Never Miss a Lead
Convert Faster with Webtrix24 CRM
Automate your lead journey from capture to closure. Smart Kanban, quick actions, and instant notifications keep your sales on track.
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CRM
Invoices
Expences
Access Control
Campaigns
Finance
Tasks
AMC
Helpdesk
Projects
A Customisable CRM
That Fits Your Business
Needs Perfectly
Webtrix24 seamlessly integrates with multiple platforms, providing a unified dashboard that displays leads from all sources. By enabling quick lead assignment and custom notifications for each user action, we alleviate the burden of heavy tasks, allowing users to focus on their core activities and enhance overall user experience.
Streamlined Invoicing
and Payment Tracking
Simplify invoicing and payment tracking with intuitive tools that keep your finances in check. Stay organized, get paid faster, and monitor transactions effortlessly.
Track & Optimise Your
Expenses with Smart
Expense Management
Webtrix24’s Expense Management module equips you with powerful tools to capture and track every business expenditure effortlessly. Streamline your expense reporting, gain valuable insights, and ensure no cost goes unnoticed—saving you time, money, and hassle.
Manage Access
Control for Individual
Modules
Gain precise control over who accesses each module with bespoke permissions. Customize user access to ensure security and streamline workflows across your platform.
Manage Omni-Channel Campaigns Seamlessly on a Single Platform
Easily manage and coordinate your marketing campaigns across multiple channels from a single platform. Whether it’s email, social media, or SMS, streamline your outreach efforts, track performance, and optimize strategies for maximum impact. Gain full control and insight into your campaigns, all in one place.
Comprehensive Finance Management
Manage all your financial forecasting, expenses, invoices, quotations, account ledger, balance sheets, and more with ease and precision.
Task Management for Peak Performance
Achieve complete clarity and control over your work, connecting daily tasks to broader business goals. Webtrix24 makes task management simple, flexible, and powerful, with intuitive lists, and cards providing a clear view of responsibilities and progress at a glance.
Annual Maintenance Contract & Service Management
Our AMC management module empowers you to effortlessly handle client contracts, from sending and renewing agreements to managing assets. Automate preventive maintenance tasks and generate detailed service reports to enhance client satisfaction and ensure seamless operations.
Resolve Issues Faster with
a Unified Support System
Efficiently handle customer inquiries and issues with our Help Desk Management module. Streamline ticket creation, track resolution progress, and ensure prompt support. Automate workflows, prioritize requests, and enhance customer satisfaction with a centralized system designed for effective issue resolution.
Project Mastery
Webtrix24 streamlines project management with comprehensive tools for task organization, stakeholder coordination, and budget oversight. Elevate productivity and gain clear insights into project performance for exceptional results.
Our Clients
Why Webtrix24 CRM
All-in-One Platform
Manage leads, customers, tasks, invoices, and WhatsApp — all from one login.
No Tech Headache
Cloud-based and easy to use — no setup or coding required.
360° View of Every Customer
Know your leads, follow-ups, payments, and communication in one place.
Automate Your Daily Work
Set reminders, follow-up alerts, and notifications — never miss a lead again.
Affordable & Scalable
Start free, grow at your pace — with plans for every business size.
Customizable Workflows
Create your own forms, fields, and automations to match your business.
Personalize Your Data
View Grids
Customize your data view grids with Webtrix24 for a personalized experience. Organize and display information the way that best supports your workflow, boosting efficiency and clarity.
Streamline Modules
with
Rapid Field Creation
You can only manage what you can measure. Get insight on sales activities, marketing campaigns, and more, rendered as colorful charts.
Automate Workflows and
Notifications Effortlessly
With Webtrix24, effortlessly automate workflows and notifications to boost efficiency. Set up seamless processes and alerts, ensuring everything runs smoothly without manual input.
Unlock Growth with the Best Free CRM
Revolutionize your customer management with our leading free CRM. Enjoy seamless integration, intuitive design, and powerful features at no cost.
100% Free
TLS encryption
Auto Backups
Dedicated Support
Integrate with your favorite tools
Connect your webtrix24 account with other apps via native and third-party premade integrations.
Works for any team, any industry
Computer & Equipment Rental Businesses
Manage inventory, deliveries, and billing in one place. Automate reminders and reduce manual errors to save hours every week.
Sales and Marketing Teams
Convert more leads with pipeline tracking, smart alerts, and team performance dashboards — all built to close deals faster.
Consultants & Service Professionals
Keep leads, clients, and projects organized. Automate follow-ups, manage tasks, and get a 360° view of your clients from inquiry to delivery.
Training Institutes & Educational Centers
Handle student inquiries, admissions, and payments in one system. Use automation to send reminders, course updates, and feedback forms.
What Our Customer Says
Currently the team has designed a donation management system for us, it really helped us in creating systematic functionality at our office and also increased task efficiency within our organisation.
Thank you Webtrix team.
Pranav Bhonde
General Secretary
Working with the team was a pleasant experience. They were incredibly helpful and proactive throughout our project, making it a great overall experience. A big thank you to the team!
– From InfoSaps Solutions
Prashant D
Director of InfoSaps
Turn every inquiry into a customer.
Discover How Webtrix24 Can Streamline Your Business and Provide Clear Insights.
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.