SaaS CRM · Lead management · WhatsApp & email automation

CRMesy: a SaaS sales platform built to convert every lead faster.

A hosted CRM inspired by the workflow depth teams love in Perfex-style systems, rebuilt as a modern WebSenor SaaS product. Capture leads, automate WhatsApp and email follow-ups, manage deals, assign tasks, send estimates and invoices, and keep every customer conversation in one clean workspace.

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10+Core CRM modules
24/7Lead capture automation
2-wayWhatsApp & email sync
Sales team reviewing SaaS CRM pipeline dashboard
Lead score92%High intent enquiry
Pipeline value₹48LForecast this month
Lead Capture
WhatsApp Automation
Email Sequences
Follow-up Automation
Estimates & Invoices
Sales Pipeline
Product Preview

See the complete CRM command center in one clean workspace.

A practical SaaS dashboard for teams that need leads, deals, communication, billing, tasks, tickets, and reporting connected without jumping between tools.

Lead inbox Capture enquiries from forms, ads, calls, WhatsApp, email, and manual entries.
WhatsApp actions Send approved templates, reminders, follow-ups, and updates from lead or client records.
Daily follow-ups See overdue work, today’s tasks, next actions, and manager escalations at a glance.
Live reporting Track source quality, team activity, pipeline value, invoice status, and conversion.
app.websenorcrm.com/dashboard
See the complete CRM command center in one clean workspace.
SaaS CRM Product Tour

A complete CRM workspace for leads, deals, clients, invoices, and automated follow-ups.

Built for companies that want the practical module coverage of a serious business CRM with the speed, polish, and reliability of a managed SaaS platform.

Lead Management

  • Web forms and campaign lead capture
  • Auto-assignment by product, source, or city
  • Lead scoring and hot-lead alerts
  • Complete activity timeline

WhatsApp & Email Automation

  • WhatsApp templates and reminders
  • Email sequences for nurture and reactivation
  • Two-way conversation history
  • Auto-send messages on stage changes

Follow-up Engine

  • Smart next-action reminders
  • Missed follow-up escalation
  • Recurring tasks and visit plans
  • Manager visibility on overdue work

Business Operations

  • Clients, contacts, proposals, and contracts
  • Estimates, invoices, payments, and expenses
  • Projects, tasks, tickets, and knowledge base
  • Reports for sales, finance, and support
Product Screens

Multiple CRM views for every team workflow.

Use these preview panels to highlight product modules in the same product-detail style as the reference page.

Leads
Lead Management Dashboard
Leads

Lead Management Dashboard

New, contacted, qualified, proposal, won, and lost leads with source and owner filters.

Automation
WhatsApp Automation Center
Automation

WhatsApp Automation Center

Template campaigns, instant enquiry replies, payment reminders, and stage-based follow-ups.

Pipeline
Pipeline & Deal Forecasting
Pipeline

Pipeline & Deal Forecasting

Visual deal stages, weighted pipeline, owner performance, and next-action tracking.

Billing
Invoices, Estimates & Payments
Billing

Invoices, Estimates & Payments

Create estimates, convert to invoices, collect payments, and automate due reminders.

Operations
Tickets, Projects & Client Portal
Operations

Tickets, Projects & Client Portal

Manage support, delivery, client files, discussions, tickets, and project tasks together.

Key Capabilities

Everything a growth team expects from a serious SaaS CRM.

01 · Lead Management

Capture, qualify, assign, and convert leads without spreadsheet chaos.

Every enquiry from website forms, landing pages, ads, WhatsApp, calls, and manual entry lands in one lead inbox. Sales teams can qualify leads, update statuses, add notes, create proposals, and move qualified opportunities into the deal pipeline.

  • Lead source tracking and campaign attribution
  • Auto-assignment rules for teams and branches
  • Lead scoring, tags, notes, files, and activity history
  • Kanban and list views for fast daily execution
Discuss this feature
Capture, qualify, assign, and convert leads without spreadsheet chaos.
02 · WhatsApp & Email Automation

Automated communication that keeps every prospect warm.

Send the right message at the right time through WhatsApp and email. Build nurture sequences, reminder flows, proposal follow-ups, payment nudges, renewal alerts, and reactivation campaigns from inside the CRM.

  • WhatsApp templates for enquiries, reminders, and updates
  • Email automation for lead nurture and sales follow-up
  • Message triggers based on lead stage, task due date, or invoice status
  • Conversation history stored inside the customer profile
Discuss this feature
Automated communication that keeps every prospect warm.
03 · Follow-up & Task Automation

Never lose a deal because someone forgot the next step.

The follow-up engine creates tasks, reminders, escalations, and manager alerts automatically. Sales reps see what to do today; managers see overdue activity before revenue slips.

  • Auto-created follow-up tasks after calls, meetings, and proposals
  • Missed follow-up escalation to team leads
  • Recurring tasks for account management and field visits
  • Daily agenda for sales, support, and operations teams
Discuss this feature
Never lose a deal because someone forgot the next step.
04 · Client, Billing & Support Modules

A CRM that goes beyond leads into daily business operations.

Manage clients, contacts, proposals, estimates, invoices, payments, projects, tickets, and knowledge base content from one SaaS workspace. It is designed for businesses that want sales and operations connected.

  • Client portal for invoices, proposals, tickets, and documents
  • Estimates, invoices, payments, expenses, and reminders
  • Project tasks, milestones, support tickets, and internal notes
  • Role-based access, audit logs, and secure hosted deployment
Discuss this feature
A CRM that goes beyond leads into daily business operations.
Useful For Industries

Flexible CRM workflows for lead-heavy and service-driven businesses.

WebSenor CRM is useful wherever teams need faster lead response, structured follow-ups, billing visibility, and customer history.

