WinLine CRM

Customer Relationship Management

Core Features in Summary

WinLine CRM is one of the core modules in the ERP package alongside the WinLine business software programs. CRM supports your daily requirements in the sales, marketing and services areas:

Application areas for WinLine CRM - Examples

Calendar/task management

Automate your task management activities for appointments, calls, tasks, orders, sales, etc. with follow-up functions - either your own tasks or those of other individuals or groups. 

Sales and marketing activities

Organize follow-ups on your open offers and leads.  Manage your contact history and carry out mass mailing (email or letter) campaigns. 

Customer service

Our CRM supports you in processing your customer service activities (external employees, technicians, etc.) with support and consulting activities, claims desk, appointment planning, and much more. 

Contract administration

Keep an overview in the CRM system of all existing contracts such as cell phones, company cars, leases, rental agreements, etc. 

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