WPCRM for Executives & Management

It works as hard as you
From tracking sales to managing team activity, WPCRM has the features you need to stay on top of your game.

customer scorecard dashboard WPCRM

customer scorecard dashboard WPCRM

Review sales team performance with dashboards 

Now you can always stay up to date with the inner workings of your sales team. One report lets you know the current status of customers, prospects, vendors and more.

  • Daily Sales with Margin Averages
  • Monthly Sales compared to Projected Sales
  • Track close rates, won/loss rates to understand why you lose
  • Open AR Balance

Forecast with Pipeline Management 

Within Opportunity Management, the pipeline displays open opportunities and their expected close date by month or day, providing you with better insight for budgeting and planning. 

  • Manage multiple opportunity processes and stages within the pipeline
  • Track the days an opportunity is in each stage
  • Include required fields to ensure all pertinent data is collected
  • Manage multiple projects at once with Job Management
  • Create workflows to streamline more complex processes with multiple people involved in the project

customer scorecard dashboard WPCRM

workflow management

Build automated processes with Workflow Automation

Easily add workflows throughout your processes to automate customer touch-points and ensure consistency across the organization. 

In this example, a workflow was added to automatically send an email to any customers that have an outstanding AR balance greater than 120 days.

  • Save searches to target your customers
  • Set the triggering criteria: the AR balance reaching 120 days, an opportunity stage is moved, a new contact or lead is created 
  • Create an action to take place when the triggering criteria is met: sending an email, creating a task, approvals are required

"We chose WPCRM because they have a proven track record of being able to do the integration.  People talk about integration, but what does integration really mean? WP is a company I have a tremendous amount of respect for and who has a proven track record of being able to deliver the integration to the back-office products, which was critical to us." 

- Matt Hartman
President of FST Logistics
former founder of a software company and long-time advocate of CRM

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