Walter Suite
Walter CRM — the essentials
Simple tools that help teams stay organized and responsive.
Customer data
Contacts and companies, made simple and easy with quick search.
- Demographics
- Notes & history
- Excel import
Interactions
Track calls, emails, and notes in a single timeline.
- Capture interactions
- Reminders
Tasks & workflows
Keep follow-ups moving with simple tasking.
- Assign owners
- Due dates & status
- In-app notifications
Reporting
Lightweight dashboards for quick insights.
- Activity snapshots
- Export to CSV
- Role-based access
Walter WorkMate — built-in job tracking
For trades & field teams: projects, materials, and assignments.
Projects
Create and manage projects linked to CRM clients.
- Status: New → In Progress → Completed
- Notes & updates
- Timeline view
Materials
Track deliveries and total material costs per project.
- Ordered/received
- Cost capture
- Attach to project
Assignments
Assign installers or assignees and know who’s on what.
- Easily assign
- Due dates
- Mobile-friendly
Photos & Notes
Capture photos, add notes, and keep everything organized.
- Upload or take on-site photos
- Add job-specific notes
- Review job history anytime
Two tools, one price
Walter WorkMate is included with Walter CRM at no extra cost.
At a glance
A simple, non-exhaustive view. Exact features and pricing vary by vendor & tier.
| Feature | Walter CRM | HubSpot* | Zoho CRM* | Salesforce* |
|---|---|---|---|---|
| Simple, unified plan | ||||
| Clear, low per-user pricing | $14.99 / $9.99 | |||
| Excel import onboarding | ||||
| Minimal setup & learning curve | ||||
| Focus on essential features | ||||
| Project tracking (WorkMate) | ||||
| Add On-site Photos (WorkMate) | ||||
| Materials delivery tracking (WorkMate) | ||||
| Materials cost tracking (WorkMate) | ||||
| Assign installers/assignees (WorkMate) | ||||
| Enterprise path available |
*Third-party names are used for comparison only. This is high-level; visit vendor sites for the latest details.
How it works
Get value in minutes, not weeks.
1. Import
Bring contacts from Excel/CSV and map fields quickly.
2. Organize
Track interactions, tasks, and projects in one place.
3. Grow
Use simple dashboards to spot trends and act fast.
Ready to try the simpler suite?
Walter CRM + WorkMate included. Free for 14 days.