WhatsApp CRM Setup

₹999 One-Time

WhatsApp CRM Platform Lead & Customer Management Built for Indian Businesses

WhatsApp CRM Software
for Indian Businesses

Manage WhatsApp leads, customer conversations, follow-ups, team assignments and customer information from one organised business platform.

Centralised Customer Records Lead Pipeline Management Shared Team Inbox Conversation Assignment Follow-Up Management
Guided onboarding
No monthly platform subscription
CRM and integration support
LeadWA CRM Lead Pipeline
New Lead Qualified Follow-Up
Priya Sharma New
Amit Patel Qualified
Rahul Singh Follow-Up
Neha Gupta Converted
Assigned Agent: Sales Team Next Follow-Up: Tomorrow

Example CRM interface

Overview

What Is WhatsApp CRM Software?

A central platform for managing customer relationships and conversations.

WhatsApp CRM software helps businesses organise customer conversations, lead information, follow-up activity, team assignments and communication history from a central platform.

LeadWA combines WhatsApp business communication with customer and lead management tools, enabling businesses to capture, track and manage customer relationships more effectively.

Centralised Customer Information

Store and access customer details in one place

Conversation Management

Organise and track customer communications

Lead and Sales Tracking

Monitor lead status and follow-up activities

Team Collaboration

Share customer context and assign tasks

Features

WhatsApp CRM Features for Business

Tools to manage, track and grow customer relationships.

Customer Contact Management

Store and organise customer contact information from WhatsApp conversations.

WhatsApp Conversation History

Access complete conversation history for customer context and follow-up.

Lead Capture

Automatically capture leads from WhatsApp conversations.

Lead Pipeline Management

Organise and track leads through pipeline stages from enquiry to conversion.

Lead Status Tracking

Update and monitor lead status throughout the customer journey.

Customer Notes

Add and review notes to capture important customer details.

Tags and Customer Segmentation

Organise customers using tags and segments for better targeting.

Follow-Up Scheduling

Schedule follow-ups to stay on top of customer conversations.

Follow-Up Reminders

Receive reminders for scheduled follow-ups and pending actions.

Shared Team Inbox

Manage all customer conversations from a centralised team inbox.

Conversation Assignment

Assign customer conversations to specific team members.

Agent Collaboration

Collaborate with team members on customer communication and follow-ups.

Customer Search and Filtering

Quickly find customers and conversations using search and filter tools.

CRM Dashboard

View key metrics and lead activity from a central dashboard.

Customer Activity Timeline

Review customer communication and interaction history over time.

CRM Analytics and Reporting

Available analytics and reporting tools depend on the selected configuration.

API and Webhook Integration

Connect with external systems using API and webhook capabilities.

Lead Management

Manage WhatsApp Leads from First Enquiry to Follow-Up

Track and nurture leads through the entire customer journey.

New Enquiry Contacted Qualified Follow-Up Converted Closed
  • Capture customer enquiries from WhatsApp
  • Store customer information and conversation history
  • Add notes and tags to customer records
  • Update lead status as the enquiry progresses
  • Assign leads to team members for follow-up
  • Schedule follow-ups and set reminders
  • Review customer communication history
  • Track lead conversion and closed activity
Note: Business results depend on customer demand, lead quality, communication strategy, team performance and business operations.
Team Inbox

Manage Customer Conversations with Your Team

Collaborate on customer communication from a shared platform.

  • View Customer Conversations Centrally

    Access all customer conversations from one inbox.

  • Assign Conversations to Available Agents

    Route enquiries to the right team members.

  • Add Customer Notes

    Capture important customer details and context.

  • Review Conversation Context

    Access previous conversations for better customer understanding.

  • Track Conversation Ownership

    Know who is handling each customer conversation.

  • Collaborate on Customer Enquiries

    Work together to resolve customer issues.

  • Transfer Conversations When Required

    Route conversations to the most suitable team member.

  • Reduce Duplicate Responses

    Ensure customers receive consistent and accurate replies.

Shared Team Inbox 3 conversations

Rahul Sharma

I would like to know more about the service.

Follow-Up Sales Team

Priya Patel

Can I get a demo of the product?

Assigned Support Team

Amit Singh

When will my order be delivered?

Pending Unassigned

Example CRM interface

How It Works

How WhatsApp CRM Works

A step-by-step workflow from conversation to organised customer data.

1

Customer Starts a WhatsApp Conversation

A customer sends a message to your business WhatsApp number.

2

Customer Information Is Added to the CRM

Contact details and conversation data are captured and stored.

3

A Lead Record Is Created or Updated

New enquiries become lead records; existing leads are updated.

4

The Enquiry Is Assigned to a Team Member

The lead is assigned to the appropriate person or team for follow-up.

5

Notes, Tags and Follow-Up Details Are Added

Add notes, tags and schedule follow-ups to manage the relationship.

6

The Team Continues the Customer Conversation

Team members respond, follow up and nurture the relationship.

7

Lead Status and Activity Are Reviewed

Monitor progress, update status and review customer activity.

Integrations

Connect WhatsApp CRM with Your Business Tools

Extend the power of your CRM with business integrations.

Integration note: Integration availability depends on third-party platform capabilities, selected configuration and implementation requirements.
Use Cases

WhatsApp CRM Use Cases for Indian Businesses

Practical applications across industries.

Ecommerce and Retail

  • • Customer enquiry management
  • • Order support and follow-up
  • • Customer relationship tracking

Education and Coaching

  • • Student enquiry management
  • • Follow-up and admission tracking
  • • Student communication history

Real Estate

  • • Property enquiry management
  • • Lead follow-up and tracking
  • • Customer preference tracking

Healthcare and Clinics

  • • Patient enquiry management
  • • Appointment follow-up
  • • Communication history tracking

LeadWA does not provide medical diagnosis or treatment advice.

