Sales CRM
WhatsApp CRM
Per-employee WhatsApp with a live inbox, contact sync and every conversation on the lead's timeline. Each employee can connect their own WhatsApp and work from a private inbox. Customer replies are stored and shown against the lead, next to calls, quotations and notes.
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Who it is for
Sales and support teams who already talk to customers on WhatsApp and want that history in the CRM.
Part of the Leads & Sales CRM module. See plans and modules
How it works, step by step
Incoming messages and contacts are pushed to the CRM. Only people who can see a lead can read or send its WhatsApp messages, so conversations are not scattered across personal phones.
- Open My WhatsApp in your workspace.
- Scan the code with WhatsApp on your phone to link it.
- Chat with leads from the inbox in BizzSetu.
- Replies are saved on the lead next to calls and quotations.
What you get
- Per-employee WhatsApp
- Live inbox
- Contact sync
- Customer replies on the lead
- Access follows lead visibility
- Conversation history
What it connects to
- Lead PipelineMove leads from new enquiry to qualified, demo, quotation and closure with owner accountability.
- AI Company MemoryAsk a question in plain words and get an answer drawn from your Knowledge Base and lead history.
- Quotation ManagementGST-ready quotations with per-line GST, revisions, viewed tracking, lost reasons and Mark as Accepted.
- Customer 360One page per customer with their leads, quotations, invoices, tickets and warranty units.
Getting set up
Connect WhatsApp from Settings by scanning the code, then assign leads to the team members who should handle them.
WhatsApp CRM: questions and answers
- Does each employee link their own WhatsApp?
- Yes. WhatsApp is linked per employee, and each person works from their own inbox.
- Who can read a lead's WhatsApp messages?
- Only people who can see the lead can read or send its WhatsApp messages.
- Is this the official WhatsApp Business API?
- No. It links the employee's own WhatsApp by scanning a code, the way WhatsApp Web does. Follow WhatsApp's own terms when you message customers.
- Which module is this part of?
- WhatsApp CRM is part of Leads & Sales CRM. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.
See WhatsApp CRM on your own data
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Keep exploring
- Lead Pipeline
- Track Client Follow-up Timings
- GST Invoicing & Receivables
- Accounting & GST
- Inventory Management
- Purchase Orders
- HRMS Software
- Attendance Management
- Support Ticketing
- Knowledge Base
- Workflow Automation
- AI Lead Insights
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