used it for 3+ years. I use their Blackberry version. Other programs tend to duplicate contacts on both sides if the sync log gets corrupted.
- It’s easy to use. You can allow the iPhone and the computer to sync every 15 minutes, and you have to do nothing to make it work after the initial setup.
- Handheld Contact runs as its own application, so you can keep your personal life separate from your business life.
- It offers an offline copy of Act! while you are out of internet range
- You can record history from the iPhone and it will show up as a “history” in Act! when you get back to the office
- You can send email from the iPhone from Handheld Contact, and it records right to Act! history
- You can send SMS (Text Message) from the iPhone, and it will record right into Act! history
- Handheld Contact works on Act! Pro and supports legacy versions of Act! (2005+)
- New:Scan a business card with CamCard. Then, use the import contacts feature to import that contact from iPhone contacts to HHC as shown in this video
OK, what are some drawbacks ?
- The application supports 7,000 contacts on the iPhone (5,000 with Act! 2012 and older). If you have more than that, you need to make a group in Act! or upgrade the license to either HHC+ (+$20) or HHC+ Premium (+$35.95) to the basic price of $79/device/year
- Some may say it’s a disadvantage not to use the native calendar and contact list on the iPhone
- The application supports 7,000 contacts (5,000 with Act! 2012 and older) on the Android.
- Some may say it’s a disadvantage not to use the native calendar and contact list on the Android.
- To get caller ID, HHC requires an additional step to export the contact to the iPhone address book to see caller ID
Why not use Act! Premium Cloud (aka Act! Premium Mobile) ?
- Handheld Contact offers offline mobile access while the Act! Premium Mobile requires an internet connection
- Handheld Contact offers greater workflow. For example, after you dial from Handheld Contact, Handheld Contact prompts you to record history after the call. Then, use the iPhone’s speech to text feature to dictate and record the event.
- For Act! Pro users, you don’t need to upgrade to Act! Premium and get a web server setup to leverage the Act! Premium Mobile service
It’s a different approach on licensing.
Handheld Contact is a service that happens to be software at $79/year per user, which includes software updates and e-mail support from the publisher. In terms of productivity and a “fire and forget” approach to software, Handheld Contact is a critical tool for my CRM practice.