Never Miss a Lead: Seamless Automation with Our CRM
Automate the entire journey from lead to customer with our CRM. Stay informed at every step with quick actions, instant notifications, and smart escalation rules to ensure no opportunity slips through the cracks.
Secure
Your information is securely encrypted with TLS.
360 View
Holistic Task View enhances efficiency and ensures clear accountability across your team.
Customizable Notifications
Customize your alert settings to receive updates and reminders that are most relevant to your tasks.
Transparent View
Your information is securely encrypted with TLS.
Stay on top of every lead with streamlined tracking, notes, and scheduling.
Effortlessly manage leads with quick sorting by stages, customizable dynamic stages, color options, and activity tracking. Set up escalation rules for inactive leads and assign them to multiple team members.
All You Need for Effortless Work
Tailor Your Notifications
Customize your notifications to receive updates that matter most to you, ensuring you stay informed and in control.
Comprehensive Lead List With Full Details
View and mange a complete list of leads with all essential details in one place for better tracking and decision-making.
Export With Advanced Filters: Excel & PDF
Easily export your data in Excel or PDF format with advanced filtering options for precise and organized reports.
Customizable Email Templates
Create and personalize email templates to match your brand, ensuring consistent communication and engagement with your audience.
Personalise Your Data View Grids
Customize your data grids by adding or removing fields to create a tailored view that fits your needs. Enjoy full control over how your data is displayed.
Optimize Lead Conversion with Customizable Escalation Triggers
You can only manage what you can measure. Get insight on sales activities, marketing campaigns, and more, rendered as colorful charts.
Create Custom Fields to Fit Your Needs
You can only manage what you can measure. Get insight on sales activities, marketing campaigns, and more, rendered as colorful charts.
Get All Lead Information at Your Fingertips
Access comprehensive lead details instantly, all in one place, for efficient tracking and management.
FAQs
Absolutely. Webtrix24 CRM integrates with WhatsApp so you can send messages, invoices, and reminders directly to customers. It also supports GST-compliant invoicing with automatic tax calculations and payment tracking, making it ideal for Indian businesses.
Yes. Webtrix24 CRM is built especially for small and medium businesses in India that want to simplify daily operations without hiring a tech team. It’s easy to set up, requires no coding, and offers flexible pricing — including a free lifetime plan for startups.
Webtrix24 CRM is an all-in-one customer relationship management platform designed to help businesses manage leads, customers, tasks, invoicing, and WhatsApp communication from one place. It automates follow-ups, tracks payments, and gives you a 360-degree view of your customers — helping you save time and grow faster.
Unlike generic CRMs, Webtrix24 is tailored for Indian business needs — combining lead management, billing, tasks, WhatsApp integration, and analytics in one platform. It’s affordable, customizable, and designed to help you focus on business growth instead of manual work.