Travel and Hospitality

  • • Booking enquiry management
  • • Customer follow-up tracking
  • • Guest communication history

Local Service Businesses

  • • Service enquiry management
  • • Lead follow-up and assignment
  • • Customer relationship tracking

Professional Services

  • • Client enquiry management
  • • Service follow-up tracking
  • • Client communication history

Sales and Customer-Support Teams

  • • Team collaboration on customer enquiries
  • • Lead assignment and follow-up
  • • Customer context and history sharing
Benefits

Benefits of Managing WhatsApp Conversations with CRM

Why businesses use CRM to organise their WhatsApp communication.

Organised Customer Information

Structured customer data at your fingertips

Clear Lead Visibility

Track lead status and pipeline progression

Better Follow-Up Management

Stay organised with scheduled follow-ups

Centralised Conversation History

Complete customer communication context

Improved Team Collaboration

Work together on customer relationships

Faster Access to Customer Context

Quickly review customer history

Reduced Duplicate Communication

Consistent customer interactions

More Structured Customer Management

Systematic approach to relationships

Compare

WhatsApp CRM vs Managing Chats Manually

Understand the differences in customer management approaches.

Feature LeadWA WhatsApp CRM Manual Chat Management
Customer Records✅ Organised❌ Unstructured
Conversation History✅ Available❌ Limited
Lead Status✅ Trackable❌ Manual
Customer Notes✅ Available❌ Limited
Tags and Segmentation✅ Available❌ No
Follow-Up Tracking✅ Scheduled❌ Manual
Team Assignment✅ Supported❌ No
Shared Team Access✅ Yes❌ Limited
Search and Filtering✅ Available❌ No
CRM Integrations✅ Supported❌ No
Analytics✅ Available❌ Basic
Transparent Pricing

WhatsApp CRM Software Pricing

Simple, transparent pricing for Indian businesses.

LeadWA Platform Setup

₹999

One-time fee

Monthly Platform Subscription

₹0

No monthly fees

Message Usage

Charged Separately

Based on selected pack

The setup fee covers LeadWA platform onboarding and configuration. Message packs, applicable taxes, validity periods, CRM feature availability and custom integration costs may apply separately.

View Complete Pricing →

Explore More

Explore LeadWA WhatsApp Business Solutions

Learn more about LeadWA's business communication platform.

Frequently Asked Questions

Frequently Asked Questions About WhatsApp CRM Software

Everything you need to know about managing customer relationships with LeadWA.

What is WhatsApp CRM software?

WhatsApp CRM software helps businesses organise customer conversations, lead information, follow-up activity, team assignments and communication history from a central platform.

How does WhatsApp CRM work?

WhatsApp CRM works by integrating with WhatsApp to capture customer conversations, store contact information, track lead status, assign enquiries to team members and manage follow-up activity from a central dashboard.

Can WhatsApp CRM manage customer conversations?

Yes, WhatsApp CRM provides a shared team inbox to manage customer conversations, assign enquiries and track communication history from one platform.

Can I manage WhatsApp leads using LeadWA?

Yes, LeadWA allows businesses to capture leads from WhatsApp conversations, track lead status, add notes and follow up with customers from one organised platform.

Can I assign customer conversations to team members?

Yes, LeadWA provides conversation assignment features to help businesses assign enquiries to specific team members.

Does LeadWA provide a shared team inbox?

Yes, LeadWA includes a shared team inbox that allows multiple team members to manage and collaborate on customer conversations.

Can I add customer notes and tags?

Yes, LeadWA supports adding customer notes and tags to help businesses organise and segment their contacts.

Can I track lead status?

Yes, LeadWA allows businesses to track lead status through pipeline stages such as New Enquiry, Contacted, Qualified and Converted.

Can I schedule customer follow-ups?

Yes, LeadWA provides follow-up scheduling and reminder features to help businesses stay on top of customer communication.

Can LeadWA connect with my existing CRM?

Yes, LeadWA offers API and webhook integration options for connecting with compatible CRM systems and business tools.

Does LeadWA support API and webhook integrations?

Yes, LeadWA supports API and webhook integrations to connect with external business systems and custom applications.

Can multiple team members use the CRM?

Yes, LeadWA is designed for team collaboration with shared access to customer information and conversation history.

Can I search customer information and conversations?

Yes, LeadWA provides search and filtering tools to help businesses quickly find customer records and conversation history.

Is WhatsApp conversation history available?

Yes, LeadWA stores and organises WhatsApp conversation history for easy review and customer context.

How much does LeadWA WhatsApp CRM cost?

LeadWA offers a one-time platform setup fee of ₹999 for WhatsApp CRM software. There are no monthly platform fees. Message usage charges apply based on the selected message pack.

Does LeadWA charge a monthly platform subscription?

No. LeadWA charges a one-time platform setup fee only. There are no recurring monthly fees. You pay once for platform access and then only for message usage.

Are WhatsApp message charges included?

No. The setup fee covers platform access and configuration. Message packs are purchased separately based on your communication needs.

Does LeadWA guarantee leads, conversions or sales?

No. Business results depend on factors such as audience quality, customer demand, communication strategy and business operations.

Is custom CRM integration included?

Available CRM tools and setup assistance depend on the selected LeadWA plan. Custom integrations or advanced workflow development may require separate evaluation and pricing.

How long does CRM setup take?

CRM setup time depends on your business requirements, team onboarding and any integration configuration. Basic workflows may be configured within a few days.

Organise Your WhatsApp Leads and Customer Conversations

Use LeadWA to manage customer information, WhatsApp conversations, team assignments and follow-up activity from one organised business platform.

One-time platform setup No monthly platform subscription Guided onboarding CRM and integration support