CRM + Extranet
Client Portal

Software to manage your company and generate access to an online portal or extranet for your clients.

Share information and documentation with your clients: quotes, invoices... and any documents you choose.

14 días de prueba gratis

Registro sin tarjeta

Docs Extranet

Document pending signature

Comparte documentación con tus clientes: presupuestos, facturas, etc.
Acceso directo seguro a la información de pedidos, facturas, contratos, etc.
Envío de credenciales de acceso únicas para cada cliente.
Mejora de las comunicaciones internas y externas.
Posibilidad de incluir productos para facilitar nuevas compras.

What can you do with CRM + Management?

Ver todas las funcionalidades

CRM

Contactos ilimitados

Oportunidades

Presupuestos ilimitados

Tareas

Citas, recordatorios y convocatorias

Integración con Google Contacts

Integración con Google Calendar

Campos personalizados

Pago online de presupuestos

Email tracking de presupuestos

Tracking de formularios

Integración con Zoom, Microsoft Teams, Google Meet

Integración con Calendy

Historial de cambios

Ventas

Clientes

Formulario de alta de cliente

Facturación

Facturación electrónica (FacturaE)

Facturación automática

Albaranes

Productos

Portal de cliente - Extranet

Integración con Woocommerce (Pedidos online)

Campos personalizados

Pago online de facturas

Automatizaciones básicas

Email tracking de facturas

Remesas bancarias (SEPA)

Historial de cambios

Gestión

Gastos ilimitados

Abonos ilimitados

Proveedores

Gestor documental (100 GB)

Notificaciones in app

Firma digital integrada en la ficha de cliente

Segmentación para email marketing

Soporte wiwink

Soporte email y chat

Herramientas para desarrolladores

Acceso API

CRM in the Cloud

to automate your company.

Focus on what matters most and wiwink will take care of the rest.

Try it for free · Easy to use

Your clients, closer than ever

Extranet to share orders, quotes and documents. There are no limits!

Manage your customers

With CRM, create customer tabs or contacts quickly. Do not lose more data and make your company information accessible to everyone.

The clients engaged by your sales team, the contacts that come to you through your website and the sales through your online store.

Create quotes

instantly

Conclude a lot more contracts or sales because with wiwink you will sell in a faster, smarter and more orderly way. Assign the contacts to your commercial strength and control the negotiations.

Send your contracts to be signed with a digital signature from wiwink. Now you can have your sales under control.

Tasks under control

meetings, calls, online agenda

Organize your team's visits, meetings and all relevant tasks in one place.

Assign a manager, set deadlines and notify your team members by email. Share files, photos, and videos, ...

Billing

simple and fast

Easily create invoices with your corporate image. Automatically set up your recurring invoices or create them on the fly. Send them by email and avoid wasting time.

Control the status of your invoices (paid/unpaid, shipping tracking, etc.), direct debit and much more.

Online signature

of documents

Sign and certify your important documents and communications in seconds. Simplify your administrative tasks and ensure that all your digital transactions are secure.

Signing sales contracts, purchase orders or confidentiality agreements is easy with wiwink.

Email tracking

for all your emails

All your company's communications will be centralized. Send your quotes, invoices, and documents and you can keep track of each order in detail.

Schedule automatic resends if your messages have not been opened and forget about follow-up. wiwink does it for you.

Management reports

customizable and automatic

With wiwink, you will have all of your business’ relevant information just a click away. It is no longer necessary to check your company’s progress indicators every month. Receive them by email.

Configure your dashboards and see real-time information about your business: sales, unsigned financial proposals, commercial force performance, success, attrition rate, ...

Customer management

Sales CRM

A complete ERP to manage your entire business.

More info
Legal certainty

Digital signature

Send any contract or document to be signed.

More info
Repeat customers

Loyalty

Know what your customers need and grow with them.

More info