Never lose a
lead again.

WTS CRM is simple CRM software for small businesses in India, and for the freelancers, agencies and consultants who run them. It brings leads, follow-ups, clients, projects, invoices and payments into one workspace, so the next step on every deal is always clear.

First, stop enquiries disappearing between phone calls, WhatsApp chats, notebooks and Excel files: every lead needs a status, an owner and a next action. Second, give the owner one view of which leads need attention, what work is active and which invoices are unpaid. WTS CRM connects both with quotations, GST invoices and payments, because for most Indian service businesses the sale is not the end of the story.

A few minutes. Import your existing leads from a spreadsheet or start adding them directly. There is no configuration project before you can use it.

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.

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.

Yes, within the pipeline. Moving a lead to Contacted, Qualified or Proposal books its next follow-up automatically, every new lead and follow-up gets an owner, and each owner gets a morning email of what is due, overdue or going cold. Sending a quotation books a follow-up too. There is nothing to configure first — every plan starts with this switched on.

Yes. Connect your WhatsApp Business app number from Settings and keep using the app on your phone: every chat with a customer lands on their lead, new numbers become leads, and your team can reply from the CRM within WhatsApp’s 24-hour window. It is included in every plan.

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.

No. Enter your GSTIN once in settings and every invoice applies the tax for you. WTS CRM creates and tracks invoices; it is not accounting software, so GST filing stays with your accountant.

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.

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.

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.

Starter is ₹499/month for lead tracking and follow-ups with up to 100 clients. Solo unlocks the complete CRM for ₹999/month. Team is ₹2499/month with 5 seats, and Agency is ₹4999/month with 15 seats. A free 3-day trial unlocks everything first, no card required.

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.