Lead management
Every enquiry in one pipeline, with its status, temperature and notes kept together.
- Stages from New to Won
- Hot, warm and cold temperature on every lead
- Import leads from Excel or CSV
- A lead capture form for your own website
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
Every plan includes every feature. Nothing to install, nothing to configure before you start.
Follow-ups and tasks
The next call or message is scheduled, prioritised, and waiting for you each morning.
- Scheduled follow-ups with a priority
- Due and overdue follow-ups at a glance
- Tasks for the work around a deal
- A calendar of what is coming up
Clients and projects
When a lead is won, the relationship carries on in the same place.
- Client records with their full history
- Projects linked to the client they belong to
- Notes, follow-ups and invoices side by side
GST invoices and payments
Bill the work you won and see exactly what is still owed.
- GST invoices with your business details
- Share an invoice with a client by link
- Record full and part payments
- Balance due on every invoice
Teams and roles
Share one workspace, and give each person only the access their job needs.
- Owner, admin and member roles
- Assign each lead or client to a teammate
- Members see the records assigned to them
- Add seats as the team grows
Reports and your data
See how the pipeline is doing, and keep full control of what is in it.
- Analytics across leads, clients and revenue
- Export your data as CSV or JSON
- Workspaces isolated from each other in the database
- Delete your account from settings at any time
Who uses WTS CRM
Made for people who sell their own work. Read how it fits yours, or see how your client data is kept private.