Custom Modules

The ability to build custom modules makes Wintouch more than a CRM. New modules can be used to document, manage, and streamline a wide variety of organizational and business processes. You determine what information a custom module contains, its workflow, the UI layout, and which team members can view or edit it. Combine these modules with other features to automate your processes and visualize their data with custom reporting.

Endless Possibilities

We supply the tools to build unique modules to handle processes specific to your business. In addition to common modules like opportunities, incidents, service inquiries, quotes, and invoices, you can create modules to manage projects, test products, oversee production, plan events, or any other process that can be structured and recorded. Building modules for different aspects of your organization reduces the need for multiple systems, the hassle/cost of integrating them, redundant data, and offers a more comprehensive overview from your dashboards.

Custom Modules + Auto Workflow + Task Automations

We supply the tools to build unique modules to handle processes specific to your business. In addition to common modules like opportunities, incidents, service inquiries, quotes, and invoices, you can create modules to manage projects, test products, oversee production, plan events, or any other process that can be structured and recorded. Building modules for different aspects of your organization reduces the need for multiple systems, the hassle/cost of integrating them, redundant data, and offers a more comprehensive overview from your dashboards.

*Auto Workflow feature only available in Wintouch Cloud.

Contact us to learn more about how Wintouch CRM’s custom modules can manage various aspects of your business.