WF CRM
Our own CRM system for customer management, sales pipeline, task tracking, contracts, invoicing and Fortnox integration. Built for how we work — and available for our customers.
Complete CRM in one system
Customers, sales, tasks, contracts and invoicing — connected and traceable.
Customer management
Companies with contacts, org number, billing details, categories, tiers and custom fields. Assign products, services and contracts per customer.
Sales pipeline
Leads with temperature (hot/warm/cold), pipeline stages, sources, groups and notes. Track from first contact to closed deal.
Tasks & time tracking
Project tasks with assignments, sub-tasks, file attachments, time logging and status history. Linked to customers.
Contracts & invoicing
Customer agreements with file attachments. Manual and Fortnox-synced invoices with billing queue and financial reports.
Activities & scheduling
Meetings, calls and follow-ups linked to customers. Notifications and reminders via email.
Email & support
Send emails with templates and variables. Built-in support ticket system for customer issues.
Connected to your business tools
WF CRM integrates with Fortnox for accounting, Stripe for payments and our own systems WF Project, WF MailCom and WF SecurityCloud. A REST API with Bearer token auth makes custom integrations possible.
- Fortnox – customers, invoices, articles
- Stripe – payment links, webhooks
- REST API – customers, leads, tasks, activities
- WF Project, WF MailCom, WF SecurityCloud
Security & access control
Authentication
Bcrypt password hashing, TOTP 2FA with backup codes, session security and login rate limiting.
RBAC
Role-based access with module permissions (read/write/delete) and per-user data visibility (own/all/none).
Audit & logging
Complete audit trail for all CRUD operations. Security log for logins, rate limits and blocked requests.
Application security
CSRF protection, prepared SQL statements, CSP headers, AES-256 encryption and WAF-like request filtering.
Dashboard & reporting
Customizable dashboard
Drag-and-drop widget system with health status, quick start and operational alerts.
Financial reports
Revenue tracking, invoice status and Fortnox sync overview.
Product & service catalog
Manage what you sell and assign products/services to customers with pricing.
Need a CRM that fits your business?
WF CRM is under active development toward SaaS. Contact us to learn more.