An Introduction to WinWeb CRM

WinWeb CRM software offers your small business the opportunity to store all of your customer’s details in an address book, with the added functionality of a fully functional CRM system, including invoicing software, a projects & tickets system, business email and an online calendar.
WinWeb CRM allows you to keep track of all you dealings with customers in one place; allowing you access to customer details and records no matter where you are. A CRM system that allows your business to keep dedicated records of each of your customer’s accounts, and that is fully integrated with other WinWeb Small Business Software, will increase the efficiency and effectiveness of your business. WinWeb CRM small business software offers a complete customer relationship management software solution for your business.

CRM to Improve Your Customer Service

Customer Relations Management (also known as CRM) is one of the most important aspects of providing great customer service to clients. With a good CRM system in place it will allow your small business to keep track of all the service requirements of your customer base. WinWeb CRM is a cheap and effective piece of software that gives small businesses greater control over their dealings with customers and suppliers. The software will allow a business to keep all of the information that they require about their contacts all stored here in one place. It is very easy for a small business to lose track of their contacts. Because WinWeb CRM keeps a full record of all your contacts and stores them externally, it means that you can get information on your customers and suppliers from wherever you are in the world. This will prevent any of your contacts ever getting lost again.

Customer Relationship Management to Increase Business Efficiency

Keeping your business organised is one of the secrets to making your business efficient. However, with the amount of contacts amassed by the average business, keeping track of this can often be quite difficult. Often small businesses will have multiple phone numbers for each contact and email addresses too. WinWeb's CRM software has rendered the traditional address book obsolete. Traditional address books are difficult to search through quickly and extremely easy to lose. The online address book provided by WinWeb is fully integrated with the rest of Online Office, much of which you receive when purchasing WinWeb CRM software. This means that you can quickly email clients without switching over to separate email software. It is easy to look through your entire contact list using the search bar. You can write notes that will help you remember who each contact is and you can also get quick access to your entire customer service history with each contact in the database.

An Online Address Book To Help Your Small Business

WinWeb CRM includes an Online Address Book that is designed with the needs of small businesses in mind. It helps you to manage customer relationships better and keep track of both your current and potential future customers. Because all of your details are stored online, not only in the online address book but also in the other software included in WinWeb CRM software it means that you can access the information you need, regardless of where you are in the world currently. You also don't need to fear about losing any of this vital data because it is kept securely on our servers. This gives you invaluable peace of mind that your priceless contacts data is secure. Our CRM software will give you a complete online record of all your contacts and a list of all emails, quotes, tasks and notes associated with each one. In addition, all of the software that comes with the CRM software package is fully integrated, meaning no double entry for you, anywhere along the line! This allows you to conduct marketing activities or to manage your financial activities with ease.
Cloud CRM

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Customer service is the most important part of any business - Give your customers gold star service with WinWeb CRM.

  • A flexible, online solution for your CRM needs
  • Provide excellent customer service, wherever you are, with our online system
  • No need to install or download any software
  • Switch between clients effortlessly with just a click
  • All you need to manage your customers in one place
  • Full integration saves your business time

Don't waste time on outdated, fragmented, CRM solutions - Switch to WinWeb CRM!

A complete, integrated, CRM solution for your business so you can provide great customer service.

What is included?

  • Customer Relationship Management
  • Fully Integrated System
  • Time Sheets
  • Customer Activity History
  • Online Calendar
  • 24/7 support when you need it
  • Business Email
  • Online Disk

Business Unlimited! We won't limit your business - Unlimited contacts, unlimited transactions, quotes and invoices with WinWeb Cloud CRM.

Frequently Asked Questions

  • What is WinWeb CRM?

    WinWeb CRM is the unique combination of our fully integrated online small business software, especially designed in order to help your business provide a gold standard of customer service to your clients.

  • Why do I need CRM Software?

    WinWeb CRM Software gives you totally flexibility over the way you look after your clients. CRM software allows you to keep records, financial details and log customer service information easily and reliably.

  • Will I need to enter customer details numerous times?

    No. WinWeb Software is completely integrated, meaning that all the modules work together. This is designed to reduce manual errors, and save your business time.

  • What does WinWeb CRM Software include?

    WinWeb CRM Software includes full use of our online address book, business email, online calendar, projects and tickets software, business analytics and invoicing software. This is a complete package designed to make your business run smoothly.

  • What if I need further features or services?

    Once you are a WinWeb customer purchasing additional software is quick and simple from inside your WinWeb console. Simply click on the relevant software to purchase it, or give us a call. Outsourcing with WinWeb is also simple, just get in touch.

  • What if I need guidance or help?

    WinWeb's CRM software is designed to be as intuitive and easy to use as possible. However, should you need guidance there are video tutorials, help guides and 24/7 support available when you need it.

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* Licenses for WinWeb registered accountants, CPAs, virtual assistants (VAs) & Business Service Professionals - BSPs are free!

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