Frequently asked questions

Product

What is Winly?

Winly is a sales CRM built around each rep's goal. On top of the pipeline, Winly shows every day how much is missing from the goal and what to do to close the gap.

How is Winly different from Pipedrive?

The pipeline works the same way, so switching is easy. Winly adds goals, a daily plan, customer scores, campaigns, ad revenue and a manager view in one product.

Is Winly right for a small company?

Yes. Winly works for a single rep as well as teams of dozens.

Does Winly work on mobile?

Yes. Winly runs in the browser on desktop and phone, and notifications reach your phone.

Switching and data

Can I bring my data from Pipedrive or Odoo?

Yes. Pipedrive with an API key, Odoo and Excel with a file. Deals, contacts, companies and stages come over.

Where is data stored?

In the European Union, in a Helsinki data centre. Backups run every day.

Can I always export my data?

Yes. All data can be exported anytime as Excel or CSV.

Pricing and account

Is there a free trial?

Yes, 14 days without a card.

Do prices include VAT?

No, prices exclude VAT.

When can I start?

Winly is in closed testing. Join the waitlist and we will let you know when your team can start.

Security

Are calls recorded?

No. Winly writes a summary, but audio is never recorded.

Is Winly GDPR compliant?

Yes. Data stays in the EU, access is role based and every change is logged.

Be among the first

Winly opens in stages. Leave your details and we will write when it is your team's turn.

We use your details only to tell you when Winly opens. Privacy