Real Estate

Project enquiries, site visits, broker leads, inventory follow-ups, and booking pipelines.

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Education & Coaching

Admissions leads, counselling follow-ups, WhatsApp reminders, fee tracking, and student support.

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Healthcare & Clinics

Patient enquiries, appointment follow-ups, care plans, reminders, and support tickets.

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B2B Services

Consulting leads, proposals, retainers, projects, invoices, and account management.

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Retail & Ecommerce

Customer enquiries, order support, abandoned cart follow-ups, campaigns, and service tickets.

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Field Service

Visit planning, technician tasks, service reminders, quotes, invoices, and customer records.

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SaaS CRM Rollout

Launch faster with a ready SaaS platform, then customize what matters.

WebSenor CRM starts with a strong product foundation and adapts modules, roles, automations, templates, and reports around your business process.

Step 01

Choose modules

Enable leads, clients, deals, proposals, invoices, projects, tickets, WhatsApp, email, and reports based on your plan.

Step 02

Configure workflow

Set lead stages, user roles, assignment rules, message templates, reminders, tax settings, and custom fields.

Step 03

Import & integrate

Migrate contacts and leads, connect website forms, email, WhatsApp, payment gateways, and business tools.

Step 04

Train & scale

Launch with your team, monitor adoption, refine automation, and add advanced modules as usage grows.

Integrations

Connect WebSenor CRM with your communication, billing, and growth stack.

WhatsApp
Email
Google Workspace
Microsoft 365
Telephony
Payment Gateway
Ecommerce Leads
Analytics
ERP / Accounting
Website Forms
Ad Campaigns
Custom APIs
SaaS Plans

Hosted CRM plans for teams that want product speed with custom-fit workflows.

Choose a SaaS plan based on users, automation volume, modules, integrations, and onboarding support.

Starter

Sales CRM

Custommonthly SaaS plan

For teams that need lead capture, pipeline tracking, and basic follow-up control.

  • Lead and client management
  • Sales pipeline and tasks
  • Email notifications and reminders
  • Basic dashboards and exports
  • Hosted SaaS setup
Most popular

Automation CRM

Customgrowth teams

For teams that want WhatsApp, email, follow-up automation, billing, and support modules together.

  • Everything in Sales CRM
  • WhatsApp and email automation
  • Follow-up engine and manager alerts
  • Proposals, estimates, invoices, and payments
  • Tickets, projects, and client portal
  • Onboarding and migration support
Enterprise

CRM Suite

Customadvanced SaaS

For multi-branch teams with custom workflows, deeper integrations, and stronger access controls.

  • Everything in Automation CRM
  • Multi-branch roles and permissions
  • Custom modules, fields, and dashboards
  • ERP/accounting/payment integrations
  • Audit logs and approval workflows
  • Priority support and success plan
Customer Outcomes

A SaaS CRM teams can run every day, not just admire in a demo.

★★★★★

The WhatsApp follow-up automation changed our sales rhythm. Leads now get instant replies, reps get reminders, and managers can see every pending action.

AS
Amit SharmaDirector · Real Estate Group
★★★★★

We wanted the module coverage of a full CRM but without managing open-source hosting and updates. WebSenor CRM gave us the SaaS version we needed.

NK
Neha KapoorHead of Operations · Education Brand
★★★★★

Leads, proposals, invoices, tickets, and customer notes now live in one place. The team adopted it quickly because the workflow feels practical.

RM
Rahul MehtaCOO · B2B Services Company
Frequently Asked

What teams ask before moving to WebSenor CRM.

Is WebSenor CRM open-source?

No. WebSenor CRM is a managed SaaS product. Your team gets a hosted CRM experience with onboarding, support, upgrades, automation, and optional custom modules.

Is it similar to Perfex CRM?

It covers a similar business CRM category: leads, clients, proposals, invoices, projects, tickets, tasks, and reports. WebSenor CRM is built as a SaaS product with additional automation, WhatsApp workflows, and managed support.

Can it automate WhatsApp and email follow-ups?

Yes. You can trigger WhatsApp messages, email sequences, reminders, payment nudges, lead nurturing, and missed-follow-up alerts based on CRM activity.

Can website and ad leads go directly into the CRM?

Yes. Website forms, landing pages, ad campaigns, chat, WhatsApp enquiries, email, and API lead sources can feed directly into the lead module.

Can we manage invoices, proposals, projects, and support tickets?

Yes. The SaaS CRM can include proposals, estimates, invoices, payments, expenses, projects, tasks, support tickets, client portal, files, and knowledge base modules.

Explore More

Other WebSenor solutions

AI Chatbot

Lead Capture Automation

Qualify website visitors, answer FAQs, and push hot leads into WebSenor CRM automatically.

Custom

ERP Solutions

Back-office Operations

Connect CRM with inventory, purchase, finance, fulfilment, and operational workflows.

Custom

Mobile App Development

Field Sales CRM

Give field teams mobile access to leads, visits, reminders, customer history, and tasks.

Custom
Insights

CRM guides and planning notes

How SaaS CRM automation improves lead response time
CRM Automation

How SaaS CRM automation improves lead response time

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WhatsApp follow-up workflows every sales team should use
WhatsApp CRM

WhatsApp follow-up workflows every sales team should use

6 min read
Why hosted CRM is easier to scale than self-managed open-source CRM
SaaS CRM

Why hosted CRM is easier to scale than self-managed open-source CRM

7 min read
Free SaaS CRM consultation

Ready to run sales, follow-ups, billing, and support from one SaaS CRM?

Book a demo and WebSenor will map your lead flow, automation needs, WhatsApp/email templates, users, modules, and rollout plan.

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Lead flow audit · Automation roadmap · SaaS rollout plan