Your WhatsApp CRM is currently one person's phone.
Most Indian businesses run their real sales pipeline on WhatsApp, on one handset, with no record of anything. This agent turns those threads into a shared inbox and a proper CRM pipeline — without changing how your team actually talks to customers.
We ask for 30 minutes first — we cannot price a build we have not seen inside. No obligation, and you keep the scope either way.
Built and handed over by AcquihireTech · Delhi NCR
Live client systems: ReRoom.in (Interiors, Mumbai) · ePrep Global (Test prep, New Delhi) · ARVEX (Construction & tiles, Delhi NCR). We publish the names, not invented numbers — read the case studies.
Most Indian businesses run their real sales pipeline on WhatsApp, on one handset, with no record of anything — which is why WhatsApp CRM India searches are mostly people looking for a way out of that. This build gives you a WhatsApp shared team inbox and a proper WhatsApp sales pipeline: threads become contacts with stages, owners and full history, follow-ups fire on schedule rather than on memory, and reassignment carries context instead of a forwarded screenshot. Your team keeps talking on WhatsApp exactly as they do now. WhatsApp CRM software India vendors sell is usually the inbox alone; the WhatsApp CRM integration into a pipeline your team will genuinely use is what decides adoption, and it is the reason people end up searching for the best WhatsApp CRM for Indian business rather than just the cheapest.
Where a WhatsApp pipeline actually breaks
The pipeline is one person's phone
If that handset is lost, sold or walks out with a resignation, the customer history goes with it.
No handover is possible
A salesperson goes on leave and nobody else can pick up a conversation, because nobody else can see it.
Nothing is reportable
How many live deals do you have on WhatsApp right now? Nobody in the business can answer that.
Follow-ups depend on memory
The deal that needed a nudge on Thursday gets one if somebody happens to remember on Thursday.
What the WhatsApp CRM does
One shared team inbox
Every thread visible to the people who should see it, with assignment and ownership
A real pipeline view
Stages, values and next actions — the WhatsApp conversation becomes a deal record
Follow-ups that fire themselves
Scheduled nudges tied to stage and last-contact date, not to somebody's memory
Clean handover
Reassign a thread and the new owner gets the full history, not a forwarded screenshot
Templates and quick replies
Approved answers to the questions your team types out fifty times a week
Reporting that exists
Threads by stage, response time, owner activity, conversion by source
How the WhatsApp CRM gets built
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01
Number moved to the Business API
Your existing number migrated properly, so customers keep messaging the number they know.
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02
Inbox and pipeline set up
Shared inbox with assignment rules, and a CRM pipeline with the stages your business actually uses.
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03
Threads become records
Contacts, stages, values and full conversation history sync automatically to the CRM.
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04
Team trained on the flow
Your salespeople keep talking on WhatsApp. The record-keeping happens whether or not they remember to do it.
What we will not let it do.
Most of this category sells an outcome it does not control. We would rather show you the rules the build is held to — every one of these is written into the scope, tested before go-live, and yours to change afterwards.
- Migration is planned before it is executed. Moving a number to the Business API changes how it can be used on a handset, and we map that with you rather than discovering it live.
- The pipeline stages are yours, taken from how your team already sells, not a CRM vendor's default that nobody will use.
- Adoption is designed for: if the record-keeping requires your salespeople to do extra work, they will not do it, so it happens automatically from the conversation.
- Conversation history is exported and retained in systems you own, so a platform change later does not cost you the record.
Worth building — and worth not building.
A build at the wrong moment is worse than no build. If the right-hand column describes you, say so on the call and we will tell you what to do instead.
Build this if
- More than one person needs to see the same customer conversation
- You cannot currently answer "how many live deals are on WhatsApp"
- A salesperson going on leave blocks their conversations entirely
- You are willing to migrate the number to the Business API
Do not build this yet if
- One person handles every conversation and always will
- You cannot move the number off the consumer WhatsApp app
- Your team will not accept any visibility into their threads
Everything in a WhatsApp CRM build
- WhatsApp Business API migration for your existing number, planned in advance
- Shared team inbox with assignment, ownership and internal notes
- CRM pipeline built on your real sales stages
- Automatic contact, stage and conversation-history sync
- Scheduled follow-up nudges tied to stage and last contact
- Approved template and quick-reply library
- Handover flow so reassignment carries full context
- Reporting view: threads by stage, response time, owner activity, source
- Team training and a documented flow they can run without us
- Full data export and credentials handed to you at close
What we need from you: roughly one to two hours a week during the build — access to the accounts involved, a look at how the work is done today, and written sign-off on what the agent may say. Pass-through costs: telephony minutes, WhatsApp conversation charges and model usage are billed to you directly by those providers at their own rates. We do not resell or mark them up, and we size them against your real volume in the written scope.
It has to fit the stack you already run.
