whatsapp crm · WhatsApp
The chat is on one screen and the call history on another, and the customer is waiting.With Telecalling Software, the WhatsApp CRM built into the dialer, a chat opens next to that customer's calls and notes.
Connect a WhatsApp Business API to Telecalling Software and every chat opens inside the app, next to that customer's calls, notes and reminders. Send photos, documents, video, audio, approved templates, quick-reply buttons and option lists. Unread and unreplied chats are badged so nobody waits, and any provider works, Meta direct or a reseller.
- WhatsApp CRM
- WhatsApp live chat with lead details
- WhatsApp API in a dialer
- Chat with calls and notes
- Quick reply buttons
- Whatsapp live chat crm
3 days free, no cardIncluded in the one plan
What is a WhatsApp CRM?
Telecalling Software works as a WhatsApp CRM: connect a WhatsApp Business API from Meta or any provider and every chat opens inside the dialer, beside that customer's calls, notes and reminders. Send photos, documents, video, audio, approved templates, quick-reply buttons and option lists, with unread and unreplied chats badged so nobody waits.
01 · At a glancewhatsapp crm · facts checked September 2026
WhatsApp chat beside the call history in Telecalling Software, at a glance
| Fact | Telecalling Software |
|---|---|
| Chat opens | Beside the customer's calls, notes, status and follow-ups, on the same lead |
| Connects to | Any WhatsApp Business API provider; the number is yours |
| Who replies | The caller who owns the lead, or whoever the manager assigns |
| Templates | Approved templates and quick replies inside the chat |
| History | Every message kept on the lead and searchable with the calls |
| Cost | Included in the one plan; the API provider bills its own message charges |
02 · What you get
- Chat with contextThe conversation opens beside the customer's calls, notes and lead status. No switching apps to remember who they are.
- Everything WhatsApp can sendPhotos, documents, video, voice notes, approved templates, buttons and option lists, from the same screen.
- Unread and unreplied badgesSee which chats are waiting for you and which are waiting for the customer.
- Any API providerMeta direct or any reseller, saved as named profiles you can switch between.
03 · How it worksThree moments
Connect the API
Paste the details from your provider once, as a named profile.
Open a chat
From the customer screen, with their calls and notes beside it.
Send anything
Media, templates, buttons and lists; read receipts with the time.
04 · Who uses itThree teams
Who uses a whatsapp crm, and for what?
- A caller answering a replyreads yesterday's call note in the same view before typing, so the answer matches what was promised.
- A managerhands a chat to another caller when the first is on leave, with the whole history attached.
- A support deskmoves a chat to "resolved" as a status, and the dashboard counts it with the calls.
05 · LimitsRead before you buy
What the whatsapp chat beside the call history does not do
- Live two-way chat inside the app needs a WhatsApp Business API account; the normal WhatsApp app cannot be read by another app.
- It does not scrape or import your personal WhatsApp chats.
- Template approval and the 24-hour reply window are WhatsApp rules and apply here as everywhere.
06 · Also in whatsapp16 more
- Auto WhatsApp after a callA message for each call type and each lead status, sent by itself the moment it happens.
- Bulk WhatsAppSend to a list you already have: leads, the call log, paying clients, a sheet, or a block of pasted numbers. An API is optional.
- Connect any WhatsApp APIMeta direct or a reseller, saved as a named profile. Keep several and switch when you need to.
- Approved templates, syncedYour approved API templates in the app, with category, language and a preview before you use one.
- A message per call typeMissed, incoming and outgoing each get their own switch, send mode and template.
- Paste numbers and sendPaste any list of numbers. Duplicates and formatting are cleaned up before sending.
- Broadcast to the call logEveryone you spoke to is already a list. Send to it without exporting anything.
- Phone or API sendingOne by one from your own number, or a server campaign through the Meta API. Choose per campaign.
- Delivered, read, repliedReports that go past "sent", with every recipient listed.
- Media in chatPhotos, documents, video and voice notes, straight from the dialer.
- Buttons and option listsLet the customer tap an answer instead of typing one.
- Read receipts with the timeDelivered and read, with exact times, so you know whether to wait or follow up.
- Message on status changeEvery status, including your own, can send its message when a lead moves there.
- Saved messages with attachmentsReusable messages with a brochure or image, shared to WhatsApp in one tap.
- History of automatic messagesSent, skipped or failed, with the reason, for every automatic message.
- WhatsApp or WhatsApp BusinessPick which WhatsApp app the whole dialer opens by default.
07 · Questions
Asked before you buy.
Which WhatsApp API providers work?
- Any provider that exposes the standard WhatsApp Business API, including Meta directly. Each is saved as a named profile and you can keep several.
Can I use it without an API?
- Live chat inside the app needs an API. Without one, the app still opens WhatsApp with messages ready to send, and automatic messages work in one-tap mode.
Do my approved templates come into the app?
- Yes. Templates sync with their category and language, and you see a preview before saving one to use.
Can I send a document or a video in the chat?
- Yes. Photos, documents, video and audio attach from the phone, and a brochure or price list can be saved as a reusable template.
How do I know a chat is waiting for a reply?
- Chats with a message you have not answered carry an unreplied badge, separate from the unread badge, so the queue is obvious.
Goes well with
- Auto dialerPick a list, press start, and the phone rings the next number each time a call ends. You only talk.
- Attendance with a live selfieCallers mark in and out with a live selfie taken inside the branch radius. Punches made offline sync later; nothing tracks them between punches.
- Calling sessionsA guided run through a list with a progress count and a stop button that follows you around the phone.
Your next chapter₹159 per user per month on yearly · every feature included
Good things
start with hello.
Make room for better conversations. Take Telecalling Software with you. Free for 3 days, no card.
Keep reading
- Leads from Sheets and APIsNew rows become assigned leads by themselves.Open
- Backup and restoreEverything back on a new phone in minutes.Open
- Caller ID and spamNames on unknown numbers; customers always ring through.Open
- Call analyticsCalls, connects, outcomes and lost leads per caller.Open
- How many calls should a telecaller make in a day?how many calls a telecaller should make in a day: the maths by hand and with an auto dialer, and the number to target instead.Open
- How many times should you follow up a lead?how many times to follow up a lead by call and WhatsApp, the spacing that works in India, what each touch carries, when to stop.Open
Updated on · Facts checked September 2026