1. Make Smart choices
Be a “Wortalite”
Sales
Inventory
Support
Reports
Contacts
Multi-Branch
Task
Management
Define
Access
Communication
Multi-Business
Quotation
Integration

2. Our Services
Lead Management
Employee Management
Create and integrate leads and
opportunities from any source, take
follow ups and close deals faster.
Track and monitor every employee's
performance with intutive reports
covering all required aspects.
Inventory Management
Service Management
Check and Tally flow of goods into and
out of a business, to ensure the right
amount of stock on hand .
Manage customer complaints, and
support requests by prioritizing issues
and resolve accordingly.
Lead
Management
Inventory
Management
Employee
Management
Service
Management

3. Follow up
Leads
Quotation Lead
Conversation
Lead Management
Integrate with lead generation platforms and get all the
leads at one portal
Sales Management Software To Manage Your
Leads & Close Deals Faster
Use The Power Of Lead Automation To Increase Your Conversions!
Create & Assign
Leads
Task
Reminder
Deal Close

4. Realtime track of Stock Forcasting of stock to be kept
Inter branch stock transfer
Detailed analysis of most and least
sellable item
Branch, warehouse and Company
wise stock management
Item wise stock minimum–maximum
mapping
Determine user access control
Stock summary reports (Branch wise,
Product wise)
Manufacturing
unit
Inventory Management
Customers
Warehouse
Branches
Dealer

5. Employee Management
Descriptive dashboard
with business overview
feature at glance
Business Analysis
Know your business
and employees status
with intuitive reports
Real Time Reports
Anytime Anywhere Graphical Presentations
Cloud Based CRM solution
accessible anytime
anywhere
Simplified user
experience with charts
and diagrams
CRM Software To Manage Your Employees and
Define User Access for Better Management
Create user, define their role
and restrict their access as per
their authority and potential.
User Management
Managers can monitor and
analyse productivity metrics of
their different team members.
Monitoring productivity
Simplified user interface leads
to easy to use with prompt
support leads for faster setup.
Easy to use and set up
Task management tab will help
you assign and track task with
a click to any employee.
Task management
Graphical analytical reports will
allow to explore reasons
behind performance.
Analytical reports
Based on analytical reports it
becomes easy to forecast and
implement corrective
measures
Effective Forcasting

6. Service Management
Periodic
Alerts
Stagewise
Monitoring
Timely
Tracking
Customer
Feedback
Records of all requests
Assign appropriate Technician
Fetch and manage all service requests at
one platform and serve your clients
timely with personal touch.
Assign service request to technician
as per their expertise, availability and
track their performance.
Prioritize service requests
Evalute Technician Behaviour
Decide the priority of requests and work
on it as per its level of urgency like: High,
Medium or Low.
Get notified from CRM for feedback
received from customers and on that
basis evaluate technician behavior.
Never miss any request
Automate after sales process
All requests are gathered at one place,
assigned to suitable technician with it's
level of urgency.
Let your customer bring new customer
with previllaged after sales service,
managed by Service management CRM.
Get notified for due service
Build customer Trust
Manage all free services offered to the
customers, with due service reminder
facility.
Build customer trust by attending on
time, delivering better services and
take their valued feedback.

7. 10 practical ways your business can get
more from a customerrelationship
management (CRM) solution
01
02
03
05
07
10
04
06
08
09
Use your sales
pipeline to see
what stage sales
deals are at, to
make accurate
forecasts and to
focus on the
right leads
Explain the
benefits of CRM
and encourage
your team to use
it to manage
customer data
Review your
company data,
update your
contact details
and build quality
customer lists.
Enter details of
new business
opportunities
into your CRM
solution
Manage
customer
information on
the go using
cloud based CRM
Collaborate with
the rest of your
team using
shared calendars
and tasks
Create, monitor
and evaluate
your sales
opportunities
Gain greater
insight into your
business using
powerful reports
Assign values
associated to
each opportunity
Record closed sales
information, make
better decisions
and grow your
business
Start Using WortalCRM Absolutely FREEfor 1 User
www.wortal.co

8. About Company
Wortal CRM will simplify and streamline your sales journey to establish connections with your customers,
leading to long-lasting relationships based on a clear understanding of their needs and desires.
Core of business is CUSTOMER; Core of Wortal is CUSTOMER RELATIONSHIP
Our mission is to provide businesses with the tools and resources they need to
thrive. We believe that with the right CRM platform, any company can achieve
success. That's why we've designed Wortal CRM to be user friendly, accessible,
and effective for businesses of all sizes of business.
To bring cloud based solutions to simplify and streamline scattered workflow
with ease and achieve exponential growth by utilizing resources at the fullest.
Our Mission
To create a workplace portal for every business, where we envision Wortal as a
community which serves as the cornerstone of efficient, personalized, and
successful interactions between businesses and their clients. Wortal will be
more than a software; it will be a trusted partner on your journey to prosperity.
Our Vision

9. Start-Up's
Manufacturing
Real Estate
IT Solution Provider
Industries We Serve
For Inquiries
www.wortal.co
hello@wortal.co
+91 97277 59577
Trader & Distribution
Insurance Advisors
Education Institutes
Bank & Financial Institution