Sales & Clients
Every client, fully documented
A client record holds company details, industry, source, notes on their needs, and a lead status and score — plus tabs for contacts, deals, projects, invoices, and the full contact history in one place.
Contacts aren't limited to one person per client — each one can carry their own phone numbers, emails, and a description of their role in the decision. A relationship graph shows how contacts, deals, and projects connect for accounts with more than one stakeholder.
Every field on a client record feeds directly into search and filters elsewhere in WTM, so a client tagged 'Hot' with a specific service shows up instantly in the pipeline, the dashboard, and reporting.
One record per client, not five spreadsheets.
WTM is free and open source under AGPL-3.0. Self-host it and bring your client list with you.
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