Webtrix24 CRM

Webtrix Solutions Pvt. Ltd.

About this app

Webtrix24 CRM is 3 solutions in one app: a Sales CRM for small businesses, an Insurance CRM for agents and brokers, and a Rental CRM for laptop and equipment rental businesses. Manage leads, WhatsApp chats, GST invoices, policy renewals and rental billing from one simple app made for India. Start free – no setup or coding needed.

🛡 INSURANCE CRM FOR AGENTS, BROKERS & POSPs
The insurance agent app to manage policies, renewals and clients.
- Motor, Health, Life, Travel and Workmen's Compensation (WC) policy management
- Automatic policy renewal reminders on WhatsApp and email
- Policy expiry alerts and premium payment tracking
- OCR scan to capture data from policy documents and ID cards
- Track claims, agent commissions and agent performance
- Birthday wishes, renewal and cross-sell campaigns
- Multi-company policies in one place

💻 RENTAL CRM & RENTAL BILLING SOFTWARE
For laptop rental, computer rental, printer rental and IT equipment rental businesses.
- Real-time rental inventory and asset tracking by serial number
- Delivery challans with products, accessories and terms
- Day-wise, monthly and contract-period rental billing
- Returns, replacements and upgrades with automatic billing adjustment
- Pending billing report and GST rental invoices
- Customer equipment reports with Excel and PDF export

📈 SALES CRM FOR EVERY BUSINESS
For small businesses, sales teams, consultants, CA firms, freelancers, interior contractors, dealers, manufacturers and nonprofits.
- Capture leads automatically from Facebook, Instagram, LinkedIn, IndiaMART, JustDial, TradeIndia and WhatsApp
- Assign leads to your team and track the sales pipeline
- Follow-up reminders so you never miss a lead
- Convert leads into customers in one tap

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INCLUDED IN ALL THREE

★ WHATSAPP CRM & CAMPAIGNS
- Chat with customers on WhatsApp from the CRM
- Send invoices, payment and renewal reminders on WhatsApp
- WhatsApp, email and SMS campaigns with segmentation and tracking

★ GST INVOICING & FINANCE
- GST invoices with automatic CGST, SGST and IGST
- Payments, partial payments and pending dues
- Quotations, expenses, account ledger and balance sheet

★ TASKS, HELPDESK
- Tasks and projects with due dates, priorities and reminders
- Support tickets tracked to resolution

★ AUTOMATION, REPORTS & SECURITY
- Automated workflows, notifications and follow-ups
- Custom fields, forms, reports and dashboards
- 360° customer view: leads, payments, tickets and chats in one place
- Role-based access, multi-user and multi-company support
- TLS encryption, automatic backups, cloud access anywhere

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WHY WEBTRIX24?
✔ One login for CRM, insurance, rental, billing and WhatsApp
✔ Made for Indian businesses with GST support
✔ Free training and implementation support
✔ Affordable plans that grow with you

Download Webtrix24 – the CRM for insurance agents, rental businesses and growing SMEs.

Website: https://webtrix24.com