Winds CRM For Service - Features

Features of Winds CRM for Service industry

Winds CRM for service organisations - is the perfect solution to manage lead based business process.Qualify more leads and convert more sales with Winds CRM.
Some of the major features are :

Manage customers - 360 degree view of customers available 24/7.
Leads / enquiry management – is done effectively . web API for integrating with multiple web channels for generating enquiries
Quotations - Managing Quotations is simple process, and with a click of a button you can generate the quote in your pre-defined formats.
Opportunity pipeline – Manage your potential opportunities with pipeline analysis and accurate forecast
Sales order and Sales - Manage your order book and your invoices with close integration.
Warranty management – Manage your Warranties effectively and set business alerts on its renewal that you never miss business opportunities on renewal
Receipts – Manage receipts against each invoices and know your receivables on real time basis .
Marketing Management - Manage up-sell and cross sell and improve top line.
Customer Support Management - Support queries manage on the fly.
Dashboards - Better visibility in to the business process with graphical representation


Enquiry Management
  • Client management
  • Contact management
  • Lead / Enquiry Management
  • Opportunity management
  • Web to LEAD API
  • Target management
Quotation Management
  • Quotation management
  • Multiple Quotation templates
  • PDF Quote generation
  • Quote emailing
Invoice Management
  • Sales order management
  • Performa invoice
  • Invoice / Sales management
  • Invoice printing
  • Invoice emailing
  • Scheduler
  • Incentive management
Marketing Management
  • Suspect group management
  • Campaign management
  • Search based marketing
  • Emailer templates management
  • Escalating Suspect to an opportunity
  • Mail merge templates
Support management
  • Support Ticket management
  • Knowledge base management
  • Support Workflows
  • Support Invoice management
  • Customer support - WEB API
  • Customer query status Check API
Receivables Management
  • Credit memo
  • Debit memo
  • Receipt reconciliation
  • Account reconciliation
  • Customer ledger
Warranty management
  • SO wise Warranty management
  • Product wise Warranty management
  • Warranty certificate printing
  • Warranty Task management
  • Customer ledger
Expense management
  • Expense entry
  • Expense approval
  • Petty cash management
  • 360 degree view of a client
  • Lead dash board
  • Opportunity dashbaord
  • SO dashboard
  • Sales Dashboard
  • Target management
Task management
  • Task management
  • Reports

Interested in learning more ?

Request for a Demo

Kindly submit the below mentioned form. Once we receive your request, our exectutive will fix an appointment with you and can take you through WINDS CRM on an Online Demonstration. Thank you for your interest