Self Hosted Deals Management CRM.
Close Deals Faster.
Effortlessly Manage Your Sales Pipelines with Expertise.
Deal management has never been easier.
Sales Pipeline Appointment Scheduled
Been here for 8 hours
- Manage multiple pipelines with custom stages
- Drag and drop board with ability to add custom cards colors per deal
- Send direct emails to deal contacts and companies
- Assign deal to sales agent
- Add notes, log calls, create follow-up activities with reminders
- Create deals and contact from a received email
Features You And Your Team Will Love.
Contact & Company Management
Contact management software with unlimited number of companies and contacts. Create notes, documents, record calls and have a clear overview of all the deals, past communication, and notes. Save time by starting managing your contacts and companies with WizardCRM.
Documents
Document management software with built-in documents editor, create and send documents such as proposals, agreements, quotes with optional digital signature. Multiple signers can sign the document, tracking when the document was sent, opened or signed is available.
Calling
You can log and associate calls with records, for example, you can log calls on deals, contacts, and companies. Use our Twilio integration to make calls via WizardCRM, it's that simple, just a click to make a call and take notes directly on the contact profile while talking on the phone.
Deal Management
Deal management software helps you manage deals and pipelines with intuitive drag and drop kan ban CRM, custom card color and advanced filters that will help you to focus on what matters next. CRM with embedable web forms for auto importing deals from any website and ability to create multiple pipelines in CRM.
Products
WizardCRM is a CRM with a products management feature, create products that your company is selling to potential clients and insert the predefined products in deals so you and your sales reps can have a clear overview of what products the deal is related to and auto-update the deal total amount based on the added products.
Activities & Reminders
Our activities feature is crafted for your workflow and will help to increase company productivity, create follow-up activities, add custom reminder dates for you or your team members, add comments, and never forget to call the client again.
Advanced Filters
You can use advanced filters to segment your data and easily identify the next step your sales reps need to take, save filters and re-use them for later, share them with other team members or mark you favorite filter as default. And one more thing, you can filter by the custom fields you added as well.
Fully Customizable
We know that not all businesses are the same, but no worries, we've got you covered, WizardCRM offers customizable options and features that can be tailored for Your company requirements, we even add custom translator tool directly in your WizardCRM dashboard for localized CRM support.
Calling
Document management software with multipe brands support, each brand can be customized with primary color, email and navigation logo for best user experience. Using one intuitive solution for all your subsidaries to send and manage documents, proposals, agreements helps you save time and close deals faster.
Customizable Fields
The default fields are not suitable for your requirements? You can create custom fields, and re-order the existing and hide fields as per your needs. You can tailor your WizardCRM as your business requires.
Products
Deals management crm dashboard allows you to see what is happening in your company and how the sales reps are handling the deals, if the default dashboard is too bloated for you, there the ability to create separate dashboards with your favorite insights cards and mark the dashboard as default.
Activities & Reminders
Organize your sales reps with different roles and permissions. Choose what the sale representative can see and manage when logged-in in the WizardCRM dashboard.
Email Client
WizardCRM has a built-in email client with support for multiple email accounts that you can use to communicate with your clients directly from the dashboard or the contact profile. Stop going forward and backward to your existing CRM and email client. Emails can be associated with contacts, companies, and deals and be available directly in their profiles.
Zapier Integration
The Zapier integrations allows you to automatically create or update data such as deals, contacts and companies based on actions that occurs in other apps you use every day. Specific WizardCRM actions can be used as triggers to update data in other apps.
Import Data
Our intuitive import functionality with fields mapping allows you to bulk import data such as deals, contacts, companies, products via CSV file. In case of any validation errors, WizardCRM will create a skip file with reasons why the spreasheet row failed so you can examine it and re-upload to continue the import process.
Predefined Mail Templates
Answer the emails you receive blazingly fast with only few clicks. Use the mail templates feature to create common answers with for your frequently received emails, you can add placeholders to the templates and when composing the email, based on the recipient, the placeholders will be automatically replaced with their actual values.
Mentions
When an attention is needed from a team members, @mention them in notes, calls, and comments and collaborate faster. After a team member is mentioned, he will receive an email and bell notification in the WizardCRM dashboard.
Export Data
Need to export data such as deals, contacts, companies, products out from your self hosted CRM? No problem, we've got you covered, the data can be exported in bulk via CSV, XLS or XLSX file including any custom fields.
Two-Way Sync with Google or Outlook Calendar
Maximize the Potential of Your Calendar
How WizardCRM Helps Maximize Your Calendar Management
- Real-time, two-way sync with Google and Outlook calendar
- Select the activities you wish to synchronize with the connected calendar
- Every sales representative has the capability to independently establish calendar synchronization.
- Ensuring consistency in Your busy schedule
- Seamless calendar integration across platforms
CRM Tools Crafted With Care.
intervention.
You can automate tasks such as assigning activities when a deal enters a specific stage, creating a company, or making
an HTTP request to an external service.
Built-in 2-Way Sync Email Client.
Send emails from your self hosted CRM.
How WizardCRM Helps Maximize Your Calendar Management
- Connect personal and shared (company) email accounts
- Associate emails to many contacts, companies and deals
- Convert email to deal, activity or contact
- Connect regular IMAP account, Gmail or Outlook
- View emails conversations directly via contact, company or deal
IMAP
Simple, fixed and affordable pricing.
No commitment, really.
WizardCRM has dead simple pricing. Our pricing model is fixed with one time fee, includes 6 months of support, access to new releases, auto-updates, unlimited number of users and let’s not forget, it’s self-hosted CRM.
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6 months free support
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Full source code
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Unlimited everything
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Lifetime license
Best CRM Software for small and medium businesses.
Connects with your favorite apps.
Questions? Check our FAQ below.
Can’t find answer? Let’s not be strangers, email us at hello@wizardcrm.xyz
We process all the payments via Envato market, they accepted the following payment options:
- Your bank account or credit/debit card via PayPal.
- Skrill (available for non US customers only)
- Your Visa or Mastercard.