Systemise your business workflow from lead to invoice. Seamlessly onboard new clients, automatically create projects on the back of won opportunities, while orchestrating your whole service delivery.CRM & Sales
Educate your customers and engage your prospects by triggering fully-automated and sequenced drip campaign marketing activities to dynamic email contact lists and out to your social media channels.Marketing Automation
Keep track of your service requests and delivery. Prioritise and allocate work among your team members. Track your time and manage service budgets. Benefit from automation that ties it all together.Service CRM
Seamlessly convert sales wins into deliverable projects with clear and organised project, task and time management. Custom user permissions, categories, priorities and statuses help keep your work ordered.Projects
RADAR CRM is the hub of your business – supporting your entire workflow lifecycle from quoting and onboarding new clients, through ongoing service to invoice. RADAR empowers your team to accurately and promptly deliver your broad range of services to clients, while automating back office administration and organising your task workload to keep you the step ahead.
Create and cadence a series of any number of automated marketing campaign activities via email, social and phone. Transition prospects from one campaign to another without any human intervention.
Get your support or customer service ticketing organised, structured and backed by powerful automation built around your business processes.
Gone are the days of missing project updates, task time not getting logged or proof & review processes not getting followed. Projects inside RADAR CRM will keep you on-track.
The entirety of your service delivery is based on deadlines, strict deadlines that must be met in order to compliantly deliver for your clients.
Never miss another deadline. Keep ahead of your workload by tracking key dates, automatically create task or activity actions and be kept focused with reports, alerts and notifications.
Your business is your expertise and your time - and when you're selling time, it's absolutely fundamental that you're able to track and effectively bill that time.
Track and bill for your time effectively - on a task by task / project by project basis, or by deducting hours from an overall retained budget.
Sometimes your work follows the same format, sometimes its unique. Most systems are far too rigid - forcing you to shoehorn your working practices into the way the system demands.
RADAR is malleable - moulding to your very own processes, terminology, and lifecycle of evets. Whether it's sales, account management, projects, tasks, billing or service - RADAR flexes to the way YOU want to work.
Remembering to keep on top of all those necessary client touchpoints can be cumbersome. It's easy to let deadlines slip or be the step behind with the client chasing for information.
RADAR permits you the structure and framework to never let anything slip through the cracks again. Dynamic reports, lists, filters, prompts and automated email actions keep you at pace with your workload.
Running an accountancy practice is a headache - it's always hectic and there's lots going on. That's the very fabric of your business.
We help you to better organise and assign work among your team members, for both ad-hoc projects and ongoing retained services alike. Systemise your workflow with approval / proof / review steps, dynamic status fields, notifications, prompts and a logical cadence of events tailored to the way YOU work.
RADAR is not just another CRM. Built by the team at Wingman, a professional services marketing agency – using our intimate knowledge of the media, marketing and advertising industries – RADAR has been developed from the ground-up to suit the needs of ambitious, process-driven and focused firms.
Find most systems miss a fully joined-up approach? Letting opportunities slip through the cracks?
With RADAR, we took a rigid approach; building automated process steps to suit your business workflow. The integrity of your data and business processes are maintained, RADAR CRM controls the order, format and steps taken by your users when inputting data – whether updating a sales opportunity, creating a new project or logging time against a task.
Confused or frustrated by the cost or sheer complexity of some CRMs pricing models?
We were too. So we decided to take a straight-forward, flexible model based on the number of people you need to access a CRM. Each of our plans allow you and your team access to all of the features and functionality of our CRM, without any hidden surprises or restrictions.
Stuck working the way your CRM provider decided you should work? Don’t let your system hold you back.
RADAR has been built to work around you. During your onboarding process, our team will map and custom build workflow automation to your business process. Whether that’s for sales, projects or service ticketing – you are able to collect, store, manage and trigger activities from your data in a way that suits.
Very frustrating when your data always ends up in a mess, isn’t it? Most systems won’t help.
We feel your pain! To maintain the integrity of your data set, whether that’s fields of contact information or the status of a task for example, you can dictate how data is input, in which order and dynamically change the options presented to your users based on their prior inputs. Keeping your data clean, organised and valuable.