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You are here : Home > CRM Extensions > Mobile > CompanionLink

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 synchronization. CompanionLink Pro includes additional options such as the ability to sync wirelessly with your handheld, sync multiple databases, and other advanced settings.

Supported PIM and CRM Software

  • GoldMine
  • Act
  • Google
  • Lotus Notes (v 4.6.7 or higher)
  • Microsoft Outlook (v97 or higher)
  • Microsoft Outlook 2007 with Business Contact Manager
  • Novell GroupWise (v. 6.5.3 or higher)
  • Palm Desktop (v. 2 and higher)
  • Infusionsoft
  • Respond
  • Salesjunction.com
  • Time & Chaos / !ntellect
  • Wise Agent

Supported phones

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

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:

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.
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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.
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Data we Sync

  • Contacts
  • Calendar
  • Recurring calendar events
  • Tasks/to-dos
  • Notes and histories
  • User-defined fields
  • Alarms and reminders
  • Secondary Contacts (Pro Only)
  • Opportunities (Pro Only)

Other benefits

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

For more information on CompanionLink for GoldMine contact us
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