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Customer Relationship Management

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(254) 711 408 108

(254) 732 456 456

Contact relationship management

WizSchool is designed to enhance better interaction between students, teachers, parents and the school management. Being web-based, the school management software can be accessed from anywhere in the world. This therefore, enables the students, teachers, parents & the management to be in touch with each other at any time.

Using an online school administration software reflects the successful implementation of technology which can provide schools benefits and complete solutions for all management processes.

WizSchool consists of a set of core modules which provide functionality that is commonly required in schools of different kinds. Each of these modules can easily be turned on or off for different user roles within the system.

Keep track of everything between you and your customers

C.R.M Benefits for a Business

  • Better client relationships.
  • Improved ability to cross-sell.
  • Increased team collaboration.
  • Improved efficiency in serving clients.
  • Greater staff satisfaction.
  • Increased revenue and profitability.
  • Cost savings.
  • Less client attrition.

Project Management

WizCRM helps your team manage projects through their entire life cycle, from initiation to planning, working, invoicing and getting paid.

Leads Management

Carefully nurturing new connections and leads is the first step on the road to a successful sale. Using a CRM software for lead management organizes, and simplifies the whole process.

Easy Estimates

Set the right expectations with professional-looking estimates. Once you get your client’s approval of an estimate, convert it into an invoice without having to re-type the information.

File Sharing

Need to share a document or prototype with your team? Upload it to your Project in WizCRM and keep everything easily accessible.

Recurring Invoices

Automatically send invoices out on a schedule so you don’t have to spend time creating similar invoices for the same client.

Payments

Easily set WizCRM to automatically apply a late fee when your invoice becomes overdue to give your clients that extra incentive to pay you quickly.

Calendar

The calendar shows everything from tasks to projects and even invoices. Create events, set their due dates and even assign them to projects.

Easy Invoicing

No more chasing clients for checks or waiting in the line at the bank. Let your clients pay their invoices online. From sending invoice reminders to securely charging your client’s credit card.

Deals Management

WizCRM intuitive interface lets you drag and drop your deals as they pass through each stage of the sales pipeline. The ability to have multiple sales pipelines can be a huge advantage to your sales pipeline management.

Knowledgebase

Our Knowledge Base system enables your teams to create, maintain, and easily publish articles. With answers available upfront via a knowledge base, your customers will solve problems themselves reducing the number of tickets you have to answer..

e-Contract Signatures

With WizCRM, you can sign and send contracts to clients for approval. We will automatically send reminders to your clients to remind them to review your contracts.

Credit Note

With just a few clicks create a credit note specifying the amount you owe to your customer. And while invoicing the customer next time, apply the credit note on the invoice to automatically adjust the billing amount.

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