Features

Wintouch CRM’s rich set of features makes it a versatile tool for any business or organization. View your data from anywhere, log your communications, customize your environment, and create new processes that make your business more efficient.

Marketing & Leads

Generating, nurturing, and identifying your promising leads is easy with our sales pipeline. Define your own stages and track your conversion from stage to stage. Custom reports show you the data you need to improve sales processes and ultimately increase your revenue. Leads can also be captured through unique webforms setup for specific marketing campaigns, thus providing valuable feedback to gauge the success of these campaigns and to guide future marketing investment decisions.

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Customize, Customize, Customize!

Customize the type of data you store, what you wish to display and to whom, and how you display it. Our drag and drop UI editor allows admins to create custom UI layouts and toolbars for different user departments and organizational levels. In addition to the base features, you can use Wintouch as a platform to build add-on modules to be closely tailored to suit your business or organizational processes.

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Accounts & Contacts

You can store and organize account and contact information for customers, clients, prospects, partners, members, or any other entity that you interact with. A powerful search engine is provided to quickly find accounts or contacts based on any related field, or a combination of multiple criteria.

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Activity Management

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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Administration

Powerful admin tools let you manage your data and UI, define user groups, roles, and create custom permissions or restrictions for them, all from within your Web browser.

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Webforms

Create custom webforms for the purpose of automatic generation of accounts for prospective customers, customer satisfaction surveys, warranty claims, incidents, and more. Webforms can seamlessly be incorporated into your Web site by copying and pasting generated code.

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AS/400 Integration Modules

Wintouch includes natively developed modules written in RPG for initial data & document conversion and to maintain two-way data synchronization.

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Dashboards & Reporting

See the big picture, vital metrics, and trends of your data with our Dashboards. Examine the details by clicking on the charts and graphs to drill-down to micro level information. Unique dashboards can be created for different organizational levels, departments and business units. Additionally, users can create and customize their own datasheets using any data in your system.

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Workflows

Custom workflows can be used to create processes that manage sales opportunities, projects, service inquiries, incidents or anything that moves from one stage to another. Workflows can be automated so that they progress through stages based on predefined conditions, or can be used manually to allow users to proceed through the stages

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Task Automations

Create task automations to alert your team members to situations that require their attention. Set automatic alerts for your sales team when their opportunities are not followed up within a certain period of time, your customer service team when an issue needs to be resolved, or any other situation that assists your team complete tasks in a timely manner. The result is higher lead conversion, faster turn-around with service inquiries, and ultimately, a more efficient business or organization.

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Mobile Apps

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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Email & Calendar Integration

Integration with Gmail or Office 365 is available to organize and store work related incoming/outgoing emails in Wintouch. You can also sync your Google or Office calendar and contacts.

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Email Campaign

Create mailing lists by defining conditions on any part of your data, use a WYSIWYG editor to create HTML email templates with links to webforms, track campaign statistics, and more, all without leaving Wintouch

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Terminal Emulation Scripts

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.

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