A pipeline in spreadsheets
Every rep keeps their own sheet, and the real state of the pipeline is anyone’s guess.
CRM for sales teams
A shared CRM for small sales and agency teams
See who owns each lead and which follow-ups are starting to slip. A shared pipeline for small sales teams, with owners, roles and a daily follow-up list, without the setup project a big CRM demands.
Sound familiar?
Slipping follow-ups are invisible
A lead goes cold and nobody notices until the month’s numbers come in.
Hand-offs lose history
When a lead changes hands, the notes and promises made so far stay behind.
How WTS CRM works for sales teams
Bring the pipeline in
Import existing leads from Excel or CSV and capture new ones from your website.
Assign and share
Give each lead an owner, with roles controlling who can see and change what.
Work the follow-up list
Due and overdue follow-ups show up every day, so nothing waits on memory.
Review the numbers
Analytics show how leads move through the pipeline and what the team has won.
What sales teams use most
Owner, admin and member roles
Owners and admins see the whole pipeline; members see the leads and clients assigned to them.
Assignment that keeps history
Reassign a lead and its notes, calls and follow-ups move with it.
A manager’s view of follow-up discipline
Overdue follow-ups across the team, and logged call results per person, without asking anyone for a status update.
Default owners for new leads
Each lead source can name who gets its enquiries, so nothing arrives unowned.
Everything included
Most sales teams 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.
Guides for sales teams
Lead management software
Lead management software for small businesses
Lead follow-up software
Follow-up software that never lets a lead go quiet
Sales pipeline software
A simple sales pipeline for small businesses
CRM for agencies
CRM for agencies: from first enquiry to final payment
Guide
A Simple Lead-Qualification Checklist for Small Teams
WTS CRM for other teams
Questions from sales teams
How many people can share a pipeline?
The Team plan includes 5 seats at ₹2499 a month, with more available for ₹399 a month each. Agency includes 15 seats at ₹4999.
Can a manager see the whole pipeline while reps see only their own leads?
Yes. Roles control this: owners and admins see everything, while members see only what is assigned to them.
Does it replace our spreadsheet, or import it?
You import your existing spreadsheet in one go, and every new lead after that is captured directly, so the sheet is retired for good.
Does it work for a team of two or three?
Yes. Team is built for 5 people; a single seller can use Solo and move up without losing any records.