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Pricing

Simple pricing. Powerful sales automation.

Choose the plan that fits your business. Start with the tools you need today and upgrade as you grow. All plans include secure cloud access, CRM, lead management and core sales features.

Starter

For small businesses getting started with CRM. Ideal for owners and small sales teams who want to move away from spreadsheets.

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  • Lead Management
  • Customer Management & CRM
  • Lead Pipeline
  • Tasks & Follow-ups
  • Quotation Management
  • Product Catalogue
  • Invoice & Order Management
  • Sales Dashboard & Basic Reports
  • WhatsApp Integration
  • Website Lead Integration
  • Mobile & Web Access

Best for: Small businesses and 1–3 user teams

Business

For businesses that want complete sales automation. Everything in Growth, plus advanced automation, integrations and business visibility.

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  • Everything in Growth
  • Advanced WhatsApp Automation
  • Bulk WhatsApp Campaigns
  • Advanced Workflow Automation
  • CallerDesk Integration
  • Advanced Sales Reports
  • Team Performance Dashboard
  • Conversion Analytics
  • Customer Segmentation
  • Advanced User Permissions
  • Multiple Sales Teams
  • Custom Workflows & API Access
  • Custom Integrations
  • Priority Support

Best for: Established businesses and larger sales teams

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Enterprise

For businesses with larger teams, multiple branches or complex workflows. Talk to our team for a customized plan.

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  • Custom User Limits
  • Multiple Organizations / Branches
  • Custom & API Integrations
  • Dedicated Support
  • Custom Automation & Reports
  • Data Migration
  • Custom Workflows
  • Dedicated Account Manager

WhatsApp messaging: WhatsApp messaging charges can vary depending on the WhatsApp/Meta messaging category, usage and applicable platform charges. Webtree provides the CRM, campaign and automation infrastructure while messaging usage can be billed separately.

All plans include

  • Secure Cloud Access
  • Regular Updates
  • Customer & Lead Management
  • Sales Pipeline
  • Quotation Management
  • Invoice & Order Management
  • Dashboard & Reports
  • Web Access & Mobile-Friendly Interface
FAQ

Frequently asked questions

Can I upgrade my plan later?

Yes. You can upgrade as your business and team grow.

Do you provide a free trial?

Yes, eligible plans can be evaluated through a free trial or demo.

Is WhatsApp included?

WhatsApp integration and automation are available based on the selected plan. WhatsApp/Meta messaging charges may be billed separately.

Can I connect IndiaMART and Justdial?

Yes. Integration availability depends on the API/data access provided by the respective platform.

Can I connect my website?

Yes. Website enquiries can be connected to Webtree and converted into leads automatically.

Can I integrate Meta Leads?

Yes. Facebook and Instagram lead forms can be connected to your Webtree lead pipeline.

Can I integrate CallerDesk?

Yes. CallerDesk can be integrated to connect calling activity with your sales workflow, subject to the available integration/API.

Can I import my existing customer data?

Yes. Customer and lead data can be migrated/imported based on the supported data format.

Start managing your business smarter

Stop managing leads, quotations, orders and customers across different tools. Bring your entire sales operation into Webtree.