Overview
Wortal CRM is built for growing teams that need clear visibility into their sales pipeline and customer relationships. It focuses on core functionality instead of offering extensive third-party integrations. The platform provides fast onboarding and an easy-to-use interface. It includes essential tools that help teams manage leads and close deals efficiently. Wortal CRM is a good fit for businesses looking to avoid the complexity of large enterprise platforms.
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Starting Price
Custom
Wortal CRM Specifications
Contact Management
Lead Management
Opportunity Management
Deal Pipeline Management
What Is Wortal CRM?
Wortal CRM is a customer relationship management (CRM) platform designed for small to mid-sized businesses that need better control over their sales and client interactions. It includes visual deal pipelines to track progress at each stage and a task dashboard that keeps follow-ups organized. Users can reduce manual errors and close gaps in communication without struggling with spreadsheets.
Wortal CRM Pricing
Wortal CRM software offers three pricing plans tailored to different team sizes and operational needs. A free trial is also available.
- Free: ₹0/15 days (for 1 user and 1 branch)
- Standard: ₹200/user/month (for 3+ users and 1 branch)
- Premium: ₹350/user/month (for 5+ users and 1 branch)
Disclaimer: The pricing is subject to change.
Wortal CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- WordPress
- Justdial
- MSG91
- Gmail
- Google Ads
Who Is Wortal CRM For?
Wortal CRM is ideal for a wide range of industries and sectors, including:
- Manufacturing
- Real estate
- Information technology
- Insurance
- Automotive
Is Wortal CRM Right For You?
If you're running a small or mid-sized business and feel overwhelmed by complex CRM systems, Wortal CRM might be exactly what you need. It's designed to keep things simple without unnecessary features. It offers clear tools to manage leads, follow-ups, and your entire sales process. What sets it apart is its customizable pipeline and real-time WhatsApp alerts, helping you stay close to every deal without getting lost in complexity.
Still doubtful if Wortal CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Wortal CRM Features
Wortal CRM enables users to capture, assign, and track leads across integrated channels (calls, WhatsApp, email). It simplifies follow-ups with reminders and activity logs that reduce manual errors and improve conversion rates.
Every lead or deal can be tied to tasks, call details, WhatsApp texts, and email interactions. Teams gain full visibility into client history, ensuring timely follow-ups and reducing information silos.
Sales teams can monitor every lead as it progresses through the pipeline, stage by stage, with full context including follow-up notes, objections, and deal value. Wortal CRM helps prioritize high-potential opportunities and take timely actions so that no promising deal slips through the cracks.
Wortal CRM enables businesses to send automated, personalized WhatsApp messages as soon as a new lead is captured. Users can launch targeted campaigns, send task reminders, and share updates directly from the platform. It makes it easier to connect instantly and boost engagement without switching apps.
With Wortal CRM, all customer, lead, and vendor contacts are stored in one organized system under customizable groups. This centralized setup improves data accuracy, avoids duplicates, and gives teams quick access to critical details—while access controls help safeguard sensitive information.
Wortal CRM allows teams to tailor fields, statuses, stages, and templates to align precisely with their unique workflows. This flexibility ensures the system adapts to business needs. It helps users stay organized and efficient without forcing a generic process.
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