Connect with your entire organization under a single tab
Connect with every employee
Monitor Project Progress
Track client Interaction
Personalize your Email Interaction
Necessity of ERPs and CRMs
Clear Overview of Entire Business
Easy Business Management
Track Multiple Projects
Track Employee Time and Performance
Track Multiple Client Meetings
Track Opportunities across multiple leads06
Wingsbull to win deals and Accelerate Production
Track lead interactions and easily spot opportunities
Track employee productivity
Spot where deals go bad and make immediate Improvements
Easy to spot employee’s lagging performance
View across the calendar for leaves and manage attendance
Track which sources get you quality leads
Benefit for business
- Contact Name
Need for CRM/ERP
- Unorganized client records
- Difficult to track contact Point
- Difficult to track client Interaction
- Stretched out projects
Things to consider
- Clean Interface
- Great User Experience
- Easy to Use
Lead Management System
- Import Bulk Leads
- Assign Leads to respective employees
- Track Lead Interactions
- Convert Leads to Clients
- Track leads, calls, E-mails & visits
- Activity Planner
- Focus, Prioritize & Win
- Win / Loss Analysis
- Track Employee Records
- Track Employee Time
- Track Employee Leaves
Client Management System
- Individual Tracking
- Reports Tracking
- Easy communication
- Track Interface
Project Management System
- Assign Members
- Create Milestones
- Assign Tasks
- Track Progress
Finance Management System
- Payment Gateway Integration
- Track Online Payment
- Track Expense
- Track Income vs expense
Can I import existing customer list?
To make it quicker to setup your CRM, you can import a list of clients/leads ! LMN handles .CSV file importing - a popular format for importing/exporting data between different applications. In the way that the file is formatted, the CRM import is very specific.
What happens after my trial period expires?
It is a painless and hassle-free procedure to set up the support desk tools for integration with Wingshield CRM. To get a list of all our integrations, visit our marketplace, and authenticate Wingshield CRM with a support desk and you will be ready to go.
What type of assistance and preparation is provided by Wingsbull CRM?
Our programs for preparation and assistance are second to none. For both hosted clients and on-site clients, we have unrestricted assistance and preparation. Need a fast resource or tutorial? We have a comprehensive online video demonstration library and step-by-step training guides.
Can I customize the CRM?
Our software comes with a range of applications and functions, such as automation of sales and promotions, customer support and accessibility of the contact center. This functionality come with your Wingshield CRM order, and can be configured depending on your company's ever-changing needs.