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CRM + Business Management

Organise your contacts and manage every sales interaction

Centralise all your contact data. Manage opportunities, tasks and communications from a single record.

  • ✓A single record with the full history of every contact
  • ✓Import from Excel, web forms or Google Contacts
  • ✓Link quotes, tasks and documents without leaving the record
From €12 /month
Start for free Book a demo
✓ 10-day trial ✓ No credit card required ✓ Support in Spanish
Contact record in wiwink

Organise your contact base effortlessly

All the information in a single record.

History, tasks and quotes, with no searching in a hundred places.

Import your contacts in minutes.

From Excel, web forms or Google Contacts, with no manual work.

No opportunity slips through.

Kanban view of your sales funnel, always in sight.

From contact to client, automatically.

When they accept a quote, they become clients without you lifting a finger.

All your contact information, in one place

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

Contacts and sales management

Included in CRM + Business Management

Every contact has its own record with details, interaction history, and linked tasks and quotes, so you can see at a glance what stage each business relationship is at.

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

Contact creation

Import, create and update contacts easily

Add your contacts however you like: wiwink adapts to the way you work, not the other way round.

  • Manual entry from the CRM or automatic entry from web forms
  • Bulk import from Excel
  • Integration with Zapier and Google Contacts
  • Custom fields tailored to your business
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Creating and importing contacts in wiwink

Contact management

All the information at a glance

See your sales funnel and access everything related to each contact without switching screens.

  • Kanban view to visualise the sales funnel
  • Direct access to linked quotes, tasks and documents
  • Advanced segmentation for lists and campaigns
  • Full integration with digital signature and email history
Discover digital signature →
Kanban view of contact management in wiwink
← Back to CRM + Business Management

Your whole business connected, at every step.

⚡Adapt the workflow to your sector
wiwink connects your entire client relationship cycle on a single platform. Combine the modules and build the workflow for your sector.
Marketing Hub CRM + Business Management + Verifactu Digital signature Schedule control Works Loyalty Automations
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
  • ✓Automatic invoicing
  • ✓Bank remittances and online payments
  • ✓Client portal
  • ✓Suppliers
  • ✓Purchase orders
  • ✓Delivery notes
  • ✓Proforma
  • ✓Expenses · scanning
Includes
  • ✓Unlimited invoices per year
  • ✓Unlimited recurring invoices
  • ✓Custom roles
CRM automationsIncluded▾
CRM-only automations. To automate across modules, choose Adapta.
From15€/month
Start for free
★ Recommended
Adapta
Choose your modules
2 users included
Basic CRM + Business Management Verifactu
(Included in your Adapta plan)
★ What does your business do?
We recommend the modules most used in your sector
Schedule control €10/month ▾
  • ✓Schedule control
  • ✓Absences and holidays
  • ✓Geolocation
Digital signature €10/month ▾
  • ✓Signing of quotes and contracts
  • ✓Sent from the CRM
  • ✓Legally valid
Loyalty €10/month ▾
  • ✓Satisfaction surveys
  • ✓Customer follow-up
Marketing Hub €10/month ▾
  • ✓Web forms connected to the CRM
  • ✓Automations
Works €10/month ▾
  • ✓Work reports
  • ✓Technician scheduling
Cross-module automationsIncluded▾
Connect your modules and automate tasks and processes between them. CRM-only automations are already included in Basic.
From15€/month
Start for free
Pro
All modules included
3 users included
Basic CRM + Business Management Verifactu
(Included in your Pro plan)
ADAPTA
(Included in your Pro plan)
Schedule control €10/month ▾
  • ✓Schedule control
  • ✓Absences and holidays
  • ✓Geolocation
Digital signature €10/month ▾
  • ✓Signing of quotes and contracts
  • ✓Sent from the CRM
  • ✓Legally valid
Loyalty €10/month ▾
  • ✓Satisfaction surveys
  • ✓Customer follow-up
Marketing Hub €10/month ▾
  • ✓Web forms connected to the CRM
  • ✓Automations
Works €10/month ▾
  • ✓Work reports
  • ✓Technician scheduling
Cross-module automationsIncluded▾
Connect your modules and automate tasks and processes between them. CRM-only automations are already included in Basic.
From49€/month
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 and money
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 contact management in wiwink.

What is a CRM with contacts?
A CRM with contacts like wiwink centralises all the information about people or companies interested in your business. Contacts can be prospects, clients or simply people you deal with.
How does wiwink organise contacts in the CRM?
Every contact has its own record with basic details, interaction history, and linked tasks and quotes. That way you can see at a glance what stage each business relationship is at.
What is the difference between a contact and a client in wiwink?
A contact is anyone you communicate with. When that contact accepts a quote generated in wiwink, they automatically move to Client status.
Can I manage prospects and opportunities from the contact record?
Yes. From the contact record you can schedule calls, send emails, assign tasks or prepare quotes. Everything stays linked to the same record for quick, easy follow-up.
How does the contacts feature help close more sales?
It lets you centralise the information on each lead, follow up opportunities in an orderly way and automatically turn quotes into clients.
Is contact management included in all wiwink plans?
Yes. Contacts is part of the CRM + Business Management module, which is required to use wiwink. It is not purchased separately and has no extra cost.
Can quotes and tasks be linked directly to a contact?
Yes. From a contact's record you can create quotes, assign tasks, attach documents and track status, all in one integrated place.
How does wiwink protect contact data under the GDPR?
wiwink complies with European and Spanish data protection regulations, ensuring that information is stored securely and lawfully.
Can I import my current contacts into the wiwink CRM?
Yes. You can import your contacts from a file or bring them in from other tools, and wiwink organises them automatically.
What kinds of companies benefit from a CRM with contact management?
Any business that works with quotes and prospects: installers, agencies, shops, consultants, technical services.

Start organising your contacts today

No card, no commitment: try wiwink free for 10 days.

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