Generate and auto-assign leads with custom web forms, identify promising leads, monitor their progress, and analyze your marketing/sales data with robust reporting tools.
Wintouch can accommodate B2B, B2C, multiple contacts/addresses per account, custom account types, all with a completely customizable UI and a host of powerful features.
Wintouch is well suited as a lightweight ERP for SAAS and other service providers or businesses without a large inventory.
Give reps a full view of the customer and an intuitive service ticketing process with automation, kanban overviews, task lists for each ticket, and reporting.
Create a centralized workspace for multiple teams or team members to tackle any number of projects. Assign tasks and track progress with task boards and workflows.
Automate parts of the onboarding process and annual maintenance with document templates, automated tasks & follow-ups, and a workflow to easily track progress. Store employee documents, information, and statuses in custom fields.
Streamline your quoting process with templates and automation. Task management tools assist with collaboration on complex quotes.
Reduce several time-consuming parts of the invoicing process by automating customer reminders and alerts for your staff.
House your product master in Wintouch with custom hierarchy, fields, and images for use with quoting, invoicing, order entry, reporting, and connecting with other services via our APIs.
Wintouch handles order entry for businesses without a large inventory or subscriptions for SAAS and other service providers. A custom order history summarizes sales from within Wintouch or external applications via API.
Collect leads, service tickets, surveys, and more directly into Wintouch without the need for additional integration or services. Create automated assignment, responses, follow-up, and reports with collected data.
Wintouch can store payment history via manual entry or API with another application. Automations notify reps and customers of late or insufficient payments.
We specialize in IBM i and AS/400 systems! We offer integration programs written in RPG and terminal emulation for applications on AS/400 & IBM i and an on-premise CRM for AS/400 & IBM i.
Generate and auto-assign leads with custom web forms, identify promising leads, monitor their progress, and analyze your marketing/sales data with robust reporting tools.
Wintouch can accommodate B2B, B2C, multiple contacts/addresses per account, custom account types, all with a completely customizable UI and a host of powerful features.
Wintouch is well suited as a lightweight ERP for SAAS and other service providers or businesses without a large inventory.
Give reps a full view of the customer and an intuitive service ticketing process with automation, kanban overviews, task lists for each ticket, and reporting.
Create a centralized workspace for multiple teams or team members to tackle any number of projects. Assign tasks and track progress with task boards and workflows.
Automate parts of the onboarding process and annual maintenance with document templates, automated tasks & follow-ups, and a workflow to easily track progress. Store employee documents, information, and statuses in custom fields.
Streamline your quoting process with templates and automation. Task management tools assist with collaboration on complex quotes.
Reduce several time-consuming parts of the invoicing process by automating customer reminders and alerts for your staff.
House your product master in Wintouch with custom hierarchy, fields, and images for use with quoting, invoicing, order entry, reporting, and connecting with other services via our APIs.
Wintouch handles order entry for businesses without a large inventory or subscriptions for SAAS and other service providers. A custom order history summarizes sales from within Wintouch or external applications via API.
Collect leads, service tickets, surveys, and more directly into Wintouch without the need for additional integration or services. Create automated assignment, responses, follow-up, and reports with collected data.
Wintouch can store payment history via manual entry or API with another application. Automations notify reps and customers of late or insufficient payments.
We specialize in IBM i and AS/400 systems! We offer integration programs written in RPG and terminal emulation for applications on AS/400 & IBM i and an on-premise CRM for AS/400 & IBM i.
Up to 5 different terminal emulation sessions can be defined, if necessary, each to a different system. From various places in Wintouch, a script can be launched for one of these terminal sessions, to automatically sign in, input keystrokes, and function keys, as expected by the native application. This will significantly save time for the user while ensuring accuracy of data entry.
Take your CRM on the go with easy to use mobile apps for the iOS and Android devices. Customizable App screens can be customized to suit your unique requirements.
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