WhatsApp CRM SoftwareManage Every Lead, Chat & Deal in One Place
Stop switching tabs. Manage WhatsApp conversations, assign agents, set reminders, and close deals, all from a single smart dashboard.
New lead
- Asked about pricing“What does the Growth plan include?”From a campaign link
- Requested a callback“Can your team call me after 5?”From the chatbot
Qualified
- Demo booked“Thursday at 11 works for us.”Assigned to an agent
- Bulk order enquiry“We need this for all our stores.”Assigned to an agent
Follow-up
- Reminder sent“Your demo is tomorrow at 11 AM.”Read
- Quote shared“Here's the quote we discussed.”Read
Won
- Plan confirmed“Let's go ahead with Growth.”Moved to Won
- Per month, Starter
- ₹999
- Onboarding
- Free
- Typical go-live
- 1–3 days
- CRM contacts on Starter
- 10,000
What Is WhatsApp CRM Software?
Traditional CRM + WhatsApp = WhatsApp CRM. Unlike basic WhatsApp Business, it adds a full CRM layer for teams, giving you visibility, control and automation across every customer conversation.
Are your sales reps managing leads from personal WhatsApp? End the chaos with a centralised inbox, pipeline view and automated follow-ups, all in one place.
WhatsApp CRM vs Regular CRM
How a WhatsApp-native CRM differs from a regular one.
Dashboard Features Built for Sales Teams
Everything your team needs to turn WhatsApp chats into revenue.
01 · Capture
Unified Team Inbox
Starter has a 1:1 live chat inbox; the shared multi-agent team inbox starts on Growth. Chat assignment, tagging & notes in a single shared view.
- Shared team inbox from Growth (5 logins)
- Chat assignment, tagging, notes
Shared Multi-Agent from Growth
02 · Qualify
Lead Pipeline View
Kanban-style lead stages with filters by agent, date, and label.
- Kanban-style lead stages
- Filter by agent, date, label
10,000 to unlimited contacts
03 · Follow up
Follow-up Automation
Auto-reminders after a set number of hours, with template-based message sequences.
- Auto-reminders after a set number of hours
- Template-based sequences
2 to 20 automations by plan
04 · Close
Analytics & Reports
Per-agent performance metrics and conversion funnel analysis. The full BI dashboard and custom exports are on Scale.
- Per-agent performance
- Conversion funnel metrics
BI dashboard on Scale
05 · Sync
CRM Connections
Connect HubSpot, Zoho, Salesforce or any CRM through the REST API and webhooks. Not included on Starter; Growth allows 100 requests / min; Scale has the full API and webhooks.
- REST API & webhooks (Growth and Scale)
- Auto-create contacts from chats
API on Growth and Scale
WhatsApp Automation That Runs Your Follow-ups for You
Set it once, let it run. 2 Automations on Starter, 5 Multi-Step Flows on Growth, 20 Advanced Funnels on Scale.
Auto-reply when agent offline
Never miss a lead, even after hours.
Birthday / anniversary auto-messages
Build relationships automatically.
Connect the Tools You Already Use
Connect your CRM and business tools through the REST API and webhooks. Not included on Starter; Growth allows 100 requests / min; Scale has the full API and webhooks.
- HubSpot
- Zoho CRM
- Salesforce
- Webhook/API
What Each Plan Unlocks
The CRM side of each WhatsApp Business API plan. Onboarding is free on all three.
| Starter₹999 /monthFor founders, shops, clinics & coaching | GrowthMost popular₹1,999 /monthFor growing sales & support teams | Scale₹6,999 /monthFor agencies, branches & franchises | |
|---|---|---|---|
| Inbox | 1:1 Live Chat | Shared Multi-Agent | Priority Routing & SLA Controls |
| Team Logins | 1 (Admin) | 5 (Role-Based) | 20 (with Routing) |
| CRM Contacts | 10,000 | 25,000 | Unlimited |
| Automations & Funnels | 2 Automations | 5 Multi-Step Flows | 20 Advanced Funnels |
| Lead Sources | Connected Sources | Instagram, FB Lead Ads & Web | Meta, Web & CRM Sync |
| Lead Classification | Basic Quality Score | Hot / Warm / Cold | Enrichment & Deduplication |
| REST API & Webhooks | Not included | 100 requests / min | Full API & Webhooks |
| BI Dashboard & Custom Exports | Not included | Not included | Included |
Starter₹999 /monthFor founders, shops, clinics & coaching
- Inbox
- 1:1 Live Chat
- Team Logins
- 1 (Admin)
- CRM Contacts
- 10,000
- Automations & Funnels
- 2 Automations
- Lead Sources
- Connected Sources
- Lead Classification
- Basic Quality Score
- REST API & Webhooks
- Not included
- BI Dashboard & Custom Exports
- Not included
GrowthMost popular₹1,999 /monthFor growing sales & support teams
- Inbox
- Shared Multi-Agent
- Team Logins
- 5 (Role-Based)
- CRM Contacts
- 25,000
- Automations & Funnels
- 5 Multi-Step Flows
- Lead Sources
- Instagram, FB Lead Ads & Web
- Lead Classification
- Hot / Warm / Cold
- REST API & Webhooks
- 100 requests / min
- BI Dashboard & Custom Exports
- Not included
Scale₹6,999 /monthFor agencies, branches & franchises
- Inbox
- Priority Routing & SLA Controls
- Team Logins
- 20 (with Routing)
- CRM Contacts
- Unlimited
- Automations & Funnels
- 20 Advanced Funnels
- Lead Sources
- Meta, Web & CRM Sync
- Lead Classification
- Enrichment & Deduplication
- REST API & Webhooks
- Full API & Webhooks
- BI Dashboard & Custom Exports
- Included
Frequently Asked Questions
Short answers about team access, automation and integrations. For plan limits feature by feature, see the pricing page.
Turn Every WhatsApp Conversation Into a Revenue Opportunity
See how NotifyTech AI turns WhatsApp chats into closed deals. We handle setup, and most numbers go live in 1–3 business days.