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WhatsApp CRM for sales teams: each enquiry becomes a lead, assigned to a rep and followed up.
Each new WhatsApp chat becomes a lead that is qualified, assigned and followed up. It comes as a product and as the setup service around it.
For many businesses in India and the Gulf, WhatsApp is where enquiries actually arrive. A clinic gets appointment questions there, a real estate team gets site visit requests from property portal ads, an admissions office gets parents asking about fees. The trouble starts when that WhatsApp number is one phone on one desk: chats get answered late, nobody knows which rep owns which lead, and follow-ups depend on someone's memory.
WhatsApp CRM fixes that. Each new conversation becomes a lead record. The lead is qualified with a few questions, assigned to a sales rep, and kept on a follow-up schedule until it is won, lost or parked. Managers can search the chat history of any lead, and reps can send scheduled and batch messages without copying numbers into a phone.
It is both a product and a service. The product is the lead pipeline on WhatsApp. The service is the setup work every business needs first: the WhatsApp number and how it is connected, message templates where the setup uses them, your qualification questions and routing rules, and the link to your CRM. See WhatsApp Business API setup and WhatsApp CRM automation service for that side.
Managers see who replied, who did not and which leads are going cold.
Several reps sharing inbound enquiries, where the manager needs to see who replied, who did not, and which leads are going cold. Our anonymous B2B engagement is this case.
Patient questions on timings and treatments go to the right coordinator.
Patients ask about timings, treatments and appointments on WhatsApp. Routing sends dental questions to one coordinator and billing questions to another.
Budget, location and timeline captured before a rep calls.
Enquiries from ads and listings arrive at all hours. Qualification captures budget, location and timeline before a rep calls.
Batch messages and follow-ups keep each applicant moving through admissions.
Admissions teams answer the same fee and batch questions all season. Batch messages and follow-ups keep each applicant moving.
A new chat from an ad, site, QR code or contact creates or matches a lead.
A prospect writes to your WhatsApp Business number from an ad, your website, a QR code or a saved contact. A lead is created or matched to an existing one. See lead capture and qualification.
First replies collect need, budget, location and timeline, with a human handover available.
The first replies ask what your sales team needs to know: what they want, budget, location, timeline. An AI step can read free-text answers and sort them, with a human handover always available.
Your rules assign the lead by product line, city, language or round robin.
The qualified lead goes to a rep by your rules: product line, city, language or round robin. See routing to sales reps.
Quiet leads get scheduled follow-ups, using approved templates after the 24-hour window.
If the lead goes quiet, a follow-up is scheduled. Inside the 24-hour window it can be a normal message; after that it must be an approved template. See follow-up automation.
Status, owner and outcome are written to your CRM for pipeline reports.
Status, owner and outcome are written to your CRM, so pipeline reports include WhatsApp leads. See CRM sync with Desk.
Meta sets these rules. Every setup we do follows them.
Opt-in first, free-form replies only inside the 24-hour window, per-template billing by Meta, and always a route to a person. We are not a Meta partner.
We are not a Meta Business Partner and do not claim to be. Where a setup uses Meta's platform, it runs under your own business account. To give customers a link that opens a chat with you, use our free WhatsApp link generator.
Follow a name for the full feature page.
Every new chat becomes a lead with its source and answers saved.
Every new chat becomes a lead with source and answers recorded.
Rules agreed with you decide which rep owns each lead.
Rules you agree with us decide which rep owns each lead.
Send later, or send personalised messages to a list with templates.
Send later, or send a personalised message to a list, using templates where Meta requires them.
Reminders tied to lead status so a quiet lead is not forgotten.
Reminders and follow-up messages tied to lead status, so a quiet lead is not forgotten.
Search every conversation by contact name, phone number or message text.
Find any conversation by name, number or what was said.
Leads, owners and outcomes written to Desk or your existing CRM.
Leads, owners and outcomes written to Desk or to the CRM you already run.
Where leads come from, how many reps handle them, and your CRM.
Where leads come from, how many reps handle them, and which CRM you use, if any.
A test enquiry runs through qualification, routing, follow-up and the CRM record.
We show a test enquiry going through qualification, routing, a follow-up and the CRM record.
We list what your setup needs and what we would build first.
We list what your setup needs: how the WhatsApp number is connected, templates, qualification questions, routing rules and CRM connection, and what we would build first.
Each setup is agreed per client. For teams that need several agents on one number and automated templates, we build on the WhatsApp Business Platform; see WhatsApp Business API setup.
No. We are not a Meta Business Partner. Where a setup uses Meta's public WhatsApp Business Platform, we follow its policies.
No. Desk is our own CRM and the simplest fit, but we build integrations with other CRMs through their APIs, often with n8n.
Yes, inside the 24-hour window, for things like qualification questions and common answers. Every flow keeps a handover to a person, which WhatsApp's policy expects.
Only people who opted in, and outside the 24-hour window only with approved templates. We help you set up opt-in and templates so batch messages stay within the rules.
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