Compare Wintac vs bpm'online CRM

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bpm'online CRM

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About Wintac

This All-in-one provider for service technicians allows users to automate and manage their businesses from one program, turning any computer into a virtual office, capable of handling a large fleet of dispatchabale units.
Wintac also allows businesses to easily track service contracts for each customer and equipment at every location. Know when service is due, contracts expire, as well as the entire service history on any piece of equipment.
Users are able view, edit and update their own daily schedules in real-time. Technicians can add customers, jobs and notes on the fly, and they can drill down to review prior service history information for individual customers.

About bpm'online CRM

BPMonline CRM is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love bpm’online’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Bpm’online has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

  • Bpm’online marketing: multichannel marketing software to deliver demand generation excellence.

  • Bpm’online sales: sales force automation to manage the complete sales cycle — from lead to repeat sales.

  • Bpm’online service: innovative customer service tools to deliver exceptional customer experience.

Join our interactive live presentation of the newest version of bpm’online 7.11. September, 28

Register on our website for the event and explore bpm'online 7.11 that features amazing new AI capabilities, a revamped campaign designer and over 200 other enhancements to its CRM and BPM solutions. Save your seat today!

Features

  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Summary

  • Scheduling, Dispatching & Work Order Management: Daily, Weekly, and Monthly dispatch views; Drag and Drop, Color Coded dispatching; Work History Tracking; Equipment Installation and Service Tracking.Visual Job Costing.

  • Customer & Lead Management: Customer Relationship Management; Job Site Management; Contact and Prospect Management.

  • Accessibility: Dashboard View; Remote access and Mobile Computing; Multi-Level Security Access System.

  • Accounting & Payroll: Invoicing, Statements, Automatic Billing, POS and Accounts Receivable; Task building and Flat Rate Pricing; Purchasing, bill paying and accounts payable; Bank account management and check writing; Financial reporting and graphing; Employee and Payroll Management; QuickBooks Integration.

  • Inventory: Multi-location Inventory Management; Item Lookup and Retrieval; Purchase Orders.

  • Estimates & Proposals: Task Building and Flat Rate Pricing; Estimating and Proposal Writing.

Summary

    No key features associated with this application.

Pricing

  • Credit card required: No
  • One-time Licence:
    Wintac Green: $1,995, $1,150 each additional office user.
    Wintac Pro: $2,495, $1,150 each additional office user.
    Wintac Fuel: $2,995, $1,150 each additional office user.
    Wintac Green Premium: $9,495.
    Wintac Pro PRemium: $9,995.
    Wintac Fuel Premium: $10,495.

FAQs

    Who are the main user groups of this service?
  • Main users are field service, installation, and construction companies.

  • What is this service generally used for?
  • It is generally used as a business management software for service contractors.

  • What platforms does this service support?
  • Wintac is a cloud-based platform, and works in most typical Windows-based PC configurations and local area networks. Mobile version is available for Android and iPhone-iPad.

  • Does this service integrate with any other apps?
  • The Wintac Web Portal supports email integration, popular flat rate pricing programs, barcoding integration and credit card processing integration. It also integrates with Microsoft Office and QuickBooks.

  • Does this service offer an API?
  • It doesn't offer API.

  • Does this service offer guides, tutorials and or customer support?
  • They provide phone support, email support, FAQ section.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • What is this service generally used for?
  • Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

    bpm'onlise sales - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*

    *bpm'online service *- innovative customer service tools to deliver an exceptional customer experience.

    *bpm'onlie marketing *- multichannel marketing software to deliver demand generation excellence.

  • What are some applications this service is commonly used in tandem with?
  • Integration:

    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

  • Does this service offer an API?
  • Bpm'online provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:
1.27k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Wintac
  • SMEs
  • Enterprises
Regional Restrictions:
No restrictions.

Other

Who uses bpm'online CRM
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, German, English, French, Italian, Portuguese, Hebrew, Polish, Russian, Spanish, Turkish
Regional Restrictions:
No restrictions.

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