Overview and Walkthrough of the Features in our SaaS Products

A breakdown of the features included in our SaaS Websites, SaaS Websites & Automations, and SaaS Professional solutions to help you choose the right product for your business.

Updated at January 27th, 2025

Guide to the core Features across SaaS Websites, SaaS Website & Automations, and SaaS Professional Plans

Explore the comprehensive feature sets of our SaaS solutions, designed to streamline business processes and enhance digital capabilities. In this guide, you'll find a breakdown of features available in SaaS Websites, SaaS Websites & Automations, and SaaS Professional plans. Learn how each feature can benefit your business, and discover which plan fits your needs, whether you're managing websites, automating processes, or utilizing advanced AI-powered tools.

Note regarding images in this Article

All images displayed in this article were taken from a SaaS Professional account. Therefore, you may notice certain tabs or navigation items that are not available in the SaaS Websites or SaaS Websites & Automations plans. These additional features are exclusive to the SaaS Professional tier to accommodate more advanced business needs.

 

SaaS Websites

SaaS Websites is ideal for small businesses, freelancers, or anyone looking to establish a professional online presence with ease. This product is best suited for businesses that need a streamlined platform to create websites and collect customer data without needing advanced automation.

Dashboard:

Monitor all your business data in one place. Use the provided Information from the platform, or integrate your own user-defined elements to tailor your dashboard for better insights. Create and organize your Dashboards just as you need it. Learn more!

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Sites (additional features with SaaS Professional):

The Sites feature in SaaS Websites allows you to create and manage professional websites without needing technical skills. It's perfect for those who want a customizable, yet easy-to-use platform. Learn more!

Funnels

The Funnels feature enables you to create and manage custom sales funnels designed to guide your leads through the buying journey, from awareness to conversion. With intuitive tools, you can build landing pages, set up automated workflows, and track performance metrics to optimize each stage of the funnel. This feature is ideal for businesses looking to streamline lead generation, nurture prospects, and maximize sales opportunities. There are many prebuilt Template options so you never have to start from scratch!

You can also create AI generated Funnels at button click with our Funnel AI!

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Websites

The Websites feature provides an intuitive Website Editor that includes a variety of templates to choose from. You can easily build and customize your website to reflect your brand, including editing content, colors, and layouts.

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Stores

The Stores feature enables you to set up and manage an online store. Utilize the Website Editor and Payment features so you can add products, manage inventory, and create discounts or coupons to boost sales. Perfect for e-commerce businesses.

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Webinars

The Webinars Feature gives you the opportunity to create Webpages to host either On Demand (pre recorded Webinars) or Live Webinars.

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Create your Webinar, select a form where people sign up for it, select the prerecorded video and choose a Template for the Webpage. 

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Analytics

With built-in Analytics, you can track your Funnel's, website’s, QR Code's, Form's and Survey's performance, including traffic, page views, and user behavior. This data helps you make informed decisions about your Sites content and layout.

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Blogs

The Blog feature lets you create and manage blogs on your website. Share updates, insights, or news with your audience and establish yourself as an industry leader.

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WordPress Hosting & Site Migration

Host WordPress websites seamlessly, and migrate existing sites for just $14.99/month.

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Forms & Surveys

Create and integrate forms and surveys from many Templates to gather feedback and capture leads.

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Quizzes

The Quizzes Feature gives you the opportunity to create and publish Quizzes and analyze the submissions.

 
 

QR Codes

Create and customize QR codes to easily share links, or promotional content with your audience. This feature is especially useful for physical products or marketing materials.

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Domain Management / URL Redirects

Connect or Purchase Domains in Wind Solutions to host your Sites efficiently.

Manage URL redirections for your Domains to guide traffic efficiently.

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Media Storage:

Store and organize all your media assets, including images, videos, and documents, directly on our platform. You can also access free-to-use images from sources like Unsplash and Pixabay. With our unlimited media storage, you’ll never have to worry about space limitations. Benefit from our Image AI and create Art from text. Learn more!

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Calendars:

Create group, service menu, rooms, and equipment calendars to fulfill all use cases. Easily connect to Google Calendar, Outlook Calendar, iCloud Calendar, or Calendly, and automatically generate Zoom meeting links. Perfect for organizing appointments and managing schedules. It is also possible to integrate automatic appointment bookings via Websites and Web Chat (SaaS Professional). Learn more!

