Mobile app
Your whole business on your phone
Clientee CRM also comes as a mobile app for iPhone and Android. You reply to messages from every channel, call customers, move deals through the pipeline and check your calendar. When a new lead comes in, your phone tells you. The app is called LeadConnector and its interface is in English or one of 12 other languages, while your messages to customers are in whatever language you use.
(01) In the app
What you have on your phone
- 01/06
Inbox with every message
Text, email, WhatsApp, Messenger, Instagram and website chat land in the same inbox you use on your computer.
- 02/06
New lead alerts
Your phone pings as soon as a lead or message comes in. You reply right away, even between two jobs.
- 03/06
Calls through the business number
Make and take calls through the number connected to the CRM. Your private number stays private.
- 04/06
Deals and contacts
Move a deal in the pipeline, add a note or a photo and create a task right after the meeting.
- 05/06
Calendar
See your appointments, add a new one and check who's coming in today.
- 06/06
Payment link from your phone
When the work is done, send the customer a payment link straight from your phone.
(02) On the road
The business is out on jobs, the system stayed in the office
- 01
The office is in the van
A tradesperson on site, an agent between viewings, an adviser at a client's place. They get to a computer in the evening.
- 02
The reply waits until evening
The customer's message came in the morning and the reply goes out at 9 pm. Meanwhile, the customer called someone else.
- 03
Notes on scraps of paper
After a meeting you jot a note on a receipt. It never makes it into the system.
Try the CRM on your phone
Book a free call(03) Setup
The app on every phone in the team
- 01
Install and log in
We help you and your colleagues install the app and log in to your account.
- 02
Set up notifications
Everyone gets alerts only for what concerns them, so phones don't buzz for nothing.
- 03
Short training
We show you the few screens you'll use every day. The rest you can look up on the computer.
How we think about it
The fastest reply is the one you send from wherever you are.
(04) FAQ
Questions about the mobile app
01Why does the app have a different name than Clientee?
Clientee CRM runs on the HighLevel platform, and its official mobile app is listed in the stores as LeadConnector. Once you log in, you see your Clientee CRM account. An app under your own brand can be published as a separately priced add-on.
02What language is the app in?
The interface is in English, or in one of 12 other platform languages such as Spanish, German, French or Dutch. Messages, templates and everything your customers receive are in the language you choose. We'll walk you through the few screens you'll use.
03Will a colleague see only their own deals?
If we set it up that way, yes. Permissions can be limited to assigned contacts and deals only.
04What if I lose my phone?
The data isn't stored only on the phone, it's in the CRM. Change your password or revoke the user's access, and nobody gets into the account from the lost phone. Login can be protected with two-factor authentication.
05Does the mobile app need separate setup?
No. The app uses the same account as the computer. Whatever we set up in the CRM applies on the phone too.
(06) Contact
Try the CRM on your phone
In the demo we'll show you the app on your own phone, with your own deals.