— Powerful Features · One Platform
Everything your business needs to run smarter.
One connected platform for the whole operation.
Manage customers, leads, sales, finance, tasks, projects, support and communication — all from a single powerful business management platform built to work the way you do.
14+
Connected modules
1
Unified platform
360°
Business visibility
Sales & CRM
Customer Management
Automation
Finance
Operations
Communication
Support
Administration
— Built around your business
Powerful features, one connected workflow
From capturing your first lead to managing customers, payments, projects and support, Webtrix24 brings your entire business workflow into one connected platform.
CRM & Lead Management
Turn more leads into customers. Capture, organize and track leads through every stage of your sales pipeline.
- Lead pipeline
- Lead assignment
- Follow-ups & lead history
- Custom fields & dashboards
Customer 360°
Everything you need to know about every customer. Keep information, activities and history in one place.
- Customer profiles
- 360° customer view
- Activity history & notes
- Documents & communication
Automation & Campaigns
Stop chasing repetitive work. Automate reminders, notifications and marketing campaigns.
- Workflow automation
- Smart reminders
- Email & WhatsApp campaigns
- Scheduled notifications
Finance & Invoicing
Stay on top of your business finances. Manage quotations, invoices, expenses and payments.
- Quotations & invoices
- Payments & expenses
- Account ledger & GST support
- Financial reports
Operations & Projects
Keep your team and operations moving. Plan projects, assign tasks and track activities.
- Task & project management
- AMC & service management
- Asset tracking
- Team assignments
Communication & Support
Keep every customer conversation connected. Bring communication and support activities together.
- WhatsApp CRM & helpdesk
- Ticket management
- Email & notifications
- Communication history
— Go deeper into every module
A closer look at what each part does
CRM · Lead Management
Never let a lead slip through the cracks
Capture every opportunity and move leads through a visual sales pipeline, from first touch to closed deal.
Visual pipeline
Lead assignment
Follow-up reminders
Custom stages
Activity tracking
Lead escalation
Customer Management
A 360° view of every customer
Keep customer information, communication, activities, payments, documents and history together in one place — nothing scattered, nothing lost.
Customer profiles
Interaction timeline
Payments & documents
Notes & activity
Communication · WhatsApp CRM
Turn WhatsApp into your business hub
Engage customers directly with automated flows and shared team inboxes, so every conversation stays connected to the customer record.
Shared team inbox
Automated flows
Quick replies
Chat-to-CRM sync
Automation · Campaigns
Reach the right customers at the right time
Design and launch multi-channel campaigns with a drag-and-drop builder that nurtures leads automatically while you focus on the work that matters.
Visual workflow builder
Multi-channel
Trigger blocks
Auto nurture
Finance · Invoicing
From quotation to payment, all in one place
Streamline billing, quotes and payments with intelligent financial tools built right in — including GST support and real-time financial reports.
Quotations & invoices
Payment status
GST support
Ledger & reports
Operations · Projects
Give your team clarity on what happens next
Plan, assign and track projects with timelines, boards and real-time collaboration tools that keep everyone moving in the same direction.
Gantt timeline
Kanban boards
Task dependencies
Milestones
Operations · AMC & Service
Never miss a service commitment
Manage annual maintenance contracts and service schedules with automated reminders and reporting, so renewals and site visits never slip.
Contract lifecycle
Expiry alerts
Service scheduling
Renewal reports
Support · Helpdesk
Resolve customer issues faster
Handle support requests with organized queues, SLAs and knowledge-base integration, so nothing waits longer than it should.
Ticket queues
SLA tracking
Agent assignment
Knowledge base
Full capability set
Everything you need. Nothing you don't.
Every module works together out of the box — turn on what you need today, add the rest as you grow.
Lead Management
Full sales pipeline control.
Customer Management
Unified 360° profile view.
Task Management
Smart team assignments.
Project Management
Gantt & Kanban views.
Finance & Invoicing
Quotations & GST support.
Expense Management
Real-time spend tracking.
WhatsApp CRM
Integrated team chat.
Campaigns
Automated marketing flows.
Helpdesk
SLA & ticket tracking.
AMC Management
Service contract lifecycle.
Access Control
Role-based permissions.
360° Dashboard
Real-time org visibility.
Integrations
API & Zapier connections.
Multi-Company Analytics
Unified reports across branches.
— Made to fit
Built to fit the way your business works
Custom Fields
Tailor data structures to match your unique business processes — without writing code.
Workflows
Automate repetitive tasks and approvals with a visual workflow builder.
Role-Based Access
Control who sees what with granular permissions across your organization.
Custom Dashboards
Build the views that matter most to your team with drag-and-drop widgets.
— Grows with you
A platform that grows with you
Whether you’re a startup or an enterprise, Webtrix24 adapts to your needs. Start simple and add complexity only when you need it.
— Industry solutions
One platform. Multiple business needs.
— Insurance CRM
Built for how insurance teams actually work
Manage leads, customers, policies, renewals, campaigns and WhatsApp communication from one platform — every policy and renewal in view, nothing chased on spreadsheets.
— Why Webtrix24
The reasons teams switch and stay
One Platform
Run your business from one connected system and replace a stack of disconnected tools.
Easy to Use
Simple interfaces designed for everyday business users. Minimal training to get started.
Automation First
Reduce repetitive work with workflows and reminders. Let the platform handle the routine.
360° Visibility
See customers, sales, tasks and activities in one place, with complete visibility into operations.
Customizable
Adapt fields, workflows and permissions to your business. It fits you, not the other way around.
Scalable
Start small and add users, modules and capabilities as you grow — built for every stage.
Ready to Streamline Your Business?
Bring your leads, customers, team, finance and operations together with Webtrix24 — one platform, everything connected.