CRM FOR CONSULTANCIES
Your value lies in your advice. Not in chasing invoices.
Manage contracts, clients and hourly invoicing in one place, so your team spends its time adding value rather than on admin. With Verifactu, digital signature and schedule control included.
- ✓Contracts, proposals and clients on a single platform
- ✓Digital signature and Verifactu included from day one
- ✓Team time tracking and automated recurring invoicing
From€12/month
✓ 10-day trial ✓ No credit card required ✓ Support in Spanish
Improve your results
Team time tracking and holiday control.
The whole client cycle connected in one place.
Digital quotes and contracts with quick signing.
Recurring service invoicing, automated and under control.
Minutes, reports and deliverables centralised and fully traceable.
Proposals in progress always visible and under control.
How the workflow with wiwink works in consulting firms
From team time tracking to the satisfaction survey and sales follow-up.
Marketing Hub
CRM + Business Management
Digital signature
Works
Schedule control
Loyalty
Start · customer contact
1Team time record
2Web form contacted
3Contact acquisition
4Schedule a meeting
5Quote generation and signing
6Online contract signing
7Client portal access
8Automated invoicing with Verifactu
9Deliverables management
10Payment by link or direct debit
11Survey completed
End · loyal customer
Result: a fully connected client cycle, with team working-hours control, automated invoicing and sales follow-up in a single CRM.
Everything you need to manage your business
Connect your website to wiwink
Receive and manage new leads automatically from your web form, without duplicating tasks.
Sign documents digitally
Track meetings, proposals and contracts from a single view, with legally valid digital signature.
Invoice with Verifactu
Schedule recurring invoices for advisory services and monthly fees, in compliance with Verifactu and current regulations.
Comply with working-time recording law
Record your team's working hours from mobile or computer, centralised and easy to access.
Task and deliverables management
Share minutes, reports and documentation directly with the client from their private portal.
Send email marketing campaigns
Measure your clients' satisfaction and send segmented cross-selling campaigns to keep generating opportunities.
Before vs after
How wiwink changes the way you manage your consultancy
Process
With wiwink✓
Without wiwink
Contact
✓Everything goes straight into the CRM
✕Loose sheets and diaries
Proposal
✓Quote and digital signature
✕Waiting for a signature
Contract
✓Sign online, no printing
✕Paper and travelling
Team
✓Centralised schedule control
✕Excel spreadsheets
Invoicing
✓Automated with Verifactu
✕Manual checking
After-sales
✓Surveys and new proposals
✕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
- ✓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
★ 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
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
Ready to save time and simplify your business?
No credit card, no commitment. Find out how wiwink can organise your consultancy from today.