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Vyapar Automation
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WhatsApp CRM

A WhatsApp CRM That Keeps Every Lead and Conversation in One Place

When enquiries arrive on WhatsApp and get tracked in notebooks, the leads that slip through are the ones you never see. Vyapar Automation's WhatsApp CRM brings a shared team inbox, lead stages, follow-up reminders and reporting together, so every conversation becomes a record and every record gets followed up.

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Trusted by businesses across jewellery, education, real estate and more

  • Mukunda Jewellers
  • Medha Edutech
  • Nandi Jewellers
  • Pure Pleasure
  • Aarna Developers
  • Vidhya Bharati Schools

What's included

What our WhatsApp CRM service covers

  • Shared team inbox

    All WhatsApp conversations on one number, assignable to agents with notes and tags.

  • Lead stages and pipeline

    Move leads from New to Qualified to Won with a visual pipeline per product or branch.

  • Follow-up reminders

    Schedule the next action on each lead and get reminded on mobile and desktop.

  • Customer profiles

    Contact details, source, interests, purchase history and the full conversation thread.

  • Quick replies and templates

    Answer common questions in one tap and send approved templates from the inbox.

  • Reports and dashboards

    Leads by source, conversion by stage, response times and agent activity.

Why WhatsApp and your CRM belong together

Most sales conversations in India now start or continue on WhatsApp, yet many CRMs treat it as an afterthought. When the chat and the lead record live in different places, context is lost at every hand-over: a manager cannot see what was promised, a new executive starts from zero, and follow-ups depend on memory.

A WhatsApp CRM puts the conversation inside the lead. You see the full chat, the stage, the assigned owner, notes, tags and the next scheduled action on one screen. Campaign replies, chatbot-qualified leads and website enquiries all land in the same pipeline.

Designed for teams on the move

Our CRM is available on web and as a mobile app on Google Play and the App Store, so field sales, showroom staff and counsellors can respond, update stages and set reminders from their phone. Managers get a clear view of pipeline, response times and follow-up discipline without chasing reports.

Book a free demo and we will walk through how this would work for your business, with your products, your customers and your team.

Use cases

WhatsApp CRM in practice

Examples of how businesses in different industries put this to work.

FAQ

WhatsApp CRM FAQs

Questions businesses ask before getting started.

It is a customer relationship management system where WhatsApp conversations are stored against each lead or customer, alongside stages, notes, reminders and reports, so sales and support teams work from one shared view.

Yes. That is one of the main benefits of the WhatsApp Business Platform combined with a CRM inbox. Conversations can be assigned, transferred and supervised.

Yes. The Vyapar Automation app is available on Google Play and the Apple App Store so your team can manage leads and conversations on the go.

Yes. Leads can be imported from spreadsheets or migrated from another CRM, with stages and owners mapped during setup.

Yes. If your process needs something our standard CRM does not provide, our custom CRM development service builds exactly what you need.

Related services

Ready to put whatsapp crm to work?

Book a free demo and we will walk through how this would work for your business, with your products, your customers and your team.

Book Your Free DemoContact Our Team