Capture every lead.
Add leads by hand or import them from Excel or CSV. Status, temperature and notes stay with each one.
WHAT WE PROVIDEOne workspace. Every next step.
- Lead management
- Follow-ups
- Client & project management
- Invoicing
- Payment tracking
How it works
From first enquiry
to paid invoice.
Never miss a follow-up.
Schedule the next call or message, set a priority, and see what is due or overdue every morning.
Win the work, send the invoice.
Move leads from New to Won, then raise GST invoices and record payments against them.
Follow-ups · Today •••
Call Priya at Sharma Interiors about the website quote · 11:30 AM
Due today
4 follow-ups due, 1 overdue.
Open pipeline₹3,20,000
Sharma Interiors moved to Proposal. Invoice INV-0142 for Kapoor & Sons is part paid, with ₹18,000 still due.
Open follow-upsLeadsFollow-upsInvoicesPayments
Grow with WTS CRM
Grow with
WTS CRM.
Start on a free trial, bring your team in when you are ready, and pay one flat monthly price in rupees.
See what is included3 days
Free trial
Every feature unlocked, no card required.
₹0
To get started
No setup fee and no onboarding charge.
5 seats
On the Team plan
Extra seats ₹399 per month each.
Everything in one workspace
Built around
your lead pipeline.
Lead pipeline
Track every lead from New to Won, and spot the ones that have gone quiet.
Explore featuresClient history
Notes, follow-ups, projects and invoices for every client, kept together.
Explore featuresInvoices & payments
Raise GST invoices, share them with a link, and see exactly what is still due.
Explore featuresYour daily workspace
From the first conversation to the final invoice.
Bring leads, follow-ups, clients, projects, invoices, and payments together. Keep the details close and your next steps clear.
Who it's for
Made for people
who sell their own work.
Freelancers
Keep every enquiry and follow-up in one list instead of scattered chats and notebooks.
Agencies
Share leads across the team, assign an owner to each one, and bill clients from the same place.
Consultants
Remember every conversation and send the proposal while the client is still interested.
Sales teams
See who owns each lead and which follow-ups are starting to slip.
Small business owners
Know which leads are close, who still owes you money, and what to do today.
Trust
Your client data,
kept private.
Isolated workspaces
Every record belongs to your workspace, and that boundary is enforced in the database itself.
Roles for your team
Owners, admins and members each see and change only what their role allows.
Your data stays yours
Export everything, or delete your account from settings, whenever you choose.
Outcomes
Practical tools.
For your daily work.
Manage every lead
Keep contacts, deal stages, and lead details together in one workspace.
Included in your workspaceStay on top of follow-ups
Plan your next conversation with tasks and scheduled follow-ups.
Included in your workspaceOrganize client work
Manage clients and projects as your relationships grow.
Included in your workspaceKeep billing in view
Create invoices and track payments alongside your client records.
Included in your workspaceSimple pricing
Choose the workspace
that fits your work.
Start with a free 3-day trial. Upgrade when you are ready. Flat monthly pricing in Indian rupees.
Trial
Free
3 days to explore the complete workspace.
- Everything unlocked
- Up to 100 clients
- No card required
Solo
₹999 / month
The complete CRM for one owner.
- Every CRM feature
- Unlimited clients and leads
- One owner workspace
Team
₹2,499 / month
Shared CRM operations for an agency team.
- 5 seats included
- Roles and record assignment
- Extra seats ₹399/month each
No hidden charges. Paid access is billed through Razorpay.
Questions
Everything you
were about to ask.
What is WTS CRM?
WTS CRM is CRM software for small businesses, freelancers, agencies and consultants. It brings leads, follow-ups, clients, projects, invoices and payments into one workspace, so the next step on every deal is always clear.
How does the lead management software work?
Every enquiry becomes a lead with a stage, from New to Won, plus a hot, warm or cold temperature and notes. Add leads by hand, import them from Excel or CSV, or capture them straight from a form on your own website.
What does sales pipeline management look like in WTS CRM?
Leads move through clear stages as a deal progresses, so you can see what is open, what has gone quiet, and what just closed. When a lead is won, it carries on as a client and project in the same workspace.
Does WTS CRM offer CRM workflow automation?
Yes, within the pipeline: schedule a follow-up with a priority the moment a call ends, and the app surfaces what is due or overdue every morning. There is nothing to configure first — every plan starts with this switched on.
Can I send invoices and track payments from the CRM?
Yes. Raise a GST invoice against a client, share it with a link, and record full or part payments against it. The balance due shows on the invoice, so billing never sits in a separate tool from the client relationship.
Can I migrate my existing leads and clients into WTS CRM?
You can import leads from an Excel or CSV file when you start, so past enquiries do not have to be re-typed. You can also export everything back out as CSV or JSON at any time, so your data is never locked in.
Is WTS CRM a mobile CRM software?
WTS CRM runs in the browser, so it works on your phone, tablet or laptop without installing an app. Check today’s follow-ups, update a lead or send an invoice from wherever you are.
What CRM reporting and analytics does WTS CRM include?
Analytics cover how leads move through the pipeline, how your client base is growing, and where revenue stands, so you can see what is working without exporting numbers into a spreadsheet.
What is included in each plan, and what does CRM software pricing look like?
Every plan includes the full CRM. Solo is ₹999/month for one owner, and Team is ₹2499/month with 5 seats included, plus ₹399/month for each extra seat. A free 3-day trial unlocks everything first, no card required.
Is my client data kept private and secure?
Yes. Every record belongs to your workspace, and that boundary is enforced in the database itself. Roles control what owners, admins and members can each see and change, and you can export or delete your data whenever you choose.
WTS CRM
Stop losing leads.
Start closing them.
Start a free 3-day trial with every feature unlocked. No card required.