Name: Wintouch eCRM
Author: Touchtone

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Kubernetes Monitoring

Service Mesh

Development

Academic Advising

Classroom Management

Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

Email Spam Filter

Interactive Voice Response (IVR)

VoIP

Enterprise

Accounting

Digital Banking

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Converged Infrastructure

Data Center Infrastructure Management

Data Lakehouse

Data Observability

Database Load Balancing

Desktop Outsourcing

Ethernet Switches

File Sync and Share

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Packet Analyzer

Software Defined Storage (SDS)

Tape Storage

Threat Intelligence

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Management

Email Marketing

Event Registration

Heatmap and Session Recording

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Presales

Sales Acceleration

Sales Gamification

Sales

Animation

Auto Repair

HIPAA Compliance

Insurance Suites

Investment Portfolio Management

PCB Design

Public Sector Software

Tax Practice Management

Vertical-Specific

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Crowdtap

Document Locator

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Screenful

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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.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Wintouch eCRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Touchtone

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Wintouch eCRM

Overview

What is Wintouch eCRM?