The whole relationship in one record.
Quotes, invoices, tasks and signed documents, all together.
CRM + Business Management
Your entire client relationship in a single record
View quotes, invoices, tasks, emails, signed documents or tickets without leaving the client record.
- ✓Single record with quotes, invoices, tasks and documents
- ✓From contact to client automatically when a quote is accepted
- ✓Alerts for inactive clients so you never lose track
From
€12
/month
✓ 10-day trial ✓ No credit card required ✓ Support in Spanish
Make sure no client goes without follow-up
From contact to client, without lifting a finger.
They convert automatically when a quote is accepted.
No client goes cold.
Alerts for inactive clients so you can get back in touch in time.
Import without duplicates.
Upload your client base from Excel and wiwink avoids duplicates.
Client management, all in one place
Client management is part of the CRM + Business Management module, included in all wiwink plans at no extra cost.
Client management
Included in CRM + Business ManagementEvery client has a single record with accepted quotes, invoices, tasks, contracts and communications, so you never lose sight of the business relationship.
Includes
No extra cost on top of your CRM + Business Management
Nothing to install
Up and running from day one
Client creation
From contact to client, with no manual work
Create clients from Contacts or automatically when you win an opportunity, whichever you prefer.
- Create clients from Contacts or when you win an opportunity
- Manual entry or automatic entry from web forms
- Bulk import from Excel, with no duplicates
- Custom fields tailored to your industry
Client management
All the information on each client, at a glance
View quotes, delivery notes, invoices and signed documents without switching screens.
- Full history: quotes, delivery notes, invoices and signed documents
- Tasks, notes and documents from the client record
- Visibility of campaigns and survey responses
- Access to the client portal and email history
Your whole business connected, at every step.
⚡Adapt the workflow to your sector
Marketing Hub
CRM + Business Management + Verifactu
Digital signature
Schedule control
Works
Loyalty
Automations
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
- ✓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
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.
SStripe
PPayPal
ZZoom
Google Calendar
MGoogle Meet
CGoogle Contacts
TMicrosoft Teams
CCalendly
WWooCommerce
WWordPress
⚡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 and money
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 client management in wiwink.
What is a CRM with client management?
A CRM is client management software. It is the core feature of any CRM. wiwink lets you create, organise and centralise all the information on each client within the CRM + Business Management module, improving the relationship and sales follow-up.
How are clients created in wiwink?
A contact automatically becomes a client when they accept a quote. You can also create one manually, import them from Excel or set up an automation with Zapier.
How does wiwink help centralise each client's information?
Every client has a single record with all their details: accepted quotes, invoices, tasks, contracts and communications.
How are clients managed within wiwink?
You can assign tasks, schedule appointments, check their history and monitor the status of the relationship in real time.
How does wiwink help prevent losing clients?
It generates alerts and reminders so no client goes without follow-up. It also shows which clients have been inactive for a while so you can get back in touch.
Is the clients feature included in all wiwink plans?
Yes. Client management is included in the CRM + Business Management module, available to all users from the start at no extra cost.
Can a client's record be linked to quotes, invoices and documents?
Yes. From each client you can access accepted quotes, issued invoices, work reports, documents and digitally signed contracts.
How does wiwink protect client data under the GDPR?
It complies with the GDPR and Spanish regulations. Data is stored on European servers with access control.
Can I import my current client base into wiwink?
Yes. You can import clients from Excel. The CRM organises the information automatically and avoids duplicates.
What kinds of companies benefit most from a CRM with client management?
Businesses where loyalty is key: advisory firms, gyms, clinics, retail shops and SMEs looking to retain clients in the long term.
Start centralising your clients today
No card, no commitment: try wiwink free for 10 days.