Tailored CRM & Management Solutions for Small Businesses
Streamline operations, improve customer relationships, and manage projects with an easy-to-use CRM tailored for small businesses. Boost efficiency, enhance sales, and scale your business with a centralized solution.
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.
Automated Task Recurrence
Automatically repeat tasks at set intervals to keep your schedule organized and timely.
Transforming the Way Interior Designers Work with Smart CRM Solutions
Our smart CRM solutions streamline project management and client interactions for interior designers. From task tracking and invoicing to seamless communication, it enhances efficiency and ensures smooth project execution. Designed specifically for interior designers, our CRM helps boost organization, improve client satisfaction, and drive project success.
Task Management
Pain Point: Assigning, tracking, and managing tasks for various projects can become complex, especially with multiple team members working on different aspects simultaneously.
How It Benefits You
- Break down projects into specific tasks, assign team members, and set deadlines.
- Provide a dashboard view of all ongoing tasks with real-time status updates.
- Allow team members to update progress, add notes, or upload related files to ensure tasks remain on schedule.
- Integrate reminders and alerts for approaching deadlines, reducing the risk of missed tasks or delays.
Comprehensive Invoicing Management
Pain Point: Managing client billing, handling progress-based payments, and ensuring timely invoicing for services rendered can be time-consuming.
How It Benefits You
- Allowing the creation of detailed invoices that include breakdowns of labor, materials, and any additional expenses.
- Enabling customized payment schedules, such as milestone or stage-based invoicing, that align with project progress.
- Offering templates for standardized and professional invoices, improving consistency.
- Tracking payment statuses and automating reminders for outstanding payments to streamline cash flow.
Marketing and Client Retention
Maintaining client relationships post-project completion and securing repeat business can be challenging without consistent follow-ups.
How It Benefits You
- Target the Audience – Segment and reach the right audience for more relevant campaigns.
- Personalized Templates – Use dynamic templates to tailor messages for better engagement.
- Multi-Channel Communication – Communicate via WhatsApp and email for seamless client interactions.
- Delivery Status Tracking – Track campaign delivery to ensure messages reach recipients.
Client and Project Management
Pain Point: Tracking multiple projects and clients simultaneously can be overwhelming, especially with varying timelines, specifications, and updates.
How It Benefits You
- Centralized Client Overview – Easy access to client details and project updates for smooth execution and communication.
- Invoice & Payment Tracking – Enhances transparency and reduces payment delays for both clients and teams.
- Task & Deadline Management – Streamlines task assignments and ensures timely project delivery.
- WhatsApp Chat Integration – Facilitates instant communication for better client engagement and faster responses.
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.