WINIX CRM

Centralize, optimize and streamline your communication. The better you know your customers, the stronger your relationships will be with them

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WINIX CRM 

WINIX IT SOLUTIONS

  

Centralize, optimize and streamline your communication. The better you know your customers, the stronger your relationships will be with them

CRM

 Customer Relationship Management

          Centralized customer data: Consolidate all customer information in one central location, including contact details, interaction history, and purchase behavior. Enhanced communication: Foster stronger relationships with your customers by facilitating personalized and effective communication through various channels.

 Sales Pipeline Management

          Track and manage your sales pipeline: Visualize your sales process, track the progress of leads and opportunities, and identify potential bottlenecks for improved conversion rates. Automated follow-up: Automate tasks like email follow-ups and reminders to ensure timely engagement with potential customers and maximize sales opportunities.

  Marketing Automation

          Targeted campaigns: Design and launch targeted marketing campaigns based on customer data and preferences, leading to increased engagement and ROI. Automated workflows: Automate marketing tasks like email marketing, social media posting, and lead nurturing to save time and resources.

 Customer Service Management

          Efficient case management: Track and resolve customer issues efficiently through a centralized ticketing system, improving customer satisfaction and loyalty. Knowledge base access: Empower your customer service team with a centralized knowledge base to resolve customer inquiries quickly and effectively.

  Reporting And Analytics

          Data-driven insights: Generate reports and analyze key metrics such as customer acquisition cost, customer lifetime value, and sales performance, allowing you to identify areas for improvement and optimize your marketing and sales strategies.

Sales

 Full Sales Cycle

          starting from departments purchasing requests , Purchase Quotation Requests , Purchase Quotations , Purchasing Orders , Goods Received Notes , Suppliers Invoices , Suppliers Payments

 Full Integration with Accounting and Inventory

          Fully Automated Integration with Accounting and Inventory Modules according to predefined Rules and Setup

 Keep Track of Customers Accounts

          Ease of tracking Customers accounts through one screen with smart notifications from the app

 sell anywhere

          You are not limited to sell on premise ,You Can sell anywhere using your tablet or Mobile device .

 managing recurring invoices

          Easily Track recurring invoices , and re issue new invoice with just one click

 Automate Payments terms

          auto schedule of customers payments based on predefined setup

 Multiple Payment methods

          Cash, checks, and credit card payment methods are available.

 Online Payments

          Integration with banks API ,to allow you receive online payments with ( Credit Cards , Visa , etc )

 Cash flows

          Monitor cash register adjustments and easily verify cash contents at the end of the day.

 Shipping Costs Management

          Compute shipping costs

 Multiple Pricelists

          define multiple Pricelists and link it to customers , with the ability to compute prices automatically based on predefined rules

 Setup GST/VAT on Customer and Items basis.

          Setup GST/VAT can be selected on Customer and Items basis.

 Cashier accounts

          Manage multiple cashier accounts and secure them with badges or pin codes.

 Credit Notes

          Credit notes are used by sales to correct previously issued invoice(s) to reduce the amount the receiver needs to pay. Credit note amounts cannot exceed amounts of the invoice lines issued previously.

 Price Lists

         

 Point Of Sale

          User Friendly Point of sales with just few simple clicks