Lilypad CRM
100+
Downloads
Mature 17+
info
About this app
Your product and approach are unique - and your CRM should be too! Lilypad is a CRM crafted specifically for the alcohol space with one primary goal: Helping you Sell More Liquid!
Lilypad 3.0 brings major upgrades to the mobile app. The entire app has been re-written on a brand-spankin' new and modern codebase. New features have been added, and the app is more user-friendly to help sales reps get more placements in less time while in the field.
Whether you're a new or a long-time user of Lilypad, you'll be able to pick up the new app and hit the ground running with the major features we're known for, such as the social wall, activities, tasks, placements, and the accounts map.
Our software is easily customized to fit the needs of your business, giving you the ability to optimize your operation and increase your sales. Download today and transform the way your team sells the product you've worked so hard to perfect!
WHAT'S NEW IN 3.0:
• Improved Security
* We've added a new layer of security to Lilypad. When you first login to the new Lilypad 3.0 mobile app, you'll be asked to update your password with specified character requirements. Once updated, you will use your existing username and new password to log in to the new Lilypad mobile app
• New Home Screen
* Upon logging into Lilypad 3.0, you'll land on a new Home Screen with a header that includes a greeting with your name, the date, and - most importantly - an Account Search field so you can quickly find your accounts
* Today's Schedule tab serves as a central point for critical updates, action items, and scheduled calendar items to help plan your day
* The Social Wall has its own tab on the Home Screen, right next to Today's Schedule. The Social Wall retains all the same functionality from the previous mobile app with a fresh look
• Revamped Activities & Tasks
• The Old Dashboard is Now My Stats
* Here, you'll find the redesigned Market Stats tab that now allows you to view more granular lists of Visits, Events, and Ride-Alongs for this month and previous months
• The More Tab is Now Manager/Contacts
* The More tab at the bottom of the social wall from the previous app has been replaced by a Manager or Contacts tab. If your user profile in the web version of Lilypad has been setup as a manager or admin, then you will see the Manager tab in the lower navigation of the mobile app. If you are not setup as a manager or admin, you will see the Contacts tab
* The Manager tab will take you to the More > Manager page that was in the previous app. This includes the Live, Planner, and Placements tabs
* The Contacts tab is a shortcut that takes you to the same page as Side Menu > Contacts (list of your colleagues)
• Blue Pushpin
* Upon logging into the new mobile app, tapping the Blue Pushpin in the lower navigation will land you on the Activities tab. The lower navigation (including the blue pushpin) will stay pinned to the bottom of the screen to allow easier navigation. If you have drilled into the blue pushpin and you're on either the Activities, Tasks, Plan, or Placements tab, then tapping the blue pushpin again will take you to the Accounts tab
• Updated Account Profile Page
• Redesigned Account and Distributor Sales
* The new Sales tabs for Accounts and Distributors have been redesigned with the following features:
* Both have a new Time Period dropdown that show sales comparisons between this year, last year, and the year before (for example, 2023, 2022 and 2021). You have the option to compare by entire year or by quarter
* For Side Menu > Distributors, we've added an Invoices tab next to the Brands tab (in the old app, Distributor Invoices were found under the More > Sales tab)
• Placements
* We streamlined the Placements screen by removing the Potential and Aging states.
* The Committed state now has two new sorting buttons that allow you to sort your list of placements from newest to oldest or oldest to newest.
• SSO authentication support for enterprise connections
Lilypad 3.0 brings major upgrades to the mobile app. The entire app has been re-written on a brand-spankin' new and modern codebase. New features have been added, and the app is more user-friendly to help sales reps get more placements in less time while in the field.
Whether you're a new or a long-time user of Lilypad, you'll be able to pick up the new app and hit the ground running with the major features we're known for, such as the social wall, activities, tasks, placements, and the accounts map.
Our software is easily customized to fit the needs of your business, giving you the ability to optimize your operation and increase your sales. Download today and transform the way your team sells the product you've worked so hard to perfect!
WHAT'S NEW IN 3.0:
• Improved Security
* We've added a new layer of security to Lilypad. When you first login to the new Lilypad 3.0 mobile app, you'll be asked to update your password with specified character requirements. Once updated, you will use your existing username and new password to log in to the new Lilypad mobile app
• New Home Screen
* Upon logging into Lilypad 3.0, you'll land on a new Home Screen with a header that includes a greeting with your name, the date, and - most importantly - an Account Search field so you can quickly find your accounts
* Today's Schedule tab serves as a central point for critical updates, action items, and scheduled calendar items to help plan your day
* The Social Wall has its own tab on the Home Screen, right next to Today's Schedule. The Social Wall retains all the same functionality from the previous mobile app with a fresh look
• Revamped Activities & Tasks
• The Old Dashboard is Now My Stats
* Here, you'll find the redesigned Market Stats tab that now allows you to view more granular lists of Visits, Events, and Ride-Alongs for this month and previous months
• The More Tab is Now Manager/Contacts
* The More tab at the bottom of the social wall from the previous app has been replaced by a Manager or Contacts tab. If your user profile in the web version of Lilypad has been setup as a manager or admin, then you will see the Manager tab in the lower navigation of the mobile app. If you are not setup as a manager or admin, you will see the Contacts tab
* The Manager tab will take you to the More > Manager page that was in the previous app. This includes the Live, Planner, and Placements tabs
* The Contacts tab is a shortcut that takes you to the same page as Side Menu > Contacts (list of your colleagues)
• Blue Pushpin
* Upon logging into the new mobile app, tapping the Blue Pushpin in the lower navigation will land you on the Activities tab. The lower navigation (including the blue pushpin) will stay pinned to the bottom of the screen to allow easier navigation. If you have drilled into the blue pushpin and you're on either the Activities, Tasks, Plan, or Placements tab, then tapping the blue pushpin again will take you to the Accounts tab
• Updated Account Profile Page
• Redesigned Account and Distributor Sales
* The new Sales tabs for Accounts and Distributors have been redesigned with the following features:
* Both have a new Time Period dropdown that show sales comparisons between this year, last year, and the year before (for example, 2023, 2022 and 2021). You have the option to compare by entire year or by quarter
* For Side Menu > Distributors, we've added an Invoices tab next to the Brands tab (in the old app, Distributor Invoices were found under the More > Sales tab)
• Placements
* We streamlined the Placements screen by removing the Potential and Aging states.
* The Committed state now has two new sorting buttons that allow you to sort your list of placements from newest to oldest or oldest to newest.
• SSO authentication support for enterprise connections
Updated on
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What's new
bugfix during activity submission
