Book a Demo
Home About Us Contact Pricing Book a Demo
About Webtree

We help businesses turn sales chaos into a connected system

Running a business today means managing leads from multiple platforms, talking to customers on WhatsApp, preparing quotations, following up with prospects, processing orders, generating invoices and keeping your sales team productive.

For many businesses, these activities happen across spreadsheets, WhatsApp chats, emails, calling applications and different software. That's where Webtree comes in — a Sales CRM and Business Automation platform designed to bring your entire customer and sales journey into one connected system.

Our mission

Make business operations simple, connected & automated

We believe businesses shouldn't need a dozen different tools to manage their sales operation.

Connect every lead Organize every customer Automate every task Close more sales
What we do

We connect the complete sales lifecycle

Capture

Bring leads from every channel into one place.

  • IndiaMART
  • Justdial
  • Website
  • Meta
  • WhatsApp
  • Manual & other channels

Manage

Keep every customer and activity organized.

  • Leads & Customers
  • Sales Activities
  • Follow-ups
  • Quotations & Orders
  • Invoices
  • Payments

Communicate

Reach customers on the channels they use.

  • WhatsApp
  • Calling
  • Email
  • Automated Notifications

Automate

Let technology handle the repetitive work.

  • Lead responses
  • Follow-ups & reminders
  • Payment reminders
  • Customer notifications
  • Marketing campaigns
  • Customer reactivation

Analyze

Get complete visibility into your business.

  • Sales & Revenue
  • Leads & Sources
  • Conversion
  • Team performance
  • Customer activity
Why we built Webtree

A common problem across growing businesses

Businesses were generating leads from multiple sources, but their sales processes were still largely manual. A lead from IndiaMART. Another through WhatsApp. A call from Justdial. A website form. Information kept in Excel. Quotations prepared manually. Follow-ups depending on individuals remembering them.

Management would struggle to answer simple questions:

How many leads came today?

Which source generated the best leads?

How many quotations were sent?

Which salesperson is performing best?

How much business is pending?

Which customers need follow-up?

We built Webtree to solve this problem.

One platform. One customer journey.

One connected workflow

Instead of managing each step separately, your team gets one connected workflow.

Lead CRM Follow-up Quotation Order Invoice Payment Repeat Business
Built for real businesses

Designed for businesses that sell every day

Webtree supports businesses across industries — whether you have a small sales team or a growing organization.

Manufacturing Distribution Wholesale Trading B2B Sales Dealers & Distributors Services Agencies Retail Professional Services
Our approach

The principles behind Webtree

Simple

Software should make work easier — not create more work.

Connected

Your customer data and sales activities should live in one ecosystem.

Automated

Repetitive work should be handled by technology so your team can focus on customers.

Transparent

Owners and managers should always have visibility into what's happening.

Scalable

Your software should grow with your business.

More than CRM

The operating system for your sales process

Webtree is not just another CRM — it brings your entire sales stack together into one platform.

CRM+ Lead Management+ Quotations+ Orders+ Invoices+ WhatsApp Marketing+ Automation+ Integrations+ Sales Analytics
Our vision

Build the simplest connected sales platform for growing businesses

We envision a future where businesses don't have to manually move customer information from one platform to another. Leads flow automatically. Sales teams know exactly what to do next. Customers receive timely communication. Managers have real-time visibility. And repetitive work happens automatically. That's the future we're building with Webtree.

Ready to take control of your sales?

Your leads are already coming in. Your customers are already contacting you. Your sales team is already working. Now connect everything — start with Webtree.