Walter CRMTM + Walter WorkMateTM in one simple plan

A CRM, or Customer Relationship Management system, is a tool that helps businesses manage interactions with customers and prospects. It centralizes customer information, tracks communications, and improves organization, making it easier to nurture relationships, stay organized, and boost productivity. Whether you’re a small business or a growing team, a CRM helps you deliver better service and grow sustainably.

Walter CRM is designed specifically for small to medium-sized businesses that need a simple, affordable way to manage customer relationships and daily operations. With Walter CRM, you can easily store and organize customer data, track interactions, schedule follow-ups, and generate reports that give you valuable insights.

Additionally, Walter CRM and Walter WorkMate's job tracking feature allows you to efficiently manage projects like installations, upload pictures, add important documents, and keep all job-related details in one centralized location. It’s an all-in-one tool that helps streamline operations, improve productivity, and grow your business without the complexity or high cost of other CRMs.

Walter CRM stands out for its simplicity and affordability. We understand that small businesses need a tool that’s easy to use and doesn’t overwhelm them with unnecessary features. Walter CRM is straightforward, with an intuitive interface that gets you up and running quickly, and it’s priced to be accessible for smaller teams, without sacrificing essential CRM functions.

Yes! Walter WorkMate comes included with Walter CRM at no extra cost. WorkMate is designed for trades and field teams, making it easy to manage projects, track materials delivery and costs, and assign installers or team members. Everything stays connected to your CRM data, so you don’t need multiple tools or extra subscriptions.

We take data security very seriously. Walter CRM uses industry-standard security protocols to protect your information. Your data is securely stored and backed up regularly, and we have strict access controls in place to ensure your data remains private and protected.

Absolutely! We understand that new software can feel overwhelming, especially if you're not a tech expert. That's why Walter CRM offers friendly, step-by-step support to help you every step of the way. You can easily access our Help Center directly within Walter CRM for simple guides and tutorials designed with beginners in mind.

Prefer to talk to someone? No problem! Our support team is just a click away—use the "Contact Us" link, and we’ll answer your questions in clear, easy-to-follow language. At Walter CRM, we’re here to make sure you feel confident and comfortable using our tools to grow your business.