winCRM

winCRM is a customer relationship management (CRM) software designed by TUDE CONSULTORES INFORMÁTICOS, S.L. to enhance the management of customer data and sales opportunities for businesses. According to the vendor, winCRM provides a solution for companies of various sizes that are seeking an intuitive and efficient way to manage their customer database. It is utilized by sales and marketing professionals, customer service representatives, consultants, associations and non-profit organizations, as well as legal and accounting firms.

Key Features

Easy CRM: According to the vendor, winCRM offers a user-friendly CRM software that allows businesses to easily improve their customer management. It is designed to provide an intuitive and efficient program for companies that want a simple and practical way to manage their customer database.

Team Collaboration: winCRM promotes teamwork by enabling multiple employees to access the same tasks, customer records, and sales processes. This is said to facilitate communication and collaboration within the organization.

Quality Customer Service: According to the vendor, winCRM includes a built-in telephone support module that enables quick searching of customer records and easy note-taking during phone calls. This is aimed at ensuring professional and efficient customer service, eliminating the need for customers to repeat information to different individuals.

Opportunity Pipeline: winCRM includes a visual pipeline management feature that is claimed to help optimize the sales process. According to the vendor, it allows users to identify the sales stage for each customer, providing a clear overview of the sales pipeline.

Always Connected: winCRM offers both a Windows version and a web version, providing users with continuous access to their customer database. The Windows version is said to provide speed and optimal user experience on desktop computers, while the web version allows access from any location and device.

Keyword Search: According to the vendor, winCRM allows users to quickly search through previous queries. If someone has already solved a similar issue and recorded it, users can find the solution immediately.

Data Analysis: winCRM provides insights into the time spent on each customer, allowing users to track the time dedicated by their employees. According to the vendor, this information can be used as supporting evidence during customer interactions.

Synchronization: winCRM offers a connector with Sage 50, enabling bidirectional communication between Sage 50 and winCRM. According to the vendor, this allows for automatic creation and updating of customer data, as well as the transfer of quotes from winCRM to Sage 50.

Cloud Document Management: winCRM synchronizes all documents associated with customers to Google Drive, providing unlimited cloud storage for documents. Automatic backup is also included, ensuring data security, as claimed by the vendor.

Google Calendar Integration: winCRM seamlessly integrates with Google Calendar, automatically creating events in both winCRM and Google Calendar. According to the vendor, this enhances collaboration and mobility, allowing users to add Google Calendar alerts to key tasks.