CRM for accountancy and advisory firms
Less time administering clients. More time advising them.
Manage case files, recurring tasks and invoicing in one place, so no client goes unattended and no deadline is missed. With digital signature, Verifactu and schedule control included.
- ✓Quotes, contracts and recurring invoicing in a single platform
- ✓Digital signature and Verifactu included from day one
- ✓Tax and office tasks organised by client and due date
From€12/month
✓ 10-day trial ✓ No credit card required ✓ Support in Spanish
Improve your results
Team time tracking and holiday control.
Quotes and contracts created easily from templates.
Office tasks organised and under control.
Signed client documentation centralised and tracked.
Verifactu invoicing and automated collection of monthly fees.
Client incidents resolved successfully.
How an organised accountancy firm works with wiwink
From winning the client to the final service rating, everything connected.
Marketing Hub
CRM + Business Management
Digital signature
Schedule control
Loyalty
Start · customer contact
1Time record
2Web form contacted
3Contact created
4Quote created and sent
5Engagement letter signed
6Client portal registration
7Recurring tasks assigned
8Recurring invoicing with Verifactu
9Automatic payments
10Support ticket or incident created
11Survey completed
End · loyal customer
Result: a more organised firm, with clients connected from the first contact, automated tax tasks, recurring invoicing compliant with Verifactu, automated collection of monthly fees and incidents resolved with follow-up, all in a single system.
Everything you can manage from a single CRM
Recurring tasks · Quarterly VAT3 pending
✓Gómez & Sons, S.L.
–Marín Consulting
–Ruiz Bakery
Recurring invoicingVerifactu ✓
✓Monthly fee · Marín Consulting
✓Quarterly fee · Gómez & Sons
Quotes and contracts with digital signature
Customise, send and receive signed quotes and service contracts from the CRM, with no paperwork or travel.
Recurring tasks per client
Schedule the firm's periodic filings (VAT, income tax, payroll, accounting) and automate each client's deadlines.
Automatic invoicing and payments
Generate and send monthly or quarterly invoices in compliance with Verifactu and the Anti-Fraud Law, collected by direct debit or online payment.
Time tracking and team holidays
Each employee clocks in from their own device and you keep track of the firm's workload, complying with mandatory time recording.
Client portal
Each client views documents, invoices and contracts, and uploads paperwork without endless emails.
Incidents and satisfaction surveys
Your clients report any incident from their portal and you can measure their satisfaction when each case is closed.
Before vs after
How client management changes with wiwink
Process
With wiwink✓
Without wiwink
Quote
✓Online quote
✕Word or Excel by hand
Contract
✓Instant digital signature
✕Paper and printer
Tax tasks
✓Recurring and automatic
✕Spreadsheets
Documentation
✓Client portal
✕Emails and chasing
Invoicing
✓Recurring with Verifactu
✕Re-entering data
Time record
✓Clock in from your mobile
✕Paper sign-in sheet
Adapt wiwink to your business
Pay annually and save 20% on CRM, modules and users
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
★ Recommended
Adapta
Choose your modules or sector
2 users included
Basic
CRM + Business Management
Verifactu
(Included in your Adapta plan)
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
From15€/month
CRM + Business Management
Choose your sector or a module to see the price
Pro
All modules included
3 users included
Basic
CRM + Business Management
Verifactu
(Included in your Pro plan)
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
Ready to streamline your firm?
Try wiwink free for 10 days. No card, no minimum term.