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Contacts (CRM):

Efficiently manage customer relationships with the CRM feature. View all relevant Information about your Contacts in one place. Learn more!

Smart Lists

Import and organize clients, apply bulk actions, audit actions, and restore previous states. Use Bulk Actions like “Send SMS”,  “Send Mail”, “Send Review Request” and more. Also directly step in contact via the built in conversation log of all the communication between the system, you and the client.

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Company

Organize and manage client company information for a more personalized approach.

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Tasks

Create and assign tasks to your employees for better workflow management.

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Opportunities:

The Opportunities feature helps you manage and track potential sales and deals throughout their lifecycle. With the Opportunites view, you can visually organize and move opportunities through different stages, from initial contact to deal closure. This feature gives you clear insights into the status of each opportunity, helping you prioritize tasks, forecast revenue, and keep the entire sales process streamlined. You can also create multiple pipelines to visualize and organize various products, services, or any use case that fits your business needs. Whether you're nurturing leads or closing deals, the Opportunities feature ensures that you stay on top of every business opportunity and drive growth efficiently. Learn more!

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Payments (additional features with SaaS Professional):

Manage all aspects of your business’s financial transactions with ease. From processing orders to tracking subscriptions, managing inventory, and creating payment links, the Payments feature streamlines the entire process. Integrated with multiple payment gateways like Stripe and PayPal, it ensures secure and efficient handling of all your payments. Automatically send Receipts, organize Taxes in your region, send Emails to customers which abandoned their cart and create shipping zones. Learn more!

Orders

Track all your orders, fulfill them and seamlessly print Shipping labels.

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Subscriptions

Manage your Subscription based services with ease.

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Transactions

Gain Insights on all your Transactions and manage customer payment activities automatically. 

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Payment Links

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Products

Organize and manage your product catalog, including pricing, descriptions, and stock levels. Easily create new products and categorize them in collections for easy navigation and purchasing on your site.

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Coupons

Create promotional discounts and coupons to drive sales. Offer percentage-based or fixed-amount discounts, limit the validity period, and apply restrictions to ensure a smooth and controlled discounting process.

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Mobile App:

Stay connected on the go with our mobile app. Access your dashboard, manage appointments, and view analytics to stay up to date at all times. Learn more!

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App Marketplace:

Browse and integrate a wide range of extensions to customize the platform for your personal use cases and industry needs. Learn more!

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Reporting (additional Reporting features with SaaS Professional):

The Reporting feature provides a comprehensive overview of your business performance. From appointments to advertising and communication metrics, it allows you to track important KPIs such as bookings, cancellations, and customer engagement across different channels. Use this data to make informed decisions and optimize your operations effectively. The Appointment Report feature comes in order of the Calendar feature, many more Reporting options can be used with the SaaS Professional Plan. Learn more!

Appointment Report

The Appointment Reporting feature offers detailed insights into your scheduling and appointment management. Track key metrics such as booked, confirmed, and canceled appointments, as well as no-shows and new bookings. Analyze your top appointment sources and outcomes to better understand client behavior and optimize your scheduling process.

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AI Tools (additional AI features with SaaS Website & Automations and SaaS Professional):

Enhance your workflow with powerful AI-driven tools, including content generation, image creation, and process automation. Our AI tools save time and boost efficiency, allowing you to create and manage content, automate tasks, and improve communication effortlessly. Learn more!

Image AI

Integrated AI-based text-to-image generation, allowing you to create free-to-use graphics effortlessly. Choose between Styles like “Photo”, “Animated”, “Sketch” and many more! Learn more!

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Content AI

Get AI assistance for text creation. Use AI to generate text, improve writing style, correct spelling and grammar, simplify content, or extend or shorten text as needed. Learn more!

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Funnel AI

You now have the option to create your Funnel by AI! Learn more!

Just provide some key information about your desired funnel and let the magic happen.

