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Getting the information you need from clients shouldn’t require Batman-level interrogation tactics. (“Turns out that voice sounds really weird on Zoom.”)
Truth is, clients get just as busy as you do, making it impossible to secure all the details you need to tackle important workflows in a timely manner.
Good thing there’s a project management platform that lets you streamline your data collection with customizable portals and forms.
Fill in the blanks with WIIN.io.
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TLDR;
- Create customizable client portals and online forms to digitize your data collection process
- Set up automations, define access permissions, and manage everything from one unified dashboard
At a Glance
Best for
- Freelancers
- Nonprofits
- Project managers
Integrations
- Slack
- Zapier
Operating system
- Browser-based
Features
- GDPR-compliant
- White label
- CNAME
Detailed Description
WIIN.io is a project management platform that simplifies workflows, automates tasks, and enhances collaboration for projects and processes.
All your processes, on one dashboard
With WIIN.io, you’ll get access to all your applications, submissions, and processes on a unified, easy-to-use dashboard.
- Create custom client portals and forms with an intuitive visual builder
- Personalize portals with your logo and colors for cohesive branding
- Receive instant notifications so you know exactly what's going on
Manage your custom portals and forms from a unified dashboard.
Eliminate repetitive tasks
You’ll be able to automate manual processes without writing any code, freeing your team up to focus on higher-level tasks.
- Choose a variety of triggers based on time, team actions, or status changes
- Automatically perform actions like sending emails, organizing submissions, and more
Streamline your workflows with code-free automations.
Boost team collaboration
Best of all, WIIN.io is packed with powerful collaboration features to help you collaborate better with key stakeholders.
- Let team members share notes and comments with each other securely
- Enable role-based access for security so that users only see what they need
- Share files directly within the platform—no more switching back and forth in Google Drive!
Enable role-based access and task delegation to collaborate better with your team.
Organize your data
WIIN.io also makes it easy to keep your applications and submissions in order, so nothing falls through the cracks.
- Create custom tags to categorize submissions and visually sort them
- Set up dynamic filters that will auto-sort tasks by tag, progress, and other criteria
Set up tags and filters to keep all your data organized.
Don’t sweat your workflows! WIIN.io lets you streamline your processes with customizable client portals and manage everything from one centralized dashboard.
Work smarter with client data.
Get lifetime access to WIIN.io today!