--- title: Wortal CRM Reviews meta\_title: 'Wortal CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 23 reviews by the users' company size, role or industry to find out how Wortal CRM works for a business like yours. aggregate\_rating: rating\_value: 4.1 review\_count: 23 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Wortal CRM Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Wortal CRM but has limited features. Are you part of the Wortal CRM team? [Upgrade your plan](https://my.g2.com/wortal-crm/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! Wortal CRM is a comprehensive cloud-based customer relationship management solution designed to streamline sales processes and enhance customer interactions. It offers a suite of tools that assist businesses in managing leads, tracking opportunities, and automating sales activities, thereby improving efficiency and driving growth. Key Features and Functionality: - Lead Management: Capture leads from various integrated platforms and assign them to relevant team members either manually or automatically. Receive notifications for new leads and set reminders for follow-ups to ensure timely engagement. - Opportunity Tracking: Monitor the progress of potential deals through customizable sales stages, allowing for a clear view of the sales pipeline and facilitating informed decision-making. - Sales Communication History: Maintain a comprehensive record of all interactions with clients, including calls, emails, and meetings, ensuring that all team members have access to up-to-date information. - Centralized Contact Management: Store and manage all customer information in a single, organized database, making it easy to access and update client details as needed. - Quotation Automation: Generate and send quotes directly from the CRM, streamlining the sales process and reducing manual tasks. - Calling App Integration: Utilize the built-in calling application to make and receive calls directly from the CRM, with automatic logging of call details for future reference. - WhatsApp Marketing: Engage with clients through WhatsApp, leveraging the platform for marketing campaigns and customer communication. - Reporting: Access real-time analytics and performance tracking to gain insights into sales activities, helping to identify trends and areas for improvement. Primary Value and Solutions Provided: Wortal CRM simplifies and automates the sales management process, enabling businesses to efficiently handle lead acquisition, allocation, monitoring, and pursuit. By centralizing customer data and sales activities, it enhances collaboration among team members and ensures that no opportunity is overlooked. The integration of communication tools and automation features reduces manual workload, allowing sales teams to focus on building relationships and closing deals. Ultimately, Wortal CRM empowers businesses to optimize their sales processes, make data-driven decisions, and achieve scalable growth. * * * Seller [Jayshree Kapuria](https://www.g2.com/sellers/jayshree-kapuria) Discussions [Wortal CRM Community](https://www.g2.com/products/wortal-crm/discuss) Overview by Jayshree Kapuria Show More ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,873) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![ActiveCampaign](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ActiveCampaign") ActiveCampaign 4.4/5(14,779) ](https://www.g2.com/products/activecampaign/reviews) [ ![HubSpot Sales Hub](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,906) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ View All Alternatives ](https://www.g2.com/products/wortal-crm/competitors/alternatives) ## User Insights Average based on 23 real user reviews. [Log in to unlock pricing and user insights](/login) ![Vik S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vik S.") VS Vik S. Accounts Payable Mid-Market (51-1000 emp.) 9/30/2025 "Best CRM tool for managing cutomers, leads and sales related workflows." 4.5/5 What do you like best about Wortal CRM? It allows to store and organize customer data and leads in a single place. Review collected by and hosted on G2.com. What do you dislike about Wortal CRM? The thing that I dislike is that at some regions, it faces server latency. Review collected by and hosted on G2.com. What problems is Wortal CRM solving and how is that benefiting you? It helps in a various ways : 1. Helps to store and manage customer data and leads in a single place. 2. Helps to maintain sock transfer between different locations. 3. Helps to reduce data entry mistakes and duplicate records. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite AS Ale S. Sales Analyst Small-Business (50 or fewer emp.) 8/12/2024 "I do not recommend it" 0/5 What do you like best about Wortal CRM? I contacted technical support and they were not efficient, I don't know what they wanted to be able to hire the system, ambiguous answers and little guarantee. I am looking for a CRM and the scams are increasing. Review collected by and hosted on G2.com. What do you dislike about Wortal CRM? Do not use this software, it does not guarantee efficiency, it is a scam. Review collected by and hosted on G2.com. What problems is Wortal CRM solving and how is that benefiting you? In the USA, a CRM with a guarantee and a recognized company is used, I wanted to migrate from the system but this is not what it seems to be. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic JC John C. Sales Small-Business (50 or fewer emp.) 8/13/2024 "Beware of this Indian software" 0/5 What do you like best about Wortal CRM? I have problems migrating business programs because there are scams with Indian programs, cloned web pages and scams. Review collected by and hosted on G2.com. What do you dislike about Wortal CRM? Communication problems with sales and unreliable page. Review collected by and hosted on G2.com. What problems is Wortal CRM solving and how is that benefiting you? Do not use this software for business or personal use, it is unreliable. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/wortal-crm/pricing) ##### Categories on G2 [CRM](https://www.g2.com/categories/crm) ##### Explore More [What lead retrieval tools and event platforms actually exist and how do they stack up for a B2B team doing several industry trade shows each year?](https://www.g2.com/discussions/what-lead-retrieval-tools-and-event-platforms-actually-exist-and-how-do-they-stack-up-for-a-b2b-team-doing-several-industry-trade-shows-each-year)[Which web font marketplaces optimize fonts for faster website load times?](https://www.g2.com/discussions/which-web-font-marketplaces-optimize-fonts-for-faster-website-load-times%20)[Top-rated absence scheduling platforms for shift-based workforces](https://www.g2.com/discussions/top-rated-absence-scheduling-platforms-for-shift-based-workforces) [Snowflake vs ClickHouse for an analytics team: which is worth the setup cost when query volume is high?](https://www.g2.com/discussions/snowflake-vs-clickhouse-for-an-analytics-team-which-is-worth-the-setup-cost-when-query-volume-is-high)[What is the best-rated software for handling social media?](https://www.g2.com/discussions/what-is-the-best-rated-software-for-handling-social-media)[Pros and Cons Details](https://www.g2.com/products/wortal-crm/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)