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Mobile Apps Overview

Mobile apps are a fantastic way to enhance user engagement and reduce churn by allowing you and your clients to manage and grow your business from anywhere. The Stack Mobile App is a powerful tool that adds value to your services and supports your business growth. Let’s explore the types of mobile apps available, the differences between desktop and mobile apps, and the core features of the mobile app.

The mobile app complements your desktop app, ensuring you have access to your system wherever you go. There are three types of mobile apps available:

The Stack Mobile App, branded with Stack’s logo, is available for everyone, including all account users. Discover its features by downloading it:

  • Apple
  • Android

The Stack Mobile App is a “graylabeled” version, meaning it doesn’t directly link back to Stack, preserving your brand identity. Offer it to your users without compromising your branding:

  • Apple
  • Android

This is a paid service where Stack creates a mobile app with your company’s branding. It includes core mobile app features along with unique benefits.

The Mobile App empowers you to manage your business on the go! While it offers fewer features compared to the desktop app, it allows you and your users to operate from anywhere. Some tasks, like creating workflows, require the desktop app. However, you can add someone to a workflow from the Mobile App.

Upon entering the Mobile App, you’ll find several menus and options. Let’s take a look at the common menu items:

  • Left-hand Menu: Access profile settings, manual actions, invoices, insights, tasks, and reputation. You can also log out here.
  • Account Selector: Toggle between multiple accounts if applicable.
  • Button Navigation Menu: Quickly access notifications, conversations, point of sale, calendars/appointments, and contacts.
  • Lightning Bolt Icon Menu: Perform quick actions like making a call, sending an SMS, or sending a review request.
  • Plus Sign Icon Menu: Add a new SMS, email, contact, opportunity, or appointment, depending on the current page.

The mobile app works seamlessly with the desktop app to keep your business operations smooth. Some features require setup or editing on the desktop app first. Here are the mobile-specific features:

  • Mobile Notifications: Manage your notifications to stay updated on the go.
  • Conversations: Handle conversations and respond from anywhere. Supported channels include Live Chat, Facebook, Instagram, WhatsApp, Email, and SMS.
  • Schedule SMS or Email: Plan to send messages at a specific future time.
  • Add a Media Attachment: Attach videos, images, or files to SMS or emails. For larger files, consider using a sharable link.
  • Send Voice Note: Record and send voice notes quickly.
  • Review Requests: Manage your business’s reputation by sending review requests and responding to reviews.
  • Invoices: Create and send invoices. Stripe integration is required for processing payments.
  • Opportunities: Create or update opportunities for contacts.
  • Appointments & Calendars: Manage appointments and calendars.
  • Point of Sale (“Tap to Pay”): Process sales directly from your mobile device. Stripe integration is required.
  • Contact Management: Manage contacts efficiently.
  • Full Fledge Calling System: Make and receive calls to ensure you never miss a lead or sale.

We’re always looking to improve and add new features. Share your ideas, upvote existing ones, or follow new releases on our ideas board.

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