Long cycles lose context
By the third call you are searching old emails to remember what the client actually asked for.
CRM for consultants
Remember every conversation. Send the proposal while they are still interested.
Consulting deals take weeks of calls and emails. Keep the whole story of each prospect in one record, and let follow-ups tell you when to move.
Sound familiar?
Proposals sent too late
The moment of interest passes while the proposal waits for a free afternoon.
Engagements and invoices apart
Knowing which engagements are billed, part paid or overdue takes a spreadsheet of its own.
How WTS CRM works for consultants
Keep the whole story
Notes, stages and follow-ups for every prospect, in one record you can read in a minute.
Follow up on time
Schedule the next touchpoint the moment a call ends, with a priority for the ones that matter most.
Track the engagement
Turn a won deal into a client and a project, and keep working notes against it.
Invoice with GST
Bill each engagement and record part payments as they come in.
Everything included
Most consultants start on the Solo plan at ₹999 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.