ERP with Integrated CRM

Total visibility of all customer and prospect data 

WinMan provides you with a feature-rich integrated CRM system. It offers total visibility of all customer or prospect activities including communication, projects, proposals, quotes, sales orders, queries or support issues and payment terms.

The CRM project function captures all information and communication for both simple and complex sales opportunities. Users have the ability to generate quotes and sales orders directly within the system and automation of required tasks can be set against multiple contacts within the project. All important documents such as sales orders, contracts, specifications etc. can all be stored against the relevant company or contact and referred to when required. This allow sales managers to view and track the progress of sales projects and pipeline figures with ease.

CRM within WinMan ERP Software

Users can manage and organise their daily workloads by creating high, medium or low priority activities such as appointments, follow-up emails, and phone calls. Due dates can be set for each activity and overdue activities can be highlighted within the CRM summary.

The data required for mass communication projects such as direct mail, emails or telesales campaigns can be segmented based on customer buying behaviour, prospect profiles, the contact's location, or any other characteristics. WinMan CRM will interface with modern email campaign software to provide feedback of opened messages. If email conversations take place outside of the ERP system, our Outlook plug-in will attach the client or prospect conversations to the company record. 

A range of conversation templates can be created within the system to help with initial training, sales interactions or customer service communications. Users will be able to create and save templates such as scripts for logging support calls, initial sales calls, follow-up emails and predefined questions for customer returns.

Customer service issues such as customer returns, support calls and maintenance contracts can all be managed through the WinMan CRM functionality, allowing customer advisors to log queries as a case against the contact record.

WinMan CRM can also be accessed remotely via WinMan Go using a mobile device such as a tablet or a smartphone - this provides remote and infrequent users with easy to use, configurable access, reporting and update facilities. The flexible customer portal keeps customers informed of outstanding orders and support cases in real-time, in whatever level of detail is deemed appropriate.

For more than ten years, the highly functional and versatile WinMan ERP system has provided the cornerstone for our successful growth, and we are particularly proud to have grown to become no.1 in the UK marketplace by supplying our acclaimed steel access covers and grilles which are 100% British made. WinMan is as important to us as ever, now that we are aiming our innovative products not only at the home market but also at foreign countries planning serious investment in new infrastructure.

Fabweld Steel Products

Our WinMan ERP system allows me to directly and quickly access the management information I need to run the business – real-time reporting of key performance indicators such as operating efficiencies and deliveries. Vitally, more consistent pricing gives a truer margin on the work we perform. Meanwhile the system has supported our company’s strategy of investment for growth and its ability to meet delivery promises, hence strengthening its reputation in the marketplace as a reliable and trustworthy supplier. An accurate delivery date to the nearest day can now be assigned by our sales administration staff within half-an-hour of an order being placed. We proudly meet over 99% of those dates.


As a director of the business it was important to me that the system we implemented not only met our functional requirements, but also came from a supplier that was prepared to take on single source responsibility. Of all of the companies we evaluated, WinMan were the only one that ticked all the boxes.


The underlying advantage of WinMan for John Sankey was its flexibility and the ease with which it could be tailored to suit the company’s specific needs.

John Sankey

Our objective was to streamline data processing and substantially reduce keystrokes – a 50% reduction was the minimum target – and a lot of that keystroking was to do with assignment. The more non-value-adding activity we can take out the better.

Thomas Broadbent and Sons

If you would like to know more about the range of features available within the WinMan ERP system contact us for more information. 

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