WhatsApp CRM

The WhatsApp CRM your whole team can sell from.

Every WhatsApp chat, contact and lead in one place — on the official WhatsApp Business API. Assign chats, tag and track leads through your stages, automate follow-ups and see what converts.

Start your Free Trial now Book a Demo

✨ Ask AI about this page:ChatGPT Claude Perplexity

9:41

Priya Sharma

Stage: Qualified · Owner: Rajesh

Can you share the price list for the 2 BHK units?

🏷 Hot lead · FB Ad · Pune

📝 Budget ₹60–70L. Wants a Saturday site visit.

Rajesh

Sure Priya — sending it now, and here are Saturday slots.

New

Qualified

Visit booked

Won

Number for the team

₹0

Markup on Meta fees

14 days

Free trial

What is a WhatsApp CRM?

A CRM built around the chat

A WhatsApp CRM keeps customer records, lead stages and team follow-up right next to the WhatsApp conversation — so nobody copies chats into a separate system, and no lead is forgotten in someone's phone.

Conversations

Every chat with every customer, answered by the whole team from one number.

Customer records

Tags, custom fields and notes saved on each contact.

Pipeline

Lead stages you define — New, Qualified, Won — with filters and automation.

Automation

Bots and broadcasts that follow up for you.

How Lead Pattern works as your WhatsApp CRM

Everything a sales team needs, inside WhatsApp

01How Lead Pattern works as your WhatsApp CRM

Shared team inbox

Your whole team answers one WhatsApp number, each with their own login. Assign chats, leave internal notes the customer never sees, and work from “My chats · Awaiting reply”.

Assign by hand, by bot or automatically
Internal notes and handover with full chat history
Android app (iOS coming soon)

9:41

Team Inbox

My chats · Awaiting reply

Is the 50 kg pack available?

Assigned to Neha · Sales

📝 Repeat buyer — offer the dealer price.

02How Lead Pattern works as your WhatsApp CRM

Contacts, tags and custom fields

Every person who messages you becomes a customer record. Add several tags (Hot lead, Pune, Pumps) and custom fields for the details — city, budget, product, renewal date — including List fields with fixed options so your data stays clean.

Import up to 10,000 rows from Excel
Dynamic segments update themselves
Hide phone numbers from roles that shouldn't see them

9:41

Customer profile

Priya Sharma

🏷 Hot lead · FB Ad · Pune

City: Pune · Budget: ₹60–70L · Source: Instagram ad

📝 Prefers WhatsApp over calls.

03How Lead Pattern works as your WhatsApp CRM

Lead stages and pipeline

Create a Status field with your own stages, filter the inbox by stage, and let a bot react when a lead moves — for example, send the price list the moment a lead becomes Qualified.

Stages as a List field on every customer
“Attribute changed” trigger runs the next step
Segments by stage for follow-up broadcasts

9:41

Lead stage

Field: Status

New

Qualified

Proposal

Won

Status → Qualified · bot sends price list

New

Qualified

Won

04How Lead Pattern works as your WhatsApp CRM

Automatic follow-up

No-code bots greet new leads, ask qualifying questions and assign hot leads to the right person. Broadcasts reach opted-in segments with approved templates, and WhatsApp Flows collect details in a form inside the chat.

“Lead from Click-to-WhatsApp ad” trigger
Scheduled broadcasts to segments
Forms and bookings with WhatsApp Flows

9:41

Qualifier bot

New lead

⚡ Bot

Thanks for reaching out! What are you looking for?

Buy

Rent

Just browsing

Tagged: Buy · assigned to sales

05How Lead Pattern works as your WhatsApp CRM

Know which ads bring customers

Leads from Click-to-WhatsApp ads are tagged to their ad, and Ads Insights (free on every plan) shows spend and cost per WhatsApp lead for each Facebook and Instagram ad.

9:41

Ads Insights

Last 30 days

Ad: 2 BHK Pune · 112 WhatsApp leads

Cost per lead shown per ad

06How Lead Pattern works as your WhatsApp CRM

Connect your other systems

Send new leads and changes to your existing CRM, sheet or software with webhooks and the API, or a bot's “Call an API” step. Native SAP Business One, Shopify, WooCommerce and QuickSell integrations are live; native Zoho CRM, Salesforce and HubSpot connectors are coming soon.

9:41

Webhook

Lead → your system

Event: new lead · Priya Sharma

POST → your-crm.com/leads · 200 OK

9:41

Team Inbox

My chats · Awaiting reply

Is the 50 kg pack available?

Assigned to Neha · Sales

📝 Repeat buyer — offer the dealer price.

🏷 Hot lead · FB Ad · Pune

City: Pune · Budget: ₹60–70L · Source: Instagram ad

📝 Prefers WhatsApp over calls.

New

Qualified

Proposal

Won

Status → Qualified · bot sends price list

New

Qualified

Won

⚡ Bot

Thanks for reaching out! What are you looking for?

