WF Project
See how project delivery and customer dialogue can work closer together.
See WF Project → In-house CRM Sales Todo Fortnox AI support
WF CRM for customer management
and sales
Gather leads, customers, activities and invoicing in one clearer workspace with better follow-up in every deal.
WF CRM works especially well when you also want to connect customer dialogue with WF Project, communication flows through WF MailCom and stronger control through WF SecurityCloud™.
Why WF CRM
A CRM for companies that want to work more coherently
When sales, customer information, follow-up, agreements and finance live in separate systems you lose speed, history and overview. WF CRM gathers the important parts in one platform so you can follow the journey from first lead to active customer and invoice.
Leads and pipeline Follow every business opportunity through clear stages and see what needs attention next.
Sales Todo Work with dates, owners, status and weekly view so follow-up never gets stuck.
Customer cards Gather categories, tiers, relationships and history in one customer view.
Activities and reminders Meetings, follow-ups and internal tasks live in the same flow as the customer dialogue.
Agreements and invoicing Connect work, customer and finance so the commercial picture stays coherent.
Roles and audit trail Get better internal control with access levels, visibility and traceability.
Dashboard
See the full picture directly in the dashboard
WF CRM gives you a quick overview of customers, leads, invoices, tasks and risk. That makes it easier to prioritize the right work each day, see what needs follow-up and catch what would otherwise be forgotten.
Sales
Sales flow with pipeline Sales Todo and clear next steps
In sales work the next step is often more important than the status itself. That is why WF CRM combines classic pipeline thinking with Sales Todo, owners, dates and calendar view. You see what is warm, what is getting stuck and what should happen today, this week or is already overdue.
Leads
Lead views that help move the deal forward
Each lead gathers contact details, commercial stage, notes, next step and Sales Todo in one view. That makes it easier to see who owns what, what has already been done and what needs to happen next to move the deal forward.
Customers
A shared customer view with history structure and ownership
When a lead becomes a customer the information should not start over from zero. WF CRM gives you a clear customer overview with categories, tiers, owners, contacts, history and relationships to services, agreements and follow-up. Sales, delivery and administration work in the same reality.
Finance
Invoicing and finance that stay connected to the work
WF CRM connects work, customer and finance in a way that makes follow-up easier. You can follow billing queue, status, overdue items and invoicing basis in the same environment where the customer dialogue and tasks already live. For companies using Fortnox the value of avoiding duplicate work becomes even clearer.
This is where the system becomes practical in day-to-day work: one customer picture, one flow for responsibility and a clearer handover to billing and follow-up.
Breadth
More than just an address register
WF CRM is built for real daily work. Besides customer and sales support there is room for activities, tasks, agreements, email templates, support tickets, reporting and AI support in selected flows. That makes the system useful both for commercial work and the ongoing customer relationship.
- Activities and ownership in the same workflow as the customer history.
- Support and operations can work closer together without duplicate administration.
- Selected AI support helps summarize and structure next steps.
Security
Control roles and traceability
WF CRM is developed for teams that need order, accountability and clearer access control when several people share the same customer and business data.
Role-based permissions Different teams can see different parts of the system without losing overview.
Controlled data visibility Limit who can access customers, leads, support and finance based on responsibility.
Audit trail Important changes can be traced when several people work in the same data.
Safer login flow Structured access and stronger routines reduce unnecessary risk around customer data.
Integrations
Integrate with the way you already work
WF CRM can be connected to Fortnox and expanded with API support and tailored flows. For companies already using other Webbfabriken services it becomes natural to gather more of the workflow in one ecosystem instead of building new silos.
Fortnox Connect invoices and finance work to the same customer and activity flow.
API support Build further with tailored integrations and data flows where needed.
WF Project Keep project delivery and customer dialogue closer together in the same ecosystem.
WF MailCom and security Combine communication, control and platform security without creating new silos.
Fit
Especially useful for
B2B teams For companies with recurring customer dialogue and several people involved in the deal.
Consulting and service businesses When follow-up, next step and owner need to stay visible every week.
Agencies and tech companies When customer picture, delivery and finance must work together.
Growing businesses For teams that have outgrown spreadsheets, simple lists or fragmented tools.
FAQ
Frequently asked questions
Answers to common questions about demos, migration and setup.
Do you support Fortnox?
Yes. WF CRM is built to work well together with Fortnox in the finance flow.
Can different roles see different things?
Yes. The system is built for role-based access and clearer data visibility.
Can we get a demo based on our own way of working?
Yes. That is a better way to evaluate the fit than only seeing a generic standard view.
WF CRM
Want to see how WF CRM would work in your business?
We are happy to show how you can gather customer management, sales, follow-up and finance in one clearer workflow. Book a demo or start the conversation and we will review how you work today.
Direct contact
Book a demo of WF CRM
We will show how your customer flow, sales follow-up and finance work can be gathered in one clearer workflow.