CRM SOFTWARE FOR MARKETING AGENCIES
More winning campaigns. Less time lost on admin.
Centralise quotes, contracts and invoicing in one place so your team can focus on creating, not administrating. With digital signature, Verifactu and client portal included.
- ✓Quotes, contracts and client campaigns in a single platform
- ✓Client portal with reports, tasks and documents
- ✓Recurring invoicing with Verifactu and automatic payments
From€12/month
✓ 10-day trial ✓ No credit card required ✓ Support in Spanish
Improve your results
Documents and clients organised in a single place.
Contracts or quotes approved quickly and easily.
Invoicing and payments organised and under control.
Tasks and deadlines for each campaign always under control.
Happier clients who are easier to retain.
Team always under control.
How the workflow works with wiwink for marketing agencies
From winning the client to recurring invoicing and loyalty.
Marketing Hub
CRM + Business Management
Digital signature
Works
Schedule control
Loyalty
Start · customer contact
1Time record
2Web form contacted
3Contact acquisition
4Quote creation and sending
5Quote or contract digitally signed
6Client portal registration
7Client documentation uploaded
8Tasks and deadlines for each service under control
9Checklist of production activities
10Recurring invoicing with Verifactu
11Direct debit or payment via Stripe
12Campaign delivered
13Customer service via support ticket
14Satisfaction survey
End · loyal customer
Result: a complete workflow that brings together client acquisition, digitally signed quotes and contracts, the client portal, team schedule control, e-invoicing compliant with Verifactu, recurring payments and loyalty through campaigns, tickets and surveys, all in a single system.
Everything you can manage from a single CRM
Clients, campaigns and documents in a single place
Each client has their own record with history, quotes, contracts, reports and invoices always linked and easy to find.
Digitally signed quotes and contracts
Send campaign quotes or contracts for digital signing from any device, with no paper or travel.
Automated marketing reports
Schedule automatic delivery of campaign, web analytics, social media or Ads reports so they go out on their own.
Team schedule control
Your team records their working day straight from their mobile, with visibility of the workload per client or campaign.
Recurring invoicing adapted to Verifactu
Generate and send invoices on a recurring basis at the frequency agreed with each client, in compliance with Verifactu and the Anti-Fraud Law.
Tickets, surveys and loyalty campaigns
Handle incidents via tickets, send satisfaction surveys and run loyalty or cross-selling campaigns for your clients.
Before vs after
How the management of your marketing agency changes with wiwink
Process
With wiwink✓
Without wiwink
Quote
✓Online quote
✕PDF by email
Acceptance
✓Instant digital signature
✕Waiting for a signature
Recurring service
✓Automatic planning
✕Manual scheduling
Client portal
✓Reports, tasks and invoices centralised
✕Email and spreadsheets
Invoicing
✓One click with Verifactu
✕Re-entering data
Loyalty
✓Campaigns, tickets and surveys
✕No follow-up
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 save time and simplify your business?
No card, no commitment. Find out how wiwink can organise your marketing agency from today.