Overview: Mobile App
The mobile app provided by our trusted development partner, Lead Connector, is an essential tool for businesses aiming to streamline their operations and enhance customer engagement. Designed with user-friendliness in mind, this app empowers users to manage appointments, communicate effectively with clients, track business performance, and more—all from the convenience of their mobile devices. As part of Wind Solutions' commitment to delivering cutting-edge tools, this app ensures you stay connected and productive no matter where you are.
Key Features
Appointment Management
Effortlessly schedule, confirm, and track appointments through an intuitive interface. Update appointment statuses in real-time and notify clients of changes instantly. With seamless calendar integration, you can manage availability and avoid scheduling conflicts, ensuring a smooth customer experience.
Client Communication
Enhance customer interactions by sending emails, SMS, or making direct calls from the app. Access client contact details and view past communication history to provide personalized service. Additionally, streamline lead management by requesting reviews and capturing leads effectively through automated workflows.
Payment Processing
Simplify payment workflows by creating and sending professional invoices for one-time or recurring payments. Review and process client payments with built-in options for discounts and automated reminders, improving cash flow and reducing manual follow-ups.
Pipeline and Opportunities
Track leads through different stages of the sales process, such as New Lead, Hot Lead, and Sale, to maintain a clear overview of potential deals. Visualize sales pipelines and assess conversion rates to identify areas of improvement. Manage deals and monitor pipeline values, ensuring your team stays focused on the most impactful opportunities.
Analytics and Insights
Gain comprehensive insights into sales performance, marketing efforts, and customer engagement. Access key metrics such as pipeline value, conversion rates, and campaign performance. Use the analytics dashboard to make data-driven decisions and improve your business strategies.
Social Media Management
Plan, schedule, and manage posts across social media platforms using the integrated social planner. Monitor and improve your online reputation by tracking reviews and responding to customer feedback. This feature ensures consistency in your social media presence and strengthens your brand image.
Task and Document Management
Organize and track tasks to enhance team productivity. Assign tasks, set deadlines, and monitor progress directly from the app. Access and manage contracts, estimates, and other business documents with tools that allow for editing, sharing, and converting to templates for repeatable processes.
Reputation Management
Monitor and improve your business’s reputation with tools to track reviews, ratings, and customer sentiment. Use review requests to encourage positive feedback and track your progress toward reputation goals.
Product and Inventory Management
Add, search, and manage products with detailed descriptions, images, and pricing directly within the app. This feature is perfect for maintaining an organized inventory, ensuring accurate information is always available for invoices, estimates, and customer interactions.
Estimate and Contract Creation
Generate detailed estimates with itemized lists, terms, and notes to share with clients. Send professionally crafted contracts and documents, leveraging templates to save time while maintaining consistency and professionalism.
Download the Mobile App
Navigate to the Mobile App section in the left feature bar within our Web App. Here, you can find all the necessary tools and links to manage your mobile application experience. To download the LeadConnector Mobile App, simply use the provided links for iOS or Android, ensuring you stay connected to your business on the go.
IOS Downloadlink:
Lead Connector on the App Store
Android Downloadlink:
Lead Connector – Apps bei Google Play
Invite Users from Webapp
Invite your team members to download the app directly from the Web App interface. In the Invite Users to Download App section, you can:
- Enable automatic invites for new users by toggling the option.
- Select team members or users from the dropdown list.
- Send app download invitations instantly with the Send Invites button.
This feature makes it easy to ensure everyone has access to the mobile app and can start utilizing its powerful capabilities right away.
Navigate and Use the Mobile App
Login Process
Step 1: Enter Login Credentials
Open the Lead Connector mobile app and input your Email Address and Password (same as the ones you are using to log into the Web App) to log in. If you have forgotten your password, click "Forgot Password?" to reset it. Alternatively, you can reset your password from the Web App.
Step 2: Verify Secure Code
After entering your login credentials, choose how you'd like to receive the secure code: via Email or Phone SMS. Click Continue once you've made your selection.
Step 3: Enter Secure Code
Check your email or SMS for the secure code. Enter the provided code in the app and click Verify and Sign In to access your account.
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Activity Tab / Quick Actions / Call Dialer
Activity Tab
The entrypoint after login is the Activity tab, located in the bottom left corner click the Bell Icon, here you will see all your notifications and activities such as new messages, task reminders, appointment activities and more.
Quick Actions
Tap the Quick Actions button (lightning icon) to bring up a list of available quick actions (This Quick Action Button is available from almost anywhere within the Mobile App), including:
- Send Email
- Add Contact
- Scan Business Card
- Book Appointment
- Request Review
- Create Invoice
- New Opportunity
- Make a Call
- Send SMS
Call Dialer
Use the Call Dialer to make calls directly from the app. You will need to set up a dialer number beforehand, this is only possible from within the Web App under Settings → Phone Services. Access this feature via the phone icon in the Activity Tab and within the Quick Actions (Make a Call).
