Last Updated on 7 years by RichBohn
This CRM Review examines CustomerWinHQ.
In-Depth CRM Review
Wild Beagles Inc.
CRM Category: Field Sales Support – Cloud
Seats: Small Enterprise
About the Company:
About the Product:
Everything you need in two pages—period
The entire CustomerWinHQ system consists of two pages—one that lists all customers and to-do’s, or those that meet your search criteria, and one with a close-up of a particular customer. That’s it, couldn’t be simpler.
All major actions on CustomerWinHQ are designed to be easy. Add a customer in a single click, view and sort priorities in a single click, copy/paste whole email signatures in a single click, auto-save changes in, well… zero clicks… you get the picture.
Separate status for every deliverable
Every type of deliverable for a customer has its own status, so you can track the customer’s interview, press release, YouTube video, and Word doc separately and store them all directly in the system.
Column headers are designed to work out of the box for tracking customer win stories and deliverables—but if you want to change some, just edit in place. Add new types to track contacts or to-do’s of any kind.
Easy sharing with colleagues and clients
CustomerWinHQ is cloud-based, so all your stakeholders can view content directly in the system. If some prefer viewing in Excel, export the data in a single click.
For complete pricing details, please see:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of CustomerWinHQ:
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If you are considering this program, you should also look at these other CRM solutions:
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