Contact handling, quoting and sales automation in a single CRM platform

Use SalesWizard CRM to manage leads, generate sales opportunities, automate customer service, quoting, order processing or contracting electronically. Try it out with no obligation!

The best features of SalesWizard CRM

Notifications integrated with CRM

Thanks to the Reports Module, all reports (leads) will be automatically added to your CRM. Use integration with WordPress, HTML, Facebook Ads and Google Ads and automation to save time on submitting applications.

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Automation of activities in CRM

Design your own automations of daily activities to save time and increase the efficiency of your team. For example, you can automatically send an SMS or email to a potential customer when a lead is received from a marketing source.

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E-mail - embedded and integrated

Use the CRM’s built-in email to send offers, communicate with potential customers, and generate notifications and reminders. You can also integrate your own corporate mail using IMAP and SMTP protocols.

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Store your products and services in CRM

A built-in internal store will allow you to add your products and services to the CRM. You will specify their parameters such as price, stock, description, parameters, categories or photos. You will use the added products in the process of online quoting or creating orders.

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Sign your documents and contracts electronically

Integrating your CRM with Autenti signature will help you speed up your workflow process. Also, your potential customer can sign the contract electronically during the online bidding process.

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Google calendars integration in CRM

CRM integration with Google Calendar activities of you and your team. Schedule conferences, send event invitations to clients and employees, synchronize calendars.

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Sales funnels and more in CRM

Create service funnels to define the flow of your corporate processes, such as sales, service, complaints. Control process deadlines, segment Processes in Service Funnels.

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Plan tasks, create notes

Creating tasks and notes is a basic functionality in any CRM. In addition, in SalesWizard you can independently determine the need for a report after a task, examine their effectiveness and also filter based on different types.

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Send SMS from CRM

SMS is the primary channel of communication with customers and potential customers. Take advantage of it! Create custom SMS templates to save time and use SMS actions in automations.

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Offer online to your potential customers

The online quoting module will allow you to send personalized online offers to potential customers. The offer is presented in the form of a web page of the offer and allows immediate acceptance of the offer through electronic signature.

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Generate contracts and documents

Use short codes (short codes) to generate templates for documents, letters and contracts. Save time and avoid mistakes to get your paperwork done faster. You generate short codes, among others. from such data as customer, company, address data, accepted offers and orders, prices, additional fields in contact and surveys.

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SMS and e-mail campaigns

Use the SMS and Email Campaign Module to create simple campaigns targeting your contact base. Create campaigns based on the data you have – contact statuses, tags, service funnels.

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Multiple threads with one client

You can create multiple conversations (threads) with a single client. We call them Processes. You will use the processes to segment the ongoing activities in the client. Separate sales from after-sales service or complaints.

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Embedded artificial intelligence from OpenAI

SalesWizard is integrated with OpenAI’s artificial intelligence. Use the AI connection to create custom AI chatbots operating your company’s Knowledge Base.

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WhatsApp Business integrated with CRM

Take advantage of SalesWizard’s integration with WhatsApp Business. Establish marketing or informational communications with your customers.

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Orders in CRM

You can create orders in CRM from products and services added to the Internal Store. You can also convert accepted offers into orders. Add payments to orders and control fulfillment with statuses.

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Offer on the website

Create multiple listing websites for the different products and services you offer to personalize your offerings more. You will use web templates in the online bidding process.

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Projects module

In the Projects Module you will organize sets of tasks and activities performed on behalf of your clients or created for your own needs. Create project categories, tags and micro tasks, set deadlines. In order to manage your business more efficiently.

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Make appointments with customers online

Share your calendar with your clients or prospects to schedule appointments faster online or offline.

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We are constantly creating new functionalities!

If you haven’t found the functionality you need for your organization, see our Road Map for Application Development.

CRM recommended by business owners and business trainers

Organize and automate your business now. Choose a subscription plan tailored to your company's needs!

"Selecting and implementing a CRM system in a company is a demanding process in which you have to consider many factors and dependencies. If you need help with implementation, you can rely on us."

Tomasz Socha

CEO of 4B Systems, developer and founder of SalesWizard CRM

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Frequently asked questions about CRM

Implementing CRM in a company is not easy. However, it is necessary for your company to continue to grow and meet market expectations and competitive requirements. Read the following frequently asked questions to learn more about what CRM is and how to successfully implement the system in your company. If you need help, schedule a free consultation.

What is a CRM?

CRM stands for Customer Relationship Management, which means customer relationship management. It is a business strategy and a set of tools and processes that help companies better understand the needs and behavior of their customers. The goal of CRM is to build long-term and satisfying relationships with customers, which translates into customer loyalty and increased sales.

Nowadays, the acronym CRM is identified with CRM software, a system that includes various functions, such as collecting customer data, managing contacts, monitoring customer interaction history, managing sales, handling requests, and more. With these tools, companies can better track and analyze customer interactions, allowing them to customize their offerings.

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