CRM for agencies

One CRM for the whole agency, from pitch to paid invoice.

Share leads across the team, give every enquiry an owner, and bill clients from the same workspace where the relationship lives.

Sound familiar?

Leads stuck in one inbox

An enquiry lands with whoever happened to answer, and nobody else knows it exists.

No clear owner

Two people chase the same prospect while another lead waits for a reply that never comes.

Billing kept apart from delivery

Projects live in one tool and invoices in another, so nobody sees the full picture of a client.

How WTS CRM works for agencies

01

Pool every lead

Import past enquiries and capture new ones from your website into one shared pipeline.

02

Assign an owner

Give each lead to a teammate. Members see what is assigned to them; owners and admins see everything.

03

Run the client work

Turn won leads into clients and projects, with notes and follow-ups kept alongside.

04

Bill and track

Raise GST invoices, share them by link and see which clients still have a balance due.

Everything included

Most agencies start on the Team plan at ₹2,499 a month, after a free trial. Compare plans.

  • Lead management Every enquiry in one pipeline, with its status, temperature and notes kept together.
  • Follow-ups and tasks The next call or message is scheduled, prioritised, and waiting for you each morning.
  • Clients and projects When a lead is won, the relationship carries on in the same place.
  • GST invoices and payments Bill the work you won and see exactly what is still owed.
  • Teams and roles Share one workspace, and give each person only the access their job needs.
  • Reports and your data See how the pipeline is doing, and keep full control of what is in it.

WTS CRM

Stop losing leads.
Start closing them.

Start a free 3-day trial with every feature unlocked. No card required.