 

 
 

Windy AI Chat

Windy AI Chat provides instant, AI-generated answers to your questions based on the knowledge from our documentation. Integrated directly into our app and docs (accessible via the icon in the bottom right corner), Windy AI Chat offers seamless support, helping you quickly find the information you need without manually searching through articles. At the end of each answer, Windy AI Chat also provides a link to the relevant docs article where the information was sourced, ensuring transparency and easy access to further details. Learn more!

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Conversation AI

Conversation AI enables you to automate customer responses across various platforms, including web chat (SaaS Professional), SMS, and social media. You can train the AI to provide relevant answers to common questions, reducing response times and increasing customer satisfaction. There are three options to the Conversation AI - you can turn it off, use the suggestive mode which helps you within the web chat window to formulate an answer to your clients question or use Auto Pilot mode in which the AI bot automatically create fitting answers for the clients questions. Training methods include simple Q&A and a Web crawler with following available settings: “exact URL”, “All URLs with the path” and “All URL in this domain”. There is also the possibility to activate Appointment booking via the Conversation AI. Learn more!

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Other Features (other additional features with SaaS Professional):

Wind Solutions offers a variety of other features designed to enhance your business operations. These include seamless integrations with popular platforms, phone services for easy client communication, and email services to keep you connected with your audience. Plus, there are even more small, life-improving features waiting for you to explore. Learn more!

Integrations

Wind Solutions provides robust integration capabilities with a variety of popular third-party platforms, ensuring seamless connectivity across your business operations. Users can integrate with platforms like Google, Facebook, QuickBooks, Clio, Stripe, Shopify, TikTok, LinkedIn, and Slack to streamline workflows. For specialized needs, Wind Solutions also supports private integrations, allowing businesses to securely connect with custom applications. This flexibility ensures that no matter the platform, your business remains connected and efficient. Learn more!

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Phone services

The Phone Services feature within Wind Solutions provides users with the ability to manage various aspects of their communication channels. Users can add (buy) and configure phone numbers, track regulatory compliance for regions like the US and Canada, and manage brand messaging under the Trust Center. Make and receive calls directly in Wind Solutions and benefit from additional settings which allow for advanced voicemail handling, missed call text-back (SaaS Professional), SMS compliance, and message analytics to optimize communication strategies. Learn more!

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Email services

The Email Services feature provides tools for seamless email management. You can setup a dedicated domain where your mails are sent from, which is recommended to avoid spam issues.

The Reply & Forward Settings allow configuration of forwarding addresses and BCC emails, ensuring replies are tracked and delivered to personal inboxes.

Email Analytics offers detailed metrics on sent, delivered, and opened emails, along with bounces and unsubscribes for campaign optimization. The Risk Assessment helps monitor email verification to ensure your contact lists are clean and emails are deliverable. Learn more!

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API

The API feature allows seamless integration with external systems, providing flexibility to automate tasks and enhance your business operations. You can generate your API key directly in the Settings -> Business Profile section under the API Key field. A comprehensive API documentation is currently in development to help you get started and explore all the possibilities this feature offers. Learn more!

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SaaS Websites & Automations

SaaS Websites & Automations is designed for businesses looking to streamline their operations and integrate automated workflows. This product is ideal for small to medium-sized businesses that need advanced automation without requiring full-scale enterprise solutions.

All features from SaaS Websites, plus:

Automations:

The Automations feature allows you to streamline repetitive tasks and processes without requiring coding knowledge. By using our intuitive drag-and-drop workflow editor, you can set up automated actions triggered by specific events, such as contact form submissions or appointment bookings. To make it even easier, a variety of pre-built templates are available, helping you quickly implement common workflows. Automations help you optimize workflows, saving time and increasing efficiency by letting you focus on growing your business. Whether it’s sending follow-up emails, managing leads, or organizing appointments, Automations ensure your processes run smoothly and consistently. Even use AI powered decision making based on customer defined input via Workflow AI and you'll never feel any boundaries because of the possibility of custom code blocks. Learn more!

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AI Tools (additional AI feature):

This following additional AI feature is added in the SaaS Websites & Automations plan. Learn more!

Workflow AI

The Workflow AI feature in Wind Solutions allows businesses to automate repetitive tasks and optimize their processes without needing advanced technical skills. By utilizing AI, Workflow AI can predict outcomes, trigger actions based on data, and even generate personalized responses. It streamlines operations, helping teams save time and focus on more critical tasks.

