Key Benefits
Build For Business
Owners Like You
In small businesses, time is often the most valuable asset. Our CRM system is designed to give you exactly that: more time for what truly matters. With our intuitive workspaces and customizable menus, you always have a clear overview and can store all critical data in one place. No cluttered menus, no unnecessary features – just what you really need.
Easy Of Use
Designed to make your work easier, not harder. No complex training, no unnecessary clicks – just simple, fast, and efficient.
Unlimited Custom Objects
Store your company data exactly the way you need. From invoices to contracts to custom data sets – anything is possible.
GDPR-Compliant Hosting In Germany
Your data is secure and hosted according to the highest data protection standards in Germany.
Centralized Data Management
All information in one place. This not only simplifies management but also makes process automation and reporting easier and more precise.
Fully Customizable Workspaces
Organize your teams and departments in a way that best fits your unique business. Customize menus easily and display only the essential features you need.
Key Benefits
Build For Business
Owners Like You
In small businesses, time is often the most valuable asset. Our CRM system is designed to give you exactly that: more time for what truly matters. With our intuitive workspaces and customizable menus, you always have a clear overview and can store all critical data in one place. No cluttered menus, no unnecessary features – just what you really need.
Easy Of Use
Designed to make your work easier, not harder. No complex training, no unnecessary clicks – just simple, fast, and efficient.
Unlimited Custom Objects
Store your company data exactly the way you need. From invoices to contracts to custom data sets – anything is possible.
GDPR-compliant Hosting in Germany
Your data is secure and hosted according to the highest data protection standards in Germany.
Centralized Data Management
All information in one place. This not only simplifies management but also makes process automation and reporting easier and more precise.
Fully Customizable Workspaces
Organize your teams and departments in a way that best fits your unique business. Customize menus easily and display only the essential features you need.
Features
Features That Adapt to You –
Not the Other Way Around
Custom Workspaces
With our CRM, you have full control over your workspace. Create workspaces tailored perfectly to your teams' and departments' requirements. Decide which features and data are visible and which are not. This way, you keep an overview, and your employees work more efficiently.
Simple Menu Structure
Say goodbye to cluttered menus that disrupt workflow. Our CRM offers a sleek and clear menu structure that you can fully customize. Display only the items and functions you truly need. This saves time and reduces complexity.
Custom Objects
Our Custom Objects provide the flexibility to structure your company data in the way that works best for you. Create as many custom data sets as you need, whether for invoices, contracts, leads, or industry-specific solutions. Your data, your rules.
Centralized Data Management
Having all your data in one place is key to efficient processes. Our CRM allows you to store and manage all critical information centrally. This not only makes daily work easier but also simplifies and makes process automation and reporting more accurate.
Security
Your data is highly valuable – we treat it accordingly. Our CRM is fully GDPR-compliant and hosted in secure, state-of-the-art data centers in Germany. You can always trust that your personal and sensitive information is always protected.
Features
Features That Adapt to You – Not the Other Way Around
Further Functions
All The Important
Functions You Expect
From A Modern CRM
Important Functions At A Glance:
Telephone Integration
Make and log calls directly from the CRM, track conversations, and schedule follow-ups.
E-Mail Integration
Send and receive emails that are automatically assigned to contacts.
Task Management
Manage tasks and deadlines for yourself and your team.
Contact And Lead Management
Keep track of all customers, leads and their interactions.
Pipeline Tracking
Track the progress of your sales opportunities and increase your closing.
Team Collaboration
Share information, notes and files with your team for better collaboration.
Custom Workspaces
With our CRM, you have full control over your workspace. Create workspaces tailored perfectly to your teams' and departments' requirements. Decide which features and data are visible and which are not. This way, you keep an overview, and your employees work more efficiently.
Simple Menu Structure
Say goodbye to cluttered menus that disrupt workflow. Our CRM offers a sleek and clear menu structure that you can fully customize. Display only the items and functions you truly need. This saves time and reduces complexity.
Custom Objects
Our Custom Objects provide the flexibility to structure your company data in the way that works best for you. Create as many custom data sets as you need, whether for invoices, contracts, leads, or industry-specific solutions. Your data, your rules.
Centralized Data Management
Having all your data in one place is key to efficient processes. Our CRM allows you to store and manage all critical information centrally. This not only makes daily work easier but also simplifies and makes process automation and reporting more accurate.
Security
Your data is highly valuable – we treat it accordingly. Our CRM is fully GDPR-compliant and hosted in secure, state-of-the-art data centers in Germany. You can always trust that your personal and sensitive information is always protected.
Further Functions
All The Important
Functions You Expect
From A Modern CRM
Important Functions At A Glance:
Telephone Integration
Make and log calls directly from the CRM, track conversations, and schedule follow-ups.
Email Integration
Send and receive emails that are automatically assigned to contacts.
Task Management
Manage tasks and deadlines for yourself and your team.
Contact And Lead Management
Keep track of all customers, leads and their interactions.
Pipeline Tracking
Track the progress of your sales opportunities and increase your closing rate.
Team Collaboration
Share information, notes and files with your team for better collaboration.
Coming Soon
Wholix Workflow & Process Builder
COMING SOON
Maximize Your Efficiency - With The
Wholix Workflow & Process Builder
Advantages Of The Wholix Workflow & Process Builder:
Coming Soon
Wholix Workflow & Process Builder
COMING SOON
Maximize Your Efficiency - With The Wholix Workflow & Process Builder
Advantages Of The Wholix Workflow & Process Builder:
Centralized Data Storage
All relevant information is unified in one system, enabling seamless workflow creation and execution.
Direct Software Integration
External applications can be integrated directly into Wholix - without additional third-party solutions.
Automation And Digitization
Automate repetitive tasks and digitize manual processes to increase efficiency and reduce errors.
Templates
Use pre-configured templates for common processes to get started right away and implement your workflows quickly.
Flexibly Customizable Workflows
Create custom multi-step processes for any department, from marketing to sales or customer service.
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