WTS CRMA simple CRM and invoicing app for Indian freelancers and agency teams
Never miss a follow-up or retype an invoice.
A simple Indian CRM for freelancers and agency teams who want to convert more leads and get paid without spreadsheet chaos.
Capture every enquiry, know exactly who to contact today, create professional invoices, and keep client work organised — without a complicated team CRM.
No card required for the free 3-day trial. Paid access is billed through Razorpay.
Built for people who run the business themselves
- Freelance designers, developers and marketers
- Consultants, photographers and coaches
- Solo agency owners with 10–100 active leads
- Agency teams that need shared CRM operations
- Anyone tracking leads in WhatsApp, notes or Excel
- Anyone sending invoices manually
What is inside
Lead capture and tracking
Every enquiry lands in one list with its source, stage and history, instead of scattered across WhatsApp threads and notebooks.
Follow-up reminders
Set the next follow-up when you log the lead, and open a daily view that tells you exactly who to contact today.
Tasks and projects
Turn a won lead into a client project with tasks against it, so delivery work stays attached to the client it belongs to.
Professional invoices
Create a clean invoice from the client record instead of retyping the same details into a document every month.
Payment tracking
Mark what has been paid and what is still outstanding, so you know who to chase before the month closes.
A private workspace
Your leads, clients and invoices sit in your own workspace. Solo-first by design — nothing is shared with anyone else.
How it works
One straight line from the first enquiry to the money in your account. No configuration project, no sales-ops consultant.
- Step 1
Lead
An enquiry arrives from WhatsApp, a call or your website. Log it once, with context.
- Step 2
Follow-up
Set the next touchpoint. The daily view surfaces who is due, so nobody goes cold.
- Step 3
Invoice
The lead converts. Raise the invoice from the client record you already have.
- Step 4
Payment
Track what is paid and what is pending, and follow up on the rest with the same system.
Simple, flat pricing
Both plans are a flat final amount. No hidden charges, and no separate tax is collected.
Trial
Free
3 days to explore the complete workspace
- Everything unlocked
- Up to 100 clients
- No card required
No card required.
Solo
₹999per month
The complete CRM for one owner
- Every CRM feature
- Unlimited clients and leads
- One owner workspace
One owner workspace.
Team
Best for agencies₹2,499per month
Shared CRM operations for an agency team
- 5 seats included
- Roles and record assignment
- Extra seats ₹399/month each
Extra seats ₹399/month each.
Every plan starts with a free 3-day trial. No card, and no charge. If you stop there, the workspace locks and nothing is deleted.
See full pricing on wtscrm.comQuestions people ask before they start
- Who is WTS CRM for?
- Indian freelancers and solo agency owners who handle their own sales and delivery — designers, developers, marketers, consultants, photographers and coaches with roughly 10 to 100 active leads or clients. If you currently track enquiries in WhatsApp, notes or Excel, it is built for you.
- How much does WTS CRM cost?
- Solo is ₹999 per month. Team is ₹2,499 per month with five seats included, and extra seats are ₹399 per month each. There are no hidden charges, and paid access is billed through Razorpay.
- Is there a free trial, and do I need a card?
- Yes. Every plan starts with a free 3-day trial and no card is required, so nothing is charged. If you stop at the end of the trial your workspace locks, and nothing is deleted.
- Can WTS CRM replace tracking leads in WhatsApp and Excel?
- That is exactly what it is for. Log an enquiry once with its source and context, set the next follow-up against it, and open a daily view that tells you who to contact today. When the lead converts, the same record becomes the client you invoice.
- Can I create invoices and track payments?
- Yes. You can raise a professional invoice from a client record instead of retyping the same details each month, and mark what has been paid and what is still outstanding so you know who to follow up with.
- Does WTS CRM work for teams?
- Yes. The Team plan supports shared CRM operations for agency teams, includes five seats, and provides roles and record assignment. Additional seats are ₹399 per month each.
- What makes it different from a large sales CRM?
- Scope. There is no setup project, no pipeline configuration and no unused enterprise features to work around. It covers one straight line — lead, follow-up, invoice, payment — for a person who does the selling and the delivery themselves.
What it is not, today
- Not an enterprise sales CRM with pipelines-of-pipelines
- Not a replacement for your accountant