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WhatsApp CRM

WhatsApp CRM and shared team inbox

Contacts, tags and deals fill in from your WhatsApp and Instagram chats, so your team always knows who to follow up with and why.

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Leads pipeline

Example data

New2

  • Riya S.

    Asked about sizes

  • Arjun K.

    From Instagram

Interested1

  • Meera P.

    Cart: ₹2,698

Paid1

  • Kabir D.

    ₹1,349 · UPI

Leads lost in a sea of chats

  • No one knows which chats are hot leads
  • Customer details live in people's phones and notebooks
  • Follow-ups slip because nothing reminds anyone

With the WhatsApp CRM

  • Each chat becomes a contact with its history
  • Tags and stages show where every lead stands
  • Owners and follow-ups are clear for the whole team

How it works

How whatsapp crm works

  1. 01

    Chats become contacts

    Every new conversation creates or updates a contact automatically.

  2. 02

    Tag and assign

    Tag by interest or source, and assign an owner by hand or by rule.

  3. 03

    Move deals forward

    Track each lead through your stages until it's won.

A pipeline that fills itself

Bots and automations update the CRM as customers reply, so the board is always current.

  • Custom stages
  • Deal value and notes
  • See every chat behind a deal

Leads pipeline

Example data

New2

  • Riya S.

    Asked about sizes

  • Arjun K.

    From Instagram

Interested1

  • Meera P.

    Cart: ₹2,698

Paid1

  • Kabir D.

    ₹1,349 · UPI

Segments for smarter campaigns

Use tags and fields to send the right message to the right group.

  • Tag by product, city or source
  • Custom fields
  • Send templates to a segment

Campaigns

Example data
CampaignSentRead
  • Festive sale: 20% offSent8,24071%
  • New arrivalsSent5,61064%
  • Cart reminder (auto)Running1,32082%

Works with your main CRM

Already use HubSpot or Zoho? Keep WhatsApp contacts in sync with it.

  • HubSpot CRM
  • Zoho CRM
  • GoHighLevel coming soon

Inbox

Example data

Can I book a demo class for Saturday?

Sure! Pick a slot: 11 AM, 2 PM or 5 PM

5 PM please

Booked for Sat, 5 PM ✅ See you there!

Use cases

Built for your industry

Related features

Works well with

Your customers are already on WhatsApp.
Meet them there.

Book a demoStart free trial
  • 14-day free trial
  • No card needed
  • Setup support included

FAQ

WhatsApp CRM: your questions

Still unsure? Ask us anything.

Do Instagram leads go into the same CRM?

Yes. Instagram DMs and WhatsApp chats feed the same contacts and pipeline.

Can I import my existing contacts?

Yes, you can import contacts. Only message those who opted in to WhatsApp messages.

Does it replace HubSpot or Zoho?

It can stand alone, or sync with HubSpot CRM or Zoho CRM if you already use one.

Can I see who on my team handled a lead?

Yes. Each contact shows its owner and the full chat history.