What is a WhatsApp CRM?

A WhatsApp CRM is customer relationship management software that lets teams message leads and customers on WhatsApp from the CRM, so follow-ups are scheduled, assigned and reported instead of living only in personal chats.

Who it is for

  • Sales teams that follow up enquiries on WhatsApp
  • Businesses receiving enquiries from ads, websites and walk-ins
  • Service and support teams updating customers
  • Owners who want follow-ups visible to managers

Problems it solves

  • Leads followed up from personal phones, with no record
  • History lost when a salesperson leaves
  • No reminder for the next follow-up
  • No view of which enquiries are still waiting

Key capabilities

WhatsApp messaging

Message leads and customers on WhatsApp from Perfect CRM.

Multi-channel follow-up

Use WhatsApp alongside IVR/toll-free calls, SMS marketing and email marketing.

Lead capture

Record enquiries from calls, walk-ins, your website and campaigns in one lead register.

Lead assignment

Assign each lead to the right salesperson or team.

Automated follow-ups

Schedule follow-up reminders so no enquiry goes cold.

Reports

See lead volumes, follow-up status and conversions.

How it works

  1. An enquiry arrives and is recorded in Perfect CRM.
  2. It is assigned to a salesperson.
  3. The salesperson follows up on WhatsApp, a call, SMS or email.
  4. The status is updated and the next follow-up is scheduled.
  5. Managers review pending follow-ups and conversions.

Messaging rules to plan for

Businesses messaging customers on WhatsApp should follow WhatsApp's business messaging policies, including getting customers' permission before sending them messages. We discuss how you capture and record that permission during implementation.

WhatsApp as part of the whole CRM

WhatsApp works best as one channel of a complete process: capture, assignment, follow-up and reporting. Perfect CRM also covers sales CRM, service CRM and support CRM, so the same customer record is used after the sale.

Frequently asked questions

Does Perfect CRM support WhatsApp?

Yes. Perfect CRM connects with WhatsApp messaging, alongside SMS, email and IVR/toll-free calls.

Can managers see follow-ups done by their team?

Yes. Leads are assigned to salespeople and their status and follow-ups are visible in the CRM and its reports.

Which WhatsApp setup will we need?

This depends on your message volume and use case. We confirm the setup during the demo and implementation.

Perfect CRM software for sales, service and support teams

CRM Software

Perfect CRM is the customer relationship management (CRM) software developed by Perfect ERP Software.

Learn more Lead management software dashboard illustration

Lead Management Software

Perfect ERP Software's lead management software, part of Perfect CRM, records every sales enquiry in one place, whether it arrives by phone, as a walk-in, through your website or from a campaign.

Learn more Diagram of Perfect ERP and Perfect CRM connected to Tally, Busy, the EaseBuzz payment gateway, WhatsApp and third-party CRMs

Software Integration Services

We connect Perfect ERP and Perfect CRM with the tools businesses already use: Tally and Busy for accounts, the EaseBuzz payment gateway for online payments, WhatsApp for customer messaging and third-party CRMs.

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See how it fits your business

Book a free, no-obligation demo. Our team will show the software using your workflow and prepare a quote based on the modules and users you need.

or call +91-9999365655

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