ALL IN ONE CRM
Create. Send. Follow Up. Close.
Build quotations in seconds, send them on WhatsApp instantly, and manage every lead from first contact to final deal — all in one CRM
Features
Powerful tools to manage your leads, sales & automation.
Real-time Sales Dashboard
Track conversions, active leads, follow-ups, revenue, and staff performance with beautiful analytic dashboards.
Powerful Integrations
Connect WebsQuote with WhatsApp Cloud API, IndiaMART API, JustDial API, Tally Bridge, and other business tools.
Quotation Library
Store all quotations with filters like customer, date, amount, or lead source — super easy tracking.
CSV Import & Export
Import customers, products, and data in one click. Export quotation & lead data with complete accuracy.
Smart Pricing System
Auto-calculate totals, taxes, and discounts while creating quotations — fully customizable pricing structure.
Automation Rules
Automate routine tasks like follow-up reminders, lead tagging, quotation status updates, and more.
User Roles & Permissions
Assign access levels to your staff — sales team, managers, admins. Total control, maximum security.
User Management
Add, edit, or remove team members and manage their permissions.
Cashbook (Daily Cash In/Out)
Record daily cash-in and cash-out. Track petty cash, expenses, and transaction history effortlessly.
Invoice Management
Create professional invoices instantly. Track paid, unpaid, and overdue invoices in one central place.
Quotation Download
Download quotations as professional PDFs with one click — clean, branded, and ready to share.
Email Quotation
Send quotations directly to customers via email with tracking and delivery status.
Website Form Data Capture
Auto-collect leads directly from your website forms into WebsQuote — instant and accurate.
How WebsQuote Works
From lead to close in minutes — a simple process anyone can follow.
Lead → Follow-Up → Quotation → Share → Close
WebsQuote brings all your leads from IndiaMART, JustDial, WhatsApp, or manual entries — and converts them into professional quotations in seconds.
Your Complete Sales Process
Step 1: Leads Come In
Leads automatically fetch from IndiaMART API, JustDial API, WhatsApp Cloud API, website forms, or add them manually.
Step 2: Click on Customer Name
View complete lead history, add notes, schedule follow-ups, and track every interaction.
Step 3: Create Quotation
Add products, auto-calculate pricing with GST & discounts, apply terms, and save the quotation instantly.
Step 4: Download PDF
Generate a professional, branded quotation PDF with one click — ready to send.
Step 5: Share on WhatsApp
Send quotation PDF directly to customer's WhatsApp in one tap — super fast sharing.
Step 6: Or Email It
Alternatively, email the quotation with tracking — customer receives it instantly.
Step 7: Convert to Invoice
Once customer confirms, convert your quotation into a professional invoice instantly.
Lead Arrives
Click Customer
Create Quotation
Download PDF
Quotation/Invoice Created!
Plus, WebsQuote includes:
- • User Management - Add team members with role-based permissions
- • Cashbook - Track daily cash in/out and expenses
- • Dashboard Analytics - Real-time sales reports and performance tracking
- • CSV Import/Export - Bulk data management made easy
