Features

Everything you need to turn leads into paid work.

WTS CRM brings leads, follow-ups, clients, projects, invoices and payments into one workspace — so the next step on every deal is always clear.

Built around your lead pipeline

Solo, Team and Agency include every feature; Starter covers leads and follow-ups. Nothing to install, nothing to configure before you start. In more depth: lead management, the sales pipeline, follow-up reminders, website lead capture, client records, projects and tasks, quotations and GST invoicing.

Every enquiry in one pipeline, with its status, temperature and notes kept together.

The next call or message is scheduled, prioritised, and waiting for you each morning.

When a lead is won, the relationship carries on in the same place.

Bill the work you won and see exactly what is still owed.

Share one workspace, and give each person only the access their job needs.

See how the pipeline is doing, and keep full control of what is in it.

Made for people who sell their own work. Read how it fits yours, or see how your client data is kept private.