Stop searching in a thousand places
Access a client's full history from a single record: quotes, invoices and documents.
CENTRALISE YOUR INFORMATION
Centralise your business information in one place
Avoid the chaos of scattered files, lost emails and disconnected tools. With wiwink, you have everything under control.
- ✓Client record with quotes, invoices and signed documents
- ✓Documents organised and filed automatically, up to 100 GB
- ✓Client portal to share information securely
From
€12
/month
✓ 10-day trial ✓ No credit card required ✓ Support in Spanish
How does wiwink help you centralise your information?
Client record, documents, digital signature and work reports connected to each other, so you stop searching in a thousand different places.
Everything under one roof
Contacts, tasks, documents and communications connected to each other, with no duplicated data.
Signed documents, right where they belong
Every signed contract or quote is filed automatically in the client record.
Work reports that never get lost
Every report is linked to the client and to the corresponding sales opportunity.
Absences and clock-ins in the same system
Check your team's availability and hours without leaving wiwink.
Share information without losing control
Give each client their own portal to view and provide documents, with no stray calls or emails.
Key features to centralise your information
The CRM + Business Management foundation, with client record, documents and client portal included, combined with Support tickets, Digital signature and Works.
CRM + Business Management · base
Loyalty · from €10/month
Digital Signature · from €10/month
Works · from €12/month
Your whole client, on a single screen
360º client record
Access the full history of each client without searching across different tools.
- Quotes, invoices and orders linked automatically
- Signed documents and contracts, always at hand
- Purchased products and scheduled appointments
- Activity history and communications on a single timeline
Share without losing control
Client portal
Give each client their own space to view and provide information, with no stray calls or emails.
- Private, exclusive access with username and password
- Authorised quotes, invoices and documents
- Clients can upload their own documents, which are saved in their record
- Clients can raise issues directly from the portal
Not a single ticket gets lost +€10/month
Support tickets
Every issue is linked to the client, whether created from the CRM or from their portal, with the full history at hand.
- Create tickets from the CRM or let clients open them from their portal
- Smart inboxes and automatic assignment by department or user
- Tracking with filters and statuses
- Automatic customer notifications when the status changes
Sign and file in the same step +€10/month
Digital Signature
Every signed document is saved automatically in the client record, with no extra steps.
- Simple and advanced biometric signature with full legal validity
- SMS OTP verification and multi-signatory signing
- Electronic certification with time-stamping
- 100 signatures per month included
Every report, right where it belongs +€12/month
Work Reports
Work reports are linked automatically to the client and to the corresponding sales opportunity.
- Create work reports from the CRM or from a sales opportunity
- Checklist, photos, comments and materials per work report
- Sign the report with legal validity, on the spot
- Technician portal with real-time updates from mobile
Your whole business connected, at every step.
⚡Adapt the workflow to your sector
CRM + Business Management
Automations
Digital signature
Works
Loyalty
Schedule Control
Client record
1Quote or invoice
2Automate the next step
3Signed document
4Work report
5Support ticket
6Clock-in or absence
7Everything, centralised in the client record
Without wiwink vs. with wiwink
Without wiwink 😕
With wiwink 🙂
✕Scattered files and messy emails
✓All documentation linked to the client
✕Information spread across several tools
✓One single software for your whole business
✕Hard to find a client's history
✓Instant access from their record
✕Duplicated tasks or errors caused by poor coordination
✓Automatic sync between users and modules
✕Signed documents lost in emails
✓Digital signature filed automatically in the record
✕A different set of tools for every task
✓Everything connected in a single platform
Start centralising your information today
Book a demo
We show you how to organise the client record, documents and client portal for your team.
Book a demo →
Initial setup
We help you get your folders, templates and client portal ready from day one.
Talk to the team →
Connect with your favourite tools
The wiwink core and every module integrate with the tools your business already uses — without relying on external integrations to work.
SStripe
PPayPal
ZZoom
Google Calendar
MGoogle Meet
CGoogle Contacts
TMicrosoft Teams
CCalendly
WWooCommerce
WWordPress
⚡Zapier
Everything you can achieve with wiwink
Every benefit comes from combining the wiwink core with the modules you choose, so it fits your business model.
Win clients
Track sales, assign tasks, send quotes and sign digital contracts, all from the wiwink CRM.
Find out more →
Save time
Automate repetitive tasks, avoid duplicating data and enable online payment with a single click from your invoices.
Find out more →
Centralise your information
From the client record, access quotes, invoices, signed documents, purchased products and more, all in one place.
Find out more →
Build client loyalty
Segment your database and send campaigns or surveys, or manage issues without leaving wiwink.
Find out more →
Stay in control of your business
Check income, expenses, pending payments and best-selling products, and manage your team with real-time data.
Find out more →
Stay compliant
Generate FacturaE, comply with Verifactu, send GDPR-compliant campaigns and sign documents with legal traceability.
Find out more →
Frequently asked questions
We answer the most common questions about centralising your information with wiwink.
What information can I see from a client record?
From the client record you access their contact details, quotes, invoices, signed documents, purchased products, tasks and the full activity history, without having to search in other tools.
How much storage does wiwink include for documents?
wiwink includes up to 100 GB of cloud storage, with private folders per user and a global team folder, all linked to contacts, quotes, invoices and work reports.
Is the client portal secure?
Yes, each client has private, exclusive access with a username and password, and can only see the information and documents you decide to share with them.
Are signed documents saved automatically?
Yes, with the Digital signature module every signed document is filed automatically in the corresponding client record, without you having to upload or organise it by hand.
Can I give my clients access without them seeing all the information?
Yes, the client portal has configurable sections: you decide which quotes, invoices or documents are visible to each client.
Are support tickets linked to the client?
Yes, every ticket or issue, whether created from the CRM or from the client portal, is linked to the corresponding client record, with automatic notifications and status tracking. Resolved issues are archived and remain available in their history.
Do I need a credit card to try wiwink?
No, we offer a free 10-day trial with no credit card required.
Ready to centralise your information with wiwink?
No credit card, no commitment. Find out how wiwink can unify all your business information from today.