WhirlWind + WorkPortal — your POS data becomes the foundation of something much bigger. CRM, pricing intelligence, dealer tools, automated marketing. All connected. All yours.
WhirlWind offers every retailer a free CRM. Upgrading unlocks document delivery, reviews, automation, and intelligence — all inside the same familiar screen.
Give every retailer a free CRM that makes their POS data visible and useful. Synced automatically.
Replaces Podium. Reviews + full customer intelligence for less money.
The system tells salespeople what to do next. No customer falls through the cracks.
(555) 234-8901 • maria.garcia@email.com • 412 Oak Lane • Since 2019
🔗 Synced from WhirlWind POS via POSbridge — click any row to drill down
Oct 14, 2024 • Tech: Marcus T. • KitchenAid KRMF536RPS
No service history for this appliance.
Nov 2, 2022 • Tech: Jordan M. • GE GRF600AVSS
Mar 8, 2024 • Tech: Marcus T. • Electrolux ELFW7637AT
No service history for this appliance.
KitchenAid KRMF536RPS, Café CDT858P4VW2, KitchenAid KFDC506JSS
Electrolux ELFW7637AT, Electrolux ELFE7637AT
KitchenAid KDPM604KPS • Scheduled Mar 18
Dishwasher • Jan 12, 2023
KitchenAid KRMF536RPS, GE GRF600AVSS • Mar 8, 2019
Electrolux Washer + Dryer • Jun 5, 2017
Oct 14, 2024 • Tech: Marcus T. • KitchenAid KRMF536RPS • $192.50 PAID
Mar 8, 2024 • Tech: Marcus T. • Electrolux ELFW7637AT • $279.00 PAID
Nov 2, 2022 • Tech: Jordan M. • GE GRF600AVSS • $125.00 PAID
🔗 Service records synced from WhirlWind POS via POSbridge
Auto-captured • Opened by customer 2x
Manual note
Auto-captured from POS via POSbridge
Auto-sent via Relay
Manual note
Auto-sent via Relay
Auto-sent via Relay • ⭐⭐⭐⭐⭐ received
Manual note
Call Maria re: quote QT-0847 for $11,648 — open 8 days. Comparing prices at Pacific Sales.
Quote QT-0791 for $1,999 — Electrolux washer+dryer set.
ORD-2026-1204 dishwasher — $1,399 balance due before Mar 18 delivery.
Electrolux ELFW7637AT AOS 78 — 8yr old, drain pump replaced last year.
5-star Google review from Maria after dishwasher install. No further action.
KitchenAid KRMF536RPS water filter — auto-email scheduled Mar 20.
7-year customer anniversary. Loyalty offer queued.
INV-2026-1204 — $1,399 balance, auto-reminders at 3/7/14 days. Currently day 5.
🕑 Every action tracked — who did what, when
After every delivery, CRM Lite automatically sends a review request via Relay. Positive reviews go to Google. Issues get flagged internally before they go public. No separate tool. No per-seat fee.
Podium charges $399+/month for review management alone. Our CRM includes reviews as one feature inside a full customer intelligence platform.
| Feature | Customer Hub FREE | Engagement PAID | Intelligence PREMIUM | Podium |
|---|---|---|---|---|
| Customer profiles from POS | ✓ | ✓ | ✓ | ✗ |
| Appliance ownership list | ✓ | ✓ | ✓ | ✗ |
| Open quotes & orders | ✓ | ✓ | ✓ | ✗ |
| Invoice lookup & delivery photos | ✓ | ✓ | ✓ | ✗ |
| Email/text docs to customer | ✓ | ✓ | ✓ | ✗ |
| Service history & tickets | ✓ | ✓ | ✓ | ✗ |
| Task list & follow-up reminders | ✓ | ✓ | ✓ | ✗ |
| Payment links on orders | ✓ | ✓ | ✓ | ~ via Stripe |
| Activity log / audit trail | ✓ | ✓ | ✓ | ✗ |
| Appliance Opportunity Score (AOS) & status badges | — | ✓ | ✓ | ✗ |
| Spec sheet & manual library | ✓ | ✓ | ✓ | ✗ |
| Communication log (manual notes) | ✓ | ✓ | ✓ | ✗ |
| Auto-captured communications (POS, Relay) | — | ✓ | ✓ | ~ Basic |
| Quote review & online payment | — | ✓ | ✓ | ✗ |
| Automated review requests | — | ✓ | ✓ | ✓ |
| Google review routing | — | ✓ | ✓ | ✓ |
| Negative review interception | — | ✓ | ✓ | ~ Basic |
| Review stats dashboard | — | ✓ | ✓ | ✓ |
| Appliance Passport — customer self-service login | — | — | ✓ | ✗ |
| Replacement window alerts (AOS-driven) | — | — | ✓ | ✗ |
| Filter/maintenance reminders | — | — | ✓ | ✗ |
| Annual check-in & anniversary campaigns | — | — | ✓ | ✗ |
| Lifetime Value (LTV) tracking & trending | — | — | ✓ | ✗ |
| Payment lifecycle automation | — | — | ✓ | ✗ |
| WhirlWind POS integration | ✓ Native | ✓ Native | ✓ Native | ~ Limited |
| Pricing | Free | $$ | $$$ | $399–$599/mo |
WhirlWind POS is at the center of every transaction. POSbridge connects it to an entire ecosystem — without changing anything about how the POS works today.
