Beautifully Simple CRM for your Business
Easy to use & completely customisable web-based crm for teams who want to get organised
- Keep track of all your business goalsLearn more
- Create and automatically track invoicesLearn more
- Launch a business website in minutesLearn more
- Social CRM with Twitter, LinkedIn & FacebookLearn more
- Safe, secure and always up-to-dateLearn more
- Simple to use real-time CRM toolsLearn more
- Contact manage with simple email marketingLearn more
- Link your existing email accountLearn more
- Drive product leads to sales with LeadflowLearn more
- Auto-sync and store your data offlineLearn more
Your business at a glance
Woosabi's What's On page gives a real-time snapshot of your business schedule and
offers a contrasting simplicity to the information overload often found in traditional
CRM products like Salesforce, Netsuite, Maximiser and Microsoft Dynamics. Woosabi CRM allows you to quickly change views
to see what your colleagues have Due, Coming Up or Completed, or simply react to
automatic notifications flagged when priority Business Objectives need your attention.
Woosabi supports a system
of ‘Note’ types that allows you and any colleagues to schedule, share and review
all business critical activity. You can even make a Note private if it's for your
eyes only.
Everything in one place
Share and backup work files (Word Doc, Excel, Power Point, JPEG, MP3 etc) by uploading them to notes. You and your colleagues can even share in discussion by adding Comments to each others Notes. All of which are defined and displayed on the system as a Job, Phone Call, Meeting, Customer Service, New Enquiry, Sent Message, Received Message or Misc note type.
Your 24/7 personal assistant
Business Objectives provide automatically triggered notices for the vital management
of your customer relationships (CRM). Simply define the measures by which you wish
to run your business, then leave Woosabi to monitor and inform you when and what action needs to be done,
and by who.
These measures are administered as business wide rules, however measures can be
defined on a per contact level also for any VIPs. The system can track and bring
your attention to:
• Unsent or unpaid invoices
• Completed jobs without an invoice
• Email reply reminders
• Periodical phone calls
• Periodical meetings
• Periodical marketing
• Birthday reminders
• Days without a sale (Non-buyers)
Pocket friendly too
When you don't have access to a computer, but need Woosabi to remind you of something later, you can use your phone and just,
Text it! Woosabi is also
able to send alerts to you via SMS text message.
Each SMS text message you send your account creates a Quicknote. When you next log-in,
you'll be presented with a reminder for each text. Your Quicknotes can then be deleted
or flipped into new scheduled jobs, or perhaps an expenses item.
Sending quotes & invoices and tracking payments made simple
Simple to use Invoicing and Expenses modules track who, what, where and when your
money is coming in and being spent out.
Woosabi Invoices are the
ideal method for businesses that have products or services to sell to create, send
and track quotes, invoices and refunds. Woosabi prints great looking invoices with many features more advanced than
simple online invoice tools.
• Auto numbering with optional contact prefix
• Send invoices via Email or Post
• Track Paid, Unpaid and Part Paid
• Flip completed jobs into multiple item invoices
• Schedule Auto-Recurring Invoices
• Send outstanding payments' statement
Staying on top of your finances
Woosabi Expenses is not a
full-feature accounting programme but is able to integrate with popular accouting
tools such as Sage, Quickbooks and even your accounts office with our Hub Edition!
It is a non-cumbersome, easy and common sense system for your business to record
and make sense of cashflow, which can go a long way to reducing your tax liabilities.
• Summary for Financial Year(s)
• Auto categorised cost totals
• Schedule Auto-Recurring Expenses
• Updated Profit and Loss balance
Contacts relationship manager
With Contacts you and your colleagues can each centrally access up-to-date records
for the individuals and companies that you do business with. Add new contacts manually
or use the Import feature to quickly add complete Address Books from programs like
Outlook, Hotmail and LinkedIN.
Woosabi tracks everything
for you, automatically placing any item associated to a contact in it's own unique
Contact Record Card (CRC). Be they Lead, Prospect, Customer, Supplier, Competitor
or Personal, your system will store all interaction that shapes and defines your
relationship history with individuals, companies and their personnel.
Marketing your business
Search and Filter tools help segment and quickly identify subgroups within your
contacts. Sort these contacts in to targeted Mailing Lists which can be exported
for use in 3rd party programmes or send regular, personalised email or letter marketing.
The system will archive your marketing and can remind you each time a follow-up
campaign is due for a Mailing List. Woosabi will even automatically handle all opt-outs, so your business will
always be in compliance with spam laws and best practices. Just think, you'll never
have to manually update or mail merge a spreadsheet again.
A business website in minutes
During sign-up add your business name to create a unique location and web address
for your very own Woosabi
powered, business website.
No hosting costs, or web developers to hire, just very simple point and click options
that allow you to mange your web content with speed and ease. Style text, add links,
insert images and even embed YouTube
video with a simple WYSIWYG
tool that instantly updates your live website.
Raise your business profile
Twitter is
a popular communications platform that helps businesses and their customers do a
number of useful things. As a business, you can use it to quickly share information
with people interested in your company, gather real-time market intelligence and
feedback, and build relationships with customers, partners and other people who
care about your company.
Woosabi can automatically
feed posts to your Twitter account via your What's On status updates and/or use
via the dedicated Twitter application found on your account Dashboard.
Link existing email accounts
Woosabi provides an alternative
method for you to access and use your existing email address - in addition to being
able to synchronise with traditional email platforms such as Outlook and Exchange.
You can quickly pull inbound messages into your Woosabi account and transform your regular email into an easy to use, reliable
and time-saving business tool.
• Your own branded secure log-in page.
• Webmail freedom to read and write anywhere
• Search for Inbox and Outbox messages
• Send Copy (Cc) and Blind Copy (Bcc)
• Auto archive of all sent and incoming email
• Single click, inbox email to job conversion
• Single click, inbox message sharing
• Single click, attachments list
• Single click, reply later reminders
• Hover over, message preview
• No SMTP setup required
Safe, secure & up-to-date
Woosabi is a purely online
hosted service which means both you and your colleagues can log-in at any time 24/7,
from anywhere in the world to access the same real-time information.
Woosabi is secure and private.
The only people who can see your data are those you choose. And with all your data
stored by us on secure servers and backed up regularly, even if your laptop were
to be lost or stolen your data is safe.
Access from anywhere
You can use Woosabi on any
PC, Mac, Laptop or Netbook with an internet connection, running Firefox, Safari,
Chrome or Internet Explorer 7/8 web browsers. However, we would highly recommend
the use of Firefox for Woosabi as we believe it is the quickest and
most secure web browser for home and business use.
Woosabi requires no installation,
maintenance or update management by you. New features and improvements are automatically
applied, and are simply available the next time you log-in.
Sync and store data offline
Kimosabi is a downloadable companion included with Woosabi, that can be installed on your PC or laptop. Each time you connect
to the internet, Kimosabi will sync with your Woosabi account at set intervals and automatically keep an up-to-date copy
of all your business critical data on your machine. If for any reason you are offline
or unable to connect to the internet, you can easily access the most recent sync
version of your data directly on your local machine.
You’ll never have to worry about backing up data or feeling stranded again when
you can't jump online. Your Woosabi
data is packaged as CSV (Comma Separated Value) files that can be opened with
any spreadsheet program.
Calendar Support
Woosabi comes complete with
a shared calendar allowing you and your team to quickly see good times for meetings,
pending jobs and even bank holidays!
Some businesses will already use a shared calendaring programs like Gcal, Outlook
or Yahoo! and may still wish to view or share their scheduled workload in this traditional
format.
