Everything linked to the CRM.
Every task starts from a contact, opportunity or client, so you never lose context.
CRM + Business Management
Organise your day and your team's with tasks connected to your CRM
Create, assign and view tasks from anywhere on the platform. Never lose context and keep the whole team aligned.
- ✓Create tasks from the contact, opportunity or client record
- ✓Shared calendar synced with Google Calendar
- ✓Automatic notifications and real-time tracking
From
€12
/month
✓ 10-day trial ✓ No credit card required ✓ Support in Spanish
Never miss a task or appointment
The whole team aligned.
Assign, prioritise and follow up without leaving the platform.
Your calendar always in view.
Shared calendar, synced with Google Calendar.
No external apps.
Tasks and appointments unified in the same CRM.
Tasks and calendar in one place
Task management is part of the CRM + Business Management module, included in all wiwink plans at no extra cost.
Task and calendar management
Included in CRM + Business ManagementCreate, assign and view tasks and appointments from anywhere on the platform, linked to contacts, quotes and clients.
Includes
No extra cost on top of your CRM + Business Management
Nothing to install
Up and running from day one
Tasks
Tasks that never get lost, because they are where they should be
Create tasks from the contact, opportunity or client record and set the owner, dates and priorities.
- Create tasks from a contact, opportunity or client
- Set the owner, dates, priorities and description
- One-off or recurring tasks
- Statuses: pending, in progress, completed, with automatic notifications
Calendar
See your team's work in a shared calendar
View the calendar by user or for the whole team, and sync it with Google Calendar.
- Calendar view by user or for the whole team
- Google Calendar sync
- Filter by owner, task type or status
- Link tasks to contacts, clients, quotes, invoices or work reports
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 task and calendar management in wiwink.
What is a CRM with task and calendar management?
A CRM with task and calendar management speeds up sales management and helps you close quotes faster. wiwink is an all-in-one CRM that includes tasks within its CRM + Business Management module. It lets you create, assign and track internal tasks, schedule appointments with clients and see everything in a calendar integrated with Google Calendar.
How are tasks created and assigned in wiwink?
From a contact or client record you can create tasks, assign them to team members and set priorities and deadlines. Everything stays linked in the CRM to make follow-up easier.
Can I schedule appointments with clients from task management?
Yes. Task management includes an appointments section that lets you schedule meetings, calls or visits and link them to the relevant contact or client.
How does the wiwink calendar work?
The calendar centralises all your tasks and appointments. You can see your commitments by day, week or month and sync them with Google Calendar to get a complete view of your schedule.
Is the Google Calendar integration included in wiwink?
Yes. The Google Calendar integration is part of the tasks feature in the CRM + Business Management module, and is available to all users at no extra cost.
What are the advantages of a CRM with task and calendar management over using several separate tools?
With wiwink you don't need external apps: tasks, appointments and calendars are unified in the CRM, linked to contacts, quotes and clients, saving time and avoiding duplicated data.
How does the tasks feature help improve productivity in an SME?
It helps teams coordinate better, know what everyone is working on and avoid things being forgotten. SMEs become more efficient by having everything centralised in one place.
Can tasks and appointments be linked to clients or quotes?
Yes. Each task or appointment can be linked directly to a contact, client, quote or document, so all the information stays connected in the CRM.
Does wiwink's task and calendar management comply with GDPR?
Yes. All task, appointment and contact data is stored securely and in compliance with Spanish and European data protection regulations.
What types of company benefit most from a CRM with task and calendar management?
Installers, consultancies, agencies, technical services, shops and, above all, SMEs that need to organise their team and coordinate appointments with clients. wiwink offers a clear, centralised view so you can work more efficiently.
Organise your team today
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