Waitizzy CRM B2B sales CRM

Every enquiry, quoted and closed.

Waitizzy CRM gives your sales team one pipeline from enquiry to quotation to close, with deal values, approvals, payment status and a full history on every lead.

  • 7-day free trial
  • Free guided demo
  • Built in India
  • Kanban pipeline with your own stages
  • Deal value and payment status on every lead
  • Enquiry approval and lead assignment
  • Call, email, WhatsApp and meeting logs
Why teams switch

What gets easier for your sales team

Enquiries arrive everywhere

IndiaMart, LinkedIn, WhatsApp, email and referral enquiries go into one master lead list, tagged by source.

Quotes go out and nobody follows up

Each lead moves through your stages on a kanban board, with an activity timeline of every call, email and meeting.

You can’t see the pipeline’s value

Deal value on every lead, with value by stage and top assignee rankings on the dashboard.

Closed deals still aren’t paid

Track payment status on each deal, alongside its stage.

Old leads go cold

Dormant lead detection flags leads with no activity, and you can email them in bulk.

Managers chase updates by phone

Scheduled weekly and monthly report emails, and assignee-scoped views for each salesperson.

Features

Built for quotation-led selling

Pipeline

  • Master leads list with search and filters
  • Kanban pipeline with drag-and-drop
  • Custom, reorderable pipeline stages
  • Bulk CSV import

Team workflow

  • Enquiry approval workflow
  • Lead assignment to team members
  • Deal value and payment status
  • Assignee-scoped views

Follow-up

  • Activity logging: call, email, WhatsApp, meeting
  • Full action history timeline
  • Dormant lead detection and bulk email
  • Automated email notifications for lead events

Reporting

  • Pipeline dashboard with period filters
  • Leads by stage, source, approval and payment status
  • Deal value by stage and top assignees
  • Weekly and monthly report emails
FAQ

Common questions

Can I track IndiaMart enquiries?

Yes. IndiaMart is one of the lead sources, alongside LinkedIn, WhatsApp, email, referrals and existing customers, and you can bulk-import leads from CSV.

Can I change the pipeline stages?

Yes. Stages are custom and can be reordered to match how you sell, for example Enquiry, Quotation and Finalization.

Can each salesperson see only their own leads?

Yes. Leads are assigned to team members, and restricted users get assignee-scoped views.

Does it track payments after a deal closes?

Yes. Every lead has a deal value and a payment status, and the dashboard groups leads by payment status.

Can I try it before paying?

Yes. Every plan starts with a 7-day free trial of the full product, and you can book a free demo to see it set up for your business first.

See your sales pipeline in Waitizzy CRM

Book a free demo and we will walk you through it with your own workflow.