Manage leads, customer conversations, sales opportunities, follow-ups, and activities in one connected workspace. Help your team respond faster, stay organized, and move opportunities forward.
Built to connect customer-facing work with the rest of your WINIX business operations.
From the first inquiry to the next sale, WINIX CRM brings customer information, team activities, and sales processes together in one place.
Keep organizations, contacts, conversation history, and important details together.
Track leads, opportunities, quotes, and next actions through a clear sales process.
Organize tasks, reminders, activities, and responsibility across your team.
Use dashboards and reports to understand pipeline progress and team performance.
A practical set of capabilities to reduce scattered information and make everyday customer-facing work easier.
Capture inquiries, qualify prospects, manage sales stages, and track deal progress.
Maintain connected customer, company, and contact records with key information.
Assign calls, meetings, reminders, and next steps so work keeps moving.
Connect the sales conversation with quotations and downstream business processes.
Support organized outreach and communication workflows across connected channels.
Review opportunities, activities, and customer information with useful reports.
Available functionality may depend on your WINIX package, configuration, and enabled integrations.
Explore the applications available for your CRM solution.
Module and feature details are loaded dynamically from WINIX.
<p><strong>Centralize, optimize and streamline your communication. The better you know your customers, the stronger your relationships will be with them</strong></p>
Centralized customer data with configurable entity forms and instant visual previews; track interactions, purchase history and contact enrichment in one place.
Configure tables, charts, calendars, kanban boards and maps for any entity (contacts, parties, leads) without coding, enabling instant data entry and visualization.
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.
Design targeted campaigns using enriched contact data; automate email, SMS and WhatsApp outreach, plus workflow triggers for lead nurturing.
Automatically pull emails, phone numbers, logos and industry data from websites and external services, updating records and creating linked contacts in real time.
Define, visualize and assign sales areas and territories on interactive maps; auto‑match organizations to territories based on location coordinates.
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.
Set up multi‑step approval cycles for record changes and trigger email, SMS or WhatsApp alerts to approvers and related stakeholders automatically.
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.
Build custom tabular or statistical reports, schedule email delivery, and import data from Excel/CSV with field mapping and full validation.
starting from departments purchasing requests , Purchase Quotation Requests , Purchase Quotations , Purchasing Orders , Goods Received Notes , Suppliers Invoices , Suppliers Payments
Fully Automated Integration with Accounting and Inventory Modules according to predefined Rules and Setup
Configure shipping charges, select ship‑via options and link them to branches for accurate cost calculation.
Create work orders directly from sales orders with a single click. The system copies line items, assigns a default work centre and links the new work orders back to the source sales order.
Ease of tracking Customers accounts through one screen with smart notifications from the app
Create several price lists, attach them to customers, and let the system compute prices automatically using item/category rules, discounts and rounding.
Safe creation, update and deletion of invoices and credit notes with built‑in validations, automatic GL, stock and bank posting, and cascade cleanup of related records.
Track every payment allocation to invoices, view allocation status in real time and run batch auto‑allocation for outstanding invoices.
Configure multi‑level reminder rules (email/SMS) for overdue invoices and schedule automatic follow‑up actions based on overdue duration.
Define recurring invoice groups with start/end dates, frequency and automatic generation with one click.
Define credit status rules, block invoicing for risky accounts and retire inactive statuses—all from a single screen with instant validation.
auto schedule of customers payments based on predefined setup
Create and manage multiple branches, assign tax groups, sales teams, default accounts and optionally disable transactions per branch.
Cash, checks, and credit card payment methods are available.
Integration with banks API ,to allow you receive online payments with ( Credit Cards , Visa , etc )
Set up recurring invoice groups with start/end dates and frequency; generate next invoices automatically with one click.
Setup GST/VAT can be selected on Customer and Items basis.
typically refer to post-dated or held cheques that are not intended for immediate deposit, but are kept as a financial guarantee for a transaction.
A guaranty check is a security instrument (like a post-dated cheque) that a company holds to ensure payment or commitment in business dealings. It's not immediately cashed, but can be used if the other party fails to meet their obligations.
A clean, click‑driven POS console that manages locations, accounts, payment methods and real‑time sales, reducing training time and errors.
View POS configurations and transactions in cards, tables, dashboards, or custom layouts, letting staff pick the most intuitive view for daily operations.
Set up automatic notifications (SMS, Email or WhatsApp) that fire on every sale, refund or settlement, keeping managers and cashiers instantly informed.
Configure periodic email reports with selected fields and filters; deliver daily, weekly or monthly sales summaries directly to stakeholders.
Automatically award loyalty points for each transaction based on configurable rules; points accumulate for customers and can be linked to payroll or promotions.
Import locations, users, payment methods, and product catalogs from Excel/CSV with full field validation, speeding up initial deployment or mass updates.
Visualize subscriptions instantly with Kanban, Calendar, Table and Card layouts, letting users switch perspectives to match their workflow.
On creation or renewal the system auto‑creates renewal records, resets status, updates stages and flags the subscription as open, ensuring seamless continuity.
Define approval cycles for inserting, updating or closing subscriptions, with configurable approvers, auto‑filled fields and conditional routing.
Send email, SMS, WhatsApp or in‑app alerts automatically when a subscription is created, renewed, or closed, targeting fixed or record‑based contacts.
From any subscription line, users can send quick messages; the system auto‑detects related contacts from metadata for instant communication.
Grant points for subscription creation, renewal or upgrades based on rules; points accumulate for later payroll or incentive programs.
Configure periodic email deliveries of customized tabular or statistical subscription reports, filtered by date, stage, category, etc.
Import subscriptions, items or stages from Excel/CSV using field mapping; the system validates data and saves records in one click.
Create, edit, and view rental orders with datatable preview, tracking customer, dates, delivery and auto‑syncing stock status in real time.
When a rental order item is saved, the system updates the related stock record’s rental_status to ‘Ordered’, ensuring inventory reflects reservations instantly.
Visual calendar view of rental items showing start/end dates, quantities and conflicts, with quick edit capability from the schedule page.
Define multi‑step approval cycles for new or changed rental orders; auto‑populate requester details and notify approvers via email or SMS.
Send automatic messages (email, SMS, WhatsApp) on order creation, schedule updates or status changes to customers and internal teams.
Earn configurable points for each rental order processed; points can be accumulated and later applied in payroll or incentive programs.
Generate and email periodic rental order summaries (e.g., weekly) with filters and charts, helping managers track volume and revenue.
Import rental orders from Excel/CSV with field mapping and full validation, speeding up mass data entry and migration.
Monitor all shipments instantly with status, routes, costs and timelines. Switch between tabular, card and Gantt views for quick exception handling and performance insight.
Automatically compute total shipping cost using selected rates, cost types, incoterms and container specs. Saves manual calculations and ensures accurate pricing.
Create multi‑step approval cycles for shipping requests, quotes and invoices. Assign approvers, lock fields, and trigger actions on approve or reject.
Send email, SMS or WhatsApp alerts on key events such as departure, arrival, invoice receipt or approval status changes, with configurable recipients.
Import shipping ports, cost types, and company rates from Excel/CSV with field mapping and validation, accelerating the setup of new routes.
Generate on‑demand tabular or statistical reports on shipments, costs, and carrier performance, with filterable columns and export to PDF/Excel.
Award points to users for on‑time departures, accurate cost entry, and quick approvals; points can be redeemed in payroll or incentive programs.
Set up periodic email summaries of shipment status, cost variances or pending approvals, delivered to defined stakeholder groups on a chosen schedule.
See how WINIX CRM can support your sales process and connect with your wider business operations.
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