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CRM + Business Management

A personalised portal for every client, no calls or emails needed

Share quotes, invoices or documents, and let your clients upload files or report issues from their own space.

  • ✓A dedicated portal for each client, with username and password
  • ✓Access to authorised quotes, delivery notes, invoices and documents
  • ✓Clients can upload files or create tickets from their portal
From €12 /month
Start for free Book a demo
✓ 10-day trial ✓ No credit card required ✓ Support in Spanish
Client portal in wiwink

Let your client find everything without having to ask

A space just for them.

Their own username and password, with access to what concerns them.

No asking by email.

Quotes, invoices and documents always to hand.

They can upload files too.

Their documents are saved directly in their record.

Issues raised from the portal.

Clients open their query without calling or writing an email.

An online space to share and collaborate with your clients

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

Client portal

Included in CRM + Business Management

Each client gets their own space, with a username and password, to view authorised quotes, invoices and documents.

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

Client portal

Everything your client needs, in one space

Choose which sections each client sees and let them browse, upload files or open tickets without depending on you.

  • A dedicated portal for each client, with username and password
  • Access to authorised quotes, delivery notes, invoices and documents
  • Configurable sections
  • Clients can upload their own documents, saved in their record
  • Clients can create tickets directly from the portal
Discover document management →
Client portal 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 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 the client portal in wiwink.

What is the wiwink Client Portal?
It is a feature built into the CRM + Business Management module that gives your clients access to their own area, where they can see quotes, invoices, products/services and related documents.
Can I see everything related to each client from their record?
Yes. From the client record you have access to their quotes, invoices, signed documents, and registered products and services, as well as other interactions.
Is the information centralised in the portal?
Yes. The portal lets you centralise relevant client information within the same platform, so data is never scattered.
What are the benefits for my clients of having their own portal?
Your clients can see their whole history (invoices, quotes, documents, etc.), which improves transparency, trust and their autonomy to check what concerns them without having to ask by email.
Does the client portal help me, as a freelancer or SME, cut admin time?
Yes. Because clients can access their quotes, invoices and documents directly, there is less manual handling, fewer queries and less repetition of information.
Can I combine the client portal with other wiwink modules?
Yes. The portal is part of CRM + Business Management, which can be used alongside modules such as digital signature, automatic invoicing, products and services, and more.
Does the portal show signed documents with legal traceability?
Yes. The platform includes digital signature modules with advanced biometric signature and identity verification (OTP), which ensures that the signed documents shown in the portal have legal validity and traceability.
Does this portal improve the client experience?
Yes. It lets clients see everything that concerns them (invoices, quotes, documents), how well they are being served and their history, which makes for a more professional and organised experience.
Can clients interact with the portal content (for example, view or download documents)?
As described, documents, quotes, invoices and more are accessible from the client record, which allows basic interaction such as viewing and consulting those items.
How do I start using the Client Portal in wiwink?
From your wiwink account, you activate the CRM + Business Management module, make sure the portal is enabled (it is included in the module's feature options) and manage documents and quotes from your CRM so they appear in that portal.

Give your clients their own space today

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

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