- WhatsApp / BSP
- Meta WhatsApp Business API, AiSensy, Interakt, Gupshup, WATI
- CRM
- HubSpot, Zoho CRM, Pipedrive, LeadSquared, Google Sheets
- Automation
- n8n, Make, Zapier
- Payments & docs
- Razorpay, Stripe, Google Drive, quotation templates
- Calendar
- Google Calendar, Calendly, Cal.com
- Analytics
- Looker Studio, GA4, UTM and click-ID capture
Anything else with a documented API or webhook can be connected — the connectors are named in the written scope, and anything discovered later is priced before it is built.
Two ways to start.
Agent builds are scoped and priced individually — the figure moves with channel count, integration count, volume and how much logic sits behind the conversation. Published pricing for the four engines is on the Engagements page and is a fair guide to the order of magnitude. The audit produces a written scope and a written price, and both are yours to keep.
Pilot
One number, shared inbox, basic pipeline, contact sync. Enough to see the pipeline that was previously invisible.
Live in 3–4 weeks
Get a written scopeProduction
Multi-user inbox, full CRM pipeline and automations, follow-up sequences, template library, reporting, training and 90 days of tuning.
Live in 6–8 weeks
Get a written scopeSystems Audit
Thirty minutes, free. We map your pipeline live and name the single biggest constraint — including when the honest answer is that you do not need this agent.
30 minutes · No charge
Book the auditYou own it. You can switch it off.
Data stays yours
Scoped against India's DPDP Act. Records sit in accounts you own, with retention rules you set. Your data is not used to train third-party models.
Approvals before it speaks
Everything the agent may say about price, scope and commitments is approved by you in writing before launch, and changeable afterwards.
A human is always reachable
Escalation paths are defined with you and tested before go-live. There is a documented off switch, and it is yours.
WhatsApp CRM India — what buyers ask first
It is the layer that turns WhatsApp conversations into business records — a shared team inbox so more than one person can see a thread, plus a CRM pipeline where each conversation becomes a contact with a stage, an owner, a value and a full history.
No, in most cases. An existing number can usually be migrated to the WhatsApp Business API so customers keep messaging the number they already have. The trade-off is that the number can then no longer be used in the consumer WhatsApp app on a handset, which we plan for before migrating rather than after.
They keep doing what they already do — talking to customers on WhatsApp. The record-keeping happens automatically from the conversation rather than requiring separate data entry, because a CRM that needs extra work does not get used.
Yes. That is the main reason businesses do this. Threads are assigned to owners, visible to whoever should see them, and reassignable with full history when someone is on leave.
HubSpot, Zoho, Pipedrive, LeadSquared and Salesforce among others. If you do not have a CRM, setting one up is part of the build rather than a prerequisite.
Yes. History is exported and retained in systems you own, so changing platform later does not cost you the record. All credentials transfer to you at project close.
No, and they pair well. That agent holds the first conversation with an inbound enquiry. This one makes the whole WhatsApp pipeline visible, shared and reportable. Many builds include both.
You do, directly to Meta or your Business Solution Provider at their published rates. We do not mark those up.
No, and they pair well. That agent holds the first conversation with a new inbound enquiry — answering, qualifying, booking. This one makes your whole WhatsApp pipeline shared, visible and reportable, including the conversations your team is already having by hand. If enquiries are going unanswered, buy that one first. If they are answered but invisible, buy this one. Many builds end up including both, for different reasons.
You should look at them seriously, and we integrate with several — AiSensy, Interakt, Gupshup and WATI are listed above. What the tool sells is the inbox. What it does not do is migrate your number without breaking anything, design pipeline stages your team will actually use, wire the history sync so record-keeping does not depend on anyone remembering, and get the team to adopt it. If you have someone in-house who will do that, buy the tool.
Meta bills you per conversation at their published rates and we do not mark it up; if you use a Business Solution Provider their subscription is billed to you directly too. On leaving: conversation history is exported and retained in systems you own, precisely so a platform change later does not cost you the record. After the tuning window the inbox, the pipeline, the automations and the credentials are yours.
Agents that work alongside this one.
WhatsApp Lead Response Agent
Every WhatsApp enquiry answered before it goes cold.
Multilingual Voice & Chat Agent
Hindi, Tamil, Telugu, Marathi, Bengali — switching mid-sentence, the way people actually talk.
AI Telecalling Agent
Outbound calling that does not depend on who turned up today.
AI Sales Agent for D2C & Shopify
Recover the cart, confirm the COD order, answer "where is my parcel".
Put a WhatsApp CRM Agent to work this quarter.
The 30-minute Systems Audit maps your pipeline live, names the single biggest constraint, and tells you whether this is the right agent to start with. You keep the diagnosis either way.
We ask for 30 minutes first — we cannot price a build we have not seen inside. No obligation, and you keep the scope either way.