Buy

Rent

Just browsing

Tagged: Buy · assigned to sales

Ad: 2 BHK Pune · 112 WhatsApp leads

Cost per lead shown per ad

Event: new lead · Priya Sharma

POST → your-crm.com/leads · 200 OK

Why a WhatsApp CRM

WhatsApp app + spreadsheet vs a WhatsApp CRM

	WhatsApp Business app + Excel	Lead Pattern WhatsApp CRM
Who can reply	One phone, a few linked devices	The whole team on one number, each with a login
Lead details	Typed into a separate sheet by hand	Tags, custom fields and notes on the customer
Follow-up	Depends on someone remembering	Assignment, “Awaiting reply” lists, bots and scheduled broadcasts
Bulk messages	Limited broadcast lists	Broadcasts to segments with approved templates
Ad leads	Mixed in with every other chat	Tagged to the ad; cost per lead in Ads Insights
Your other software	Copy and paste	Webhooks, API and native integrations
Official status	Business app	Official WhatsApp Business API, green-tick help

Get started

Your WhatsApp CRM, live in a few days

Connect your number

We set up the official WhatsApp Business API for free and help with Meta verification.

Bring your contacts

Import your leads from Excel and set up your tags, fields and stages.

Invite your team

Add agents with roles and permissions, switch on bots and start selling.

Set up your WhatsApp CRM fields in 2 minutes

Settings → Custom Fields → add *Status* as a List field: New, Qualified, Proposal, Won, Lost.
Add the fields your team needs: *City*, *Budget*, *Product*, *Source*.
Agree on 5–10 tags with your team — a short list keeps filtering useful.
Build a bot on Attribute changed so moving a lead to *Qualified* sends your price list automatically.
Import your existing leads: Customers → Import, upload an .xlsx file, map the columns and tag the whole batch. Import guide →

What a WhatsApp CRM costs with Lead Pattern

Starter is ₹15,000 a year (or ₹1,500 billed monthly) for one user. Growth is ₹35,000 a year (or ₹3,500 a month) for the owner plus 5 agents, with the shared team inbox, unlimited chatbots, roles and permissions, WhatsApp Flows and webhooks. Prices exclude GST. Meta's message fees are charged at cost with zero markup, and replies inside the 24-hour window are free. See pricing →

Explore the CRM features

Lead Management

Capture, tag and track every lead.

Learn more →

Shared Team Inbox

The whole team on one number.

Learn more →

WhatsApp Chatbot

Qualify and assign automatically.

Learn more →

Broadcasting

Follow up with segments.

Learn more →

Ads Insights

Cost per WhatsApp lead.

Learn more →

Webhooks & API

Connect your software.

Learn more →

WhatsApp CRM FAQ

What is a WhatsApp CRM?+

A WhatsApp CRM is software that keeps your WhatsApp conversations, customer records, lead stages and team follow-up in one place. Lead Pattern does this on the official WhatsApp Business API, so a whole team can work from one number.

Is Lead Pattern a WhatsApp CRM?+

Yes. Lead Pattern combines a shared team inbox with customer records (tags, custom fields, notes), lead stages, assignment, no-code bots, broadcasts, WhatsApp Flows forms and webhooks — everything a team needs to manage leads and customers on WhatsApp.

Can I use Lead Pattern with my existing CRM?+

Yes. Send new leads and changes to your CRM through webhooks and the API, or a bot's “Call an API” step. Native Zoho CRM, Salesforce and HubSpot connectors are coming soon.

Can I track lead stages like New, Qualified and Won?+

Yes. Create a List custom field (for example Status) with your stages, filter the inbox by stage and start a bot when the stage changes.

Can I import my existing contacts?+

Yes. Upload an .xlsx file (up to 10,000 rows) with one customer per row, then map columns to phone, name, tags and custom fields.

Can my sales team use it on their phones?+

Yes. The Android app works on the same shared inbox. The iOS app is coming soon.

Can I control what each team member sees?+

Yes. Custom roles and permissions decide who can view phone numbers, export contacts or send broadcasts. Without the “View customer phone number” permission an agent sees the number as Unknown.

How much does a WhatsApp CRM cost?+

Lead Pattern starts at ₹15,000 a year (Starter, one user). Growth is ₹35,000 a year for the owner plus 5 agents. Prices exclude GST, and Meta's message fees are charged at cost with zero markup. There's a 14-day free trial.

Do I need the WhatsApp Business API for a WhatsApp CRM?+

For a team, yes. The WhatsApp Business app is built for one phone. The official API lets many agents answer one number, run bots and send broadcasts — Lead Pattern sets it up for you for free.

Run your sales on WhatsApp CRM — try it free for 14 days.

Start your Free Trial now Book a Demo Chat on WhatsApp

14-day free trial · No credit card · Free WhatsApp API setup