I appreciate Wortal CRM's ability to handle quotation-based invoicing and a partial payment system, which I find incredibly useful for managing my billing and quotations efficiently. The integration with the WhatsApp API is a significant advantage, allowing me to seamlessly share bills with clients and send payment reminders for outstanding amounts. This feature has greatly improved my ability to recollect payments more easily from my clients. Additionally, I value the invoice and payment tracking features, as they enhance my experience by providing clarity and ease in managing transactions. The setup process of Wortal CRM was remarkably simple and quick, taking only about five minutes, which is a huge plus for getting started without hassle. Review collected by and hosted on G2.com.

I would like to have a native WhatsApp CRM included in Wortal CRM. While the integration with the WhatsApp API is helpful, having a native solution would streamline my workflow and enhance the functionality. Review collected by and hosted on G2.com.

I find Wortal CRM's task allotment feature particularly helpful for my team management needs. It allows me to assign tasks easily, ensuring that everything is organized and accounted for. Additionally, the task tracking feature in Wortal CRM is invaluable as it provides a clear status update on whether tasks are started, in progress, or completed. This helps me monitor my team's performance and identify any delays. I appreciate that it enables me to evaluate which team members are efficiently managing their time and contributing positively to the team's productivity. Moreover, the setup process for Wortal CRM was straightforward and quick, taking only about 5 minutes, which made starting with the software hassle-free. Review collected by and hosted on G2.com.

I find the inventory module problematic as it doesn’t work as expected. Adding purchases requires goods to be added beforehand, which complicates the process of entering a purchase bill, making it cumbersome and inefficient. Review collected by and hosted on G2.com.

I have been using Wortal CRM for the past six months for my sales team, and I find it incredibly valuable for several reasons. The call tracking, reporting, and recording features, especially when accessed via the Android app, are exceptionally useful. These features allow me to analyze my sales team's calls, which is instrumental in helping them improve the quality of their sales interactions. Additionally, Wortal CRM has significantly enhanced my ability to track various sales activities, such as calls, meetings, and visits throughout the day. After implementing this software, I am now able to access daily reports on each team member, enabling me to guide them on their performance more effectively. Furthermore, I can also track their location, so I always know whether they are working from a specific place, improving oversight and accountability. My team can schedule calls and meetings effortlessly, and set reminders, ensuring that no leads are missed. This has led to a significant increase in sales for us. Moreover, the initial setup of Wortal CRM was easy, requiring just an email, phone number, and OTP verification, which made the process swift and hassle-free. Review collected by and hosted on G2.com.

I would suggest the installation of a native business WhatsApp feature and a custom quotation feature. As a branding agency, I would like the platform to offer customization options to reflect my custom branding. Review collected by and hosted on G2.com.

I have been using Wortal CRM for six months, and I particularly like the lead management system and the invoicing feature. These tools are easy to use as they consolidate everything in one single panel without requiring any technical skills. The ease of manually adding leads and the ability to import them quickly via the Excel import feature greatly enhance my efficiency. I also appreciate the call recording feature, which allows me to go back and analyze calls to understand what strategies worked well with different clients, thereby improving my communication skills and replicating successful interactions. Moreover, the ability to update meeting notes easily prevents me from having to reach out to clients repeatedly for details, making my workflow smoother. The initial setup was straightforward, using just my phone number and email ID with OTP verification, which was completed in a few minutes. Review collected by and hosted on G2.com.

The inventory feature in Wortal CRM doesn't cater to my needs as an agency owner. This function is not beneficial for my line of work as my business does not require inventory management. Review collected by and hosted on G2.com.

I appreciate that Wortal CRM allows me to manage all my WhatsApp leads on a single platform, eliminating the need to switch between multiple platforms. I find this consolidation incredibly valuable for efficiency. I love the reminder feature in Wortal CRM, which ensures I never miss a follow-up schedule and allows me to remain consistent in my client interactions. It was quite overwhelming to manage everything through WhatsApp initially, and transitioning to Wortal CRM has really improved my workflow. I also admire the ability to schedule virtual meetings directly within the CRM, providing a comprehensive toolset that supports my daily operations without needing to use different applications. Overall, using Wortal CRM simplifies my process by having everything I need in one place. Additionally, I found the initial setup to be very easy, requiring only basic information and a quick OTP verification, which made the transition seamless. Review collected by and hosted on G2.com.

I dislike that Wortal CRM doesn't have a custom quotation feature yet, which means I'm unable to provide quotations with my custom branding. Additionally, I would like to see an enhancement in their WordPress plugin to support the meeting module. Currently, the plugin helps in fetching leads but does not accommodate meetings, which limits its functionality. Review collected by and hosted on G2.com.

I like how easy Wortal CRM is to use, making it simple to manage my leads. The calling application is especially useful, allowing me to add leads even without an internet connection. I also appreciate the call recording feature, which helps me take notes on my last conversations with clients. The initial setup was very easy. Review collected by and hosted on G2.com.

I don't like that it doesn't have the feature of custom quotations. I can use my own branding, but they don't provide multiple templates; they have just one or two standard formats. Review collected by and hosted on G2.com.

It is very simple to use and understand. It gives call summaries with recording without any additional cost of IVR. Their is no extra setup cost or implementation charges. I have been using it since last 2.5 years and support team is available on single message. Integration with multiple B2B platform and Meta is super easy and quick. Review collected by and hosted on G2.com.

Being an IOS user, I can not use wortal's call recording summary in CRM directly from Phone. Review collected by and hosted on G2.com.

I like having all my work in a single place with a smooth flow. I find the leads management and sales functionalities particularly effective, especially active leads and leads follow-up. The calling and tracking calls to leads feature is something I enjoy using too. The initial setup of Wortal CRM was very easy for me and my team. Review collected by and hosted on G2.com.

I find invoice tracking and payments follow-up for clients could be improved. Review collected by and hosted on G2.com.

I find Wortal CRM nice and easy to use, especially for lead management and real-time tracking. The call recording and transcription features are great for quality checking calls and improving call quality. I also like how it connects with clients in regional languages. Additionally, I appreciate the AI capabilities and the ease of integration with tools like Facebook, Google Ads, and WhatsApp API. The initial setup was very easy, which is a huge plus. Review collected by and hosted on G2.com.

I think the custom quotation feature at present needs improvement. Review collected by and hosted on G2.com.

I really appreciate that Wortal CRM acts as a single-stop solution for managing my salon and spa leads across multiple branches. The lead management feature is fantastic because it makes it very easy to line up leads from multiple platforms all in a single app. Also, the initial setup of Wortal CRM was very easy, which is a big plus for me. Review collected by and hosted on G2.com.

I would like to have biometric feature enabled with it Review collected by and hosted on G2.com.