Sales & Clients

Suppliers and buyers, sorted automatically

Tag any client as a supplier, a buyer, or a category you define yourself — complete with its own icon and color — and it shows up automatically in a dedicated, filtered list under that category.

The Suppliers and Buyers views work exactly like the main client list — search, filters, Excel import and export — just pre-filtered to that category, so purchasing and sales teams each see only what's relevant to them.

Categories aren't limited to the two built-in ones: define your own with a custom name, color, and icon for however your business actually segments its counterparties.

Not every client is a customer.

WTM is free and open source under AGPL-3.0. Self-host it and categorize your counterparties your way.

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