---
description: Learn how Webtrix24 Insurance CRM can help your business. GetApp provides users in Ireland with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Webtrix24 Insurance CRM Price, Reviews & Ratings | GetApp Ireland 2026
---

Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/3083/insurance-crm/software) > [Webtrix24 Insurance CRM](/software/2378437/webtrix24-1)

# Webtrix24 Insurance CRM

Canonical: https://www.getapp.ie/software/2378437/webtrix24-1

> WEBTRIX24 is a cloud-based CRM for Indian SMBs that centralizes lead management, invoicing, helpdesk, campaigns, and WhatsApp.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Webtrix24 Insurance CRM

\* Centralizes leads, tasks, invoicing, helpdesk, campaigns, and finance in one dashboard, eliminating the need to switch between multiple tools.
\* Free lifetime plan gives startups and early-stage businesses access to core CRM functionality at no cost.
\* GST-compliant invoicing with partial payment support and direct WhatsApp or email sharing suits Indian regulatory and communication requirements.
\* Native WhatsApp integration allows customer messaging, invoice delivery, reminders, and follow-ups from within the CRM without third-party tools.
\* Omni-channel campaign management across email, WhatsApp, and SMS with audience segmentation and delivery tracking supports targeted outreach at scale.
\* Helpdesk module with ticket creation, resolution tracking, and workflow automation structures customer support operations for service-oriented businesses.
\* OCR document scanning (insurance module) extracts data from policy documents and ID cards automatically, cutting manual data entry for insurance agents and brokers.
\* Multi-company management lets a single account administer multiple business entities with separate company-level access controls.
\* Role-based user permissions restrict data access per module and per user, limiting exposure of sensitive business information.
\* Workflow automation handles recurring tasks, follow-up reminders, and process triggers, reducing manual operational effort across departments.
\* Appointment management with list and calendar views, a weekly scheduler, and external guest invitations supports scheduling for client-facing teams.
\* AMC (Annual Maintenance Contract) management module addresses recurring service contract tracking for IT equipment rental and service businesses.
\* Real-time dashboards and customizable data grids, forms, and fields provide configurable reporting without technical customization skills.
\* No installation, coding, or dedicated technical team required; accessible from any device via the cloud with TLS encryption and automatic backups.
\* Dedicated support and free training included, lowering the onboarding barrier for non-technical business owners and staff.

## About the vendor

- **Company**: Webtrix Solutions

## Commercial Context

- **Pricing model**:  (Free version available)
- **Pricing Details**: Purpose-built for insurance professionals — manage policies, claims, commissions, reminders, and OCR-powered policy scanning.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, India

## Features

- AI Copilot
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Automated Follow-Ups
- Calendar/Reminder System
- Client Communication Tools
- Communication History
- Contact Management
- Customer Database
- Customisable Reports
- Data Import/Export
- Documentation handling
- Email Management
- Email Templates
- For Insurance Industry
- Forecasting
- Generative AI

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Insurance CRM Software](https://www.getapp.ie/directory/3083/insurance-crm/software)

## Links

- [View on GetApp](https://www.getapp.ie/software/2378437/webtrix24-1)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/webtrix24-1/> |
| en-AE | <https://www.getapp.ae/software/2378437/webtrix24-1> |
| en-AU | <https://www.getapp.com.au/software/2378437/webtrix24-1> |
| en-CA | <https://www.getapp.ca/software/2378437/webtrix24-1> |
| en-GB | <https://www.getapp.co.uk/software/2378437/webtrix24-1> |
| en-IE | <https://www.getapp.ie/software/2378437/webtrix24-1> |
| en-NZ | <https://www.getapp.co.nz/software/2378437/webtrix24-1> |
| en-SG | <https://www.getapp.sg/software/2378437/webtrix24-1> |
| en-ZA | <https://www.getapp.za.com/software/2378437/webtrix24-1> |

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