Whiz Sales Reviews

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About Whiz Sales

Whiz Sales is a CRM software.

The vendor says key capabilities include:

  • Manage Expense Account Online
  • Control Access Rights
  • Facilitates Export & Import of Data
  • Assign Tasks. Get Reminders.
  • Syncs & Integrates

Users can create, organize, review, and export expense statements by defining fields and categories as deemed necessary and relevant. Such account statements could range from local travel expenses to any other expense incurred during the course of sales. There is also an option, through which these expenses can be grouped and filtered for reporting or tracking purposes.

Whiz Sales Features

Sales Force Automation Features
Does not have featureCustomer data management / contact management
Does not have featureWorkflow management
Does not have featureTerritory management
Does not have featureOpportunity management
Does not have featureIntegration with email client (e.g., Outlook or Gmail)
Does not have featureContract management
Does not have featureQuote & order management
Does not have featureInteraction tracking
Does not have featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Has featureLead management
Does not have featureEmail marketing
CRM Project Management Features
Does not have featureTask management
Does not have featureBilling and invoicing management
Does not have featureReporting
CRM Reporting & Analytics Features
Does not have featureForecasting
Does not have featurePipeline visualization
Does not have featureCustomizable reports
Customization Features
Does not have featureCustom fields
Does not have featureCustom objects
Does not have featureScripting environment
Does not have featureAPI for custom integration
Security Features
Does not have featureRole-based user permissions
Does not have featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Does not have featureMarketing automation
Does not have featureCompensation management
Platform Features
Does not have featureMobile access
Additional Features
Has featureUnlimited Attachments To Per lead
Has featureUnlimted Followup Instances Can be Saved
Has featureLead Transfer To Other Team Members
Has featureExport Leads
Has featureImport Leads
Has featureTasks - Reminders
Has featureSales Dashboards
Has featureTimesheets
Has featureTasks Management
Has featureSales Forecasting
Has featureSales Team GPS tracking
Has featureSales Team Performance Reports
Has featureVolume and Value Based Sales Targets Management

Whiz Sales Screenshots

Whiz Sales Competitors

Zoho CRM, Suger CRM, Sales Force


  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional

Whiz Sales Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

Whiz Sales Support Options

 Free VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

Whiz Sales Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Linux
Mobile Application:Apple iOS, Android
Supported Countries:India, US, UK
Supported Languages: english