Manage WhatsApp Leads and Team Conversations in One CRM
Built for growing teams managing WhatsApp leads every day. Centralize customer conversations, assign owners, track pipelines, and automate follow-ups from one workspace. Connect Google Sheets workflows or explore WhatsApp automation for sales and support.
A WhatsApp CRM for growing Indian businesses
Keep enquiries, customer context and follow-up work in one workspace. Sales teams can use a lead pipeline to see the next action, while support teams keep track of the conversation. Start with the workflow your team uses every day and confirm the seats and connection options in your chosen plan.
Choose the right workflow for your team
Use the shared inbox when several people handle customer conversations. Add Google Sheets integration when an accounts or operations team maintains its follow-up list in a spreadsheet. Automation is useful when the trigger, recipient and message can be defined consistently.
What to check in your demo
Bring one example enquiry and your current follow-up process. Walk through assigning a conversation, updating a lead stage and finding the next action. Confirm permissions, message history, supported connections and plan limits before moving a live team.
Choose a plan by the job you need to do
Basic adds Google Sheets and scheduled-message workflows for a connected QR number. Professional adds the leads pipeline and smart links. Growth adds official Meta Cloud API access and AI features. These are different capabilities, not promises of delivery or sales results; confirm current connection, team and campaign limits on the pricing page.
Before you get started
- A business WhatsApp number and a connection method supported by your plan.
- A clear owner for incoming enquiries and a small set of sales stages.
- Recipient permission before sending follow-ups; reviewed templates where the connection requires them.
Example: from a new enquiry to a follow-up
An illustrative workflow to test with your team; this is not a customer performance claim.
- Receive a customer enquiry in the connected inbox.
- Assign a team member and record the requirement.
- Move the enquiry through your sales stages.
- Review the next follow-up and record the outcome.
Explore the next step
- Shared WhatsApp team inbox
Explore conversation ownership and team handovers.
- Customer reporting and follow-up examples
Read owner-reported uses at Art n Glass and Axsys Solutions, without measured outcome claims.
- WhatsApp Google Sheets integration
Connect spreadsheet-based follow-up work.
- Compare Basic, Professional and Growth plans
Match Google Sheets, lead management and Meta access to your requirements.
- Plan a WhatsApp broadcast campaign
Review sender options, media limits and audience capacity.
- WhatsApp follow-up automation
Explore triggers, message rules and status checks.
- WhatsApp lead management guide
Plan how to capture and qualify customer enquiries.
Compare WhatsHub plans and pricing or request a crm demo.
Core CRM Capabilities
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Give Each Enquiry an Owner
Open the shared inbox, filter unassigned conversations and assign the next response to a team member. Available team seats depend on the plan.
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Track Sales Follow-ups
Use the leads pipeline on Professional and higher plans to track the customer requirement, stage and next action.
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Connect Operations to Conversations
Use Google Sheets on Basic and higher plans for spreadsheet-based reminders, while the inbox keeps incoming replies in view.
The Operational Workflow
- Connect Number: Choose an official Meta Cloud API connection or a separately labelled supported QR session; available features differ by method.
- Assign an Enquiry: Add the team members supported by your plan, open an incoming conversation and assign its owner.
- Record the Next Action: Update customer context and, on a plan with leads enabled, the pipeline stage. Review follow-up eligibility before sending.
Included Product Capabilities
- Conversation Assignment: Separate all, unassigned and your own conversations so the team can see who needs to respond.
- Lead Pipeline: Follow sales stages on Professional and higher plans; this is separate from message delivery status.
- Customer Context: Keep contact information and notes alongside the conversation for the next follow-up.
Ideal Fit
Growing sales and support teams managing WhatsApp leads every day.
Common Inquiries & Answers
What is a WhatsApp CRM?
It is a collaborative platform that lets a team manage, assign, and track customer chats from a connected business number. Available features depend on whether the workspace uses Meta Cloud API or a QR-based session.
Does it support team members working remotely?
Team members can use the web workspace from supported browsers. Confirm available seats, permissions and your chosen connection in a demo before moving a live team.
Which plan includes Google Sheets and a sales pipeline?
Google Sheets is available from Basic. The leads pipeline and smart links start on Professional. Official Meta Cloud API access starts on Growth. Review the pricing page for the current prices, limits and any account-specific terms.
What should we bring to a WhatsApp CRM demo?
Bring an anonymised example enquiry, your current follow-up stages, the number of team members and the connection you need. Ask to test assignment, a stage update and the next action using those requirements.
Request a CRM demo
Tell us what your team needs. We will review your enquiry and contact you to arrange a suitable demo.
Use the enquiry form on this page when JavaScript is enabled, or email the WhatsHub team.