THE BEST VALUE CRM FOR SALES TEAMS
The Perfect Balance Of Features
We've carefully curated our platform to provide you with the power you need, without the complexity that can make other CRMs feel overwhelming.
Manage Leads Visually
Pipeline ViewVisualize your entire sales process with Saleswin's intuitive Kanban view. Easily see where each of your leads stands in the pipeline, from initial contact to closing the deal.
Status ViewStatus View displays automatically assigned statuses to your leads, ensuring none are neglected. Easily identify "Fresh" leads needing immediate attention and see “Unassigned” leads that require action. Leads that haven't been engaged with for a while will be marked as "Frozen," helping you prioritize your opportunities.
Schedules & Tasks OrganizedSaleswin's Action View provides a clear calendar view and organized lists, giving you a complete overview of your upcoming tasks, appointments, and deadlines. Never miss an important action again!
Get Leads From Multiple SourcesAutomatically capture leads through website chatbots and public forms. Plus, you can efficiently import large lists via bulk upload or add individual leads manually – giving you a comprehensive lead capture solution
Chatbot
Forms
Bulk
Manual
Custom PipelinesSaleswin's Custom Pipelines feature gives you the power to define each step of your sales process. Visualize your unique customer journey and gain better insights into where your leads are and what actions need to be taken at each stage.
Your Own Actions & OutcomesSimplify the recording and monitoring of your custom actions by assigning color-coded outcomes. This visual approach also allows you to leverage these outcomes to automatically trigger subsequent steps, making your workflow more efficient and saving you valuable time.
Communication IntegrationsOur platform offers popular integrations, with a current focus on communication tools for emailing and messaging. We are continuously expanding our integration capabilities, with many more communication and other integration options in development.
Email InbuiltSay goodbye to switching between multiple platforms. Saleswin's inbuilt email feature allows you to send and receive emails directly within the CRM, making communication with your customers seamless and efficient.
An Insightful DashboardGet a comprehensive overview of your team’s performance with Saleswin’s intuitive dashboard. Instantly see total sales, conversion rates, and other key metrics, helping you stay informed and make data-driven decisions to drive your sales strategy forward.
