Your Complete Sales & Business Automation Platform
Capture leads, manage customers, create quotations, generate invoices, track orders and automate follow-ups — all from one powerful platform.
Connect Webtree with IndiaMART, Justdial, your website, Meta Leads, WhatsApp and CallerDesk to bring your entire sales operation into one place.
Capture Leads. Automate Follow-ups. Close More Deals.
Progress chart
Activity feed
- New IndiaMART lead captured2m
- Quotation #1042 sent on WhatsApp1h
- Auto follow-up delivered3h
Connect every lead source
Stop managing your business across multiple tools
- Your leads are on IndiaMART.
- Your enquiries are coming from WhatsApp.
- Your sales team is using spreadsheets.
- Quotations are being created manually.
- Follow-ups are getting missed.
- Invoices are in another system.
- Management has no complete visibility.
One platform to manage your complete journey:
Everything your sales team needs. In one platform.
Lead Management
Capture and manage every enquiry from a single dashboard.
- Website Leads
- IndiaMART Leads
- Justdial Leads
- Meta Leads
- WhatsApp Leads
- Manual Leads
- Lead assignment
- Status & stages
- Follow-up management
- Lead source tracking
Never lose a potential customer again.
CRM
Build a complete 360° view of every customer. Track customer details, conversations, quotations, orders, invoices, follow-ups and sales activity in one place.
One customer. One timeline. Complete visibility.
Quotations
Create professional quotations in minutes instead of hours.
- Product & service catalogue
- Predefined pricing
- Taxes & discounts
- Professional templates
- PDF quotation
- WhatsApp & email sharing
- Status tracking
- Follow-up reminders
Create. Send. Follow up. Close.
Invoices
Generate professional invoices directly from your sales workflow — convert quotations and orders without repetitive data entry.
- GST-ready invoices
- Invoice numbering
- Tax & discount management
- PDF invoices
- WhatsApp & email sharing
- Payment tracking
- Outstanding management
From sale to payment — without switching systems.
Order Management
Track every order from confirmation to fulfilment. Manage order details, products, quantities, delivery status, payment status and customer information from one place.
Know exactly what was ordered, by whom and where it stands.
WhatsApp Marketing & Automation
Turn WhatsApp into your sales assistant. Don't just send messages — build automated customer journeys.
- Lead acknowledgements
- Quotations & invoices
- Order confirmations
- Payment reminders
- Follow-up messages
- Promotional campaigns
- Reactivate old customers
- Share product info
Automate customer communication end-to-end.
Automate based on customer actions
Your team sells. Webtree handles the repetitive work.
Bring your leads into one place
Webtree connects with the platforms where your customers are already contacting you.
IndiaMART
Automatically capture and manage enquiries from IndiaMART.
Justdial
Bring Justdial enquiries directly into your sales pipeline.
Website
Capture website enquiries and automatically create leads.
Meta
Connect Facebook & Instagram lead forms and send leads directly to your CRM.
Manage customer conversations and WhatsApp communication from your sales workflow.
CallerDesk
Connect calling activity with your customer and lead records.
One dashboard. Every lead source.
No more checking multiple platforms throughout the day.
Let your CRM do the follow-up
Your sales team shouldn't spend their day remembering who to call. Webtree automates the repetitive sales activities — less manual work, more selling.
- Lead assignment
- Follow-up reminders
- WhatsApp messages
- Quotation follow-ups
- Payment reminders
- Customer notifications
- Lead status updates
- Task creation
- Customer reactivation
From first enquiry to closed deal
Management gets complete visibility into where every opportunity stands.
Know what's happening in your business
Get real-time visibility into your sales operation. Make decisions with data, not assumptions.
- Total Leads
- Lead Sources
- New Enquiries
- Follow-ups
- Quotations & Orders
- Revenue
- Outstanding Payments
- Salesperson Performance
- Conversion Rate
- Customer Performance
- WhatsApp Campaign Performance
One connected system that grows with you
One Platform
Replace multiple disconnected tools with one centralized system.
Faster Sales
Create quotations, follow up and communicate with customers faster.
Better Follow-up
Never forget an important customer conversation.
More Automation
Automate repetitive sales and communication tasks.
Complete Visibility
Know what your team is doing and where your business stands.
Scalable
Start small and scale Webtree as your business grows.
Built for businesses that want to grow
If your business generates enquiries, quotations, orders and repeat customers, Webtree can help you manage the entire process.
Ready to bring your sales operation under control?
Your business doesn't need more tools — it needs one connected system. Webtree brings your leads, customers, sales team, quotations, orders, invoices, WhatsApp and automation together.