Windward Systems Portal
Directory leads flow into FluentCRM and Windward follow-up.
Use this front desk to monitor new owner requests, review visibility audits, route contacts into FluentCRM, and keep follow-up moving across every Windward directory market.
Directory Intake Queue
Owner verification and audit requests from Columbia and future directory markets, synced into FluentCRM for marketing and outreach.
Sign in to view private intake
Directory leads sync to FluentCRM and remain visible here for authorized Windward users.
Portal Lanes
Each lane maps to a practical workflow from directory claim to FluentCRM follow-up and service delivery.
Claims and corrections
Receive business-owner verification requests from any Windward directory and preserve source context.
Open queueAudit requests
Track owners who requested a free visibility snapshot and move report delivery through follow-up.
Review reportsDigital Front Desk
Use FluentCRM lists and tags to trigger outreach, nurture, and offer-specific follow-up.
Open CRMSupport and delivery
Keep owner questions, implementation tasks, and report delivery issues visible after intake.
Open supportFunctional Direction
Built for a directory-to-service handoff.
The portal should become the source of truth after a business owner raises their hand: contact record, company record, audit job, support item, booking path, and follow-up status.
1. CaptureDirectory claim or audit request lands in the portal with source listing context.
2. ReviewWindward checks the business, category fit, and report readiness before outreach.
3. ReportVisibility snapshot is prepared as a private owner-facing asset.
4. ConvertQualified businesses move into Digital Front Desk, review growth, or local visibility implementation.