CRM for agencies
A simple agency CRM for Indian teams: assign every enquiry, track follow-ups, turn wins into client projects and send GST invoices from one workspace.
CRM by industry
A CRM for every kind of service business
WTS CRM is one product with one workflow: every enquiry gets an owner and a next step, every quotation gets chased, every invoice shows what is still owed. These pages show how that fits your kind of business, what you would use first, and what it does not do.
Agencies, freelancers and service firms
Sell a service, deliver it, then bill for it: the whole path on one client record.
CRM for web development agencies
Track website enquiries, follow up on proposals, run client projects and invoice with GST: a CRM built around how Indian web agencies actually sell.
CRM for digital marketing agencies
Manage leads from ads, referrals and your website, follow up on every pitch and keep retainer clients, projects and invoices together in one CRM.
CRM for freelancers
Keep every freelance enquiry, follow-up, client note and GST invoice in one place. A one-person CRM for Indian freelancers, priced for a solo business.
CRM for consultants
Remember every client conversation, follow up on proposals on time, send quotations and invoice engagements in one CRM. Free 3-day trial.
CRM for service businesses
Manage enquiries, follow-ups, client projects, quotations, GST invoices and payments with a CRM for Indian service businesses.
Quote, book and collect in stages
Businesses where a quotation is revised, an advance books the date and the balance follows.
CRM for interior designers
Track home and office enquiries, send itemised GST quotations, chase every revision and record stage payments. Free 3-day trial.
CRM for event planners
Keep every event enquiry, date, quotation and advance in one place and follow up before another planner gets the booking. Free 3-day trial.
CRM for photographers
Track shoot enquiries, send package quotations, take the booking advance and follow up on every delivery. A simple CRM for photographers. Free 3-day trial.
CRM for travel agencies
Track trip enquiries from quote to booking, chase follow-ups and invoice travellers with advances and balances in one CRM. Free 3-day trial.
Sales, calling and admissions teams
Many enquiries, several people, and a daily list of who to call next.
CRM for sales teams
Assign leads, set owner, admin and member roles and see every teammate’s overdue follow-ups. A multi-user CRM for Indian teams of 2 to 15. Free 3-day trial.
CRM for telecalling teams
A daily call list, lead assignment per caller and follow-up tracking for telecalling teams, with call results logged in one tap. Free 3-day trial.
CRM for coaching institutes
Manage admission enquiries, counsellor follow-ups, demo-class reminders and fee instalments in one CRM. A simple CRM for coaching institutes. Free 3-day trial.
Property and insurance
Long relationships built on follow-ups and dates that cannot be missed.
CRM for real estate agents
Track buyer and seller enquiries, schedule site-visit follow-ups and see which leads are going cold. A lightweight CRM for brokers and small teams. Free 3-day trial.
CRM for insurance agents
Track policy leads, renewal follow-ups and client details in one place. A simple CRM for insurance agents in India. Free 3-day trial, no card.
Not on the list?
If you quote before you sell and follow up before you close, it probably fits. Start with the lead management software page, check the full feature list, or ask us whether it suits your business.