Webtrix24

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India HQFounded 2021

Deployment

Best for

11–50 employees

Overview

About Webtrix24

1.Core CRM - A flexible CRM solution for managing leads ,customers, sales ,opportunities ,tasks, projects ,products and business finances across various industries . 2.Rental CRM -A specialized CRM solution for computer and equipment rental businesses to manage inventory ,rental products ,customers, delivery challans ,product tracking billing ,invoices ,returns ,replacements ,and rental operations . 3.Insurance CRM: A dedicated CRM solution for insurance agents and agencies to manage leads, customers, policies, commissions, referrals, vehicles, renewals, campaigns, and insurance-related business operations.

Webtrix24 is a CRM (Customer Relationship Management) software solution designed to help businesses manage customer relationships, streamline daily operations, and improve sales and service efficiency. It helps organizations centralize customer information, track leads and sales opportunities, manage follow-ups, and organize customer interactions in one place.

At a glance

Software information

Industries served, licensing and the support Webtrix24 provides.

Industries

  • Insurance
  • Food-beverages
  • Education-management
  • Hospital-health-care
  • Banking

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Free trial

Support

  • Email
  • Live Chat
  • Phone
  • Support daysMondayTuesdayWednesdayThursdayFridaySupport time10:00 to 19:00 (IST)

Training

  • Webinar
  • In-person
  • Documentation

Knowledge Base

Languages (1)
English
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Capabilities

Webtrix24 features

The full feature set, grouped by module.

CRM

  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • File Management
  • Forecasting & Analytics
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Security
  • Workflow Automation

Plans

Webtrix24 pricing

Pricing Type
Usage Based
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
INR (₹)
Free Trial
available Days
Whether you manage clients, policies, or rental inventory — Webtrix24 has purpose-built CRM for your business.
Insurance CRM₹349 / month
  • Policy management
  • Claims tracking
  • OCR Policy plan
  • Commission tracking
Rental CRM₹499 / month
  • Delivery Challans
  • Auto Invoicing
  • Inventory Tracking
  • Product ROI
General CRM₹299 / month
  • Leads & Contacts
  • Campaign Management
  • Notes & Followups
  • WhatsApp CRM

Works with

Integrations

Webtrix24 connects with the tools your team already uses.

Media

Screenshots & video