In the example seen in the provided images, the workflow demonstrates how AI can be used to translate content dynamically based on the contact’s preferred language. The AI translates a message and ensures it is professionally and empathetically formulated, providing seamless communication across language barriers. Learn more!

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Workflow AI Assistant

Our Workflow AI Assistant supports you while creating your automations, it analyzes your workflow and suggests help with building your desired workflow. Ask it anything and you will get answers. Learn more!

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SaaS Professional

SaaS Professional is a comprehensive solution for businesses looking to fully integrate automation, customer management, and marketing into one platform. This product is best suited for any size of business that need more advanced features like AI-driven customer communications and in-depth reporting.

All features from SaaS Websites & Automations, plus:

Sites (additional features):

These following additional features are added in the Sites section of the SaaS Professional plan. Learn more!

Client Portal

The Client Portal feature is part of the Sites functionality and is closely integrated with the Memberships feature, enhancing the user experience for courses and communities. With the Client Portal, businesses can create a protected online gateway for their clients to access important resources, such as course materials, community interactions, and more. This feature allows you to fully customize the branding, domain setup, and email notifications for a seamless, professional experience for your users. For further details on how this integrates with Memberships, refer to the Memberships feature description. Learn more!

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Chat Widget (Web Chat)

The Chat Widget (or Web Chat) feature allows you to seamlessly integrate various communication methods directly into your website. This widget can handle SMS, Email, Live Chat, and even WhatsApp communication. You can choose the best format based on your needs, whether it’s real-time conversations via live chat or capturing messages for later response through SMS or email. It's perfect for teams of all sizes, with Conversation AI supported responses that improve efficiency and client satisfaction.

Simply copy the code provided for easy integration on your site, allowing visitors to engage with you instantly. Whether you're using WordPress or another platform, the setup is quick and hassle-free. Learn more!

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Memberships:

The Memberships feature lets businesses create exclusive content or courses for their clients. This feature is ideal for building a community and offering subscription based courses. This feature integrates with the Sites - Client Portal feature where you can customize the site of these created courses and communities. Learn more!

Courses

This feature allows you to create and manage different types of educational products, including sprint and marathon courses. It provides easy-to-use templates for creating digital learning products quickly. The dashboard offers essential metrics like opt-ins, sales, and membership growth over the last 30 days, giving you a quick overview of course performance.

In the product setup, you can define a clear course structure with lessons and modules, which are easy to edit and publish. The customization options allow you to offer different layouts and templates to match your branding needs. The "Settings" section offers robust control over site details, domain setup, and email settings.

After setting up your Course you can implement it in the Community.

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Communities

The Communities feature allows businesses to create and manage various groups where members can engage in discussions, share knowledge, and participate in learning activities. Within each community, group owners can set up a dedicated page for discussions, announcements, and member interactions. You can customize the community with branding options such as a favicon, cover image, and logo, giving each group a distinct identity.

A standout feature is the ability to integrate courses directly within the community, where members can access educational content, often tied to a subscription model. Admins can manage group settings, member statuses, and leaderboards to encourage participation through gamification. Additionally, the leaderboard feature tracks member activity, offering rewards for engagement, which helps keep communities active and thriving.

Community groups also allow for a seamless subdomain or custom domain setup, ensuring a professional and personalized experience for members through a dedicated client portal. This setup makes it easier for businesses to centralize member activities, discussions, and learning resources in one organized platform.

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Payments (additional features):

These following two additional Payment features are added in the SaaS Professional plan. Learn more!

Invoices & Estimates

This feature allows you to manage invoices and estimates for your business with ease. Users can create one-time invoices or set up recurring invoice templates for scheduled intervals. The dashboard provides an overview of drafts, due invoices, and received payments.

With customizable settings, you can define payment terms, enable partial payments, set late fees, and manage tip payments. The platform also supports personalized invoice and estimate templates, allowing businesses to define titles, terms, and product details. Automated reminder settings ensure timely follow-ups for overdue payments. Additionally, notification templates can be configured for both customer and team notifications related to payment successes and failures, improving communication efficiency.

This tool integrates business information seamlessly, displaying all essential client, product, and payment details on invoices and estimates, with options to preview, manage payments, and apply tax automatically. Whether you're handling new invoices or creating estimates, the system ensures smooth payment processing, complete with reminders and custom notifications.

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Documents & Contracts

The Documents & Contracts feature streamlines the management of business documents like proposals, estimates, and contracts. Users can create, edit, and track document status, whether it's in draft, pending, completed, or payment-related. New documents can be created from scratch or uploaded as PDFs. A signing order can be set, requiring recipients to sign in sequence. Documents are fully customizable with elements like text, images, product lists, and fillable fields such as signatures, text boxes, and dates. The platform allows for immediate payment collection upon signing or automatic invoice sending after document completion. Notifications for customers and teams can be personalized for actions like document receipt or signing. Templates can be created for recurring tasks, making document processing more efficient. Important Information: The signature feature is not legally binding in Austria!

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Conversations:

Centralize and manage customer communication across multiple channels, including email, SMS, live chat, and social media, with the Conversations feature. Track all interactions in one platform and utilize the Conversation AI to automate and respond to messages quickly and accurately, improving response times and efficiency. Learn more!

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Marketing:

The Marketing feature in our platform provides a comprehensive set of tools to manage and optimize your promotional efforts. Utilize Message Templates (Snippets) to save time by reusing pre-built content blocks across your marketing campaigns. With Countdown Timers, create urgency for your customers by integrating dynamic timers into your emails or pages, motivating quicker purchases. Brand Boards allow you to organize and maintain your company’s branding, such as colors and logos, all in one place to ensure consistency across campaigns.

Additionally, the Social Planner, Email Campaigns, and Affiliate Manager offer a suite of tools to manage your outreach, track performance, and grow your affiliate partnerships efficiently. Learn more!

Social Planner

The Social Planner feature allows you to plan and schedule social media posts across multiple platforms in one place, ensuring your social presence stays active. You can upload bulk posts via CSV, create recurring posts, and even manage approvals before publishing. The built-in template library offers evergreen post ideas, and you can track the performance of your posts with in-depth statistics. Additionally, leverage Content AI to generate AI-powered posts by simply providing a brief description, keywords, and selecting the desired writing tone, helping you create engaging content quickly and efficiently.

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Email Campaigns

The email marketing campaigns feature allows you to create, manage, and track email campaigns from one central platform. Easily set up and organize your campaigns, use templates from the library, or create custom designs to suit your branding. You can monitor the performance of your campaigns through detailed analytics, such as engagement rates, click-through rates, and conversion summaries. Additionally, track email opens and clicks with advanced UTM tracking and customize campaign settings for optimal performance. With integrated tools like performance tracking and attribution, your email marketing can be both targeted and efficient, ensuring that your messages reach the right audience at the right time.

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Affiliate Manager

The Affiliate Manager feature allows you to manage your affiliate marketing campaigns effortlessly. With a clear dashboard, you can monitor total revenue, customer conversions, and top affiliates. Set up your campaigns with ease, configure cookie lifespans, payout schedules, and include sub-affiliate setups if needed. Affiliates are notified via email, and the system helps you track campaign performance. You can also upload media assets for branding purposes to share with affiliates, ensuring your brand is consistently represented across all affiliate promotions.

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Reputation Management:

The Reputation feature helps businesses manage their online reputation by centralizing reviews and feedback. It allows you to send review requests via SMS or email, set up custom review links, and automate requests. Integrated with Google and Facebook reviews, it ensures balanced feedback across platforms.

With Reviews AI, businesses can analyze sentiments and trends, and use customizable widgets to display testimonials on websites. You can also create QR codes to gather reviews easily. The feature offers insights into review trends, ratings, and customer sentiment, improving visibility and engagement. Learn more!

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Reporting (additional features):

These following additional Reporting features are added in the SaaS Professional plan. Learn more!

Google Ads Report

The Google Ads Report feature offers a comprehensive breakdown of your ad campaign performance. You can monitor key metrics such as impressions, clicks, and conversions, all displayed in easy-to-read graphs. This tool also provides insights into client spending, cost per click (CPC), and cost per conversion (CPC). By analyzing data like conversion rates and return on investment (ROI) percentages, you can optimize your ad campaigns effectively. Additionally, the report lists individual campaigns, allowing you to compare clicks, costs, and revenue, ensuring you stay informed and make data-driven decisions.

