WhatsApp CRM and lead management software
WhatsApp CRMLiveLive with admissions, education and staffing teams
Leads arrive from Meta lead ads, Google Sheets and web forms and land in one pipeline, tagged with the campaign that brought them, with a WhatsApp inbox your whole team can answer from. Built and running for admissions, education and staffing teams.
Admissions team
Sample lead.
Illustrative details.
Fresh off the printer. Tear it to print again.
Built for teams that sell on WhatsApp
WhatsApp CRM is made for these businesses. If yours is close, the analysis will tell us whether it fits.
WhatsApp CRM features
Each line is running for a real team today unless it says otherwise. Your CRM gets the pieces you need, not all of them.
LIVE: running in a business today · BUILT: finished · TESTING, CERTIFYING and IN BUILD: on the pass now · PLANNED: in the written plan
Live with admissions, education and staffing teams.
LiveHow the WhatsApp CRM works
Three stations, one system.
Capture
Leads from Meta ads, Google Sheets and web forms land in one pipeline, with duplicates caught before anyone calls twice.
Follow up
Your team replies from one WhatsApp number with templates, and daily call plans skip people on leave.
Improve
Every lead keeps the campaign, ad set and ad that brought it, and recorded calls are reviewed with coaching notes. Sending outcomes back to Meta is planned next.
Running for real teams
A study-abroad consultancy gets Meta lead ads straight into its CRM, with the campaign, ad set and ad recorded on every lead. A school admissions team works leads with WhatsApp, an in-app help chat and a knowledge base. An education group feeds three CRMs from live Google Sheets, and a staffing agency shares one WhatsApp inbox across its recruiters.
Status
WhatsApp CRM questions
Straight answers. If yours is not here, email us and we will get back to you.
Is this the official WhatsApp API?
Yes. The inbox uses Meta's WhatsApp Business Platform (Cloud API), so messages come from your verified business number.
Can several people reply from one number?
Yes. The whole team works one inbox, with per-person access to the conversations they should see.
Can it pull leads from Facebook and Instagram ads?
Yes. Meta lead ads arrive with campaign, ad set and ad IDs, and repeat leads are blocked. Sending outcomes back through the Conversions API is planned next.
Our leads are in Google Sheets. Can you connect them?
Yes. One service reads every sheet and writes each new lead into the right CRM, with every column mapped.
Can calls be reviewed?
Yes. Recorded calls can be transcribed and scored with coaching notes from the lead page. A self-hosted setup that handles Telugu calls has been tested.
How much does it cost?
We quote after a written analysis of how your team sells today.
More we build
Other services we build to order. All services
Start a project.
Tell us where your leads come from, how your team follows up, and what falls through the cracks. A written analysis comes back before any quote.