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Conversations Tab
Search and Filter Conversations
Navigate to the Conversations Tab, located in the bottom, click the second tab with the messagebubble icon, to view all client messages. Use the Search Bar or Filter Options (e.g., Recent, Unread, Starred) to locate specific conversations quickly.
Open a Conversation
Select a client (e.g., Lisa Musterfrau) to view the conversation history. Use the + Button to start a New SMS or New Email.
Manage Options
View the Conversationhistory with a Contact and directly send messages such as via SMS or Email (Note that the Conversation Channels may differ based on which Conversation Channels you setted up for your sub-account). Access the three-dot menu for advanced management options for a contact/conversation, such as:
- Schedule Appointment
- Create Opportunity
- Send Review Request
- Show Activity
- Delete Conversation
You can also directly click on the Contact name in the top to get transferred to the selected Contact Profile.
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Payment Tab
Click on the Dollar/Payment Icon in the bottom Tab section to access the Payments section.
Point of Sale (POS)
Input the payment amount using the Keypad, or select an item from the Catalog. Review the item details by clicking the Item Details button.
Edit Product
Modify the product information, including name, quantity, and price, in the Update Product screen. Save changes using the Update button.
Review and Process Payment
Review the payment details, select or add the customer, and proceed to payment by clicking Choose Payment Instrument. Options include Tap to Pay, Cash, or Cards on File.
Transaction History
View your previous Transaction in your sub-account to stay up to date even from your Phone.
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Appointments Tab
Schedule Appointments
View and manage all appointments in the Appointments Tab, accessible via the Calendar Icon in the bottom Tab section. Use the + Button to schedule a new appointment or block time.
Calendar Selection
Choose the appropriate calendar for your task (e.g., Garbage Disposal Service, Pipe Repair). This ensures proper categorization and client communication.
Share Calendar
Use the Share Calendar feature to generate and share scheduling links for clients. Select between a Scheduling Link or a Permanent Link for seamless appointment management.
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Contacts Tab
View and Manage Contacts
Navigate to the Contacts Tab to view all stored leads and contacts. Use the search bar or filters to find specific contacts quickly.
Add New Contact
Tap the + Button to add a new contact. Choose from:
- Scan Business Card: Use your device’s camera to scan and store business card information.
- Add Manually: Enter contact details manually, including name, phone number, email, tags, date of birth, and contact type.
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Contact Details
View detailed information for each contact, by clicking on desired Contact to view, including communication options (email, SMS, or call) and more.
Notes Section
Add and review notes related to a contact. This helps track important updates and communication history. Notes are displayed chronologically for clarity.
Tasks Section
Create, assign, and track tasks linked to a contact. Example: "Follow-up Call" scheduled for a specific date and time.
Appointments Section
View and schedule appointments directly related to the contact. Utilize filters for quick navigation.
Transactions Section
View and manage Transactions directly related to the contact, to streamline quick access to important information.
Edit, Delete, or Share Contact Data
Access the three-dot menu to edit, delete, or share a contact’s data as needed.
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Menu / Settings
Access Main Menu
Open the hamburger menu in the top left corner to explore all app sections, including Social Planner, Opportunities, Tasks, Insights, and more.
Settings
Navigate to the Settings Tab within the hamburger menu to manage app preferences:
- Appearance: Switch between Light, Dark, or System themes.
- Payments: Set up and manage payment devices.
- Language: Choose your preferred language.
- General Info: Change password and view app version.
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Social Planner
View Social Planner
Manage your social media posts using the Social Planner. Switch between Monthly View, Weekly View, or List View for an optimal overview of your content.
Create New Post
Tap the + Button to create a post. Select an account or group to publish to and use Post Options to customize, note that depending on your connected social media accounts you may have more options to post to different Platforms here:
- Add Media: Upload images or videos.
- Advanced Settings: Set post categories, tags, and TikTok-specific options like visibility and interaction settings, depending on which platform you are posting to here will be different settings available.
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Opportunities
Track Leads and Opportunities
Use the Opportunities Tab to manage your sales pipeline. Leads are categorized into stages such as New Lead, Hot Lead, New Booking, and more. Manage existing opportunities seamlessly and more.
Add New Opportunity
Click the + Button to create a new opportunity. Enter details like opportunity name, stage, value, and associated followers.
Filters
Apply filters to customize your view based on parameters like campaign type, status, and lead value.
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Manual Actions
The Manual Actions section enables you to manage a list of pending manual phone or messaging tasks for specific contacts that require direct intervention. Use filters at the top of the screen to customize your view based on specific criteria. This section provides an overview of all assigned manual actions, helping you keep track of important manual phone/messaging tasks for your business processes.
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Invoices
In the Invoices section, you can monitor your total earnings received and outstanding payments. Select between "Invoices," "Templates," or "Recurring" tabs to manage various invoice types. Click the + icon to create a new invoice. You can choose between One-Time Invoice or Recurring Invoice, providing flexibility for different billing requirements.
