Turn Every Lead Into a Deal
Wortal Sales CRM helps your team capture, track, and convert leads with real-time insights, automated follow-ups, and a unified sales workflow. No missed leads. No scattered data. Just faster growth.
Complete Customer History in One Screen
Every party’s full history is available instantly:
- All inquiries
- Past conversations
- Follow‑ups done & pending
- Visits, calls & meetings
Even if a salesman leaves, the relationship stays with the company.
Owners stay in control of business data
Custom Pipelines
Custom pipelines let you design your sales process exactly the way your team works.
- Add or remove stages as per your business flow
- Track every lead and deal clearly at each stage
- Align the CRM with how your sales team actually operates
No missed leads, no confusion—complete control over your sales process.
Workflows & Customization
Wortal CRM lets you customize your entire workflow as per your business needs.
- Create custom fields and statuses to match your process
- Design forms as per your data requirements
- Assign team members and tasks based on roles in bulk
Work faster, stay organized, and manage everything your way.
Lead Management
Collect leads automatically from websites, ads, WhatsApp, calls, CRM forms and marketplaces into one clean dashboard. No more switching apps or losing leads in scattered lists.
Deal Tracking
Collect leads automatically from websites, ads, WhatsApp, calls, CRM forms and marketplaces into one clean dashboard. No more switching apps or losing leads in scattered lists.
Custom Pipelines
Collect leads automatically from websites, ads, WhatsApp, calls, CRM forms and marketplaces into one clean dashboard. No more switching apps or losing leads in scattered lists.
Workflows & Customization
Collect leads automatically from websites, ads, WhatsApp, calls, CRM forms and marketplaces into one clean dashboard. No more switching apps or losing leads in scattered lists.
Mobile Application
Collect leads automatically from websites, ads, WhatsApp, calls, CRM forms and marketplaces into one clean dashboard. No more switching apps or losing leads in scattered lists.
Quotation/Proposal
AI-powered scoring ranks leads by behaviour, interest and urgency—so your team knows who to follow up with first.
Contact Management
Collect leads automatically from websites, ads, WhatsApp, calls, CRM forms and marketplaces into one clean dashboard. No more switching apps or losing leads in scattered lists.
Communication Timeline
Collect leads automatically from websites, ads, WhatsApp, calls, CRM forms and marketplaces into one clean dashboard. No more switching apps or losing leads in scattered lists.
Field Visit Tracking
Automatically assign leads to agents based on location, service type, availability or custom rules. Faster response, higher conversion.
Employee & Attendance
Collect leads automatically from websites, ads, WhatsApp, calls, CRM forms and marketplaces into one clean dashboard. No more switching apps or losing leads in scattered lists.
Time Sheet
Collect leads automatically from websites, ads, WhatsApp, calls, CRM forms and marketplaces into one clean dashboard. No more switching apps or losing leads in scattered lists.
Dashboard and reports
Collect leads automatically from websites, ads, WhatsApp, calls, CRM forms and marketplaces into one clean dashboard. No more switching apps or losing leads in scattered lists.
Whatsapp Marketing
Automatically assign leads to agents based on location, service type, availability or custom rules. Faster response, higher conversion.
Integrations
AI-powered scoring ranks leads by behaviour, interest and urgency—so your team knows who to follow up with first.
Your Sales Team Deserves Better.
Give them the tools to convert every opportunity into revenue — effortlessly.