Sales & Clients
Turn scattered leads into a real pipeline
Track every organization, contact, and deal in one place — with a visual pipeline that shows exactly where each opportunity stands, from first contact to signed contract.
WTM's CRM half keeps every client relationship in one record: company details, contacts, interaction history, and which services or deals they're tied to. Filter and search across all of it — by lead status, service, country, or manager — instead of scrolling through a spreadsheet.
Deals move through a Kanban board built for how sales actually works: Lead → Negotiation → Proposal sent → Contract → In progress. Every card carries the client, the service, and the deal value, so the whole pipeline is visible at a glance.
Contacts aren't limited to one person per client, either — each one can carry multiple phone numbers, emails, social profiles, and be linked to more than one company. Categorize clients as suppliers, buyers, or your own custom tags, and every logged interaction feeds a simple follow-up queue — open, done, or postponed — so nobody has to remember who they were supposed to call back.
Every organization, one record
Search and filter your client list by lead status, service, country, or manager. Each organization links straight to its deals, projects, and interaction history — no more hunting across separate tools.
Built for how sales actually works
Visual pipeline
Move deals through Lead, Negotiation, Proposal, Contract, and In progress on a Kanban board that shows the whole picture at once.
Client records & contacts
Company details, multiple contacts per client, and every interaction logged against the record.
Lead scoring & status
Track Hot, Warm, Cold, and Lost leads, with a lead score that flags priority automatically.
Call scripts
Multi-language call scripts guide every conversation, right from the client record.
Follow-up tracking
Log every client interaction and get a clear queue of who's due for a follow-up next — open, done, or postponed, never lost in someone's inbox.
Supplier & buyer categories
Tag clients as suppliers, buyers, or your own custom categories — with icons and colors, filterable across the whole client list.
Ready to see your pipeline like this?
WTM is free and open source under AGPL-3.0. Self-host it and connect your own clients and deals.
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