WhatsApp CRM for Indian Teams
Customer replies, follow-ups and sales conversations in one timeline.
2 min
Web + app
14 days
WhatsApp CRM
Sample data preview
1,248
Calls
₹28.7L
Pipeline
Live
Reports
Aakash Homes
Site visit
Hot
BrightSkill Pune
Admission call
Warm
CareDesk BPO
Demo booked
AI fit
Feature details
Everything your team needs to use it daily
Designed for managers, telecallers and field teams who need work captured automatically, not manually chased at day end.
What is it
Every WhatsApp message to and from a lead lands in that lead's own activity timeline, next to their calls, quotations and notes.
How it works
Connect a WhatsApp Business number once; replies route straight into the CRM instead of a phone that only one person can check.
Who it's for
Sales and support teams already using WhatsApp with customers who don't want that conversation history scattered across personal phones.
Getting set up
Connect your WhatsApp Business number from Settings, then assign which team members can view and reply to which leads.
Advanced capability map
What WhatsApp CRM adds to your CRM
These are practical operating controls, not brochure checkboxes. Each item is designed to reduce manual reporting and make manager review faster.
Lead timeline messages
Reply visibility
Team permissions
AI reply insights
Follow-up trigger
Conversation history
Daily workflow
WhatsApp CRM without spreadsheet follow-up
The important activity reaches the CRM automatically, so your team can sell instead of reporting about selling.
Capture every lead with owner, stage and next action.
Works across mobile, web dashboard and manager reports.
Log calls, WhatsApp notes and field activity on the same timeline.
Works across mobile, web dashboard and manager reports.
Give managers one clear dashboard for coaching and follow-up pressure.
Works across mobile, web dashboard and manager reports.
Questions
WhatsApp CRM FAQs
Quick answers before you send an enquiry.
Talk to product team
Want this module in your workflow?
Share your team size and use case. The request goes directly into the super admin marketing leads dashboard with the feature source tag.
Is feature ke liye enquiry dalo
Import a real lead sheet and test it with your team.