No more scattered folders.
Private folders for each user and a global team folder.
CRM + Business Management
Manage all your documents from your CRM and share them with clients
Organise files in folders, share documents from the client portal and store everything securely and in order. Up to 100 GB included in your plan.
- ✓100 GB of cloud storage included
- ✓Documents linked to contacts, clients, quotes and invoices
- ✓Share files directly from the client portal
From
€12
/month
✓ 10-day trial ✓ No credit card required ✓ Support in Spanish
Everything filed, organised and accessible when you need it
Linked to the client.
Every document tied to its contact, quote or invoice.
No email attachments.
Share from the client portal, with public or internal visibility.
100 GB included.
Cloud storage at no extra cost on top of your plan.
Documents always accessible, organised and linked
Document management is part of the CRM + Business Management module, included in every wiwink plan at no extra cost.
Document management
Included in CRM + Business ManagementOrganise files in folders, link them to clients and quotes, and share them from the client portal with up to 100 GB included.
Includes
No extra cost on top of your CRM + Business Management
100 GB in the cloud
Works with digital signature
Document management
All your documents, organised and ready to share
Upload files from the CRM or the client portal and decide who can see them.
- 100 GB of cloud storage
- Private folders per user + a global team folder
- File uploads from the CRM or the client portal
- Documents linked to contacts, clients, quotes, invoices and work reports
- Optional visibility in the client portal (public or internal)
- Works with digital signature and certified email
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
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
★ 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
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
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 document management in wiwink.
What is a CRM with document management?
It is a CRM that, besides clients and sales, lets you store and share documents. With wiwink, all your company's documentation lives within the CRM + Business Management module.
How can I organise my documents in wiwink?
You create folders, upload files and sort them however you need: by client, by project or by document type. That way you can always find them quickly.
Can I share documents with clients?
Yes, directly from the client portal. This spares you email attachments and gives clients a single place where they find everything that belongs to them.
What types of file can I store in wiwink?
From contracts and quotes to invoices, delivery notes or project PDFs. Any document that matters to your business has a place.
Why is it useful to keep documents inside the CRM?
Because you don't depend on scattered folders or searching your computer. With everything linked to the client, you gain order and instant access.
How does this feature improve the client experience?
Clients receive their documents in a secure, personalised portal, which conveys trust and professionalism without repeated emails.
Do I need to buy an additional module to use Documents?
No. Since it is part of CRM + Business Management, this feature comes included as standard, with no downloads or extra add-ons.
What practical example shows how useful it is?
If a client calls asking for a copy of their contract, you find it in seconds from their CRM record and share it with them straight away.
How does wiwink protect document information?
Files are stored on European servers under data protection regulations, which guarantees confidentiality and access only for authorised users.
Which businesses get the most out of document management in a CRM?
Consultancies, accountancy firms, training academies, design agencies, clinics or any SME that handles a lot of client documentation and needs to organise and share it easily.
Start organising your documents today
No card, no commitment: try wiwink free for 10 days.