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TOP 5 most appreciated SalesWizard features
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Use the potential of artificial intelligence in your company!
Artificial intelligence implemented in your company is a game changer. Use the OpenAI language model to generate automatic responses based on your organization\'s knowledge. Build your own AI communication channels with potential customers in sales, complaint and order processing processes.
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Receive reports from online campaigns directly to CRM
Integrate your campaigns in Facebook, Google Ads and LinkedIn and receive reports directly to CRM. Save time on forwarding requests to the sales team.
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Automate repetitive activities in CRM
Use the automation built into CRM to save time on repetitive activities, such as notifications about an unopened offer, receipt of an application, or postponing a customer service deadline in the sales funnel.
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Create and modify your own process funnels
Use the functionality of the kanban board! Create your own process funnels, including sales funnels, order, service and complaint handling funnels. Segment the processes carried out with your contractors and examine the reasons for your company's successes and failures.
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Create offers online and sign contracts electronically
Build your own internal store of products or services, create attractive offers, conclude contracts electronically using the Autenti electronic signature. By implementing the offer process in SalesWizard, you will learn the details of the offers created by your salespeople and speed up the time needed to close the sales funnel.
Integrations in SalesWizard CRM
CRM recommended by sales practitioners
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 competition requirements. Read the frequently asked questions below to learn more about what CRM is and how to effectively implement the system in your company. If you need help, schedule a free consultation .
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What is CRM?
expand_moreCRM is an abbreviation for Customer Relationship Management, which means managing customer relationships. It is a business strategy and a set of tools and processes that help companies better understand the needs and behaviors of their customers. The goal of CRM is to build long-lasting and satisfying relationships with customers, which translates into customer loyalty and increased sales.
Currently, the abbreviation CRM is identified with CRM software, a system that includes various functions, such as collecting customer data, managing contacts, monitoring the history of interactions with customers, managing sales, handling tickets, and many others. Thanks to these tools, companies can better track and analyze interactions with customers, which allows them to tailor their offer to individual customer needs. -
What is customer relationship management?
expand_moreCustomer Relationship Management (CRM) is a business strategy and a set of processes, tools, and actions aimed at effectively building, maintaining, and developing relationships with customers. The main goal of CRM is to understand and meet customer needs in the most customized way possible, which translates into long-term customer loyalty and satisfaction.
The basic elements of customer relationship management include:
Customer relationship management is not only about using technology; it is also an organizational culture that puts the customer at the center of attention and strives to build lasting and mutually beneficial business relationships. -
Can CRM help me manage business processes?
expand_moreOf course, CRM (Customer Relationship Management) can significantly help in managing business processes.CRM systems not only support building relationships with customers, but also integrate with various aspects of a company's operations, enabling more efficient and organized management of business processes. Above we described in more detail the processes in the organization that CRM can support.
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How to choose the right CRM for a company?
expand_moreChoosing the right CRM system for a company is an important decision that can significantly affect the efficiency of business processes. To make the right choice, it is worth performing several control steps, thanks to which the decision will be fully conscious:
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How to connect CRM with Facebook and other lead acquisition channels?
expand_moreConnecting CRM with various lead acquisition channels, such as Facebook, Google, or other platforms, allows for more effective management of customer data and integration of marketing activities. The process of integrating SalesWizard CRM with marketing channels is described in more detail on this page. We are still developing integrations with other channels!
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Can CRM help me manage leads?
expand_moreOf course, if it has integration with marketing channels that acquire leads, such as your own website (HTML or WordPress), Facebook Ads, or Google Ads. Quick lead handling, contact automation, is key to high conversion rates. SalesWizard allows you to integrate and handle inquiries within the Inquiries module.
“Wybór i wdrożenie systemu CRM w firmie to wymagający proces, w którym musisz wziąć pod uwagę wiele czynników i zależności. Jeżeli potrzebujesz pomocy we wdrożeniu, możesz na nas polegać.”
Tomasz Socha
CEO 4B Systems, producent i założyciel SalesWizard CRM
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 competition requirements. Read the frequently asked questions below to learn more about what CRM is and how to effectively implement the system in your company. If you need help,













