BwTask

Everything your team needs, in one place

Pipeline, tasks, business processes and billing live together, and follow-ups go out on their own over WhatsApp and email, so no lead goes quiet.

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14 days Free trial, up to 3 users.
₹1,199 / month, billed yearly

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

4,000+ companies already growing
The platform

Built module by module, so nothing falls through

01 / 08

CRM

A pipeline your whole team actually uses

02 / 08

Task & Project Management

Tasks, projects and KPIs without leaving the CRM

03 / 08

Communication

Automated notifications for every trigger that matters

04 / 08

Business Process Management

Turn your operating procedure into a repeatable workflow

05 / 08

Sales & Billing

Quotations and invoices tied straight to the deal

06 / 08

Performance & KPIs

See who's converting, not just who's busy

07 / 08

Integrations / App Store

Bring leads in from wherever they already come from

08 / 08

Admin & Security

Role-based access built for how your team actually works

Your day, at a glance

Everything that needs you, in one place

Unread WhatsApp, new leads, missed calls and follow-ups are waiting on one home screen, ready for your team the moment they log in.

Hands holding a tablet showing the BwTask home dashboard with unified inbox, agent activity and call outcomes
✦ Plan less. Follow up more.
One workspace

Two portals, one login

The Task portal is where owners, managers and developers run delivery. The Lead portal is where sales reps work leads, calls, WhatsApp and quotations. The same people, clients and organisation sit under both, so a closed deal becomes a project without re-entering anything.

Delivery

Task portal

Where owners, managers and developers run delivery.

OwnersManagersDevelopers
+ New project
Sales

Lead portal

Where sales reps work leads, calls, WhatsApp and quotations.

LeadsCallsWhatsAppQuotations
  • Shared under both
  • Same people
  • Same clients
  • Same organisation
Local by design

Built India-first

  1. GST invoices with state codes and the correct CGST, SGST or IGST split.

  2. WhatsApp and phone calling as first-class channels.

  3. Prices in rupees, payments by UPI through Razorpay.

  4. Support in Indian business hours.

Owner reviewing dashboards

Owners and admins

See every dashboard, control the workspace.

Full visibility, full control

Get the big picture across your pipeline, tasks and billing, and decide who can see and do what inside your workspace.

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  • Every dashboard and report in one place.
  • Role-based access for your whole team.
  • Workspace settings, billing and integrations under your control.

Keep your team on track

Hand out work, review progress and spot problems early, with workload and performance visible at a glance.

Contact team
  • Assign leads and tasks in a few clicks.
  • Watch workload so nobody is overloaded.
  • See who's converting, not just who's busy.
Manager reviewing team workload

Managers

Assign, review, watch workload and performance.

Sales rep using BwTask on the phone

Sales reps

Leads, calls, WhatsApp, quotes and follow-ups on the phone.

Close deals from your phone

Everything a rep needs to move a lead forward is in their pocket, so follow-ups happen on time, wherever they are.

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  • Leads, calls and WhatsApp chats in one app.
  • Send quotes without going back to the desk.
  • Automatic follow-up reminders so no lead goes quiet.

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.