Multi-agent chat inbox
Route incoming WhatsApp messages to the right team member based on department, queue, or skillset. Assign conversations, set statuses, and maintain complete chat history per contact, all linked to a business phone number.
WhatsApp CRM Software
WhatsApp CRM Software for Sales & Support
Turn WhatsApp conversations into sales and customer relationships. This WhatsApp CRM software and WhatsApp Business API connects CRM client management to live chats, templates, booking and payment alerts, and lead capture software — without switching tabs.
Shared inbox
WhatsApp CRM Software in one team inbox
Your entire team can manage WhatsApp conversations alongside leads, deals, and tickets — contact management and CRM automation without leaving the platform.
WhatsApp messageInbound
Lead captureNew record
CRM contactProfile
Lead assignmentAgent
Conversation historyThread
Follow-upTask / template
Sales pipelineDeal
Contact management
CRM client management beside every conversation
Every WhatsApp chat is linked to the corresponding contact, lead, or deal. Agents see history, open tickets, and account details alongside the chat panel.
- Conversation history with files and voice notes
- Customer profile and account details
- Open tickets and assigned agent
- Internal notes, handoffs, and activity history
Internal notes & handoffs
Add internal notes to WhatsApp conversations, transfer chats between agents without losing context, and set up auto-replies for after-hours inquiries.
CRM automation
CRM sales and marketing automation from templates
Create, manage, and send WhatsApp message templates that comply with Meta's policy. Design and submit templates for Meta approval, organize by category, and use dynamic variables for personalized bulk messaging.
TemplateManager
Meta approvalPolicy
Customer segmentAudience
Scheduled messageBroadcast
Delivery trackingAnalytics
Automated alerts
CRM events that send WhatsApp notifications
Trigger booking confirmations, installment due reminders, payment receipts, and possession notifications automatically based on CRM events.
Booking confirmation
Installment reminder
Payment receipt
Possession notification
Lead capture
Lead capture software that feeds the sales pipeline
Capture leads automatically from your WhatsApp Business account and route them into sales pipeline management with complete conversation context. Lead management software stays linked to the chat.
WhatsApp lead capture widget
Embed a click-to-chat widget on your website that opens a pre-filled WhatsApp conversation. Incoming messages are automatically logged as new leads in the CRM.
Automated lead scoring
Apply lead scoring rules based on WhatsApp interaction patterns, response times, and inquiry types to prioritize high-intent prospects.
Seamless CRM integration
Convert WhatsApp leads into deals with one click. All chat history, files, and voice notes accompany the lead as it moves through your sales pipeline.
Scheduled broadcasts
Schedule promotional or informational broadcasts to customer segments with delivery tracking and opt-out management built in.
AI Powered Analytics
Track message delivery rates, read rates, opt-out counts, and conversation volumes across all templates and campaigns.
See WhatsApp inside the full CRM
Explore the Platform
Inbox, pipeline, and automation in Smart Business 360 business management software.
FAQ
Frequently asked questions
How does WhatsApp CRM software work?
WhatsApp CRM software connects the WhatsApp Business API to a shared team inbox. Incoming messages become CRM contacts, can be assigned to agents, keep conversation history, and move into the sales pipeline with follow-ups and templates.
What is lead capture software on WhatsApp?
Lead capture software logs inbound WhatsApp chats — including a click-to-chat widget — as new leads. Chat history stays on the record so lead management software and sales pipeline management start from the first message.
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