WiDeals
One customer record
Contacts, enquiries, conversations, deals and related documents live in one context.
All Wi products
WiDeals
The deal is visible as a whole, not in pieces
WiDeals links the customer, the history of communication, the sales stage, the products, the documents and the outcome. A manager sees the next step; a director sees the state of the whole funnel.
Customers, deals and sales
- Customers
- Deals
- Stages
- Results
What it does
The funnel reflects the process
Stages, owners and tasks show the real state of a sale.
Sales connected to the products
Goods, services, invoices and payments continue the deal without re-entering data.
How it works
01
Receives ready context
An enquiry from WiLeads becomes a customer and a deal with the source preserved.
02
Moves it through the stages
States, tasks and automatic actions keep the next step from being lost.
03
Records the outcome
The contents of the deal, the documents and the result stay linked to the customer and to analytics.
Where it is used
Sales team
The manager works through a queue of deals and sees where action is required.
Repeat sales
Customer history lets the relationship continue without starting over.
Complex deal
Products, documents, participants and stages gather around a single outcome.
About the product
Is WiDeals a CRM?
Yes. The product is built for managing customers, deals and sales.
How is WiDeals connected to WiLeads?
WiLeads collects incoming enquiries and their sources; WiDeals continues the work with the customer and the deal.
Can products and services be added?
Yes. WiGoods items can be included in deals and orders.