WANTECH Innovation Technology Limited | CRM & Sales Management
Introduction of WANTECH Innovation Technology Limited

We provide a one stop cloud-based ERP system for SMEs. From sales, purchases, inventory, accounting, HR, Project management, website & ecommerce, and other relevant operational functionalities. We believe that simplifying workflows and possessing real time reports and data can hugely improve operational efficiency and increase company’s income. Our corporate culture is “Simple + SMART”, as we are committed to creating an “efficient” and “smart” business environment for our company, as well as all corporations that use our products.

We have successfully assisted many companies to customize and implement our ERP system, the industries including: Food manufacturing, Business centres, Storage & logistic centres, IT companies, Franchise management, Central procurement & wholesale, Professional services, Retail & wholesale , Medical corporations, Ecommerce etc. 

CRM & Sales Management
One place to streamline your sales operations! Easily manage all your sales leads, convert them to quotations & sales orders and issue invoice with a simple click! Modules including: - CRM - Sales - Invoicing - Calendar - Contact - Dashboards - Discuss (Price Includes above modules, 1 user license and 5GB Cloud Storage)

W+ lite offers a simple and value for money all in one system for whatever function you wish to use within your business operation. Our 6 lite packages are the most common functions used by most companies (includes one user license), but you can add on any additional modules you find useful along with the ones included in the package you chose. W+ ERP allows you to go at your on pace, add on more modules later on as your business or requirment grows. Subscribe, read our manuals, and start to digitalize, centralize & automate your business! 

The CRM & Sales management system helps you manage your sales related work at ease, freeing more time for closing sales opportunities.

- CRM Module: 
  - Keep track of all your sales opportunities in a clear dashboard Kanban view, with your self defined sales funnel stages. 
  - Create quotations directly from the sales lead opportunity for easy tracking.
- Sales Module: 
  - Sales operation and administration made easy.
  - Easily create quotations by creating pre-set quotation templates.
  - Convert quotations direct into sales orders.
- Invoicing Module:
  - Create invoices directly from your sales order without having to re-enter sales order information. 
  - Easily manage and review invoice payment status.

*Data can be downloaded as excel format for further data processing

Standard system modules

- Calendar: schedule activities to be done or meetings with customers
- Contact: Customer CRM, each customer is linked with the relevant CRM lead, quotation, sales order or invoice. Provides a summary of their relevant activities with you, clear and real time. 
- Dashboards: create your personalized report formats, pin them to your personalized dashboard and re-access them anytime you want to see the most updated real-time data.
- Discuss: communicate with your team using the internal communication system.

CLICK HERE to view the detailed user guide for more information. For more information about the product, please visit the Product Page.