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Insights
The Insights section offers a comprehensive view of your business performance. In the Sales tab, access metrics such as opportunities, pipeline value, and conversion rates. Visual graphs provide a breakdown of open, won, lost, and abandoned deals. The Marketing tab showcases campaign performance details, including scheduled campaigns and execution statuses, giving you data-driven insights to optimize your strategies.
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Tasks
The Task Manager helps organize and prioritize tasks with categories such as Pending, Completed, or Due Date filters. To add a new task, click the + icon and fill in the title, description, assignee, and due date fields. This section is ideal for streamlining operations and ensuring accountability across your team.
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Reputation
In the Reputation section, track metrics such as invite goals, reviews received, average ratings, and sentiment analysis. Use this section to monitor customer feedback and improve your overall business reputation. Add new review requests or track progress towards goals with the + icon.
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Products
Manage your product catalog in the Products section. View existing items, search for products, or add new ones by clicking the + icon. While creating a new product, add an image, name, and description, and configure pricing details to keep your inventory organized.
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Documents & Contracts
The Documents & Contracts section allows you to manage drafts and templates. Search for documents, view details, or mark items as completed. To create a new document, click the + icon and enter necessary details. Additional options include downloading PDFs, cloning documents, or converting them into templates.
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Estimates
The Estimates feature helps create and manage client proposals. Access the overview tab for a summary of estimates sent, accepted, declined, or invoiced. Use the + icon to draft a new estimate by adding customer information, items, and terms. Preview the estimate and send it directly via email (depending on available and setted up communication channels you may have more options to send it) to the client, ensuring a seamless quotation process.
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Manage Notification Setting for your Mobile App
To manage notifications for your Mobile App you need to log into your Wind Solutions Account in the Web App, click on the Settings option from the menu on the left. Within the My Profile section, find the Notification Settings tab. Here, you can customize how you wish to receive notifications — in-app, via email, or via SMS.
As you can see in the following image the “In-App” Notification settings are for the Web App and Mobile App. You will get notified in the Web App and in the Mobile App.
Best Practices
Set Up Notifications
Enable push notifications to stay updated on appointment changes, client communications, and important system alerts. This ensures you never miss critical updates and can respond to client needs in real-time.
Regularly Update Client Details
Maintain accurate and up-to-date client contact information to facilitate seamless communication and service delivery. Regular updates help avoid missed opportunities and strengthen client relationships.
Monitor Analytics
Leverage the analytics feature to track key performance indicators, such as conversion rates, pipeline value, and campaign success. Use these insights to identify areas for improvement and make data-driven decisions that enhance overall business performance.
Leverage the Social Planner
Schedule social media posts in advance using the integrated planner to maintain a consistent online presence. This allows you to stay engaged with your audience without needing to manage posts manually every day.
Engage with Leads Promptly
Respond quickly to inquiries and manage leads effectively using the opportunities feature. Timely follow-ups increase the likelihood of conversions and build trust with potential clients.
FAQ's
Is the app compatible with both Android and iOS?
Yes, the app is fully compatible with Android and iOS platforms, ensuring accessibility for a wide range of users. You can download it from the App Store or Google Play.
Can I sync the app with my existing calendar?
Absolutely! The app supports seamless calendar integration, allowing you to streamline your scheduling process and avoid double bookings. Note that you need to integrate your calendar in the Web App to view your integrated Appointments in the Mobile App.
Is payment processing secure?
Yes, the app uses robust and secure payment gateways such as Stripe or Paypal to ensure that all transactions are safe, reliable, and meet industry security standards. Note that we are no Payment Provider, we offer a connection to Payment Providers such as Stripe or Paypal. Wind Solutions utilizes the API of Payment providers to make such Payment features possible.
Can I customize the app’s features for my business needs?
Yes, many features, such as pipelines, tasks, communication templates, and appointment workflows, can be customized to align with your specific business processes.
How do I get started?
Simply download the app from your device’s app store, log in using your Wind Solutions account, and follow the intuitive setup guide to configure your business operations.
How can I manage notifications?
You can manage all notification preferences directly from the Web App settings. Choose between in-app, email, or SMS notifications for tasks, conversations, and updates to stay informed without being overwhelmed.
Can I track my business performance using the Mobile App?
Yes, the app provides a detailed Insights section that allows you to track metrics such as sales performance, conversion rates, pipeline values, and campaign analytics.
Does the app support team collaboration?
Yes, the app allows multiple team members to access and manage tasks, appointments, and communication, fostering better collaboration and efficiency.
Are there options for invoicing and payment tracking?
Yes, you can create, send, and track invoices directly within the app. It also supports recurring invoicing and payment processing.
Conclusion
The Lead Connector mobile app is a powerful, all-in-one solution for managing and growing your business. By leveraging its robust features, you can optimize operations, enhance customer relationships, and gain valuable insights to drive success. With its intuitive design and seamless integration with Wind Solutions’ ecosystem, this app is an indispensable tool for modern businesses. Start using it today to transform how you work and engage with clients.