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Lightweight ERP

Wintouch is well-suited as a custom lightweight ERP for small distributors and service providers with integrated CRM and customer service.

Components of a Custom Lightwieght ERP

Everything needed to implement, maintain, and scale a custom ERP.

Quoting

Custom Quote Templates
Email to Customers in 1 Click
Monitor Open Quotes

Products or Services

Custom product master & inventory for low-volume product sales.
Custom services list with defined pricing or flexible enter-as-you-go services
Examples:
Subscriptions
Licenses
Digital/Online Services
Consulting
Low-Volume Product Sales
Construction/Engineering
Repairs

Service & Order Entry

Record time spent on any professional service and use it to generate invoices.

Invoicing

Flexible Templates
Auto-generate & Email
Notifications for Reps

Automation

Automate Quote & Invoice follow-ups.
Custom notifications for important/large quotes.

ERP + CRM + Customer Service

Full view of customers with orders, communications, and customer service inquiries, all visible from a single account.
Account-level reports for sales history, activity, & opportunities.
Assign full or partial view/edit permissions for various teams.

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