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
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Point Of Sale User Friendly Point of sales with just few simple clicks |