SalesWizard
Cloud CRM with quoting, e-signature, sales funnels, and contract management.
SalesWizard is a web-based CRM for managing contacts, leads, sales funnels, orders, complaints and service. It brings quoting, electronic signature, contract generation, email and SMS communication, automations, a product store, invoicing, tasks, projects and shipments into one platform, with integrations for WordPress, Facebook Ads, Google Ads, WhatsApp Business, OpenAI, Autenti and Fakturownia.pl.
Key capabilities include the Requests Module for capturing leads, workflow automations, built-in email with IMAP/SMTP support, an internal product store, online quoting with offer web pages and calculators, electronic signing via Autenti, VoIP telephony, Google Calendar integration, a callback widget, working time tracking, email campaigns, sales and service funnels, client chats, AI chatbots built on OpenAI, invoicing through Fakturownia.pl, a Payments Module, tasks, SMS, contract generation, shipments, orders, projects, commission plans and loyalty plans. The platform is offered as a free account with no commitment, and custom modifications and implementation support are available.
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