Is Wintac right for your business?

Wintac is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a Wintac demo, technical support, product or pricing information or to simply to compare Wintac with competitive options? Quickly get answers and the information you need.

Customer Relationship Management (CRM)

  • Manage an unlimited number of customers with unlimited job sites, properties, and contacts per customer.
  • Unique customer-centered design allows you to instantly view complete service, job, and billing history.
  • Enter an unlimited amount of searchable, free-form notes for each customer, job site, and job.
  • Instantly toggle between full-record page view and multi-record browse view of your customer data.
  • Activate automatic pop-up notices and alerts for any customer to remind users of critical information.
  • Use the built-in Letter Writer with automatic mail-merge to email and print from any customer record.
  • Instantly sort and search your entire customer database. Locate customer data based on any criteria.
  • Attach and view an unlimited number of pictures, documents, and spreadsheets to any customer record.
  • Automatically detect possible duplicate customer records on-the-fly as you enter new customers.
  • Easily track and analyze customer satisfaction data using the built-in Job Evaluation tool.
  • Create a marketing profile for each customer based on a series of user-definable questions.
  • Use the marketing profile to target and sell additional services and products to your customers.
  • Automatic report builder generates countless customer management reports based on your exact criteria.
  • Print mailing labels and personalized envelopes addressed to your customers and job locations.
  • •Enhance the customer management capabilities with your own user-definable fields.
  • Designed to handle large volumes of data for superior performance as your business grows.
  • With the optional Wintac Web Portal, you can even give your customers online access to their accounts.
  • With Wintac, there is no need to use any other CRM software for your customer relationship management!

Contact and Prospect Management

  • Manage all contact information for an unlimited number of prospects.
  • Track sales leads, log calls and sales progression with an unlimited storage capacity for free-form notes.
  • Use the built-in Letter Writer with automatic mail-merge to email and print from any contact record.
  • Use the Letter Writer to automatically generate targeted sales correspondence and prepare bulk mailings.
  • Attach and view an unlimited number of pictures, documents, and spreadsheets to any contact record.
  • Instantly switch between full-record page view and multi-record browse view of your contact data.
  • Instantly sort and search your entire contact database. Locate contact data based on any criteria.
  • Create a marketing profile for each prospect based on a series of user-definable questions.
  • Use the marketing profile to formulate targeted sales plans for converting prospects to customers.
  • Automatically detect possible duplicate contact records on-the-fly as you enter new prospects.
  • Automatic report builder generates contact management reports based on your exact criteria.
  • Print mailing labels and personalized envelopes addressed to your contacts and prospects.
  • Designed to handle large volumes of data for superior performance as your business grows.
  • Once a prospect becomes a customer, instantly transfer all their data to the Customer Relationship Manager.
  • With Wintac, you can separately track your customers and prospects for easier management.

Other Applications

The following applications are designed to work hand-in-hand with Customer & Lead Management:

"Customer & Lead Management" is part of the Wintac line of products, developed by Intac International.