Most B2C and B2B SMB sales in India happen on WhatsApp now. But the CRM tools your team uses live somewhere else — HubSpot, Zoho, Pipedrive, Google Sheets — and the gap between "customer messaged us" and "lead exists in CRM" is filled by someone copy-pasting things at 11pm. We build the bridge. Lead capture, qualification, pipeline tracking, all running on WhatsApp, all synced to wherever your sales data really lives.
Built on Meta Cloud API · Syncs to your existing CRM · Owned, not rented
Four patterns we hear on almost every call. If one of these is your situation, a designed sales CRM build pays back fast.
Lead messages on Saturday night. No auto-response. By Monday morning the lead has gone to a competitor who replied at 11:05pm. The cost isn't the missed lead — it's the dozens of these you don't even know about, because they never make it to your CRM.
Your team has two windows open. WhatsApp Web on one screen, your CRM on the other. Lead messages, someone manually creates a record, types in details, updates status. Multiply by 200 leads a week. The cost is hours, errors, and stale data.
Sales reps walk into calls without knowing whether the lead is qualified, budget, timeline, or just window-shopping. A well-designed WhatsApp qualification flow asks 4-6 right questions before booking the call — conversion rates go up 30-50% because reps only spend time on warm leads.
You have a pipeline in your CRM that looks healthy. But you don't know which WhatsApp campaign brought which leads, where they stalled, or which sales reps closed the most. The data exists in two systems that don't talk. The decisions get made on gut.
Click-to-WhatsApp ads, website forms, QR codes — all routing into a designed conversation that captures source, name, contact details, and initial intent in the first message. Lead exists in your CRM within 30 seconds of first message.
Branching questions that ask budget, timeline, use case, decision authority — whatever your sales motion needs to know. Different questions for different lead sources. Wrong-fit leads get politely deflected; right-fit leads get a calendar link or a sales rep handoff.
Qualified leads route to the right sales rep based on territory, product line, or load balancing. Pipeline stages update automatically based on conversation flow (demo booked, proposal sent, etc.). Your CRM stays in sync without anyone copy-pasting.
The lead who said "I'll think about it" gets a follow-up nudge in 48 hours, a soft-sell in 5 days, a final touch in 14 days. Designed sequences, not spammy — running automatically while your team focuses on hot leads.
The mockup beside this shows the actual conversation a lead would have with a qualification flow we built for a Delhi coaching center. Notice three things: the questions are conversational, not formy; the answers route into their CRM as structured fields; and the booking happens in the same conversation — no calendar link to click away to.
That coaching center went from manually triaging 80+ daily inbound WhatsApp leads to having 60% auto-qualified and booked, with only the genuinely complex ones reaching a human. Sales rep utilization went up 3x.
Book a build call →A WhatsApp Sales CRM is the combination of three things: lead capture flows that bring prospects into WhatsApp (often from ads, website forms, or QR codes), qualification logic that asks the right questions to identify intent and route to the right team member, and pipeline tracking that follows the lead from first message to closed deal — synced with whatever sales tool your team already uses (HubSpot, Zoho, Pipedrive, custom database). Done right, it replaces the manual copy-paste between WhatsApp and your CRM.
You can, and for simple use cases they're fine. The limits show up when you want custom qualification logic (branching questions based on answers), conditional routing (different sales reps for different lead types), automated follow-up sequences for non-responsive leads, or deep integration with your fulfillment system. Built-in CRM integrations are template-based and don't bend. A custom build does whatever your actual sales motion needs.
Behind the scenes: when a lead messages you, the system creates a record in your CRM with their phone, the source (ad campaign, page, QR), and initial qualification data. As the lead moves through conversation stages — qualified, demo scheduled, proposal sent, negotiating, closed — the CRM updates automatically based on either keyword triggers, agent actions, or scheduled checkpoints. Your sales team sees a normal CRM pipeline; the lead never knows they're being tracked.
Yes — that's the whole point of the build. We integrate with HubSpot, Zoho, Pipedrive, Salesforce, Freshsales, custom databases on Postgres or MongoDB, and Google Sheets if that's where you actually run things. The WhatsApp side runs on Meta Cloud API, the integration code lives in your stack, and the CRM stays the source of truth. No data lives only in WhatsApp.
Base build: ₹35,000 one-time. Includes WhatsApp Business Account setup, 3-6 qualification templates, lead capture flow, pipeline stages tied to your CRM, and the integration code. If your CRM is custom or your qualification logic is unusually complex, it moves to Custom pricing (₹1,00,000+). Ongoing changes via the ₹1,200/month Studio retainer.
WATI and AiSensy both have basic CRM-like features inside their dashboards — labels, notes on conversations, basic pipeline views. They're fine for small teams that don't want a separate CRM. They become limiting when you want real pipeline analytics, complex routing rules, or integration with your existing sales tools. Our build assumes you already have or want a real CRM, and we make WhatsApp feed into it cleanly.
30-minute call. We'll map your current lead flow, the CRM you're using, and the qualification rules that matter — and we'll quote a number for the build.
Book a discovery call →Or WhatsApp us directly: +91 99580 78863