Stop losing leads between your
CRM, WhatsApp and spreadsheets

BwTask runs your pipeline, tasks, business processes and billing in one place, and follows up automatically over WhatsApp and email so no lead goes quiet.

Start free trial Book a demo
BwTask dashboard on a laptop

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Your pipeline, tasks and billing in one place

Move a lead from first message to paid invoice without switching tabs. BwTask keeps every conversation, task and payment next to the deal it belongs to.

Automatic follow-ups.Reminders go out over WhatsApp and email until the lead replies.
One source of truth.Pipeline, tasks and invoices stay linked, so nothing lives in a spreadsheet.
The problem

Still running your business on spreadsheets, WhatsApp Web and a separate invoicing app?

  • Leads sit in a spreadsheet no one updates in real time.
  • Follow-ups get missed because reminders live in someone's head.
  • WhatsApp replies happen off-record, outside the CRM.
  • Invoicing and team performance live in two more disconnected tools.
The platform

Everything, in one place

Built module by module, so nothing falls through the cracks

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Plans that scale with your team

Every plan includes the full CRM, task management and WhatsApp/email automation. Higher tiers raise usage limits and unlock AI template suggestions at scale.

Trial

₹014 days
  • Up to 3 users
  • 10 AI template suggestions/mo
  • Core CRM & tasks
  • Email support
Start free trial →

Starter

₹14,999/month
  • Up to 10 users
  • 25 AI template suggestions/mo
  • WhatsApp & email automation
  • Triggered Automation
Choose Starter →
Most popular

Growth

₹39,999/month
  • Up to 30 users
  • 100 AI suggestions/month
  • Business Process Management
  • Priority support
Choose Growth →

Enterprise

Custom
  • Unlimited users
  • Unlimited AI suggestions
  • Bring your own AI key
  • Dedicated onboarding
Talk to sales →
Customers

Teams that stopped losing leads in the cracks

Priya Sethi
Priya Sethi Sales Manager, Kalyan Realtors
“We used to lose track of who was supposed to follow up on what. Now the reminder just goes out on WhatsApp before I even open my laptop.”
Arjun Mehta
Arjun Mehta Operations Lead, Verma Interiors
“The Triggered Automation module replaced four hardcoded scripts our old CRM never let us touch. We set it up ourselves in an afternoon.”
Fatima Sheikh
Fatima Sheikh Founder, Sheikh Textiles
“Invoicing tied to the lead record means our billing team stopped asking sales for the same details twice a week.”
FAQ

Frequently asked questions

Everything you need to know before getting started with BwTask.

BwTask is a CRM that also runs your tasks, business processes and billing in one place. It follows up automatically over WhatsApp and email, so no lead goes quiet.

Yes. Pipeline, tasks and invoices stay linked, and tasks, projects and KPIs live inside the CRM, so you can follow a lead from first message to paid invoice without switching tools.

WhatsApp works from inside the CRM. You send Meta-approved templates with variables filled from the lead and run campaign sends, and every message is logged on the lead's timeline.

Yes. Follow-up reminders fire on their own over WhatsApp and email, for example 5 hours and 2 hours before a scheduled follow-up, and you set the timing. Triggered Automation is included from the Starter plan.

Yes. Task & Project Management covers tasks, projects and KPIs without leaving the CRM, and Performance & KPIs shows who's converting, not just who's busy.

Yes. Sales & Billing ties quotations and invoices straight to the deal, and invoicing and team performance sit in the same dashboard.

Yes. The Trial plan is ₹0 for 14 days and includes up to 3 users, core CRM and tasks, 10 AI template suggestions a month and email support.

Choose Start free trial to begin, or Book a demo to see BwTask in action. Larger teams can talk to sales about the Enterprise plan.

Stop losing leads. Start following up.

Run your pipeline, tasks, business processes and billing in one place, with follow-ups that go out on their own.

Start free trial Book a demo