Mobile App
Your CRM has a companion mobile app that provides access to conversations, calendar, contacts, and pipeline from a phone. It is the fastest way to respond to leads on the go.
Download
The mobile app is listed in the app stores under the name Lead Connector:
- iPhone: Download from App Store
- Android: Download from Google Play
If the links above do not open directly, search for "Lead Connector" in the app store.
Logging in
Use the same email and password used to access the CRM at app.samoya.com. If the credentials do not work, reset the password through the CRM web login page first, then try the app again.
After logging in, select the correct account if prompted. The app should open directly to the dashboard.
What you can do on mobile
| Feature | Description |
|---|---|
| Conversations | Read and reply to messages across all channels. |
| Calendar | View upcoming appointments and receive reminders. |
| Contacts | Search and view contact records. |
| Pipeline | Check the status of leads in the pipeline. |
| Notifications | Receive push notifications for new leads, messages, and appointments. |
| Calls | Make and receive calls through the app (if phone tracking is configured). |
Setting up push notifications
Push notifications are critical for responding quickly to new leads and messages. To enable them:
- Open the app.
- Navigate to the notification settings (usually in the app settings or profile section).
- Make sure notifications are enabled for new messages, appointments, and missed calls.
- On the phone, verify that the app has permission to send notifications in the device settings.
Speed matters. Responding to a new lead within the first few minutes dramatically increases the chance of conversion. Push notifications ensure no lead sits without a response.
Tips
- Keep the app installed and logged in. The app works best as a real-time notification and response tool.
- Use the app for quick replies. For longer or more complex messages, the desktop CRM may be more comfortable.
- Check notification permissions after updates. Phone OS updates can sometimes reset notification permissions.