The WhatsApp CRM your whole team works from.
Every chat becomes a contact with an owner, a status, notes and a next step. Your team works one number from a shared inbox, and no lead gets lost in a phone.
What is a WhatsApp CRM?
A WhatsApp CRM is software that turns WhatsApp chats into an organised sales pipeline. Each contact has an owner, a status, notes and a next step, and your whole team works from one shared inbox on one number.
WhatsApp has no built-in CRM, so these tools connect through the official WhatsApp Business API. Automate AI is a WhatsApp CRM by UC Tech Private Limited, with contacts, follow-ups and AI lead scoring built around the chat itself.
- UnlimitedUsers and contacts on every plan
- 1 numberYour whole team, each with their own login
- 0–100AI lead score, with the reason shown
- OfficialBuilt on the WhatsApp Business API
Why teams move off the phone
When enquiries arrive on one phone or in a spreadsheet, the same problems come up:
- Chats get buried, and nobody knows who replied last.
- Leads are copied into sheets by hand, or not at all.
- Follow-ups depend on someone remembering.
- When a salesperson leaves, their chats leave too.
- A manager can’t see what the team did today.
What to look for
A WhatsApp CRM should give you:
- The official WhatsApp Business API, not a browser extension.
- A shared inbox with assignment and internal notes.
- Statuses, custom fields and follow-up reminders.
- Automatic lead capture from ads, forms and marketplaces.
- Reports on what each teammate did.
A CRM built around the chat.
Contacts and custom fields
Import from a file, group contacts, and add your own fields such as city or budget.
Statuses you define
Track every contact’s stage, and filter by status, group or date.
Owners and auto-assign
Round-robin assignment across active agents, with roles and departments.
Follow-up reminders
See what’s due, done and missed, for yourself and your team.
Notes and activity
Internal notes your customer never sees, and a history of each contact.
AI lead scoring
A score from 0 to 100 from what the customer said, with the reason shown.
Re-inquiry filter
See when a lead writes in again after you changed their status.
Staff activity reports
Messages, status changes, follow-ups and chats closed, per teammate.
Connects to your tools
Zoho Bigin, Google Sheets, and a REST API with webhooks for everything else.
Contacts, the team inbox and marketing come with every plan. AI Sales Center and automation come with Series 2, 3 and 4.
From first message to closed deal.
- 1Every lead lands in one place
Chats, Click-to-WhatsApp ads, Facebook Lead Ads, IndiaMART and JustDial leads become contacts automatically, and new chats are shared across your team.
- 2Organise each contact
Set a status, add private notes and keep details like city or budget in custom fields. A chatbot can ask with buttons and save the answer.
- 3Never miss a follow-up
Set a follow-up on any contact and get reminded when it’s due. AI Sales Center scores each lead and suggests the next step.
Phone and spreadsheets vs a WhatsApp CRM.
| Phone and spreadsheets | WhatsApp Business app | Automate AI | |
|---|---|---|---|
| Team on one number | One phone at a time | Up to 4 linked devices, no assignment | Whole team, each with a login |
| Who owns a lead | Whoever remembers | Not tracked | Round-robin auto-assign |
| Lead stages | A column in a sheet | Labels | Statuses and custom fields |
| Follow-up reminders | Calendar or memory | None | Due, done and missed |
| New leads from ads and forms | Copied by hand | By hand | Saved as contacts automatically |
| Lead scoring | None | None | AI score from 0 to 100 |
| Team reporting | None | None | Staff activity by person |
| Automation | None | Greeting and away messages | Chatbots, AI and follow-up sequences |
More in our WhatsApp CRM guide and WhatsApp Business app limitations. You can keep the app on the same number with coexistence.
What a WhatsApp CRM costs.
Plans from about $19 a month
₹1,799 a month on Series 3, billed yearly, with AI Sales Center and automation included. Every plan has unlimited users, contacts and campaigns. See plans.
Messages, per delivery
WhatsApp messages are charged per delivered message from your wallet, by type and country. See rates by country.
Prices are set and billed in Indian rupees; US$ amounts are approximate.
WhatsApp CRM FAQ
What is a WhatsApp CRM?
A WhatsApp CRM is software that turns WhatsApp chats into an organised sales pipeline. Each contact has an owner, a status, notes and a next step, and the whole team works from one shared inbox on one number. WhatsApp has no built-in CRM, so these tools connect through the WhatsApp Business API.
What is the best WhatsApp CRM?
It depends on your team. Look for the official WhatsApp API rather than a browser extension, a shared inbox with assignment, statuses, follow-up reminders, lead capture and reporting. Automate AI includes all of these, with unlimited users on every plan.
Can several salespeople use one WhatsApp number?
Yes. Your whole team works from one number in the shared inbox, each with their own login. New chats are shared round-robin across active agents, and managers can reassign any chat.
Can WhatsApp replies update fields in the CRM?
Yes, through a chatbot. A flow can ask a question with buttons or a list and use the Update Contact step to save the answer to a contact field, such as city or budget. AI doesn’t fill fields from free text; AI Sales Center gives a lead score, summary and next step instead.
Does Automate AI connect to my existing CRM?
It connects to Zoho Bigin and Google Sheets directly. For other CRMs, use the REST API and webhooks. There is no ready-made HubSpot or Salesforce connector.
Does it track which ads bring leads?
Yes for Click-to-WhatsApp ads created in Automate AI: you see spend, chats started and new contacts for every ad, and each contact shows where the enquiry came from.
Is a WhatsApp Web CRM extension safe?
No. Browser extensions that automate WhatsApp Web aren’t authorised by WhatsApp and can get a number restricted. A CRM on the official WhatsApp Business API is the safe route.
Do I need a separate CRM as well?
Not if your sales run on WhatsApp. If you already use a CRM for other channels, keep it and connect it, since Automate AI is built around WhatsApp conversations.
Put every WhatsApp lead in one place.
Give each lead an owner and a next step, and let your team work one number together.
Explore more features
- MarketingBroadcast rich WhatsApp templates now or on a schedule, and track every read.
- ChatbotBuild WhatsApp chatbots on a drag-and-drop canvas, no code needed.
- AI AssistantAI that answers customers from your own documents, by text or voice.
- AI Sales CenterLead scores, next steps and follow-ups from your WhatsApp chats.
- AI CopilotType a task and AI sets it up in your account, with your OK.
- AI ConnectionsConnect Claude, ChatGPT or Cursor to your WhatsApp data, and approve every message.
- Drip CampaignA series of WhatsApp messages over days or weeks that stops when they reply.
- Click-to-WhatsApp AdsFacebook and Instagram ads that open a WhatsApp chat, written by AI and published from Automate AI.
- Shared Team InboxYour whole team on one WhatsApp number, with assignment, notes and quick replies.
- Instagram Auto-ReplyKeyword replies to Instagram comments and DMs, with a private DM to commenters.
- Online StoreYour own store page with products, orders, payments and WhatsApp order updates.
- Voice AIAI phone agents that answer calls and call your leads, in six languages.