We answer the most common questions about product and service management in wiwink.
What is a CRM with product and service management?
It is a CRM that organises not only your customers but also what you sell: your products and services. wiwink lets you centralise that catalogue and use it in quotes, delivery notes and invoices in seconds.
How do I add products and services in wiwink?
The process is simple: you create a record with a name, description and price. From then on, they are saved so you can reuse them whenever you prepare any document.
What are the benefits of centralising products in the CRM?
Instead of scattered lists in Excel or in your team's heads, everything is in one place. That means fewer mistakes when preparing quotes, faster invoicing and up-to-date information for everyone.
Can I organise my products and services by category?
Yes. You can create product families or service groups, so finding what you need is as easy as filtering and selecting.
How do products work with quotes and invoices in wiwink?
When you are creating a document, you select directly from the catalogue and the system inserts the information with the price and description you have already set up.
How does a centralised catalogue make quoting faster?
You don't have to type the same thing over and over. You just pick the product or service and add it to the quote, saving time and avoiding confusion.
What happens if a price or service changes over time?
You can edit it in the relevant record, and from then on it will appear updated in any future quotes or invoices you generate.
Does it also work if my business only offers services?
Of course. Clinics, consultancies, training academies and maintenance companies use this module to record their services just as they would products.
Why is this feature useful for an SME?
Because it makes your company look more professional. Instead of improvised documents, you send consistent quotes and invoices, with the same descriptions and clear prices for every customer.
Which sectors get the most out of product and service management in a CRM?
Physical shops, renovation companies, online academies, veterinary clinics and, in general, SMEs that need speed and order to manage what they sell.
Organise your catalogue today
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