In today’s fast-paced digital world, small to medium-sized businesses (SMBs) need more than just a standard CRM—they need a complete, integrated business growth engine. That’s where Webware.ai steps in.

Webware’s CRM isn’t just another customer tracking tool; it’s the centrepiece of a fully integrated digital marketing platform designed specifically for SMBs. From contact management and follow-up automation to AI-driven insights and seamless website integration, Webware empowers business owners to operate more efficiently, smarter, and faster.

Why Choose Webware CRM?

1. One Platform, Every Tool You Need

Webware.ai is more than a CRM—it's your command center for customer relationship management, website lead capture, AI summaries, task management, and follow-up workflows. You no longer need to juggle disconnected tools. With Webware, everything—from web chat to marketing automation—lives in one streamlined ecosystem.

2. CRM + Website + Hotlist Integration

Our CRM is deeply connected with your Webware-powered website. Every form submission, phone call, and message is automatically tracked and added to your customer’s profile. The “Hotlist” feature highlights your most engaged visitors in real-time, allowing you to prioritize follow-ups that lead to sales.

3. AI-Powered Follow-Ups and Summaries

Webware’s CRM uses cutting-edge AI to generate instant call summaries, transcribe conversations, and even offer recommended next steps. Say goodbye to missed details and hello to smarter, faster decision-making. With AI in your corner, you stay informed and proactive.

4. Automated Drip Marketing and Email Campaigns

Nurture leads without lifting a finger. Webware CRM features built-in email drip campaigns that trigger when a new contact is added. Our monthly newsletter tool ensures consistent brand engagement, while detailed analytics show exactly what’s working.

5. Seamless Communication Tools

Every client call, email, or message is logged inside the CRM. Webware even includes a dedicated phone number, VoIP functionality, and click-to-call capabilities. Plus, call transcriptions and AI-generated insights are available at your fingertips—all stored securely in each client’s profile.

6. Real-Time Dashboards and Custom Lists

With Webware CRM, you can organize your contacts into smart lists based on behaviour, tags, or engagement levels. Custom dashboards provide insights into who’s hot, who needs a follow-up, and which marketing campaigns are driving results.

Key CRM Features That Set Webware Apart

  • Lead Capture via Smart Forms: Embedded forms on your website feed directly into your CRM, complete with tracking analytics.

  • Conversation History: Keep records of all interactions—calls, emails, chats, and even notes from your team.

  • Client Intelligence: View payment history, engagement levels, and more at a glance.

  • Internal Task Assignment: Assign team members to follow up, ensuring accountability and performance.

  • Website Behaviour Tracking: Know when a client visits your site again and which pages they view.

  • AI Assistant "Rivi": Your on-demand productivity partner for tasks, marketing content, and more.

Why SMBs Love Webware CRM

Webware isn’t just a platform—it’s a growth partner trusted by over 3,500 small businesses across North America. We’ve helped clients double their customer volume, increase conversions by over 6%, and streamline their entire digital presence—all through one intelligent platform.

Ready to Upgrade Your CRM Experience?

If you're tired of managing your business across disconnected tools and want a powerful, unified platform that works for you—not the other way around—Webware is your answer.

Book a demo to see how Webware CRM can transform your business or try it out for free here.