Calls taken on site, forgotten by evening
A new enquiry comes in while you are on a job, and the number is lost in the call log.
CRM for contractors
CRM for construction and renovation contractors
A contractor wins work by visiting the site quickly, quoting clearly and calling back before the client settles on someone cheaper. WTS CRM books the visit, holds the quotation and its revisions, and tracks every payment against the job.
Sound familiar?
Quotes revised on WhatsApp
Rates and quantities change after every discussion, and nobody is sure which figure was agreed.
Running payments, unclear balance
Advances and part payments arrive at each stage, and the balance is worked out at the end in an argument.
How WTS CRM works for contractors
Capture the enquiry
Add it in a few taps from the phone, or let website and ad forms arrive through a lead source.
Book the site visit
A follow-up with the date and owner, and the address, work type and area in custom fields.
Quote in line items
Work items with quantity, unit, rate and GST, shared as a link and revised as new versions.
Run the job and collect
A project with tasks for each stage of work, and each payment recorded against the invoice.
What contractors use most
Units on every line
Quote by square foot, running metre, number or lump sum, with a rate, discount and GST rate on each line.
The agreed version
Every revision is kept and marked, so the quotation the client accepted is the one the invoice is built from.
Stages as tasks
Demolition, civil work, plumbing, electrical and finishing as tasks with owners and due dates.
Payments by any method
Record UPI, bank transfer, cash or cheque against the invoice and see the balance due at every stage.
Everything included
Most contractors 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.
Guides for contractors
CRM with quotations
Create GST quotations right from your CRM
CRM with project management
CRM with projects and tasks built in
CRM for service businesses
CRM for service businesses in India
CRM for interior designers
CRM for interior designers: enquiry, quotation, project and payment
Guide
Payment Reminder Message to a Client: 7 Templates That Keep the Relationship
WTS CRM for other teams
Questions from contractors
Can I quote with quantities and units?
Yes. Every line has a description, HSN or SAC code, quantity, unit, rate, discount and GST rate, and totals update as you type.
Does it track materials, labour or site expenses?
No. It is not construction accounting or estimation software. There is no material stock, labour attendance or measurement book. It covers the customer side: enquiry, quotation, job tasks, invoices and payments.
Can I record a cash payment on site?
Yes. Record each payment with its method (UPI, bank transfer, cash or cheque) and the invoice shows the balance that remains.
Can my site supervisor use it?
On Team (₹2499 a month, 5 seats) each member sees the leads and tasks assigned to them. Quotations, projects and invoices come with Solo and above; Starter covers leads and follow-ups only.