CRM

All Your Customer Relationships in Single Management Place.

No more distraction. No more paper notes. One place to connected them all.

Basic Tools, but Powerful Features

Clean Customer Profile

Like in social media, every customer in Wolf4® has own profile. Profile agreegate all information about customer and his relationships – addresses, contacts or bank accounts.

Events, Notifications, Files

You can have own meetings calendar, tasks or file structure for each customer. Each event make notification to all your devices. Everything simple accessible.

Analyze Revenue

Each client at Wolf4® is assigned a practice and a share. Revenue from each client is automatically accounted for pracitce and analyzed using the Assistant.

Complete Client Management

Manage your entire client database with precision and flexibility. Our comprehensive client management system eliminates data silos and gives you a 360-degree view of every business relationship.

Full Control Over Client Data

Enter information manually or automatically retrieve data from GUS and KRS with one click.

Higher Level Personalization

Mark clients with colors, assign shortened names and organize by practice for easier identification.

Flexible Address and Contact Management

Store multiple addresses for one client and unlimited contacts with full communication history.

Intelligent Billing

Decide on invoice approvals, set up automatic debt collection and assign percentage shares for employees or practices.

Smart Offer System

Convert more leads into clients with our intelligent offer management workflow. Automate tedious research tasks and focus on crafting the perfect proposal that wins business.

Multi-channel Lead Collection

Automatically gather potential offers from website forms, emails, through API or enter manually.

Offer Preparation Assistant

Use an automatic assistant that collects and analyzes the latest information about the client’s company from the Internet.

Flexible Handling Schemes

Create your own offer process paths with automatic actions and conditions at each step.

From Offer to Contract

Convert an accepted offer into a contract with a comprehensive billing model with one click.

Actual Contacts

Never lose an important contact or miss a follow-up opportunity again. Our intelligent contact system transforms business cards into actionable relationships while maintaining complete interaction history.

Instant Business Card Entry

Save contact details immediately after meeting and transform them into clients at a convenient time.

Advanced Contact Search

Quickly find contacts by name, surname, email address or any other data.

Communication History

Store all interactions with a contact in one place, from notes to attached documents.

Event Marketing

Plan and execute successful events while maximizing attendance and minimizing administrative overhead. Track performance metrics across all your events to continuously improve your marketing reach and efficiency.

Comprehensive Event Organization

Plan trainings, webinars and meetings with full control over costs and schedules.

Automated Participant Registration

Collect event registrations directly from your website without additional work.

Intelligent Event Analysis

Use historical data about locations and costs to plan more successful future events.

Effective Email Campaigns

Create targeted recipient lists based on any criteria from the entire system and export them to mailing tools.

AI Assistance

Work Tracking

Projects

Accounting

Analytics

Automation

HR

Intranet

IT & Infrastructure

Integrations

Security

Multibranch

Team

Department

Individual practice