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CRM + Business Management

Create quotes, follow up, close more sales

Create opportunities in seconds, send quotes for digital signature and automate every step of the sales cycle.

  • ✓Generate a quote automatically when you create an opportunity
  • ✓Kanban view to control your sales pipeline
  • ✓Direct conversion from opportunity to invoice once the quote is accepted
From €12 /month
✓ 10-day trial ✓ No credit card required ✓ Support in Spanish
Quotes and sales opportunities in wiwink

Close sales without losing a single opportunity

Quotes in under a minute.

Predefined products and templates, ready to send.

Your pipeline always in view.

Kanban view to track the status of every opportunity.

Built-in digital signature.

Your clients accept the quote from their mobile, with legal validity.

From quote to invoice in one click.

Once accepted, it automatically becomes an invoice, with no duplicated data.

Quotes and opportunities, all in one place

Quotes are part of the CRM + Business Management module, included in all wiwink plans at no extra cost.

Quotes and sales opportunities

Included in CRM + Business Management

Create opportunities, build quotes in seconds and follow every sale through to closing, all from the contact record.

Includes
No extra cost on top of your CRM + Business Management Nothing to install Up and running from day one

Quote creation

Quotes ready in under a minute

Create an opportunity and automatically generate an associated quote, ready to send for digital signature.

  • Create opportunities from contacts or clients, as needed
  • Use predefined products and services to fill in quotes in seconds
  • Customise templates, payment terms and taxes
  • Send the quote for digital signature
Discover digital signature →
Creating quotes and opportunities in wiwink

Opportunity management

Track the status of every sale effortlessly

Control your sales pipeline with a Kanban view and automate follow-up tasks.

  • Kanban view to control your sales pipeline
  • Log of tasks, calls, emails and related activities
  • Direct conversion from opportunity to invoice once the quote is accepted
  • Automations: reminders, pending tasks, status alerts
Discover contact management →
Sales opportunity management in wiwink

Your whole business connected, at every step.

⚡Adapt the workflow to your sector
Marketing Hub CRM + Business Management + Verifactu Digital signature Schedule control Works Loyalty Automation
1Connect web or API
2Manage the client
3Sign quotes and contracts
4Control your team
5Organise the work
6Invoice and get paid
7Keep your clients loyal
8Automate tasks

Adapt wiwink to your business

Pay annually and save 20% on CRM, modules and users

Enable JavaScript to calculate modules and users. Base prices and sign-up links remain available.

Basic
CRM + Business Management Verifactu
1 user included
Basic does not include modules: for Schedule control or Works users, choose Adapta or Pro.
CRM · Boost your sales
  • ✓Contacts
  • ✓Quotes
  • ✓Tasks
  • ✓Products and services
Management · Save time and money
  • ✓Verifactu
  • ✓Electronic invoicing
  • ✓Clients and suppliers
  • ✓Automatic invoicing
  • ✓Bank remittances and online payments
  • ✓Client portal
  • ✓Suppliers
Find out more about what CRM + Business Management covers ▾
  • ✓Delivery notes
  • ✓Proforma
  • ✓Expenses · scanning
Includes
  • ✓Unlimited invoices per year
  • ✓Unlimited recurring invoices
  • ✓Custom roles
  • ✓Documents (100 GB)
From15€/month
CRM + Business Management
Start for free
★ Recommended
Adapta
Choose your modules or sector
2 users included
Basic CRM + Business Management Verifactu
(Included in your Adapta plan)
€15/month
Schedule control €10/month ▾
  • ✓Schedule control
  • ✓Absences and holidays
  • ✓Geolocation
  • ✓Employee documents
Digital signature €10/month ▾
  • ✓Simple signature
  • ✓Biometric signature
  • ✓SMS verification
  • ✓100 signatures/month included
Loyalty €10/month ▾
  • ✓Ticketing and incidents
  • ✓Satisfaction surveys
  • ✓10,000 sends/month
Marketing Hub €10/month ▾
  • ✓Forms and REST API
  • ✓Zapier and Meta Lead Ads
  • ✓Email marketing
  • ✓10,000 sends/month
Works €10/month ▾
  • ✓Work reports
  • ✓Technician scheduling
  • ✓Control checklist
Automations Free ▾
  • ✓Connect your modules and automate tasks and processes
Choose your sector or a module to see the price
Start for free
Pro
All modules included
3 users included
Basic CRM + Business Management Verifactu
(Included in your Pro plan)
€15/month
Schedule control €10/month ▾
  • ✓Schedule control
  • ✓Absences and holidays
  • ✓Geolocation
  • ✓Employee documents
Digital signature €10/month ▾
  • ✓Simple signature
  • ✓Biometric signature
  • ✓SMS verification
  • ✓100 signatures/month included
Loyalty €10/month ▾
  • ✓Ticketing and incidents
  • ✓Satisfaction surveys
  • ✓10,000 sends/month
Marketing Hub €10/month ▾
  • ✓Forms and REST API
  • ✓Zapier and Meta Lead Ads
  • ✓Email marketing
  • ✓10,000 sends/month
Works €10/month ▾
  • ✓Work reports
  • ✓Technician scheduling
  • ✓Control checklist
Automations Free ▾
  • ✓Connect your modules and automate tasks and processes
From49€/month
All modules included
Start for free

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.

Stripe PayPal Zoom Google Calendar Google Meet Google Contacts Microsoft Teams Calendly WooCommerce WordPress 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 quotes and sales opportunities in wiwink.

What is a CRM with quotes?
It is sales management software that lets you create and send quotes to your prospects. wiwink is an all-in-one CRM that includes quoting within its main CRM + Business Management module. It lets you create, send and manage quotes to turn sales opportunities into real clients.
How are quotes created and managed in wiwink?
From the contact or client record you can prepare a quote in just a few clicks, select products or services you have already saved and send it by email or direct link, without leaving the CRM.
What happens when a contact accepts a quote in wiwink?
The moment a contact accepts a quote, they automatically become a client in the CRM. Their status is updated and their entire sales history is recorded.
Can quote templates be customised in wiwink?
Yes. You can adapt the design, add your logo, include specific terms and configure the wording so that every quote reflects your company's identity.
How does the quoting feature help speed up the sales cycle?
It automates key tasks such as sending, following up and accepting quotes online. This cuts admin time and increases the conversion of contacts into clients.
Is the quoting feature included in all wiwink plans?
Yes. All wiwink users get the quoting feature when they take the CRM + Business Management module, with no extra payments or additional setup.
Can I sign quotes digitally in wiwink?
Yes. You can activate advanced or biometric digital signature so your clients can accept quotes from their mobile or email, with full legal validity across the European Union.
Do wiwink quotes comply with Spanish regulations?
Yes. wiwink quotes meet the legal requirements in Spain and can easily be converted into linked documents such as delivery notes, proforma invoices or invoices.
Can I convert a quote into an invoice in wiwink?
Yes. Once accepted, you can generate the invoice directly from the quote in seconds, avoiding duplicated data and gaining administrative efficiency.
What kinds of companies benefit most from a CRM with quotes?
Installers, consultancies, marketing agencies, technical services, shops and, above all, SMEs that work with price proposals. wiwink lets them manage quotes and sales opportunities quickly and professionally.

Start closing more sales today

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