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Facebook Ads Report

The Facebook Ads Report feature provides an in-depth analysis of your Facebook ad campaigns. It allows you to track key performance indicators such as impressions, clicks, conversions, and cost per conversion, all displayed through clear visual graphs. You can also monitor client spending, average cost per click (CPC), and return on investment (ROI) for each campaign. Additionally, this feature displays individual campaign performance, comparing key metrics like clicks, costs, revenue, and leads, enabling you to make informed decisions and optimize your Facebook marketing strategies.

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Attribution Report

The Attribution Report provides an in-depth analysis of how different traffic sources contribute to your business outcomes. It tracks the path of leads, from initial interaction to closed revenue, giving insights into which campaigns or channels are most effective in driving conversions. The report showcases metrics such as revenue closed, opportunities won, and total leads, allowing you to assess the value of each traffic source. By using UTM parameters and detailed session events, the report helps to identify the first and last attribution points, helping businesses to optimize their marketing efforts based on data-driven insights.

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Call Report

The Call Report feature provides detailed analytics for tracking incoming and outgoing calls made through your system. You can monitor call statuses, such as completed, missed, or canceled calls, and evaluate the performance of your communication efforts. The report displays metrics such as call duration, first-time call statistics, and the top call sources. It also helps you analyze the efficiency of your agents by measuring key performance indicators like the number of won deals and the average call duration, as seen in the dashboard.

This feature offers insights into the communication effectiveness of your sales or support teams, allowing you to make data-driven decisions to optimize customer interactions.

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Agent Report

The Agent Report feature allows you to track and analyze the performance of your agents across various metrics. This includes monitoring opportunities (leads that are open, won, or lost), conversions (new leads, bookings, or sales), and communication metrics such as SMS and email activities. The report also includes detailed call metrics, such as the total number of calls, call duration, and breakdowns of incoming and outgoing calls.

A leaderboard displays agent rankings based on metrics like most won opportunities or points, enabling you to identify top-performing agents. This comprehensive dashboard ensures you can effectively evaluate the efficiency and success of your team in managing opportunities, conversions, and client interactions.

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AI Tools (additional AI features):

This following additional AI feature is added in the SaaS Professional plan. Learn more!

Reviews AI

Automatically manage customer reviews on platforms like Google and Facebook. Reviews AI can generate tailored responses to feedback based on your brand’s voice, helping to maintain a strong online reputation. Learn more!

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Other Features (additional features):

These following additional features are added in the SaaS Professional plan. Learn more!

Missed Call Text Back

The Missed Call Text Back feature, accessible in Settings -> Business Profile, allows you to automatically send a follow-up text message when a call is missed. You can customize the message template and configure a phone number to ensure timely responses to missed calls. This feature helps maintain customer engagement by quickly acknowledging missed calls and offering assistance via SMS, improving your communication efficiency.

 
 

GMB Messaging

The Google My Business (GMB) messaging feature allows customers to communicate with your business directly from Google Maps or mobile search results. It's currently only available on mobile devices and can be managed through either Wind Solutions or the Google My Business dashboard. If you enable GMB chat within Wind Solutions, messages won’t appear in your GMB account, making it important to choose where you want to manage interactions.

 
 

GMB Call Tracking

The Google My Business (GMB) Call Tracking feature allows businesses to track calls from their GMB listings without negatively affecting SEO. The system shifts the business's real phone number to a secondary slot and places the LeadConnector number in the primary slot, ensuring call tracking. This setup helps track calls while maintaining the visibility and effectiveness of the original business contact number. Additionally, it integrates smoothly with Wind Solutions call tracking system for automated management.

 
 

 

Conclusion:

With these detailed breakdowns of each SaaS product and there specific core features you can better understand which solution fits your business needs. Whether you’re a small business owner looking to build an online presence, or a larger organization in need of comprehensive automation and customer management tools, Wind Solutions has the right SaaS product for you.

For more details on each feature and to get started with a 10-day trial, visit our website. If you need assistance choosing the right product or have any questions, feel free to ask our Windy AI Chat here in the Docs, or contact us directly at www.windsolutions.at/contact.