Lead To Win! is a sales pipeline tracker using a simplified pipeline – Lead (+), Prospect (!), Won (✔), and Lost (x). All information is kept locally on the device and no account registration is required to use the app.
MANAGE CONTACTS USING A SIMPLIFIED PIPELINE
- Choose a Contact from your phone’s Contacts database and tap the Forward (>>) icon to move the contact through the stages of the pipeline
- Tap the View control (+, !, ✔, x) to quickly see the contacts in a specific stage
- Find a contact using the Search tab or the index on the right-side of the Contacts view
- Select a contact, tap on the phone or SMS icon to call or send an SMS; swipe to email a contact or edit the contact details
- Double-tap on a contact to call or SMS
- Capture Opportunity details and other relevant information such as Family, Employment, Financial, Personal, and Education details
- Pin contacts to focus on the set to be worked on (keep-in-view)
- Contacts with activities for Today are highlighted (using a shade of green)
- Display the relevant information – stage, opportunity value, and the latest activity for a contact
- Long-tap on a contact to display the list of activities for that stage
- Fully customize the lists such as opportunities, lead sources, industry, etc.
- Automatically synchronize changes with the phone’s Contacts database
- Create activities for a contact specific to a stage in the pipeline
- Tap the Status icons (Pending, Completed, and Dropped) to quickly change the status of the activity
- Synchronize the activity with the phone’s Calendar
- Use the powerful filters and sort options to search activities
- Fully customize the list of activities
SEE THE QUALITY OF THE PIPELINE VIA THE DASHBOARDS
The dashboards are updated real-time/immediately whenever changes are made to the contacts and activities. Filter the data to zoom-in on a specific set of contacts or activities.
Dashboard – Contacts
- See the summary of the contacts by stage through the pie chart
- See the quality of the pipeline through the “Contacts by Aging” line chart
Dashboard – Activities
- See the summary of the activities through the pie chart.
- See the activities by stage and by date through the “Activities by Date” line chart
Dashboard – Revenues
- See the summary of revenues by Opportunity through the pie chart
- See the revenues by stage and by date through the “Sales Pipeline Value” line chart
CUSTOMIZE THE BEHAVIOUR OF THE APP
- Define the default first view when the app starts-up
- Define whether a double-tap calls or sends an sms
- Define the maximum score
- Setup target number of activities and revenue for the Dashboards
The Lead To Win! app is available for free without any time limit with all features fully activated. However, you are limited to 20 contacts in the pipeline. Purchase a subscription to remove this limit.
In-App subscription options:
- Annual for 12 months for $48.99 (USD); this will be automatically renewed annually for $48.99 (USD) until cancelled
- Monthly for 1 month at a time for $4.99 (USD); this will be automatically renewed monthly for $4.99 (USD) until cancelled
Payment for a subscription will be charged to your iTunes account at confirmation of purchase.
Subscriptions automatically renew unless auto-renew is turned off at least 24 hours before the end of the current period. Your iTunes account will automatically be charged at the same price for renewal within 24 hours prior to the end of the current period (another year for annual subscribers and another month for monthly subscribers) unless you change your subscriptions through the Account Settings after purchase. No cancellation of the current subscription period is allowed during an active subscription period. Any unused portion of a free trial period, if offered, will be forfeited when you purchase any of the subscription.
The app reverts to read-only mode once a subscription expires.