whatsapp crm · WhatsApp
The chat is on one screen and the call history on another, and the customer is waiting.
WhatsApp CRM by Telecalling Software: every chat opens next to that customer's calls.
Telecalling Software becomes a WhatsApp CRM built into the dialer once you connect a WhatsApp Business API: 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
- Staff attendance
- Telecalling CRM
- Telecaller app
- For real estate
- For insurance agents
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 CRM features
| 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
WhatsApp CRM uses
- 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
WhatsApp CRM limits
- 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
WhatsApp CRM FAQ
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.
Why do customers prefer WhatsApp over email in India?
- Because it is read. A message reaches a phone somebody is already holding, in the language they use with friends, and a reply costs them nothing. Email in Indian consumer sales is frequently opened days later or never, which is why the brochure that matters goes on WhatsApp.
Is there a free WhatsApp CRM for small business?
- The chat side here is paid rather than free, because it needs an API behind it. What is free forever is the automatic WhatsApp when a call ends, which is the piece most small teams actually want: the brochure or price list going out by itself without anyone typing. The chat beside the call history is the paid plan.
How does a WhatsApp CRM work with my existing number?
- A number used with the API becomes a business channel and stops working in the ordinary WhatsApp app, which is the part to understand before starting. Most teams therefore put a second number on the API and keep the personal one on the handset for after-call messages.
Can I see WhatsApp chat and call history on one screen?
- That is the whole idea of it. Opening a customer shows the calls, the outcomes, the notes and the WhatsApp conversation in one place, so nobody is switching apps mid-conversation trying to remember what was said on the phone last week.
Does a WhatsApp CRM work on Android and the web dashboard?
- Both, on the same account. Callers use it on the handset beside their calls; a manager handles chats from the browser dashboard, which is easier for typing anything long. Replies from either appear in the same thread.
Can two people reply to the same WhatsApp chat?
- Yes, and everyone sees what the other sent, which is the main reason a shared inbox beats one person's phone. What it does not do is stop two people typing at once, so most teams assign the customer rather than relying on the tool to referee.
What is the difference between a WhatsApp CRM and WhatsApp Business?
- WhatsApp Business is a free app for one person on one phone, with a catalogue and quick replies. A WhatsApp CRM puts those chats next to the lead record and the call history, lets several people work them, and reports on them. The free app is genuinely enough for a solo seller and stops working the moment there are three of you.
Do I need Facebook Business verification for a WhatsApp CRM?
- For the API, yes, there is a business verification step with Meta through whichever provider you choose. It is paperwork rather than difficulty, usually a few days. Nothing on the after-call messaging side needs it, which is why that half is available immediately.
Can I use WhatsApp templates in the CRM?
- Yes, your approved templates come into the app and can be sent from a chat or triggered by a lead changing status. Templates are what let you message someone outside the twenty-four hour window, which is a rule of the platform rather than of this product.
Does a WhatsApp CRM keep chat history if a caller leaves?
- Yes, because the conversation belongs to the account rather than to the handset. Reassign the customer and the next person opens the full history. This is the single strongest argument for moving chats off somebody's personal WhatsApp.
How do I know a chat is waiting for a reply?
- Chats witha 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₹161 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 should a telecaller 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 should you follow up a lead: by call and WhatsApp, the spacing that works in India, and when to stop.Open
Updated on · Facts checked September 2026