Wintouch eCRM

Wintouch eCRM, developed by Touchtone Corporation, is a low-code application builder designed to streamline operations and store data in the cloud. According to the vendor, this versatile solution is suitable for small to medium-sized businesses (SMBs) as well as larger enterprises. Wintouch eCRM caters to various professions and industries, including sales and marketing teams, customer service and support teams, project management teams, human resources departments, and service providers without a large inventory.

Key Features

Invoicing: According to the vendor, automate customer reminders and alerts, generate customizable invoice templates, and set up automatic reminder emails for outstanding invoices.

Quoting: The vendor claims that Wintouch eCRM can streamline the quoting process with templates and automation, generate quotes as PDF or HTML documents, and create a semi-automated quoting process with automatic follow-ups.

Project Management: The vendor states that users can create a centralized workspace for multiple teams, customize fields and workflows, assign tasks, and track progress with task boards.

Customer Service: The vendor claims that Wintouch eCRM can help organize and automate parts of the customer service process, customize service stages and ticket cards, generate leads with customizable web forms, and analyze support ticket data.

Web Forms: According to the vendor, Wintouch eCRM allows users to collect leads, service tickets, and surveys directly into the system, create customizable web forms, and use them as a portal for customers to report issues and request service.

Email & Calendar Integration: The vendor states that Wintouch eCRM offers integration with Google and Office 365, allowing users to sync email and calendar data, save emails under respective accounts/contacts, categorize and log emails under specific projects, and customize email categorization.

Notifications: According to the vendor, Wintouch eCRM provides push notifications for critical events and alerts, including new leads, support tickets, expiring quotes, and missed calls. Users can also create custom alerts based on simple or complex conditions.

Browser-Based 5250 Terminal Emulator: The vendor claims that Wintouch eCRM offers a browser-based 5250 terminal emulator, providing direct access to native IBM i & AS/400 applications. Users can view or enter data quickly on multiple systems and enable scripts for auto-sign in and data entry.

Activities: According to the vendor, Wintouch eCRM allows users to log account and contact communications, schedule events, sync email communications with calendars, automate standard tasks, and provide a central hub for intra-team communications.

Custom Alerts: The vendor claims that users can create personalized notifications and alerts for specific users based on simple or complex conditions. These custom alerts can help monitor various data points and keep users informed about critical events.