Wortal CRM Reviews & Product Details

I appreciate how budget-friendly Wortal CRM is, making it an excellent choice for someone like me who needs a cost-effective solution that fits my individual requirements without unnecessary bulk. The product effectively solves my lead management issues, allowing me to store all my client data, which is crucial given that I receive leads through WhatsApp with varying time windows for follow-up. The ease of setting up Wortal CRM is another thing I love; creating a username and providing an email and phone number was all I needed to get started. I find the import feature particularly beneficial, as it allows me to import data seamlessly with just a single click using the Excel import feature. Additionally, the call recording and birthday reminder features are very useful, enhancing my ability to manage client interactions proactively. Review collected by and hosted on G2.com.

I will like to have more AI Capabilities in this CRM. Review collected by and hosted on G2.com.

Wortal CRM is extremely lightweight and fully cloud-based, so there’s no need for any installation or system space on my computer. Getting started was effortless — it required almost no learning curve. I was able to import and integrate all my leads within just 10 minutes using the built-in lead import feature. It’s one of the easiest CRMs I’ve ever implemented. Review collected by and hosted on G2.com.

they still lack fully functional mobile app I would like to have fully functional wortal CRM app but somehow there chrome version in the mobile is responsive and works good Review collected by and hosted on G2.com.

What I like best about Wortal CRM is its simplicity and powerful features packed into one easy-to-use platform. It helps me track leads efficiently, manage sales pipelines, and stay on top of follow-ups with smart reminders. The real-time reports are incredibly useful for making quick decisions, and I love how I can customize workflows based on my business needs. Also, the customer support is quick and helpful—making it feel like a reliable partner, not just a tool. Review collected by and hosted on G2.com.

While Wortal CRM is very user-friendly and feature-rich, one area that could be improved is the mobile app experience. It works well, but sometimes feels slightly less responsive compared to the desktop version. Also, a few advanced customization options could be added to make it even more flexible for niche business needs. That said, the team is always updating and improving the platform, which is great to see. Review collected by and hosted on G2.com.

One of my friend has suggested me to use Wortal CRM. At first I didn't know that this will help me or not because I was working on google sheet at first but setup didn't take time just an email id and password and I got my CRM so basically I can use it in my phone and desktop as well sometimes I need to know that my team is working or not I can track that easily now and the integration with Facebook , Google and WhatsApp help us track our Marketing ROI as well Review collected by and hosted on G2.com.

Currently they have WhatsApp integration with Official WhatsApp Api only I will like to have in build WhatsApp integration feature and social listening tool as well like Facebook, Instagram and Linkedin so we can have leads signals from social tools as well Review collected by and hosted on G2.com.

appreciate that Wortal CRM provides an application that actively engages me by inquiring if a call is related to a lead, which enhances my lead management efficiency. This feature is particularly useful for ensuring that I don't miss potential business opportunities. Additionally, the pricing of Wortal CRM is minimal, making it an effective choice for my needs without straining my budget. I find the initial setup of Wortal CRM to be straightforward, which was beneficial for integrating it into my workflow with ease. Moreover, Wortal CRM effectively handles data management when multiple people are involved, allowing me to centralize our team's information and bolster follow-up strategies. Review collected by and hosted on G2.com.

On WhatsApp, the reminder time and the message time sometimes appear differently. Review collected by and hosted on G2.com.

I really like Wortal CRM's integration with Facebook Ads, Google Ads, and other platforms, which allows me to efficiently manage all of my leads from different platforms in one centralized location. This integration is incredibly valuable as it saves me a significant amount of time by eliminating the need to download leads from each individual platform every day. Additionally, the initial setup of Wortal CRM was very easy, which made the transition smooth and hassle-free. Review collected by and hosted on G2.com.

I would like to have more automation features in Wortal CRM, including a drip campaign facility. Currently, the CRM lacks the ability to automatically send messages, WhatsApp, or emails on a scheduled basis, such as every three days, from the system. This kind of automation would significantly improve efficiency and streamline the follow-up process. Review collected by and hosted on G2.com.

I appreciate Wortal CRM for its ease of use and simple interface, which did not require much time to learn. The software efficiently helps me manage my clients and employees, making it invaluable for tracking sales generated with existing clients as well as potential new revenue from Indiamart leads. I find the offline entry feature extremely beneficial, especially when attending exhibitions in isolated locations where network connectivity is scarce. This feature allows me to update contact details and log information offline, which then automatically syncs to the cloud once I’m back online. The initial setup of Wortal CRM was very easy, which made transitioning to this system hassle-free. Review collected by and hosted on G2.com.

I would like to have a native WhatsApp feature in Wortal CRM as it could significantly improve my experience. Review collected by and hosted on G2.com.

I appreciate Wortal CRM for its simplicity and ease of use, which significantly enhances the efficiency of my workflow. The comprehensive dashboard consolidates data from multiple platforms, such as Facebook and Google, removing the need for me to constantly switch tabs, which saves both time and effort for my team during lead management. The inclusion of a call recording feature is invaluable, especially for training purposes, as it not only records calls when integrated with an Android application but also automatically transcribes them into regional languages. This functionality means I don't have to manually listen to every recorded call, thus streamlining our processes. Importantly, Wortal CRM is also cost-effective, presenting itself as a financially attractive option compared to alternatives like Go High Level. Additionally, the platform's India-specific design caters well to my regional business needs, which was a factor in deciding to switch from other CRM solutions. The initial setup of Wortal CRM was straightforward, making the transition smooth and hassle-free. Review collected by and hosted on G2.com.

I dislike that Wortal CRM lacks the ability to create subdomains for individual clients, which is a feature I need as a digital marketing agency managing multiple clients. Having to take another business subscription for each individual client is cumbersome, and I miss this functionality that services like Go High Level offer. Review collected by and hosted on G2.com.

I love how Wortal CRM makes managing client data effortless, allowing me to easily access and organize old client information without the hassle that came from using traditional methods like diaries. The system's simplicity and ease of use stand out, making it incredibly interactive and accessible not just for tech-savvy individuals but also for laypeople, who can use it efficiently from day one. I appreciate the straightforward implementation process, as it didn’t take much time to set up or to train my team. The language and terminology used in Wortal CRM, like referring to leads as 'leads' or finalized deals simply as 'deals,' contributes to its user-friendly nature without any complex jargon. The quick setup, which was completed in just five minutes, further streamlined our transition and made the software a powerful tool in managing our client interactions effortlessly. Review collected by and hosted on G2.com.

I dislike the inability to customize the standard quotation format. Although I can adjust the price, logo, text, bill amount, and GST, I am unable to modify the pre-built layout to include my branding, which is important when sharing quotations with clients. Review collected by and hosted on G2.com.

I find Wortal CRM to be incredibly valuable for lead management and sales follow-up. I love its simple, user-friendly interface, which makes it easy for my employees to navigate. The inbuilt reminders, scheduling, and note-taking features enhance our productivity significantly. I also appreciate the capability to track how many times my employees have called, what they discussed with clients, and the ability to review their notes. This functionality ensures transparency and accountability, eliminating the need for me to repeatedly ask for updates. Switching from Leadsquare to Wortal CRM was primarily because Wortal CRM's simplicity and ease of use stood out, and the initial setup was straightforward, taking only three days. Its integration with other tools like Facebook, Google, and Wordpress unifies our workflow efficiently. Review collected by and hosted on G2.com.

I think the notification section in Wortal CRM could be improved. Currently, it doesn't meet my expectations. It would be better if it were more like LinkedIn's notifications, which open on a dedicated page, allowing for more organized and accessible updates. Review collected by and hosted on G2.com.