The All-in-One Software for Service Contractors

Customer and Lead Management

Customer Relationship Management

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

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.

What are you waiting for?

Wintac software can help streamline your field service business and save you time and money. Take the product tour today to get started!