Get a Complete 360° View of Your Customers
Automate the entire journey from lead to customer with our CRM. Stay informed at every step with quick actions, instant notifications, and smart escalation rules to ensure no opportunity slips through the cracks.
Secure
Your information is securely encrypted with TLS.
360 View
Holistic Task View enhances efficiency and ensures clear accountability across your team.
Customizable Notifications
Customize your alert settings to receive updates and reminders that are most relevant to your tasks.
Automated Task Recurrence
Your information is securely encrypted with TLS.
Customer Insights at a Glance
Get a holistic view of each customer’s journey and key details. This 360° view helps you keep customer data organized and actionable, empowering more personalized and efficient relationship management.
Financial Insights
Access financial data and transaction details for your clients to track payments, invoices, and outstanding balances.
Customizable Dashboard
Personalize your dashboard by adding or removing modules based on your preferences, ensuring quick access to the tools and data you use most often.
Unified Customer Insights
Access a comprehensive overview of both past and upcoming customer activities alongside key client details, including contact information, preferences, and past interactions, all in a single, organized layout.
WhatsApp Integration
Stay connected with clients through integrated WhatsApp chat, directly within the dashboard for seamless communication.
FAQs
Absolutely. Webtrix24 CRM integrates with WhatsApp so you can send messages, invoices, and reminders directly to customers. It also supports GST-compliant invoicing with automatic tax calculations and payment tracking, making it ideal for Indian businesses.
Yes. Webtrix24 CRM is built especially for small and medium businesses in India that want to simplify daily operations without hiring a tech team. It’s easy to set up, requires no coding, and offers flexible pricing — including a free lifetime plan for startups.
Webtrix24 CRM is an all-in-one customer relationship management platform designed to help businesses manage leads, customers, tasks, invoicing, and WhatsApp communication from one place. It automates follow-ups, tracks payments, and gives you a 360-degree view of your customers — helping you save time and grow faster.
Unlike generic CRMs, Webtrix24 is tailored for Indian business needs — combining lead management, billing, tasks, WhatsApp integration, and analytics in one platform. It’s affordable, customizable, and designed to help you focus on business growth instead of manual work.