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Webtrix24 general CRM
Cloud CRM for service SMBs and agencies
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Webtrix24 general CRM - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: November 2026
Webtrix24 general CRM overview
What is Webtrix24 general CRM?
Webtrix24 general CRM is a cloud-based, all-in-one customer relationship management platform built for small and medium-sized service businesses and agencies. It consolidates lead management, customer records, finance, project operations, helpdesk, and campaign management into a single connected workspace, accessible from any device with no coding or technical setup required. Native WhatsApp and Facebook integrations are included out of the box, alongside API and Zapier connections for broader ecosystem compatibility.
Webtrix24 general CRM covers the full operational lifecycle of a service business. The CRM module delivers a visual sales pipeline, lead assignment, follow-up tracking, and configurable custom fields and dashboards. Customer 360 profiles aggregate activity history, notes, documents, and communication records in one view. The finance module supports GST-compliant invoicing with automatic tax calculations, quotations, payments, expense tracking, account ledgers, and financial reports, making it particularly suited to Indian businesses including CA firms, dealers, and supplier networks. Project and operations management includes Gantt and Kanban views, AMC and service management, asset tracking, and team assignments. The helpdesk module provides SLA-based ticket tracking, shared WhatsApp team inboxes, and full communication history. Omni-channel campaign management spans email, WhatsApp, and SMS with delivery tracking. Workflow and notification automation handles follow-up reminders and process triggers without manual intervention. Role-based access control governs team permissions, and multi-company analytics consolidate reporting across branches and entities from a single login.
The platform targets service businesses, agencies, coaching and consulting practices, chartered accountancy firms, dealer and supplier networks, and non-profits or NGOs, particularly those operating without a dedicated technical team. Flexible pricing includes a free lifetime plan suited to early-stage businesses.
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per month
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Webtrix24 general CRM's key features
Most critical features, based on insights from Webtrix24 general CRM users:
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Webtrix24 general CRM alternatives
Webtrix24 general CRM
Starting from
299
Per month
Clio
Starting from
49
/user
Per month
eWay-CRM
Starting from
20
/user
Per month
Salesforce Sales Cloud
Starting from
25
/user
Per month
Webtrix24 general CRM pricing
Pricing plans
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User opinions about Webtrix24 general CRM price and value
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Webtrix24 general CRM support options
Typical customers
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Webtrix24 general CRM FAQs
Webtrix24 general CRM has the following typical customers:
Small Business, Mid-size Business, Large Enterprises
These products have better value for money
Q. Does Webtrix24 general CRM support mobile devices?
Webtrix24 general CRM supports the following devices:
Android, iPhone, iPad
Q. What level of support does Webtrix24 general CRM offer?
Webtrix24 general CRM offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat