logo

Wortal CRM

Wortal CRM is designed for expanding teams that require a transparent view of their sales processes and customer interactions. Rather than providing a wide arra...

★ ★ ★ ★ ★

0.00 | 0 Reviews

Watch Demo Get Pricing

Wortal CRM is designed for expanding teams that require a transparent view of their sales processes and customer interactions. Rather than providing a wide arra...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Wortal CRM is designed for expanding teams that require a transparent view of their sales processes and customer interactions. Rather than providing a wide array of third-party integrations, it emphasizes essential features. The platform ensures quick onboarding and boasts a user-friendly interface. Equipped with vital tools, it assists teams in effectively managing leads and finalizing deals. Wortal CRM is ideal for organizations that wish to steer clear of the intricacies associated with large enterprise systems.

Product Details

What Is Wortal CRM?

Wortal CRM serves as a customer relationship management (CRM) solution tailored for small to medium-sized enterprises seeking improved oversight of their sales and client engagements. This platform features visual deal pipelines that allow users to monitor progress at every step, alongside a task dashboard that effectively organizes follow-ups. By utilizing Wortal CRM, users can minimize manual mistakes and enhance communication without the hassle of spreadsheets.

Wortal CRM Pricing

The pricing structure for Wortal CRM software includes three distinct plans designed to accommodate various team sizes and operational demands. Additionally, a free trial is offered.

  • 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)

If you require a custom cost estimate for your specific team size and needs, feel free to request one.

Note: The pricing may change over time.

Wortal CRM Integrations

This software is compatible with various systems and platforms, including:

  • WordPress

  • WhatsApp

  • Justdial

  • MSG91

  • Gmail

  • Facebook

  • Google Ads

To discover more about its integration features, make sure to check out the Wortal CRM demo.

Who Is Wortal CRM For?

Wortal CRM is well-suited for numerous industries and sectors, such as:

  • Manufacturing

  • Real estate

  • Information technology

  • Insurance

  • Automotive

Is Wortal CRM Right For You?

If you manage a small or mid-sized business and find traditional CRM systems too complicated, Wortal CRM could be just what you’re looking for. It aims to simplify processes by eliminating unnecessary features. With straightforward tools for managing leads, follow-ups, and your complete sales workflow, it stands out thanks to its customizable pipeline and real-time WhatsApp notifications. This ensures you remain connected to every deal without becoming overwhelmed by complexity.

If you're still uncertain whether Wortal CRM is the perfect choice for you, reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✘ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✔ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✔ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Visual pipelines simplify deal tracking
  • ✔ Intuitive interface accelerates team onboarding
  • ✔ Offers automated WhatsApp alerts

Cons

  • ✘ Limited automation for sales workflows
  • ✘ Lacks built-in calendar synchronization

Price

Professional

Custom

Get Free Guidance from Our Solution Experts.

Ratings

★ ★ ★ ★ ★
0.00 | 0 reviews

Ratings Distribution

Positive

0%

Neutral

0%

Negative

0%

User Reviews

No reviews yet

Be the first to share your experience with Wortal CRM.

Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Wortal CRM offers email, phone, and ticket-based system.

NO, Wortal CRM does not offer a dedicated mobile app.

Yes, software offers an API.

The software is used by businesses of different sizes across industries and sectors, including manufacturing, real estate, IT, insurance, and automotive.

Wortal CRM supports English language only.

The platform offers a 15-day Free trial for 1 user. Paid plans include Standard at ₹200/user/month (3+ users) and Premium at ₹350/user/month (5+ users) with added business tools. To learn more about the Wortal CRM price based on your team size and needs, Get a customized quote here.

Wortal CRM integrates with WordPress, Justdial, MSG91, WhatsApp, Gmail, Google Ads, and Facebook.