Chats do not show the whole pipeline
A message thread can tell you what was said, but not always which opportunities need action across the team.
WhatsApp CRM
WhatsApp CRM for Teams That Need Conversation Plus Customer Process
WhatsApp is where many Indian businesses talk to prospects and customers. A CRM adds the missing structure around those conversations: ownership, customer history, next actions and workflow visibility.
- Customer context
- Keep work around the CRM record
- Lead ownership
- Know who handles the enquiry
- Follow-up
- Track the next action
- Separate plan
- Meta charges may also apply
Chat plus control
Use WhatsApp for communication and CRM for control
Chat is fast, but a growing team also needs a system for ownership, pipeline stage, customer history and reporting.
Ownership becomes unclear
CRM records help make responsibility and next actions visible when multiple people serve the same customer.
Context disappears after the sale
Keep project, invoice and support context available even when the original conversation is over.
Separate plan
Bring supported WhatsApp workflows closer to CRM context
ReltiGrow WhatsApp is available separately from the core CRM plans. Exact availability, onboarding and message flows depend on the supported configuration.
See integration approach- Customer and lead context in CRM
- Ownership around supported conversations
- Follow-up and activity visibility
- Separate ReltiGrow WhatsApp plan
- Meta messaging charges may apply
- Use-case confirmation before rollout
Workflow
What changes when WhatsApp is paired with CRM discipline?
- 1
Enquiry
Customer starts a supported conversation.
- 2
Record
Keep CRM context around the lead or customer.
- 3
Assign
Make ownership explicit.
- 4
Follow up
Track the business next action.
- 5
Continue
Keep delivery, billing and support history connected.
Plan first
Plan the messaging workflow, not just the integration
Business messaging platforms have provider rules, template requirements and usage charges that can change. Confirm your exact use case before rollout.
Who starts the conversation?
Map inbound enquiries, follow-ups, reminders and outbound use cases separately.
Who owns the customer?
Decide how enquiries are assigned and handed over between team members.
What should CRM record?
Define the customer context, activities and outcomes your team needs for follow-up and reporting.
WhatsApp CRM FAQ
Questions Indian businesses ask
Is WhatsApp included in ReltiGrow CRM pricing?
No. ReltiGrow WhatsApp is a separate plan, and Meta messaging charges may apply.
Does a WhatsApp CRM replace a sales pipeline?
No. Messaging handles conversations; CRM adds ownership, stages, activities, customer history and reporting around those conversations.
Can you confirm our exact WhatsApp use case before purchase?
Yes. Book a demo or contact the team with your expected messaging flow so supported options and separate charges can be explained clearly.
See WhatsApp CRM in a real ReltiGrow workflow
Start with the permanent Free plan or book a focused walkthrough around your team, customer journey and current tools.