Windward Software’s CRM will put an end to the sticky note nightmare in your business

Windward Software’s CRM will put an end to the sticky note nightmare in your business


Surely you remember a time when a customer called you asking for an update.You jotted the tracking number down earlier on one of those yellow sticky pads in the office, but right now you are all the way at the other end of the warehouse. Naturally, you can’t get ahold of anyone up front, but you have a computer terminal right by you.If only you had a way to access the contents of your desk from here.

With Windward’s integrated customer relationship management software, it’s easy to keep track of your client information and history. Not only does this make for a smoother, more satisfying customer experience, it’ll also free up time while increasing your selling and marketing opportunities.


Here’s a sample of some of Windward Software’s CRM tools:

  • Customer information located in the same place across all functions
  • Look up Customer by account number, job number, phone, business name, individual’s name, etc
  • Create estimates, invoices or workorders on the fly
  • Check Order Status, Appointment details, Invoice and Payment History
  • Use Lookup Words to group customer types together
  • Keep organized with Task, Appointment, Delivery and Service Reminder Scheduling
  • Schedule follow-up tasks so things don’t get forgotten
  • And much more….

Click here for a full feature list

Have a sales team?

How would you like to evaluate each lead and be able to report on which stage each prospective client is in?Our Opportunity Tracking feature can help you close more deals.

To top it all off, your data within Windward System Five can even help you generate a targeted marketing list for your next mailer, phone, email, or social media campaign.

This powerful CRM is included with an implementation of Windward System Five on Cloud.So let’s strengthen your customer service by empowering each employee with the details that they need to resolve customer inquiries now.

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