Transactions, customers, inventory
Secure V1 integration — real-time sync
Unified, normalized, margin-ready
| WhirlWind Field | Platform Field | Notes |
|---|---|---|
ItemNo | ModelNumber | CPID resolved |
OnHand | AvailableQty | Real-time |
CustID | PlatformCustomer.Id | Unified profile |
InvDate | Order.CreatedDate | UTC normalized |
Price | PricePoint.DealerCost | Margin-ready |
DealerOS is a modern operating layer that sits on top of WhirlWind POS. Everything a user needs on one device — sales, warehouse, delivery, purchasing, and management.
Search by phone, name, or email. Full profile with purchases, quotes, deliveries, and appliances.
Multiple concurrent carts. Kitchen packages with warranties, install services. Live margin visible.
Formal quotes. Printable, emailable. Auto follow-up tasks. Spec packages via Relay.
Real-time via POSbridge. Available, incoming, display, warehouse location.
Quote → Order → POSbridge → WhirlWind POS. DealerOS sells, WhirlWind fulfills.
Cash, check, card, financing. Drawer reconciliation. Bank deposits.
Expiring quotes, post-purchase check-ins, quote aging. No customer falls through the cracks.
PO check-in with barcode scan. Unit-level verification. Discrepancy flagging.
Orders waiting for delivery. Priority ranking. Pull and load lists for warehouse team.
Routes, stop sequence, items per truck. Connects to WhirlWind's delivery app.
Return authorization, inspection, restocking or vendor credit. Full audit trail.
Photo documentation. Vendor claims. Customer notification. Replacement orders.
Move inventory between locations, trucks, or staging areas.
Pipeline, leaderboard, close rates, revenue trends. Per-salesperson and store-wide.
Demand forecasting, shortage detection, multi-vendor PO generation.
Accounts receivable aging. Cash drawer management. Bank deposit prep.
Connects to WhirlWind's delivery app. Status updates and photos flow back into CRM.
Full working demo — Sales, Warehouse, Manager, and Owner views. Try all four roles.
Try the core sales flow below — search customers, build packages, see live margins.
POS automatically builds a digital record of every appliance in every customer's home. Tracks age, warranty, service, and predicts replacement windows. With Intelligence tier, customers can log in to see everything they own, view documents, request repairs, check order status, and manage their home — all self-service.
Model: KRMF536RPS
Serial: KA-2019-77429
Warranty: Expired (5yr limited)
Last Service: Oct 2024 — Compressor check
Model: KDPM604KPS
Serial: KA-2023-44218
Warranty: Active (expires Jan 2028)
Last Service: None
Model: GRF600AVSS
Serial: GE-2019-89134
Warranty: Expired
Last Service: None
Model: ELFW7637AT
Serial: EL-2017-22918
Warranty: Expired
Last Service: Mar 2024 — Drain pump replaced
Model: ELFE7637AT
Serial: EL-2017-22919
Warranty: Expired
Last Service: None
Checks physical dimensions before recommending replacements
Manager dashboard with real-time sales metrics, quote intelligence, and replacement forecasts.
| Model | Quoted | Sold | Close Rate | Avg Margin |
|---|---|---|---|---|
| KitchenAid KDPM604KPS Dishwasher | 14 | 6 | 43% | 22% |
| Whirlpool WRFF3436RZ French Door | 11 | 3 | 27% | 12% |
| Maytag MHW8630HW / MED8630HW Set | 9 | 5 | 56% | 15% |
| KitchenAid KRMF536RPS 36" Fridge | 7 | 2 | 29% | 6% |
| GE GRF600AVSS Convection Range | 6 | 3 | 50% | 12% |
| Electrolux ERMC2295AS 4-Door Fridge | 5 | 2 | 40% | 27% |
Predicted replacements in your market based on AOS scoring
Every WhirlWind retailer gets a free CRM. POS data becomes visible and useful from day one.
Replaces Podium. Full customer intelligence, automated reviews, and document delivery.
The system tells salespeople what to do next. Customers can self-service. No one falls through the cracks.
WhirlWind's POS data is the foundation. Together we give appliance retailers something they've never had.
KitchenAid KRMF536RPS
Pre-populated from customer & appliance record
Send document to customer or third party
Preparing to send via Relay...
March 15, 2026
Automated spec package delivery
Sending spec package via Relay...
Email sent successfully
to maria.garcia@email.com
Hi Maria,
Thank you for visiting our showroom! Attached is the spec package for the appliances we discussed. Your quote is valid for 30 days.
Click below to view full specifications, installation requirements, and financing options.