Our Core
Features
You can gain a full insight into your customers and establish solid relationships with them through our CRM solution.
Easily Manage Customer Data
Boosted Sales Productivity
Tailored Customer Engagements
Project Managment
About us
Who we are?
- Seamlessly manage customer data and interactions across different channels and platforms
- Today may be just like any other day but it’s yours!
- From humble beginnings come great things
services
Cwise extra features
With the Appointments plugin, you can easily create and manage appointments with your contacts. You can schedule appointments from your CRM or from external forms on multiple websites. You can also add staff, subject, description, date and time, and other features to your appointments.
The Appointments plugin integrates with Google Calendar and Outlook Calendar, so you can sync your appointments with both calendars. Each user can log in to their own Google or Outlook calendar and create, update, and delete appointments directly.
Accounting is the process of keeping track of and examining the financial activities of an entity. It includes bookkeeping, which is the recording, sorting, and quantifying of transactions, and analysis, which is the production of reports that indicate the financial condition of the entity. Accounting helps small business owners monitor their finances and make informed decisions.
You can easily create and manage contracts for your clients. You can set the start and end dates of the contracts and have a clear overview of all your company contracts in one place. You don’t have to look for documents on your desk anymore. You can generate PDF contracts and send them to your customers from Cwise CRM. You can also get contract overdue reminders.
Inventory Management System is a tool that helps you monitor the movement of goods across your business’s supply chain. It covers the entire range from ordering products from your vendor to delivering them to your customer, tracking the full journey of a product. By tracking goods accurately, businesses can reduce waste, identify trends, and make smarter investment decisions.
Mailchimp plugin enables you to use Mailchimp email marketing platform with Cwise CRM. You can sync all contacts of Cwise CRM with Mailchimp in both directions. You can also sync all Audiences and Stores with Cwise CRM. It supports both individual and bulk syncing. Besides contacts, you can also sync the estimates with Mailchimp orders. You can add any estimate to Mailchimp directly from Cwise.
- Telegram notifications
- Whatsapp notifications
- Facebook integration
- HR system
- Chat function
- SMS function
Cwise pricing