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Web Total Solution

Own product, built and run by Web Total Solution

A CRM that follows one enquiry all the way to a paid invoice

Our own subscription product for Indian service businesses. We designed, built and run it: product scope, UX, interface and engineering.

Visit wtscrm.comAll selected work
Product
Web Total Solution (own product)
Sector
B2B software, CRM
Our role
Product scope, UX, interface design and engineering
Type
Web application
wtscrm.com
wtscrm.com home page with a preview of the WTS CRM dashboard
wtscrm.com, with the dashboard preview under the headline.

Starting point

WTS CRM is built and run by Web Total Solution. It is our own product, not a client commission.

A small service business usually tracks enquiries in WhatsApp and a spreadsheet. The enquiry, the follow-up, the quotation, the project and the invoice each live somewhere different, and the next action depends on somebody remembering it.

The product had to connect that whole path without growing into a large sales CRM, and it had to suit one person working alone as well as a team sharing a workspace.

Delivered scope

  • Web application
  • Marketing website
  • Subscription plans and trial

Design decisions

What was chosen, where you can see it, and why it suits this project.

  1. Decision 1

    The dashboard opens on what is due, not on totals

    The first screen answers one question: what needs attention today. Open leads carry a count of those with nothing booked, follow-ups and tasks show how many are overdue, and a reminder bar leads straight to the list. Interest level is split into hot, warm and cold so the next call is easy to choose.

    wtscrm.com
    WTS CRM dashboard preview showing open leads, follow-ups due, open tasks, pipeline value and a follow-up reminder
    Each figure carries its exception: “2 with nothing booked”, “3 overdue”. Preview from wtscrm.com, using demo data.

  2. Decision 2

    Moving a lead books the next follow-up

    Every call, message or meeting records an outcome and sets the next action, and moving a lead to a new stage books a follow-up with it. Due and overdue work then appears on the dashboard and the calendar, so the system carries the memory instead of the person.

    wtscrm.com
    WTS CRM follow-ups panel showing follow-ups due today, one overdue, an automatically booked follow-up and an opened quotation
    A stage change books the follow-up automatically. The same panel reports an opened quotation and a part-paid invoice. Preview from wtscrm.com, using demo data.

  3. Decision 3

    Quotation, invoice and payment stay on one record

    An accepted quotation converts to a GST invoice, and full or part payments are recorded against it with the balance always visible. Projects keep their tasks, notes and invoices connected, so the question “has this client paid?” has one place to look.

  4. Decision 4

    One product for a solo owner and for a team

    Workspaces are private. Owner, admin and member roles with record assignment let an agency share one workspace, while a solo plan gives one owner the same workflow. Quotations, GST invoicing and payments depend on the plan, and the pricing page says so plainly.

    wtscrm.com
    WTS CRM pricing page with Trial, Starter, Solo, Team and Agency plans
    Plans in rupees with a free 3-day trial. These are WTS CRM subscription prices and are separate from website project pricing.

The screens on this page are taken from the public wtscrm.com website, which previews the application with demo data. They are not captures from inside a customer workspace.

On mobile

The public site on a phone.

wtscrm.com home page on a phone
Home page: headline, trial action and plan price in the first screen.
wtscrm.com features page on a phone
Features page: the workflow in one sentence before the detail.

Engineering

The application is built with Next.js and React, and styled with CSS Modules.

Workspace data is separated at the database level, with user accounts and owner, admin and member roles. Subscriptions run on tiered plans with a free trial.

Running the product ourselves means we handle its deployment, billing and support, which is the same work a client product needs after launch.

  • Next.js
  • React
  • CSS Modules

What was delivered

  • A subscription web application, live at wtscrm.com
  • One connected workflow: lead, follow-up, quotation, project, invoice, payment
  • Solo and team workspaces with owner, admin and member roles
  • Tiered plans with a free 3-day trial

These are deliverables. We do not publish traffic, enquiry or revenue figures for the product.

Next project

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Read the FAW Dubai case study

Planning a product of your own?

Product interfaces and web applications are scoped individually. Tell us what the product has to do and who uses it.

Discuss this projectOr message on WhatsApp
  1. 1

    You describe the project

    A few lines about the business, the audience and what the website or product needs to do.

  2. 2

    We reply within one working day

    By email, or WhatsApp if you left a number, with any questions and a suggested time for a discovery call.

  3. 3

    We agree the scope together

    Pages, content responsibilities, integrations and anything that needs a separate budget.

  4. 4

    You receive a written quote

    Scope, price, payment milestones and timeline in writing. There is no obligation to go ahead.