Want to Put your Business on Autopilot?

We help non-technical business owners to build systems from scratch

Heads up Business owners! 7 out of 10 businesses fail due to the lack of systems and automation.

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UPGRADE TECHNICAL SKILLS
Learn the skills to help you 10X everything in your business and life.
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BUILD AUTOMATED SYSTEMS
Systems work, people don’t. Becoming System-Driven has been so easy with us
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EXPERT HANDHOLDING
Every Automation’s success lies in its Support & Mentorship System. Get Daily Live Chat .

learn everything,scale every thing

Our CRM suits your Business

10X TEAM PRODUCTIVITY

Get more done by automating manual and repeated tasks by your team

NO DAILY FIREFIGHTING

Get rid of fire- fighting with clients/team members and vendors.

BUSINESS ANYTIME,ANYWHERE

Monitor your business from Anywhere, anytime using Cloud Based CRM

automate business reporting

A skill which all the business owners and their teams must possess

increase visibility on social media

Online presence builds a brand and trust in your network

double your leads & referrals

Create a multi channel source to attract more leads for your Business

put operation autopiolet

Manage and track your orders, projects progress from anywhere, anytime

get more orders

Build credibility among existing clients by sharing the live status of their running projects

business always thiriving

Business running on Autopilot, will always be prepared for any unforeseen event

LEARN THE WAY THAT BEST SUITS YOU

Learn anytime, anywhere and whatever way you like with multiple training formats. Access the Training on any smart device 24*7, with exclusive FB Group, Video call and chat support

ARE YOU READY TO SCALE YOUR BUSINESS USING SYSTEMS?

CUSTOMERS

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view

INVOICES

Winzy CRM allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item

RECURRING iNVOICES

Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years

RECURRING EXPENSES

Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

ESTIMATES

Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept

PROPOSALS

Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available

ONLINE PAYMENTS

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries

PROJECTS

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member

MILESTONES

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones

LEADS

Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With winzy CRM you will never forget your potential clients and you will be able to manage all of them in one place.

WEB TO LEAD FORMS

Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into winzy CRM from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website

CALL LOG MODULE

Give you and your team the ability to keep a track record of all the calls made, and know when to follow up on opportunities

CONTRACTS

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from winzy CRM. Contract overdue reminders available

TICKETS

Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal

DEPARTMENTS

Assign your staff to specific departments and ability to auto import tickets by department email

STAFF REMINDERS

Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important featuresSetup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features

RECRUITMENT MODULE

From posting your jobs to keeping applicants connected and engaged throughout, Recruitment Module lets you manage your entire recruiting process

EVENTS

Create private or public events. Receive notification when an event is coming built-in and email

STAFF ROLES & PERMISSIONS

You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff

ACCOUNT PLANNING MODULE

Strategic account planning tool, which, through a customer-centric approach to identifying priority accounts capturing and analysing critical information, allows you and your staff members to develop a strategy to expand and grow existing customer relationships

PURCHASE MANAGEMENT

Purchase Management Module is a tool for managing your day-to-day purchases. It is packed with all necessary features that are needed by any business, which has to buy raw material for manufacturing or finished good purchases for trading. Purchase Management can enter supplier bills, reconcile with purchase orders or goods receipts, bill charges could be allocated for computation of landed cost of items

GOALS TRACKING

Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind

PERSONAL TO DO

Every staff member can have their own personal to do dashboard which will allow your staff member to easily organize the their work

STAFF

Manage all your staff members from one place

COMPANY NEWSFEED

Share great company events, upload documents, easy employees communications

STAFF TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many winzy CRM features and stay organized

RECURRING TASKS

Create tasks that will be auto created for a given period

SURVEYS

Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys

REPORTS

Reports
Sales
Expenses Report
Reports by customer
Custom date picker
Leads Conversions
Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

MEDIA LIBRARY

Upload files in media library. Each staff member that is not admin have their own folder for uploading files

SENSITIVE DATA IS ENCRYPTED

winzy CRM  encrypts all sensitive data in the database with unique encryption key. Encryption performed on email passwords, api keys, api passwords etc

RESPONSIVE

winzy CRM is fully responsive. You can easily access your data from mobile or tablet

GOOGLE RECAPTCHA

Google reCaptcha available for admin login, customer login and customer register area

ACTIVITY LOG

Track all staff activity. Adding new items, creating, deleting

PROVEN RESULTS & SUCCESS STORIES

We don’t provide Awards or badges. We are providing you the real business results: Leads, Customers, Scalibility,
Better Time Management, More productive team, System Driven and Success

Contact us

Address:
No 14, Panner Selvam Street, Subramaniapuram, Trichy – 620020

Phone: +91 7667741236

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