Services

Access to services

Our services are available to customers using one of our EspoCRM hosting offers.

We must have active Administrator access during the implementation of the service.

Description of our services

You will find the description of our services below.

Personalized quotation

At the bottom of the page, a form allows you to ask us for a personalized quote.

Sales Pack

This is an official extension accessible by integrated purchase.

Features and functions

  • Products
  • Offers
  • Orders
  • Invoices

WinTheDeals Services

  • Installation
  • Configuration
  • Personalization

Advanced Pack

This is an official extension accessible by integrated purchase.

Features and functions

  • Reports
  • BPM – Business Process Management
  • Workflows

WinTheDeals Services

  • Installation
  • Configuration
  • Personalization

Custom Extension

This is an extension created by WinTheDeals for you.

Features and functions

  • New items (cars for a rental company, rooms for a hotel, etc….)
  • Additional fields
  • Calculated fields
  • Relationships between objects
  • Dynamic logic

WinTheDeals Services

  • Development
  • Installation
  • Configuration
  • Personalization
  • Maintenance

Outlook Integration

This is an official extension accessible by integrated purchase.

Features and functions

  • Outlook Calendar synchronization
  • Outlook Contacts synchronization

WinTheDeals Services

  • Installation
  • Configuration
  • Personalization

Google Integration

This is an official extension accessible by integrated purchase.

Features and functions

  • Google Calendar synchronization
  • Google Contacts synchronization

WinTheDeals Services

  • Installation
  • Configuration
  • Personalization

Custom Integration

This is an integration created by WinTheDeals for you.

Examples

  • APIs
  • Zapier
  • Piesync
  • Microsoft Flow
  • Integromat

WinTheDeals Services

  • Development
  • Installation
  • Configuration
  • Personalization
  • Maintenance

Users

These are standard EspoCRM features.

Features and functions

  • Users and teams
  • Roles and authorizations
  • Individual email accounts
  • Collective email accounts

WinTheDeals Services

  • Needs discovery
  • Configuration
  • Personalization

Portals

These are standard EspoCRM features.

Features and functions

  • Customer portals
  • Partners portals

WinTheDeals Services

  • Needs discovery
  • Configuration
  • Personalization

Training

EspoCRM training courses conducted by WinTheDeals..

Examples

  • Users training
  • Administrators training
  • Managers training
  • Trainers training
  • Training of WinTheDeals business partners

WinTheDeals Services

  • Needs discovery
  • Training program
  • Courses delivery
  • Training in English and in French
  • On site or by videoconference

Quote Request

 

Your company or organisation name
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