A WhatsApp CRM is a CRM where the chat is the record. Every message lands on a contact, the contact sits in a pipeline stage, and someone owns it.
That matters because WhatsApp is where leads in India actually reply. The WhatsApp Business app gives you labels and a catalogue. A pipeline, an owner for every chat and reports that link a customer to their ad all need a CRM on top.
Leads arrive by form as well as chat: a Meta lead ad, a website form, a sheet someone exports on Monday. A WhatsApp CRM pulls them all into the same place.
| Feature | Why it matters | How WaMark does it |
|---|---|---|
| Shared inbox with routing | Several agents, one number, no double replies | Routing rules assign new chats by keyword to a round-robin, a named agent or a department |
| Contact record | One place for the name, history and tags | Tags, custom fields, lists, segments, an activity timeline, and CSV or XLSX import with duplicate handling |
| Lead pipeline | Every deal visible at a glance | Kanban board with 7 default stages, drag and drop, and deal value on the card |
| Lead scoring | You know who to call first | A score from recency, intent, engagement and stage, with hot, warm and cold bands |
| Source tracking | You know which ad paid off | The Click-to-WhatsApp ad referral is stamped on the contact at the first message |
| Lead capture | Form and ad leads land in the CRM | A lead-intake webhook for form builders, plus automatic Google Sheets rows |
| Consent handling | You stay on the right side of opt-outs | STOP and START are handled before any bot runs, with an audit trail of who opted out and when |
A customer messages “price for the 2BHK”. WaMark opens the contact and a lead in New. Your agent replies, and the lead moves to Contacted.
Later the customer writes “please send the quote”. The stage can advance on its own from keywords in English, Hindi and Telugu, but only forward, and never into Won or Lost. Those two are yours to set.
If you move a stage by hand, your move wins for 24 hours.
When a lead sits past its limit with no reply, it shows up in the focus queue under going quiet.
See the pipeline with your own chats
Connect a number, import your contacts and watch new chats turn into leads.
Start with WaMarkSee pricingWaMark prices by plan, with the CRM growing as you move up.
| Plan | Per month | Agents | Numbers | CRM in the plan |
|---|---|---|---|---|
| Basic | ₹999 | 1 | 1 | Basic contact management |
| Starter | ₹2,999 | 3 | 1 | Team inbox and basic automation |
| Growth | ₹6,999 | 10 | 3 | Advanced CRM, chatbots, AI agent and campaigns |
| Business | ₹14,999 | 30 | 10 | Advanced CRM with bookings, forms, analytics and API |
Prices are before 18% GST. Meta bills your WhatsApp Business account directly for the messages you send, and WaMark adds no platform fee on top. The pricing page has the full lists.
Any business where the follow-up decides the sale: real estate, coaching, finance and other services whose leads arrive through ads and forms. Clinics and salons also use the built-in booking calendar, which sends reminders over WhatsApp.
WhatsApp CRM software ties every WhatsApp conversation to a contact record, a pipeline stage and an owner. It usually runs on top of the WhatsApp Business API so that several agents can share one number.
The WhatsApp Business app is free, and it gives you labels but no pipeline. WhatsApp CRM software is paid. WaMark has no free plan; plans start at ₹999 a month before 18% GST, and the Advanced CRM comes with Growth at ₹6,999.
For a shared inbox, automation and a pipeline across several agents, yes. Connect a number to the API the standard way and it leaves the WhatsApp Business app, so use a number you are ready to move or a new one.
Yes. WaMark imports CSV, XLSX and TXT files and lets you skip, update or merge duplicates, so a clean sheet becomes your contact list in one upload.
Yes. Basic has 1 agent, Starter has 3 and Growth has 10. Routing rules hand new chats to agents by round-robin, by name or by department.
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