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The software that automates your advisory firm and boosts your productivity

Digitalise your business, control work reports, and send quotes and invoices with no hassle

From12€/month
No card, no commitment. Everything from a single platform.
Consultancies
CRM + Business Management
Digital signature
Loyalty
Marketing Hub
Works

Centralise the management of your advisory or accountancy firm

wiwink lets you manage everything in one place:
CRM + Electronic Invoicing (Verifactu) to manage clients, projects and your team.
Digital Signature to send contracts, SEPA mandates and legal notices.
Appointment and task automation to improve your team's productivity.
Client Portal to share documents and receive information in one centralised place.
Incidents to improve your relationship with clients.
👉Spend less time on admin tasks and focus on what really matters.
CRM for consultants
CRM for consultants

Digitalise your professional practice

Client and document management in a single click
Organise documents, contracts and invoices on a single platform.
Create quotes and send electronic invoices.
Digital Signature and certified communication
Send contracts, SEPA mandates and legal documents for electronic signature.
Automatically centralise all signed documents on the client record.
Simplified invoicing and payments
Automate payments through bank remittances and online payment links.
Create recurring invoices.
Automate tasks and appointments with clients
Schedule meetings and manage appointments with Google Calendar, Zoom and Microsoft Teams.
Centralise tasks and reminders to meet deadlines effortlessly.
📌Save time on every task and work more efficiently.

Grow your business with wiwink and simplify the management of your advisory firm

From12€/month

Your daily challenges, solved with wiwink

Challenge Solution with wiwink
Manual management of documents and contracts CRM + Client Portal to centralise information
Dealing with unpaid and outstanding invoices Electronic invoicing with online payment and direct debit
Validation of documents and contracts Digital Signature
Organising appointments and meetings Automated management of calendar and reminders
Difficulty keeping clients loyal Email Marketing and satisfaction surveys
Wasting time on administrative tasks Automation of processes and repetitive tasks

The tools that simplify your day-to-day

CRM + Business Management
Centralise client and supplier information on a single platform.
Create quotes and invoices in just a few clicks.
E-invoicing (Verifactu)
Comply with Spanish regulations without worrying about your invoice format.
Make paying easy with remittances and online payments.
Digital Signature
Send contracts, documents and legal notices with legal validity.
Automatically save signed documents on the client record.
Client Portal
Share documents and notifications with your clients.
Receive documents without unnecessary emails.
Task and Appointment Automation
Organise meetings and tasks linked to each client or service.
Sync with Google Calendar, Zoom and Microsoft Teams.
📌Everything your advisory firm needs, in a single piece of software.
Consultancy CRM

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Initial setup

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wiwink resources

Resources

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